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Installed Building Products, Inc.（IBP）とVestis Corp（VSTS）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 $663.4M、Vestis Corpの約1.1倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -1.0%、差は11.2%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -3.0%）。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 $28.3M）。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 -3.0%）
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。
Vestis Corpは北米を主な市場とする大手の職場用ユニフォーム、安全服、施設サービスのプロバイダーで、医療、製造、小売、宿泊飲食、公共サービスなど多様な業界の顧客に、カスタマイズされたユニフォームのレンタル、クリーニング、保守サービスを提供しています。
IBP vs VSTS — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $663.4M |
| 純利益 | $76.6M | $-6.4M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | 2.5% |
| 純利益率 | 10.2% | -1.0% |
| 売上前年比 | -0.4% | -3.0% |
| 純利益前年比 | 14.5% | -868.1% |
| 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
| Q1 26 | — | $663.4M | ||
| Q4 25 | $747.5M | $712.0M | ||
| Q3 25 | $778.2M | — | ||
| Q2 25 | $760.3M | $673.8M | ||
| Q1 25 | $684.8M | $665.2M | ||
| Q4 24 | $750.2M | $683.8M | ||
| Q3 24 | $760.6M | $684.3M | ||
| Q2 24 | $737.6M | $698.2M |
| Q1 26 | — | $-6.4M | ||
| Q4 25 | $76.6M | $-12.5M | ||
| Q3 25 | $74.4M | — | ||
| Q2 25 | $69.0M | $-676.0K | ||
| Q1 25 | $45.4M | $-27.8M | ||
| Q4 24 | $66.9M | $832.0K | ||
| Q3 24 | $68.6M | $-2.3M | ||
| Q2 24 | $65.2M | $5.0M |
| 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 | — | 2.5% | ||
| Q4 25 | 14.6% | 2.5% | ||
| Q3 25 | 13.7% | — | ||
| Q2 25 | 13.3% | 3.7% | ||
| Q1 25 | 10.2% | -1.3% | ||
| Q4 24 | 13.1% | 4.4% | ||
| Q3 24 | 13.3% | 4.4% | ||
| Q2 24 | 12.9% | 5.4% |
| Q1 26 | — | -1.0% | ||
| Q4 25 | 10.2% | -1.8% | ||
| Q3 25 | 9.6% | — | ||
| Q2 25 | 9.1% | -0.1% | ||
| Q1 25 | 6.6% | -4.2% | ||
| Q4 24 | 8.9% | 0.1% | ||
| Q3 24 | 9.0% | -0.3% | ||
| Q2 24 | 8.8% | 0.7% |
| Q1 26 | — | $-0.05 | ||
| Q4 25 | $2.81 | $-0.10 | ||
| Q3 25 | $2.74 | — | ||
| Q2 25 | $2.52 | $-0.01 | ||
| Q1 25 | $1.64 | $-0.21 | ||
| Q4 24 | $2.39 | $0.01 | ||
| Q3 24 | $2.44 | $-0.02 | ||
| Q2 24 | $2.30 | $0.04 |
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 | $41.5M |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | $864.4M |
| 総資産 | $2.1B | $2.9B |
| 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 | — | $41.5M | ||
| Q4 25 | $321.9M | $29.7M | ||
| Q3 25 | $333.3M | — | ||
| Q2 25 | $305.2M | $23.7M | ||
| Q1 25 | $298.7M | $28.8M | ||
| Q4 24 | $327.6M | $18.6M | ||
| Q3 24 | $406.2M | $31.0M | ||
| Q2 24 | $380.3M | $29.1M |
| Q1 26 | — | — | ||
| Q4 25 | $886.6M | $1.2B | ||
| Q3 25 | $880.8M | — | ||
| Q2 25 | $876.1M | — | ||
| Q1 25 | $872.4M | — | ||
| Q4 24 | $874.8M | — | ||
| Q3 24 | $872.3M | $1.2B | ||
| Q2 24 | $875.8M | — |
| Q1 26 | — | $864.4M | ||
| Q4 25 | $709.9M | $865.6M | ||
| Q3 25 | $678.6M | — | ||
| Q2 25 | $664.5M | $882.2M | ||
| Q1 25 | $660.9M | $876.3M | ||
| Q4 24 | $705.3M | $899.6M | ||
| Q3 24 | $716.4M | $903.1M | ||
| Q2 24 | $685.3M | $901.2M |
| Q1 26 | — | $2.9B | ||
| Q4 25 | $2.1B | $2.9B | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.0B | $2.9B | ||
| Q1 25 | $2.0B | $2.9B | ||
| Q4 24 | $2.1B | $2.9B | ||
| Q3 24 | $2.1B | $2.9B | ||
| Q2 24 | $2.0B | $3.1B |
| Q1 26 | — | — | ||
| Q4 25 | 1.25× | 1.35× | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 1.32× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 1.22× | 1.29× | ||
| 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 | $37.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $28.3M |
| FCFマージンFCF / 売上 | 6.6% | 4.3% |
| 設備投資強度設備投資 / 売上 | 2.1% | 1.4% |
| 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 | $45.0M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $37.7M | ||
| Q4 25 | $64.9M | $30.9M | ||
| Q3 25 | $124.0M | — | ||
| Q2 25 | $90.4M | $22.9M | ||
| Q1 25 | $92.1M | $6.7M | ||
| Q4 24 | $74.8M | $3.8M | ||
| Q3 24 | $101.4M | $295.6M | ||
| Q2 24 | $79.0M | $48.7M |
| Q1 26 | — | $28.3M | ||
| Q4 25 | $49.3M | $15.6M | ||
| Q3 25 | $104.8M | — | ||
| Q2 25 | $74.8M | $8.0M | ||
| Q1 25 | $71.9M | $-6.9M | ||
| Q4 24 | $52.9M | $-11.0M | ||
| Q3 24 | $77.3M | $267.5M | ||
| Q2 24 | $58.2M | $27.7M |
| Q1 26 | — | 4.3% | ||
| Q4 25 | 6.6% | 2.2% | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 9.8% | 1.2% | ||
| Q1 25 | 10.5% | -1.0% | ||
| Q4 24 | 7.1% | -1.6% | ||
| Q3 24 | 10.2% | 39.1% | ||
| Q2 24 | 7.9% | 4.0% |
| Q1 26 | — | 1.4% | ||
| Q4 25 | 2.1% | 2.2% | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.1% | 2.2% | ||
| Q1 25 | 2.9% | 2.0% | ||
| Q4 24 | 2.9% | 2.2% | ||
| Q3 24 | 3.2% | 4.1% | ||
| Q2 24 | 2.8% | 3.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.12× | 4.54× | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | 9.66× |
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% |
VSTS
| Workplace Supplies | $375.2M | 57% |
| Uniforms | $227.7M | 34% |
| Other | $60.5M | 9% |
