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Installed Building Products, Inc.（IBP）とSeneca Foods Corp（SENEB）の財務データ比較。上の社名をクリックして会社を切り替えられます
Installed Building Products, Inc.の直近四半期売上が大きい（$747.5M vs $508.3M、Seneca Foods Corpの約1.5倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 8.8%、差は1.4%）。Seneca Foods Corpの前年同期比売上増加率が高い（1.1% vs -0.4%）。Installed Building Products, Inc.の直近四半期フリーキャッシュフローが多い（$49.3M vs $22.9M）。過去8四半期でSeneca Foods Corpの売上複合成長率が高い（77.1% vs 3.9%）
Installed Building Products, Inc.は米国の大手建築製品取付サービス企業で、断熱材、雨どい、ガレージドア、防火システム、窓装飾品などの取付サービスを提供し、住宅新築、改修、商業建築の各分野で米国の広範な地域に事業を展開しています。
セネカフーズ社はアメリカ合衆国ニューヨーク州フェアポートに本社を置く食品加工・販売企業で、事業のほぼ全てが食品包装加工に関するものです。2017会計年度には食品包装事業が会社の純売上高の約98%を占め、うち缶詰野菜が65%、果物製品が23%、冷凍果物・野菜が11%、フルーツチップが1%となっています。
IBP vs SENEB — 直接比較
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $508.3M |
| 純利益 | $76.6M | $44.8M |
| 粗利率 | 35.0% | 16.4% |
| 営業利益率 | 14.6% | 11.8% |
| 純利益率 | 10.2% | 8.8% |
| 売上前年比 | -0.4% | 1.1% |
| 純利益前年比 | 14.5% | 205.4% |
| EPS（希薄化後） | $2.81 | $6.48 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $747.5M | $508.3M | ||
| Q3 25 | $778.2M | $460.0M | ||
| Q2 25 | $760.3M | $297.5M | ||
| Q1 25 | $684.8M | $345.8M | ||
| Q4 24 | $750.2M | $502.9M | ||
| Q3 24 | $760.6M | $425.5M | ||
| Q2 24 | $737.6M | $304.7M | ||
| Q1 24 | $692.9M | $162.2M |
| Q4 25 | $76.6M | $44.8M | ||
| Q3 25 | $74.4M | $29.7M | ||
| Q2 25 | $69.0M | $14.9M | ||
| Q1 25 | $45.4M | $601.0K | ||
| Q4 24 | $66.9M | $14.7M | ||
| Q3 24 | $68.6M | $13.3M | ||
| Q2 24 | $65.2M | $12.7M | ||
| Q1 24 | $55.9M | — |
| Q4 25 | 35.0% | 16.4% | ||
| Q3 25 | 34.0% | 13.4% | ||
| Q2 25 | 34.2% | 14.1% | ||
| Q1 25 | 32.7% | 4.5% | ||
| Q4 24 | 33.6% | 9.8% | ||
| Q3 24 | 33.8% | 10.1% | ||
| Q2 24 | 34.1% | 14.0% | ||
| Q1 24 | 33.8% | — |
| Q4 25 | 14.6% | 11.8% | ||
| Q3 25 | 13.7% | 9.0% | ||
| Q2 25 | 13.3% | 7.8% | ||
| Q1 25 | 10.2% | 0.6% | ||
| Q4 24 | 13.1% | 5.1% | ||
| Q3 24 | 13.3% | 5.8% | ||
| Q2 24 | 12.9% | 8.3% | ||
| Q1 24 | 12.7% | 2.5% |
| Q4 25 | 10.2% | 8.8% | ||
| Q3 25 | 9.6% | 6.5% | ||
| Q2 25 | 9.1% | 5.0% | ||
| Q1 25 | 6.6% | 0.2% | ||
| Q4 24 | 8.9% | 2.9% | ||
| Q3 24 | 9.0% | 3.1% | ||
| Q2 24 | 8.8% | 4.2% | ||
| Q1 24 | 8.1% | — |
| Q4 25 | $2.81 | $6.48 | ||
| Q3 25 | $2.74 | $4.29 | ||
| Q2 25 | $2.52 | $2.14 | ||
| Q1 25 | $1.64 | $0.10 | ||
| Q4 24 | $2.39 | $2.10 | ||
| Q3 24 | $2.44 | $1.90 | ||
| Q2 24 | $2.30 | $1.80 | ||
| Q1 24 | $1.97 | — |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $321.9M | $33.3M |
| 総負債低いほど良い | $886.6M | $275.8M |
| 株主資本純資産 | $709.9M | $713.9M |
| 総資産 | $2.1B | $1.2B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 0.39× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | $33.3M | ||
| Q3 25 | $333.3M | $18.1M | ||
| Q2 25 | $305.2M | $12.1M | ||
| Q1 25 | $298.7M | $42.7M | ||
| Q4 24 | $327.6M | $5.3M | ||
| Q3 24 | $406.2M | $9.5M | ||
| Q2 24 | $380.3M | $5.5M | ||
| Q1 24 | $399.9M | $4.5M |
| Q4 25 | $886.6M | $275.8M | ||
| Q3 25 | $880.8M | $280.2M | ||
| Q2 25 | $876.1M | $293.9M | ||
| Q1 25 | $872.4M | $369.9M | ||
| Q4 24 | $874.8M | $416.2M | ||
| Q3 24 | $872.3M | $504.6M | ||
| Q2 24 | $875.8M | $572.1M | ||
| Q1 24 | $875.0M | $604.8M |
| Q4 25 | $709.9M | $713.9M | ||
| Q3 25 | $678.6M | $672.9M | ||
| Q2 25 | $664.5M | $644.2M | ||
| Q1 25 | $660.9M | $633.0M | ||
| Q4 24 | $705.3M | $612.8M | ||
| Q3 24 | $716.4M | $598.9M | ||
| Q2 24 | $685.3M | $588.9M | ||
| Q1 24 | $679.2M | $582.9M |
| Q4 25 | $2.1B | $1.2B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $2.0B | $1.2B | ||
| Q4 24 | $2.1B | $1.2B | ||
| Q3 24 | $2.1B | $1.5B | ||
| Q2 24 | $2.0B | $1.4B | ||
| Q1 24 | $2.0B | $1.4B |
| Q4 25 | 1.25× | 0.39× | ||
| Q3 25 | 1.30× | 0.42× | ||
| Q2 25 | 1.32× | 0.46× | ||
| Q1 25 | 1.32× | 0.58× | ||
| Q4 24 | 1.24× | 0.68× | ||
| Q3 24 | 1.22× | 0.84× | ||
| Q2 24 | 1.28× | 0.97× | ||
| Q1 24 | 1.29× | 1.04× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $64.9M | $31.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $22.9M |
| FCFマージンFCF / 売上 | 6.6% | 4.5% |
| 設備投資強度設備投資 / 売上 | 2.1% | 1.6% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 0.70× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $168.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $31.1M | ||
| Q3 25 | $124.0M | $29.3M | ||
| Q2 25 | $90.4M | $53.7M | ||
| Q1 25 | $92.1M | $91.9M | ||
| Q4 24 | $74.8M | $117.7M | ||
| Q3 24 | $101.4M | $75.5M | ||
| Q2 24 | $79.0M | $50.3M | ||
| Q1 24 | $84.8M | — |
| Q4 25 | $49.3M | $22.9M | ||
| Q3 25 | $104.8M | $21.8M | ||
| Q2 25 | $74.8M | $42.4M | ||
| Q1 25 | $71.9M | $81.4M | ||
| Q4 24 | $52.9M | $108.7M | ||
| Q3 24 | $77.3M | $70.0M | ||
| Q2 24 | $58.2M | $38.3M | ||
| Q1 24 | $63.0M | — |
| Q4 25 | 6.6% | 4.5% | ||
| Q3 25 | 13.5% | 4.7% | ||
| Q2 25 | 9.8% | 14.3% | ||
| Q1 25 | 10.5% | 23.5% | ||
| Q4 24 | 7.1% | 21.6% | ||
| Q3 24 | 10.2% | 16.4% | ||
| Q2 24 | 7.9% | 12.6% | ||
| Q1 24 | 9.1% | — |
| Q4 25 | 2.1% | 1.6% | ||
| Q3 25 | 2.5% | 1.6% | ||
| Q2 25 | 2.1% | 3.8% | ||
| Q1 25 | 2.9% | 3.0% | ||
| Q4 24 | 2.9% | 1.8% | ||
| Q3 24 | 3.2% | 1.3% | ||
| Q2 24 | 2.8% | 4.0% | ||
| Q1 24 | 3.1% | — |
| Q4 25 | 0.85× | 0.70× | ||
| Q3 25 | 1.67× | 0.99× | ||
| Q2 25 | 1.31× | 3.61× | ||
| Q1 25 | 2.03× | 152.87× | ||
| Q4 24 | 1.12× | 8.03× | ||
| Q3 24 | 1.48× | 5.68× | ||
| Q2 24 | 1.21× | 3.98× | ||
| Q1 24 | 1.52× | — |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
SENEB
| Canned Vegetables | $430.2M | 85% |
| Fruit | $34.6M | 7% |
| Frozen | $29.3M | 6% |
| Manufactured Product Other | $10.8M | 2% |
| Snack | $3.4M | 1% |
