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Installed Building Products, Inc.(IBP)とSylvamo Corp(SLVM)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
Sylvamo Corpの直近四半期売上が大きい($890.0M vs $747.5M、Installed Building Products, Inc.の約1.2倍)。Installed Building Products, Inc.の純利益率が高く(10.2% vs 3.7%、差は6.5%)。Installed Building Products, Inc.の前年同期比売上増加率が高い(-0.4% vs -8.2%)。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 $38.0M)。過去8四半期でInstalled Building Products, Inc.の売上複合成長率が高い(3.9% vs -0.8%)
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。
シルバモコーポレーションは持続可能な紙・パルプ製品を製造する世界的な大手企業で、主力製品は非コート印刷用紙、包装用紙、市販パルプです。北米、欧州、ラテンアメリカの事務用消耗品、出版、商業印刷、包装などの分野に製品を供給しています。
IBP vs SLVM — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $747.5M | $890.0M |
| 純利益 | $76.6M | $33.0M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | 8.9% |
| 純利益率 | 10.2% | 3.7% |
| 売上前年比 | -0.4% | -8.2% |
| 純利益前年比 | 14.5% | -59.3% |
| EPS(希薄化後) | $2.81 | $0.81 |
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 | $890.0M | ||
| Q3 25 | $778.2M | $846.0M | ||
| Q2 25 | $760.3M | $794.0M | ||
| Q1 25 | $684.8M | $821.0M | ||
| Q4 24 | $750.2M | $970.0M | ||
| Q3 24 | $760.6M | $965.0M | ||
| Q2 24 | $737.6M | $933.0M | ||
| Q1 24 | $692.9M | $905.0M |
| Q4 25 | $76.6M | $33.0M | ||
| Q3 25 | $74.4M | $57.0M | ||
| Q2 25 | $69.0M | $15.0M | ||
| Q1 25 | $45.4M | $27.0M | ||
| Q4 24 | $66.9M | $81.0M | ||
| Q3 24 | $68.6M | $95.0M | ||
| Q2 24 | $65.2M | $83.0M | ||
| Q1 24 | $55.9M | $43.0M |
| Q4 25 | 35.0% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 34.2% | — | ||
| Q1 25 | 32.7% | — | ||
| Q4 24 | 33.6% | — | ||
| Q3 24 | 33.8% | — | ||
| Q2 24 | 34.1% | — | ||
| Q1 24 | 33.8% | — |
| Q4 25 | 14.6% | 8.9% | ||
| Q3 25 | 13.7% | 11.6% | ||
| Q2 25 | 13.3% | 3.8% | ||
| Q1 25 | 10.2% | 5.4% | ||
| Q4 24 | 13.1% | 11.2% | ||
| Q3 24 | 13.3% | 15.5% | ||
| Q2 24 | 12.9% | 13.1% | ||
| Q1 24 | 12.7% | 8.0% |
| Q4 25 | 10.2% | 3.7% | ||
| Q3 25 | 9.6% | 6.7% | ||
| Q2 25 | 9.1% | 1.9% | ||
| Q1 25 | 6.6% | 3.3% | ||
| Q4 24 | 8.9% | 8.4% | ||
| Q3 24 | 9.0% | 9.8% | ||
| Q2 24 | 8.8% | 8.9% | ||
| Q1 24 | 8.1% | 4.8% |
| Q4 25 | $2.81 | $0.81 | ||
| Q3 25 | $2.74 | $1.41 | ||
| Q2 25 | $2.52 | $0.37 | ||
| Q1 25 | $1.64 | $0.65 | ||
| Q4 24 | $2.39 | $1.91 | ||
| Q3 24 | $2.44 | $2.27 | ||
| Q2 24 | $2.30 | $1.98 | ||
| Q1 24 | $1.97 | $1.02 |
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 | $198.0M |
| 総負債低いほど良い | $886.6M | $763.0M |
| 株主資本純資産 | $709.9M | $966.0M |
| 総資産 | $2.1B | $2.8B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 0.79× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | $198.0M | ||
| Q3 25 | $333.3M | $146.0M | ||
| Q2 25 | $305.2M | $183.0M | ||
| Q1 25 | $298.7M | $220.0M | ||
| Q4 24 | $327.6M | $309.0M | ||
| Q3 24 | $406.2M | $414.0M | ||
| Q2 24 | $380.3M | $213.0M | ||
| Q1 24 | $399.9M | $218.0M |
| Q4 25 | $886.6M | $763.0M | ||
| Q3 25 | $880.8M | $778.0M | ||
| Q2 25 | $876.1M | $767.0M | ||
| Q1 25 | $872.4M | $794.0M | ||
| Q4 24 | $874.8M | $782.0M | ||
| Q3 24 | $872.3M | $883.0M | ||
| Q2 24 | $875.8M | $894.0M | ||
| Q1 24 | $875.0M | $921.0M |
| Q4 25 | $709.9M | $966.0M | ||
| Q3 25 | $678.6M | $977.0M | ||
| Q2 25 | $664.5M | $959.0M | ||
| Q1 25 | $660.9M | $908.0M | ||
| Q4 24 | $705.3M | $847.0M | ||
| Q3 24 | $716.4M | $937.0M | ||
| Q2 24 | $685.3M | $830.0M | ||
| Q1 24 | $679.2M | $889.0M |
| Q4 25 | $2.1B | $2.8B | ||
| Q3 25 | $2.1B | $2.7B | ||
| Q2 25 | $2.0B | $2.7B | ||
| Q1 25 | $2.0B | $2.6B | ||
| Q4 24 | $2.1B | $2.6B | ||
| Q3 24 | $2.1B | $2.9B | ||
| Q2 24 | $2.0B | $2.7B | ||
| Q1 24 | $2.0B | $2.6B |
| Q4 25 | 1.25× | 0.79× | ||
| Q3 25 | 1.30× | 0.80× | ||
| Q2 25 | 1.32× | 0.80× | ||
| Q1 25 | 1.32× | 0.87× | ||
| Q4 24 | 1.24× | 0.92× | ||
| Q3 24 | 1.22× | 0.94× | ||
| Q2 24 | 1.28× | 1.08× | ||
| 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 | $94.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $38.0M |
| FCFマージンFCF / 売上 | 6.6% | 4.3% |
| 設備投資強度設備投資 / 売上 | 2.1% | 6.3% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 2.85× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $44.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $94.0M | ||
| Q3 25 | $124.0M | $87.0M | ||
| Q2 25 | $90.4M | $64.0M | ||
| Q1 25 | $92.1M | $23.0M | ||
| Q4 24 | $74.8M | $164.0M | ||
| Q3 24 | $101.4M | $163.0M | ||
| Q2 24 | $79.0M | $115.0M | ||
| Q1 24 | $84.8M | $27.0M |
| Q4 25 | $49.3M | $38.0M | ||
| Q3 25 | $104.8M | $33.0M | ||
| Q2 25 | $74.8M | $-2.0M | ||
| Q1 25 | $71.9M | $-25.0M | ||
| Q4 24 | $52.9M | $100.0M | ||
| Q3 24 | $77.3M | $119.0M | ||
| Q2 24 | $58.2M | $62.0M | ||
| Q1 24 | $63.0M | $-33.0M |
| Q4 25 | 6.6% | 4.3% | ||
| Q3 25 | 13.5% | 3.9% | ||
| Q2 25 | 9.8% | -0.3% | ||
| Q1 25 | 10.5% | -3.0% | ||
| Q4 24 | 7.1% | 10.3% | ||
| Q3 24 | 10.2% | 12.3% | ||
| Q2 24 | 7.9% | 6.6% | ||
| Q1 24 | 9.1% | -3.6% |
| Q4 25 | 2.1% | 6.3% | ||
| Q3 25 | 2.5% | 6.4% | ||
| Q2 25 | 2.1% | 8.3% | ||
| Q1 25 | 2.9% | 5.8% | ||
| Q4 24 | 2.9% | 6.6% | ||
| Q3 24 | 3.2% | 4.6% | ||
| Q2 24 | 2.8% | 5.7% | ||
| Q1 24 | 3.1% | 6.6% |
| Q4 25 | 0.85× | 2.85× | ||
| Q3 25 | 1.67× | 1.53× | ||
| Q2 25 | 1.31× | 4.27× | ||
| Q1 25 | 2.03× | 0.85× | ||
| Q4 24 | 1.12× | 2.02× | ||
| Q3 24 | 1.48× | 1.72× | ||
| Q2 24 | 1.21× | 1.39× | ||
| Q1 24 | 1.52× | 0.63× |
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% |
SLVM
セグメントデータなし