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Installed Building Products, Inc.（IBP）とTitan Machinery Inc.（TITN）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 $644.5M、Titan Machinery Inc.の約1.2倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 0.2%、差は10.1%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -5.2%）。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 -13.0%）
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。
タイタンマシナリーは世界でも有数の規模を誇る農業・建設機械ディーラーで、CNHインダストリアルブランドの最大級ディーラーの1社です。本社はノースダコタ州ウェストファーゴに置き、米国中西部をはじめオーストラリア、オーストリア、ブルガリア、ドイツ、ルーマニア、ウクライナに拠点を展開し、2023年の総売上高は22億9百万米ドルです。
IBP vs TITN — 直接比較
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $644.5M |
| 純利益 | $76.6M | $1.2M |
| 粗利率 | 35.0% | 17.2% |
| 営業利益率 | 14.6% | 1.6% |
| 純利益率 | 10.2% | 0.2% |
| 売上前年比 | -0.4% | -5.2% |
| 純利益前年比 | 14.5% | -30.1% |
| EPS（希薄化後） | $2.81 | $0.05 |
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 | $644.5M | ||
| Q3 25 | $778.2M | $546.4M | ||
| Q2 25 | $760.3M | $594.3M | ||
| Q1 25 | $684.8M | $759.9M | ||
| Q4 24 | $750.2M | $679.8M | ||
| Q3 24 | $760.6M | $633.7M | ||
| Q2 24 | $737.6M | $628.7M | ||
| Q1 24 | $692.9M | $852.1M |
| Q4 25 | $76.6M | $1.2M | ||
| Q3 25 | $74.4M | $-6.0M | ||
| Q2 25 | $69.0M | $-13.2M | ||
| Q1 25 | $45.4M | $-43.8M | ||
| Q4 24 | $66.9M | $1.7M | ||
| Q3 24 | $68.6M | $-4.3M | ||
| Q2 24 | $65.2M | $9.4M | ||
| Q1 24 | $55.9M | $24.0M |
| Q4 25 | 35.0% | 17.2% | ||
| Q3 25 | 34.0% | 17.1% | ||
| Q2 25 | 34.2% | 15.3% | ||
| Q1 25 | 32.7% | 6.7% | ||
| Q4 24 | 33.6% | 16.3% | ||
| Q3 24 | 33.8% | 17.7% | ||
| Q2 24 | 34.1% | 19.4% | ||
| Q1 24 | 33.8% | 16.6% |
| Q4 25 | 14.6% | 1.6% | ||
| Q3 25 | 13.7% | 0.1% | ||
| Q2 25 | 13.3% | -1.0% | ||
| Q1 25 | 10.2% | -6.0% | ||
| Q4 24 | 13.1% | 1.7% | ||
| Q3 24 | 13.3% | 2.5% | ||
| Q2 24 | 12.9% | 3.6% | ||
| Q1 24 | 12.7% | 4.8% |
| Q4 25 | 10.2% | 0.2% | ||
| Q3 25 | 9.6% | -1.1% | ||
| Q2 25 | 9.1% | -2.2% | ||
| Q1 25 | 6.6% | -5.8% | ||
| Q4 24 | 8.9% | 0.3% | ||
| Q3 24 | 9.0% | -0.7% | ||
| Q2 24 | 8.8% | 1.5% | ||
| Q1 24 | 8.1% | 2.8% |
| Q4 25 | $2.81 | $0.05 | ||
| Q3 25 | $2.74 | $-0.26 | ||
| Q2 25 | $2.52 | $-0.58 | ||
| Q1 25 | $1.64 | $-1.92 | ||
| Q4 24 | $2.39 | $0.07 | ||
| Q3 24 | $2.44 | $-0.19 | ||
| Q2 24 | $2.30 | $0.41 | ||
| Q1 24 | $1.97 | $1.04 |
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 | — |
| 総負債低いほど良い | $886.6M | $176.6M |
| 株主資本純資産 | $709.9M | $612.6M |
| 総資産 | $2.1B | $1.8B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 0.29× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | — | ||
| Q3 25 | $333.3M | — | ||
| Q2 25 | $305.2M | — | ||
| Q1 25 | $298.7M | — | ||
| Q4 24 | $327.6M | — | ||
| Q3 24 | $406.2M | — | ||
| Q2 24 | $380.3M | — | ||
| Q1 24 | $399.9M | — |
| Q4 25 | $886.6M | $176.6M | ||
| Q3 25 | $880.8M | $164.5M | ||
| Q2 25 | $876.1M | $165.3M | ||
| Q1 25 | $872.4M | $168.7M | ||
| Q4 24 | $874.8M | $140.6M | ||
| Q3 24 | $872.3M | $126.6M | ||
| Q2 24 | $875.8M | $119.3M | ||
| Q1 24 | $875.0M | $120.1M |
| Q4 25 | $709.9M | $612.6M | ||
| Q3 25 | $678.6M | $610.3M | ||
| Q2 25 | $664.5M | $605.4M | ||
| Q1 25 | $660.9M | $614.1M | ||
| Q4 24 | $705.3M | $668.2M | ||
| Q3 24 | $716.4M | $659.6M | ||
| Q2 24 | $685.3M | $662.6M | ||
| Q1 24 | $679.2M | $657.6M |
| Q4 25 | $2.1B | $1.8B | ||
| Q3 25 | $2.1B | $1.9B | ||
| Q2 25 | $2.0B | $1.8B | ||
| Q1 25 | $2.0B | $1.8B | ||
| Q4 24 | $2.1B | $2.1B | ||
| Q3 24 | $2.1B | $2.2B | ||
| Q2 24 | $2.0B | $2.1B | ||
| Q1 24 | $2.0B | $2.0B |
| Q4 25 | 1.25× | 0.29× | ||
| Q3 25 | 1.30× | 0.27× | ||
| Q2 25 | 1.32× | 0.27× | ||
| Q1 25 | 1.32× | 0.27× | ||
| Q4 24 | 1.24× | 0.21× | ||
| Q3 24 | 1.22× | 0.19× | ||
| Q2 24 | 1.28× | 0.18× | ||
| Q1 24 | 1.29× | 0.18× |
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 | $34.0M |
| 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× | 28.37× |
| 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
| Q4 25 | $64.9M | $34.0M | ||
| Q3 25 | $124.0M | $43.7M | ||
| Q2 25 | $90.4M | $6.2M | ||
| Q1 25 | $92.1M | $126.5M | ||
| Q4 24 | $74.8M | $-8.8M | ||
| Q3 24 | $101.4M | $-15.0M | ||
| Q2 24 | $79.0M | $-32.4M | ||
| Q1 24 | $84.8M | $49.8M |
| Q4 25 | $49.3M | — | ||
| Q3 25 | $104.8M | — | ||
| Q2 25 | $74.8M | — | ||
| Q1 25 | $71.9M | — | ||
| Q4 24 | $52.9M | — | ||
| Q3 24 | $77.3M | — | ||
| Q2 24 | $58.2M | — | ||
| Q1 24 | $63.0M | — |
| Q4 25 | 6.6% | — | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 9.8% | — | ||
| Q1 25 | 10.5% | — | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 10.2% | — | ||
| Q2 24 | 7.9% | — | ||
| Q1 24 | 9.1% | — |
| Q4 25 | 2.1% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 2.8% | — | ||
| Q1 24 | 3.1% | — |
| Q4 25 | 0.85× | 28.37× | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.12× | -5.15× | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | -3.43× | ||
| Q1 24 | 1.52× | 2.08× |
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% |
TITN
| Agriculture Segment | $420.9M | 65% |
| Sales Of Parts | $122.3M | 19% |
| Service Sales | $48.9M | 8% |
| Australia_segment | $29.9M | 5% |
| Rental And Other | $13.3M | 2% |
| Rental | $10.3M | 2% |
| Other Revenue | $1.1M | 0% |
