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Installed Building Products, Inc.（IBP）とトリップアドバイザー（TRIP）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 $411.0M、トリップアドバイザーの約1.8倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -9.2%、差は19.5%）。トリップアドバイザーの前年同期比売上増加率が高い（0.0% 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 $-122.0M）。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 2.0%）
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。
TripAdvisorは米国の大手オンライン旅行サービス企業で、オンライン旅行代理店プラットフォーム、旅行商品比較サイト、モバイルアプリを運営しています。ユーザーが投稿したリアルな旅行コンテンツを豊富に掲載し、世界中の利用者に旅行計画から予約まで多様なサービスを提供しています。
IBP vs TRIP — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $411.0M |
| 純利益 | $76.6M | $-38.0M |
| 粗利率 | 35.0% | 91.5% |
| 営業利益率 | 14.6% | -8.3% |
| 純利益率 | 10.2% | -9.2% |
| 売上前年比 | -0.4% | 0.0% |
| 純利益前年比 | 14.5% | -3900.0% |
| EPS（希薄化後） | $2.81 | $-0.32 |
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 | $411.0M | ||
| Q3 25 | $778.2M | $553.0M | ||
| Q2 25 | $760.3M | $529.0M | ||
| Q1 25 | $684.8M | $398.0M | ||
| Q4 24 | $750.2M | $411.0M | ||
| Q3 24 | $760.6M | $532.0M | ||
| Q2 24 | $737.6M | $497.0M | ||
| Q1 24 | $692.9M | $395.0M |
| Q4 25 | $76.6M | $-38.0M | ||
| Q3 25 | $74.4M | $53.0M | ||
| Q2 25 | $69.0M | $36.0M | ||
| Q1 25 | $45.4M | $-11.0M | ||
| Q4 24 | $66.9M | $1.0M | ||
| Q3 24 | $68.6M | $39.0M | ||
| Q2 24 | $65.2M | $24.0M | ||
| Q1 24 | $55.9M | $-59.0M |
| Q4 25 | 35.0% | 91.5% | ||
| Q3 25 | 34.0% | 92.6% | ||
| Q2 25 | 34.2% | 92.1% | ||
| Q1 25 | 32.7% | 93.2% | ||
| Q4 24 | 33.6% | 93.4% | ||
| Q3 24 | 33.8% | 92.5% | ||
| Q2 24 | 34.1% | 92.8% | ||
| Q1 24 | 33.8% | 93.7% |
| Q4 25 | 14.6% | -8.3% | ||
| Q3 25 | 13.7% | 12.7% | ||
| Q2 25 | 13.3% | 11.2% | ||
| Q1 25 | 10.2% | -3.8% | ||
| Q4 24 | 13.1% | 0.2% | ||
| Q3 24 | 13.3% | 13.2% | ||
| Q2 24 | 12.9% | 7.2% | ||
| Q1 24 | 12.7% | -3.8% |
| Q4 25 | 10.2% | -9.2% | ||
| Q3 25 | 9.6% | 9.6% | ||
| Q2 25 | 9.1% | 6.8% | ||
| Q1 25 | 6.6% | -2.8% | ||
| Q4 24 | 8.9% | 0.2% | ||
| Q3 24 | 9.0% | 7.3% | ||
| Q2 24 | 8.8% | 4.8% | ||
| Q1 24 | 8.1% | -14.9% |
| Q4 25 | $2.81 | $-0.32 | ||
| Q3 25 | $2.74 | $0.43 | ||
| Q2 25 | $2.52 | $0.28 | ||
| Q1 25 | $1.64 | $-0.08 | ||
| Q4 24 | $2.39 | $0.03 | ||
| Q3 24 | $2.44 | $0.27 | ||
| Q2 24 | $2.30 | $0.17 | ||
| Q1 24 | $1.97 | $-0.43 |
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 | $1.0B |
| 総負債低いほど良い | $886.6M | $819.0M |
| 株主資本純資産 | $709.9M | $645.0M |
| 総資産 | $2.1B | $2.6B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 1.27× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | $1.0B | ||
| Q3 25 | $333.3M | $1.2B | ||
| Q2 25 | $305.2M | $1.2B | ||
| Q1 25 | $298.7M | $1.2B | ||
| Q4 24 | $327.6M | $1.1B | ||
| Q3 24 | $406.2M | $1.1B | ||
| Q2 24 | $380.3M | $1.2B | ||
| Q1 24 | $399.9M | $1.2B |
| Q4 25 | $886.6M | $819.0M | ||
| Q3 25 | $880.8M | $821.0M | ||
| Q2 25 | $876.1M | $822.0M | ||
| Q1 25 | $872.4M | $1.2B | ||
| Q4 24 | $874.8M | $831.0M | ||
| Q3 24 | $872.3M | $832.0M | ||
| Q2 24 | $875.8M | — | ||
| Q1 24 | $875.0M | — |
| Q4 25 | $709.9M | $645.0M | ||
| Q3 25 | $678.6M | $707.0M | ||
| Q2 25 | $664.5M | $627.0M | ||
| Q1 25 | $660.9M | $643.0M | ||
| Q4 24 | $705.3M | $943.0M | ||
| Q3 24 | $716.4M | $944.0M | ||
| Q2 24 | $685.3M | $857.0M | ||
| Q1 24 | $679.2M | $825.0M |
| Q4 25 | $2.1B | $2.6B | ||
| Q3 25 | $2.1B | $2.8B | ||
| Q2 25 | $2.0B | $2.9B | ||
| Q1 25 | $2.0B | $2.8B | ||
| Q4 24 | $2.1B | $2.6B | ||
| Q3 24 | $2.1B | $2.7B | ||
| Q2 24 | $2.0B | $2.8B | ||
| Q1 24 | $2.0B | $2.7B |
| Q4 25 | 1.25× | 1.27× | ||
| Q3 25 | 1.30× | 1.16× | ||
| Q2 25 | 1.32× | 1.31× | ||
| Q1 25 | 1.32× | 1.81× | ||
| Q4 24 | 1.24× | 0.88× | ||
| Q3 24 | 1.22× | 0.88× | ||
| Q2 24 | 1.28× | — | ||
| Q1 24 | 1.29× | — |
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 | $-103.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $-122.0M |
| FCFマージンFCF / 売上 | 6.6% | -29.7% |
| 設備投資強度設備投資 / 売上 | 2.1% | 4.6% |
| 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 | $163.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $-103.0M | ||
| Q3 25 | $124.0M | $44.0M | ||
| Q2 25 | $90.4M | $202.0M | ||
| Q1 25 | $92.1M | $102.0M | ||
| Q4 24 | $74.8M | $-3.0M | ||
| Q3 24 | $101.4M | $-43.0M | ||
| Q2 24 | $79.0M | $51.0M | ||
| Q1 24 | $84.8M | $139.0M |
| Q4 25 | $49.3M | $-122.0M | ||
| Q3 25 | $104.8M | $25.0M | ||
| Q2 25 | $74.8M | $177.0M | ||
| Q1 25 | $71.9M | $83.0M | ||
| Q4 24 | $52.9M | $-26.0M | ||
| Q3 24 | $77.3M | $-63.0M | ||
| Q2 24 | $58.2M | $36.0M | ||
| Q1 24 | $63.0M | $123.0M |
| Q4 25 | 6.6% | -29.7% | ||
| Q3 25 | 13.5% | 4.5% | ||
| Q2 25 | 9.8% | 33.5% | ||
| Q1 25 | 10.5% | 20.9% | ||
| Q4 24 | 7.1% | -6.3% | ||
| Q3 24 | 10.2% | -11.8% | ||
| Q2 24 | 7.9% | 7.2% | ||
| Q1 24 | 9.1% | 31.1% |
| Q4 25 | 2.1% | 4.6% | ||
| Q3 25 | 2.5% | 3.4% | ||
| Q2 25 | 2.1% | 4.7% | ||
| Q1 25 | 2.9% | 4.8% | ||
| Q4 24 | 2.9% | 5.6% | ||
| Q3 24 | 3.2% | 3.8% | ||
| Q2 24 | 2.8% | 3.0% | ||
| Q1 24 | 3.1% | 4.1% |
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | 0.83× | ||
| Q2 25 | 1.31× | 5.61× | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.12× | -3.00× | ||
| Q3 24 | 1.48× | -1.10× | ||
| Q2 24 | 1.21× | 2.13× | ||
| 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% |
TRIP
| Third Party | $327.0M | 80% |
| The Fork | $58.0M | 14% |
| Other | $26.0M | 6% |
