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Installed Building Products, Inc.（IBP）とTyler Technologies（TYL）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 $613.5M、Tyler Technologiesの約1.2倍）。Tyler Technologiesの純利益率が高く（13.2% vs 10.2%、差は3.0%）。Tyler Technologiesの前年同期比売上増加率が高い（8.6% 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 $2.0M）。過去8四半期でTyler Technologiesの売上複合成長率が高い（6.5% 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。
Tyler Technologies, Inc.はアメリカ合衆国テキサス州プラーノに本社を置くテクノロジー企業で、米国公共部門向けに独自開発の専用ソフトウェアを提供している。現在米国内17州とカナダ・オンタリオ州トロントにオフィスを展開している。
IBP vs TYL — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $613.5M |
| 純利益 | $76.6M | $81.2M |
| 粗利率 | 35.0% | 48.3% |
| 営業利益率 | 14.6% | 16.3% |
| 純利益率 | 10.2% | 13.2% |
| 売上前年比 | -0.4% | 8.6% |
| 純利益前年比 | 14.5% | — |
| EPS（希薄化後） | $2.81 | $1.88 |
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 | — | $613.5M | ||
| Q4 25 | $747.5M | $575.2M | ||
| Q3 25 | $778.2M | $595.9M | ||
| Q2 25 | $760.3M | $596.1M | ||
| Q1 25 | $684.8M | $565.2M | ||
| Q4 24 | $750.2M | $541.1M | ||
| Q3 24 | $760.6M | $543.3M | ||
| Q2 24 | $737.6M | $541.0M |
| Q1 26 | — | $81.2M | ||
| Q4 25 | $76.6M | $65.5M | ||
| Q3 25 | $74.4M | $84.4M | ||
| Q2 25 | $69.0M | $84.6M | ||
| Q1 25 | $45.4M | $81.1M | ||
| Q4 24 | $66.9M | $65.2M | ||
| Q3 24 | $68.6M | $75.9M | ||
| Q2 24 | $65.2M | $67.7M |
| Q1 26 | — | 48.3% | ||
| Q4 25 | 35.0% | 45.5% | ||
| Q3 25 | 34.0% | 47.2% | ||
| Q2 25 | 34.2% | 45.8% | ||
| Q1 25 | 32.7% | 47.3% | ||
| Q4 24 | 33.6% | 43.8% | ||
| Q3 24 | 33.8% | 43.7% | ||
| Q2 24 | 34.1% | 44.0% |
| Q1 26 | — | 16.3% | ||
| Q4 25 | 14.6% | 13.0% | ||
| Q3 25 | 13.7% | 16.4% | ||
| Q2 25 | 13.3% | 16.0% | ||
| Q1 25 | 10.2% | 15.8% | ||
| Q4 24 | 13.1% | 13.2% | ||
| Q3 24 | 13.3% | 15.2% | ||
| Q2 24 | 12.9% | 14.4% |
| Q1 26 | — | 13.2% | ||
| Q4 25 | 10.2% | 11.4% | ||
| Q3 25 | 9.6% | 14.2% | ||
| Q2 25 | 9.1% | 14.2% | ||
| Q1 25 | 6.6% | 14.3% | ||
| Q4 24 | 8.9% | 12.1% | ||
| Q3 24 | 9.0% | 14.0% | ||
| Q2 24 | 8.8% | 12.5% |
| Q1 26 | — | $1.88 | ||
| Q4 25 | $2.81 | $1.50 | ||
| Q3 25 | $2.74 | $1.93 | ||
| Q2 25 | $2.52 | $1.93 | ||
| Q1 25 | $1.64 | $1.84 | ||
| Q4 24 | $2.39 | $1.48 | ||
| Q3 24 | $2.44 | $1.74 | ||
| Q2 24 | $2.30 | $1.57 |
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 | $346.4M |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | $3.6B |
| 総資産 | $2.1B | $4.8B |
| 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 | — | $346.4M | ||
| Q4 25 | $321.9M | $1.1B | ||
| Q3 25 | $333.3M | $950.8M | ||
| Q2 25 | $305.2M | $892.3M | ||
| Q1 25 | $298.7M | $807.4M | ||
| Q4 24 | $327.6M | $768.0M | ||
| Q3 24 | $406.2M | $544.3M | ||
| Q2 24 | $380.3M | $258.0M |
| Q1 26 | — | — | ||
| Q4 25 | $886.6M | $599.7M | ||
| Q3 25 | $880.8M | $599.2M | ||
| Q2 25 | $876.1M | $598.8M | ||
| Q1 25 | $872.4M | $598.4M | ||
| Q4 24 | $874.8M | $597.9M | ||
| Q3 24 | $872.3M | $597.5M | ||
| Q2 24 | $875.8M | $597.1M |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $709.9M | $3.7B | ||
| Q3 25 | $678.6M | $3.6B | ||
| Q2 25 | $664.5M | $3.6B | ||
| Q1 25 | $660.9M | $3.5B | ||
| Q4 24 | $705.3M | $3.4B | ||
| Q3 24 | $716.4M | $3.3B | ||
| Q2 24 | $685.3M | $3.1B |
| Q1 26 | — | $4.8B | ||
| Q4 25 | $2.1B | $5.6B | ||
| Q3 25 | $2.1B | $5.5B | ||
| Q2 25 | $2.0B | $5.4B | ||
| Q1 25 | $2.0B | $5.2B | ||
| Q4 24 | $2.1B | $5.2B | ||
| Q3 24 | $2.1B | $5.0B | ||
| Q2 24 | $2.0B | $4.8B |
| Q1 26 | — | — | ||
| Q4 25 | 1.25× | 0.16× | ||
| Q3 25 | 1.30× | 0.17× | ||
| Q2 25 | 1.32× | 0.16× | ||
| Q1 25 | 1.32× | 0.17× | ||
| Q4 24 | 1.24× | 0.18× | ||
| Q3 24 | 1.22× | 0.18× | ||
| Q2 24 | 1.28× | 0.19× |
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 | $107.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $2.0M |
| FCFマージンFCF / 売上 | 6.6% | 0.3% |
| 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× | 1.32× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $585.7M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $107.3M | ||
| Q4 25 | $64.9M | $243.9M | ||
| Q3 25 | $124.0M | $255.2M | ||
| Q2 25 | $90.4M | $98.3M | ||
| Q1 25 | $92.1M | $56.2M | ||
| Q4 24 | $74.8M | $224.8M | ||
| Q3 24 | $101.4M | $263.7M | ||
| Q2 24 | $79.0M | $64.3M |
| Q1 26 | — | $2.0M | ||
| Q4 25 | $49.3M | $239.6M | ||
| Q3 25 | $104.8M | $251.3M | ||
| Q2 25 | $74.8M | $92.8M | ||
| Q1 25 | $71.9M | $53.8M | ||
| Q4 24 | $52.9M | $221.0M | ||
| Q3 24 | $77.3M | $260.8M | ||
| Q2 24 | $58.2M | $57.7M |
| Q1 26 | — | 0.3% | ||
| Q4 25 | 6.6% | 41.7% | ||
| Q3 25 | 13.5% | 42.2% | ||
| Q2 25 | 9.8% | 15.6% | ||
| Q1 25 | 10.5% | 9.5% | ||
| Q4 24 | 7.1% | 40.8% | ||
| Q3 24 | 10.2% | 48.0% | ||
| Q2 24 | 7.9% | 10.7% |
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 0.8% | ||
| Q3 25 | 2.5% | 0.7% | ||
| Q2 25 | 2.1% | 0.9% | ||
| Q1 25 | 2.9% | 0.4% | ||
| Q4 24 | 2.9% | 0.7% | ||
| Q3 24 | 3.2% | 0.5% | ||
| Q2 24 | 2.8% | 1.2% |
| Q1 26 | — | 1.32× | ||
| Q4 25 | 0.85× | 3.72× | ||
| Q3 25 | 1.67× | 3.02× | ||
| Q2 25 | 1.31× | 1.16× | ||
| Q1 25 | 2.03× | 0.69× | ||
| Q4 24 | 1.12× | 3.45× | ||
| Q3 24 | 1.48× | 3.47× | ||
| Q2 24 | 1.21× | 0.95× |
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% |
TYL
| Subscriptions | $429.7M | 70% |
| Maintenance | $108.9M | 18% |
| Other | $74.9M | 12% |
