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Installed Building Products, Inc.（IBP）とSTEWART INFORMATION SERVICES CORP（STC）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
STEWART INFORMATION SERVICES CORPの直近四半期売上が大きい（$764.6M vs $747.5M、Installed Building Products, Inc.の約1.0倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 2.2%、差は8.0%）。STEWART INFORMATION SERVICES CORPの前年同期比売上増加率が高い（27.7% vs -0.4%）。過去8四半期でSTEWART INFORMATION SERVICES CORPの売上複合成長率が高い（12.7% 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。
スチュワート・インフォメーション・サービシーズ・コーポレーション（STC）は不動産情報、権原保険、取引管理を事業の中核とする企業で、完全子会社のスチュワート・タイトル・ガランティ社とスチュワート・タイトル社は、直営店舗、スチュワート信頼サプライヤーネットワークの独立代理店、提携企業を通じて米国及び海外市場にサービスを提供し、テキサス州ヒューストンに本拠を置き、従業員数は約6350人である。
IBP vs STC — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $764.6M |
| 純利益 | $76.6M | $17.0M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | — |
| 純利益率 | 10.2% | 2.2% |
| 売上前年比 | -0.4% | 27.7% |
| 純利益前年比 | 14.5% | 448.4% |
| EPS（希薄化後） | $2.81 | — |
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
| Q1 26 | — | $764.6M | ||
| Q4 25 | $747.5M | $790.6M | ||
| Q3 25 | $778.2M | $796.9M | ||
| Q2 25 | $760.3M | $722.2M | ||
| Q1 25 | $684.8M | $612.0M | ||
| Q4 24 | $750.2M | $665.9M | ||
| Q3 24 | $760.6M | $667.9M | ||
| Q2 24 | $737.6M | $602.2M |
| Q1 26 | — | $17.0M | ||
| Q4 25 | $76.6M | $36.3M | ||
| Q3 25 | $74.4M | $44.3M | ||
| Q2 25 | $69.0M | $31.9M | ||
| Q1 25 | $45.4M | $3.1M | ||
| Q4 24 | $66.9M | $22.7M | ||
| Q3 24 | $68.6M | $30.1M | ||
| Q2 24 | $65.2M | $17.3M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 14.6% | 6.5% | ||
| Q3 25 | 13.7% | 7.7% | ||
| Q2 25 | 13.3% | 6.5% | ||
| Q1 25 | 10.2% | 1.0% | ||
| Q4 24 | 13.1% | 5.3% | ||
| Q3 24 | 13.3% | 6.4% | ||
| Q2 24 | 12.9% | 4.8% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 10.2% | 4.6% | ||
| Q3 25 | 9.6% | 5.6% | ||
| Q2 25 | 9.1% | 4.4% | ||
| Q1 25 | 6.6% | 0.5% | ||
| Q4 24 | 8.9% | 3.4% | ||
| Q3 24 | 9.0% | 4.5% | ||
| Q2 24 | 8.8% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | $2.81 | $1.26 | ||
| Q3 25 | $2.74 | $1.55 | ||
| Q2 25 | $2.52 | $1.13 | ||
| Q1 25 | $1.64 | $0.11 | ||
| Q4 24 | $2.39 | $0.81 | ||
| Q3 24 | $2.44 | $1.07 | ||
| Q2 24 | $2.30 | $0.62 |
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 | $317.5M |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | — |
| 総資産 | $2.1B | — |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $317.5M | ||
| Q4 25 | $321.9M | $369.7M | ||
| Q3 25 | $333.3M | $233.2M | ||
| Q2 25 | $305.2M | $223.8M | ||
| Q1 25 | $298.7M | $194.2M | ||
| Q4 24 | $327.6M | $257.5M | ||
| Q3 24 | $406.2M | $228.7M | ||
| Q2 24 | $380.3M | $176.7M |
| Q1 26 | — | — | ||
| Q4 25 | $886.6M | — | ||
| Q3 25 | $880.8M | — | ||
| Q2 25 | $876.1M | — | ||
| Q1 25 | $872.4M | — | ||
| Q4 24 | $874.8M | $445.8M | ||
| Q3 24 | $872.3M | — | ||
| Q2 24 | $875.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | $709.9M | $1.6B | ||
| Q3 25 | $678.6M | $1.5B | ||
| Q2 25 | $664.5M | $1.4B | ||
| Q1 25 | $660.9M | $1.4B | ||
| Q4 24 | $705.3M | $1.4B | ||
| Q3 24 | $716.4M | $1.4B | ||
| Q2 24 | $685.3M | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | $2.1B | $3.3B | ||
| Q3 25 | $2.1B | $2.8B | ||
| Q2 25 | $2.0B | $2.8B | ||
| Q1 25 | $2.0B | $2.7B | ||
| Q4 24 | $2.1B | $2.7B | ||
| Q3 24 | $2.1B | $2.7B | ||
| Q2 24 | $2.0B | $2.6B |
| Q1 26 | — | — | ||
| Q4 25 | 1.25× | — | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 1.32× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 1.24× | 0.32× | ||
| Q3 24 | 1.22× | — | ||
| Q2 24 | 1.28× | — |
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 | — |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | — |
| FCFマージンFCF / 売上 | 6.6% | — |
| 設備投資強度設備投資 / 売上 | 2.1% | — |
| キャッシュ転換率営業CF / 純利益 | 0.85× | — |
| 直近12ヶ月FCF直近4四半期 | $300.8M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $64.9M | $89.5M | ||
| Q3 25 | $124.0M | $92.6M | ||
| Q2 25 | $90.4M | $53.4M | ||
| Q1 25 | $92.1M | $-29.9M | ||
| Q4 24 | $74.8M | $68.0M | ||
| Q3 24 | $101.4M | $76.1M | ||
| Q2 24 | $79.0M | $21.1M |
| Q1 26 | — | — | ||
| Q4 25 | $49.3M | $62.3M | ||
| Q3 25 | $104.8M | $73.6M | ||
| Q2 25 | $74.8M | $38.7M | ||
| Q1 25 | $71.9M | $-42.2M | ||
| Q4 24 | $52.9M | $55.6M | ||
| Q3 24 | $77.3M | $67.4M | ||
| Q2 24 | $58.2M | $11.9M |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 7.9% | ||
| Q3 25 | 13.5% | 9.2% | ||
| Q2 25 | 9.8% | 5.4% | ||
| Q1 25 | 10.5% | -6.9% | ||
| Q4 24 | 7.1% | 8.4% | ||
| Q3 24 | 10.2% | 10.1% | ||
| Q2 24 | 7.9% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 3.4% | ||
| Q3 25 | 2.5% | 2.4% | ||
| Q2 25 | 2.1% | 2.0% | ||
| Q1 25 | 2.9% | 2.0% | ||
| Q4 24 | 2.9% | 1.9% | ||
| Q3 24 | 3.2% | 1.3% | ||
| Q2 24 | 2.8% | 1.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.85× | 2.47× | ||
| Q3 25 | 1.67× | 2.09× | ||
| Q2 25 | 1.31× | 1.67× | ||
| Q1 25 | 2.03× | -9.73× | ||
| Q4 24 | 1.12× | 2.99× | ||
| Q3 24 | 1.48× | 2.53× | ||
| Q2 24 | 1.21× | 1.22× |
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% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
