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Installed Building Products, Inc.（IBP）とUbiquiti Inc.（UI）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
Ubiquiti Inc.の直近四半期売上が大きい（$814.9M vs $747.5M、Installed Building Products, Inc.の約1.1倍）。Ubiquiti Inc.の純利益率が高く（28.7% vs 10.2%、差は18.4%）。Ubiquiti Inc.の前年同期比売上増加率が高い（35.8% vs -0.4%）。Ubiquiti Inc.の直近四半期フリーキャッシュフローが多い（$260.3M vs $49.3M）。過去8四半期でUbiquiti Inc.の売上複合成長率が高い（28.6% 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。
Ubiquiti Inc.は2003年に米国カリフォルニア州サンノゼで設立されたテクノロジー企業で、現在はニューヨークに本社を置いています。複数のブランドを展開し、企業および一般家庭向けの有線・無線データ通信機器の製造・販売を事業の柱としています。
IBP vs UI — 直接比較
売上が大きい
UI
1.1倍大きい
$747.5M
売上成長率が高い
UI
+36.2%の差
-0.4%
純利益率が高い
UI
純利益率が18.4%高い
10.2%
フリーキャッシュフローが多い
UI
FCF $211.0M多い
$49.3M
2年売上CAGRが高い
UI
2年複合成長率
3.9%
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $814.9M |
| 純利益 | $76.6M | $233.6M |
| 粗利率 | 35.0% | 45.9% |
| 営業利益率 | 14.6% | 35.9% |
| 純利益率 | 10.2% | 28.7% |
| 売上前年比 | -0.4% | 35.8% |
| 純利益前年比 | 14.5% | 70.8% |
| EPS（希薄化後） | $2.81 | $3.86 |
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
売上IBPUI
| Q4 25 | $747.5M | $814.9M | ||
| Q3 25 | $778.2M | $733.8M | ||
| Q2 25 | $760.3M | $759.2M | ||
| Q1 25 | $684.8M | $664.2M | ||
| Q4 24 | $750.2M | $599.9M | ||
| Q3 24 | $760.6M | $550.3M | ||
| Q2 24 | $737.6M | $507.5M | ||
| Q1 24 | $692.9M | $493.0M |
純利益IBPUI
| Q4 25 | $76.6M | $233.6M | ||
| Q3 25 | $74.4M | $207.9M | ||
| Q2 25 | $69.0M | $266.7M | ||
| Q1 25 | $45.4M | $180.4M | ||
| Q4 24 | $66.9M | $136.8M | ||
| Q3 24 | $68.6M | $128.0M | ||
| Q2 24 | $65.2M | $103.8M | ||
| Q1 24 | $55.9M | $76.3M |
粗利率IBPUI
| Q4 25 | 35.0% | 45.9% | ||
| Q3 25 | 34.0% | 46.0% | ||
| Q2 25 | 34.2% | 45.1% | ||
| Q1 25 | 32.7% | 44.5% | ||
| Q4 24 | 33.6% | 41.2% | ||
| Q3 24 | 33.8% | 42.1% | ||
| Q2 24 | 34.1% | 40.2% | ||
| Q1 24 | 33.8% | 35.3% |
営業利益率IBPUI
| Q4 25 | 14.6% | 35.9% | ||
| Q3 25 | 13.7% | 35.7% | ||
| Q2 25 | 13.3% | 34.4% | ||
| Q1 25 | 10.2% | 34.2% | ||
| Q4 24 | 13.1% | 29.8% | ||
| Q3 24 | 13.3% | 30.7% | ||
| Q2 24 | 12.9% | 27.3% | ||
| Q1 24 | 12.7% | 22.6% |
純利益率IBPUI
| Q4 25 | 10.2% | 28.7% | ||
| Q3 25 | 9.6% | 28.3% | ||
| Q2 25 | 9.1% | 35.1% | ||
| Q1 25 | 6.6% | 27.2% | ||
| Q4 24 | 8.9% | 22.8% | ||
| Q3 24 | 9.0% | 23.3% | ||
| Q2 24 | 8.8% | 20.5% | ||
| Q1 24 | 8.1% | 15.5% |
EPS（希薄化後）IBPUI
| Q4 25 | $2.81 | $3.86 | ||
| Q3 25 | $2.74 | $3.43 | ||
| Q2 25 | $2.52 | $4.40 | ||
| Q1 25 | $1.64 | $2.98 | ||
| Q4 24 | $2.39 | $2.26 | ||
| Q3 24 | $2.44 | $2.12 | ||
| Q2 24 | $2.30 | $1.72 | ||
| Q1 24 | $1.97 | $1.26 |
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 | $302.8M |
| 総負債低いほど良い | $886.6M | $47.5M |
| 株主資本純資産 | $709.9M | $1.0B |
| 総資産 | $2.1B | $1.6B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 0.05× |
8四半期トレンド — 暦四半期で整列
現金・短期投資IBPUI
| Q4 25 | $321.9M | $302.8M | ||
| Q3 25 | $333.3M | $177.2M | ||
| Q2 25 | $305.2M | $149.7M | ||
| Q1 25 | $298.7M | $151.0M | ||
| Q4 24 | $327.6M | $133.1M | ||
| Q3 24 | $406.2M | $165.2M | ||
| Q2 24 | $380.3M | $126.3M | ||
| Q1 24 | $399.9M | $102.5M |
総負債IBPUI
| Q4 25 | $886.6M | $47.5M | ||
| Q3 25 | $880.8M | $133.8M | ||
| Q2 25 | $876.1M | $250.0M | ||
| Q1 25 | $872.4M | $340.0M | ||
| Q4 24 | $874.8M | $406.3M | ||
| Q3 24 | $872.3M | $552.5M | ||
| Q2 24 | $875.8M | $708.1M | ||
| Q1 24 | $875.0M | $877.5M |
株主資本IBPUI
| Q4 25 | $709.9M | $1.0B | ||
| Q3 25 | $678.6M | $828.4M | ||
| Q2 25 | $664.5M | $668.3M | ||
| Q1 25 | $660.9M | $436.1M | ||
| Q4 24 | $705.3M | $290.4M | ||
| Q3 24 | $716.4M | $188.1M | ||
| Q2 24 | $685.3M | $95.1M | ||
| Q1 24 | $679.2M | $25.9M |
総資産IBPUI
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $2.1B | $1.5B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $2.1B | $1.2B | ||
| Q3 24 | $2.1B | $1.2B | ||
| Q2 24 | $2.0B | $1.2B | ||
| Q1 24 | $2.0B | $1.2B |
負債/資本比率IBPUI
| Q4 25 | 1.25× | 0.05× | ||
| Q3 25 | 1.30× | 0.16× | ||
| Q2 25 | 1.32× | 0.37× | ||
| Q1 25 | 1.32× | 0.78× | ||
| Q4 24 | 1.24× | 1.40× | ||
| Q3 24 | 1.22× | 2.94× | ||
| Q2 24 | 1.28× | 7.45× | ||
| Q1 24 | 1.29× | 33.92× |
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 | $263.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $260.3M |
| FCFマージンFCF / 売上 | 6.6% | 31.9% |
| 設備投資強度設備投資 / 売上 | 2.1% | 0.4% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 1.13× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $699.5M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローIBPUI
| Q4 25 | $64.9M | $263.9M | ||
| Q3 25 | $124.0M | $198.5M | ||
| Q2 25 | $90.4M | $130.4M | ||
| Q1 25 | $92.1M | $123.6M | ||
| Q4 24 | $74.8M | $152.4M | ||
| Q3 24 | $101.4M | $233.7M | ||
| Q2 24 | $79.0M | $231.4M | ||
| Q1 24 | $84.8M | $163.9M |
フリーキャッシュフローIBPUI
| Q4 25 | $49.3M | $260.3M | ||
| Q3 25 | $104.8M | $193.3M | ||
| Q2 25 | $74.8M | $125.2M | ||
| Q1 25 | $71.9M | $120.7M | ||
| Q4 24 | $52.9M | $150.4M | ||
| Q3 24 | $77.3M | $231.1M | ||
| Q2 24 | $58.2M | $229.5M | ||
| Q1 24 | $63.0M | $160.6M |
FCFマージンIBPUI
| Q4 25 | 6.6% | 31.9% | ||
| Q3 25 | 13.5% | 26.3% | ||
| Q2 25 | 9.8% | 16.5% | ||
| Q1 25 | 10.5% | 18.2% | ||
| Q4 24 | 7.1% | 25.1% | ||
| Q3 24 | 10.2% | 42.0% | ||
| Q2 24 | 7.9% | 45.2% | ||
| Q1 24 | 9.1% | 32.6% |
設備投資強度IBPUI
| Q4 25 | 2.1% | 0.4% | ||
| Q3 25 | 2.5% | 0.7% | ||
| Q2 25 | 2.1% | 0.7% | ||
| Q1 25 | 2.9% | 0.4% | ||
| Q4 24 | 2.9% | 0.3% | ||
| Q3 24 | 3.2% | 0.5% | ||
| Q2 24 | 2.8% | 0.4% | ||
| Q1 24 | 3.1% | 0.7% |
キャッシュ転換率IBPUI
| Q4 25 | 0.85× | 1.13× | ||
| Q3 25 | 1.67× | 0.95× | ||
| Q2 25 | 1.31× | 0.49× | ||
| Q1 25 | 2.03× | 0.68× | ||
| Q4 24 | 1.12× | 1.11× | ||
| Q3 24 | 1.48× | 1.83× | ||
| Q2 24 | 1.21× | 2.23× | ||
| Q1 24 | 1.52× | 2.15× |
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% |
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
