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Installed Building Products, Inc.（IBP）とウェイボー（WB）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
ウェイボーの直近四半期売上が大きい（$1.3B vs $747.5M、Installed Building Products, Inc.の約1.7倍）。ウェイボーの純利益率が高く（35.7% vs 10.2%、差は25.5%）。過去8四半期でウェイボーの売上複合成長率が高い（22.6% 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。
微博（Weibo）コーポレーションは中国のソーシャルネットワーク企業で、中国国内外で広く利用されているマイクロブログサービス「新浪微博（シナウェイボー）」を運営しており、本社は中国の北京に置かれています。
IBP vs WB — 直接比較
売上が大きい
WB
1.7倍大きい
$747.5M
純利益率が高い
WB
純利益率が25.5%高い
10.2%
2年売上CAGRが高い
WB
2年複合成長率
3.9%
損益計算書 — Q4 FY2025 vs Q3 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $1.3B |
| 純利益 | $76.6M | $458.3M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | 29.1% |
| 純利益率 | 10.2% | 35.7% |
| 売上前年比 | -0.4% | — |
| 純利益前年比 | 14.5% | — |
| EPS（希薄化後） | $2.81 | — |
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IBPWB
| Q4 25 | $747.5M | — | ||
| Q3 25 | $778.2M | $1.3B | ||
| Q2 25 | $760.3M | $841.7M | ||
| Q1 25 | $684.8M | $396.9M | ||
| Q4 24 | $750.2M | — | ||
| Q3 24 | $760.6M | $1.3B | ||
| Q2 24 | $737.6M | $833.4M | ||
| Q1 24 | $692.9M | $395.5M |
純利益IBPWB
| Q4 25 | $76.6M | — | ||
| Q3 25 | $74.4M | $458.3M | ||
| Q2 25 | $69.0M | $234.8M | ||
| Q1 25 | $45.4M | $108.1M | ||
| Q4 24 | $66.9M | — | ||
| Q3 24 | $68.6M | $297.4M | ||
| Q2 24 | $65.2M | $164.6M | ||
| Q1 24 | $55.9M | $51.1M |
粗利率IBPWB
| 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 24 | 33.8% | — |
営業利益率IBPWB
| Q4 25 | 14.6% | — | ||
| Q3 25 | 13.7% | 29.1% | ||
| Q2 25 | 13.3% | 30.4% | ||
| Q1 25 | 10.2% | 27.8% | ||
| Q4 24 | 13.1% | — | ||
| Q3 24 | 13.3% | 29.0% | ||
| Q2 24 | 12.9% | 28.2% | ||
| Q1 24 | 12.7% | 25.2% |
純利益率IBPWB
| Q4 25 | 10.2% | — | ||
| Q3 25 | 9.6% | 35.7% | ||
| Q2 25 | 9.1% | 27.9% | ||
| Q1 25 | 6.6% | 27.2% | ||
| Q4 24 | 8.9% | — | ||
| Q3 24 | 9.0% | 22.9% | ||
| Q2 24 | 8.8% | 19.8% | ||
| Q1 24 | 8.1% | 12.9% |
EPS（希薄化後）IBPWB
| Q4 25 | $2.81 | — | ||
| Q3 25 | $2.74 | — | ||
| Q2 25 | $2.52 | — | ||
| Q1 25 | $1.64 | — | ||
| Q4 24 | $2.39 | — | ||
| Q3 24 | $2.44 | — | ||
| Q2 24 | $2.30 | — | ||
| Q1 24 | $1.97 | — |
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 | $1.1B |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | $3.9B |
| 総資産 | $2.1B | $6.9B |
| 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
現金・短期投資IBPWB
| Q4 25 | $321.9M | — | ||
| Q3 25 | $333.3M | $1.1B | ||
| Q2 25 | $305.2M | $1.2B | ||
| Q1 25 | $298.7M | $1.2B | ||
| Q4 24 | $327.6M | — | ||
| Q3 24 | $406.2M | — | ||
| Q2 24 | $380.3M | $1.9B | ||
| Q1 24 | $399.9M | $2.1B |
総負債IBPWB
| Q4 25 | $886.6M | — | ||
| Q3 25 | $880.8M | — | ||
| Q2 25 | $876.1M | — | ||
| Q1 25 | $872.4M | — | ||
| Q4 24 | $874.8M | — | ||
| Q3 24 | $872.3M | — | ||
| Q2 24 | $875.8M | — | ||
| Q1 24 | $875.0M | — |
株主資本IBPWB
| Q4 25 | $709.9M | — | ||
| Q3 25 | $678.6M | $3.9B | ||
| Q2 25 | $664.5M | $3.6B | ||
| Q1 25 | $660.9M | $3.5B | ||
| Q4 24 | $705.3M | — | ||
| Q3 24 | $716.4M | — | ||
| Q2 24 | $685.3M | $3.4B | ||
| Q1 24 | $679.2M | $3.3B |
総資産IBPWB
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | $6.9B | ||
| Q2 25 | $2.0B | $6.5B | ||
| Q1 25 | $2.0B | $6.7B | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.0B | $7.1B | ||
| Q1 24 | $2.0B | $7.3B |
負債/資本比率IBPWB
| Q4 25 | 1.25× | — | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 1.32× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 1.22× | — | ||
| 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 | — |
| 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× | — |
| 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
営業キャッシュフローIBPWB
| Q4 25 | $64.9M | — | ||
| Q3 25 | $124.0M | — | ||
| Q2 25 | $90.4M | — | ||
| Q1 25 | $92.1M | — | ||
| Q4 24 | $74.8M | — | ||
| Q3 24 | $101.4M | — | ||
| Q2 24 | $79.0M | — | ||
| Q1 24 | $84.8M | — |
フリーキャッシュフローIBPWB
| 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 | — |
FCFマージンIBPWB
| 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% | — |
設備投資強度IBPWB
| 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% | — |
キャッシュ転換率IBPWB
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | — | ||
| 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% |
WB
| Income from operations | $373.2M | 29% |
| Shares used in computing diluted net income per share attributable to Weibos shareholders | $268.1M | 21% |
| Shares used in computing basic net income per share attributable to Weibos shareholders | $238.6M | 19% |
| Value-added services | $186.1M | 14% |
| Less: Income tax expenses | $113.2M | 9% |
| Investment related income, net | $45.0M | 4% |
| Product development | $16.7M | 1% |
| General and administrative | $10.6M | 1% |
| Sales and marketing | $7.1M | 1% |
| Accretion to redeemable non-controlling interests | $3.0M | 0% |
