vs
Installed Building Products, Inc.（IBP）とWestern Midstream Partners, LP（WES）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
Western Midstream Partners, LPの直近四半期売上が大きい（$1.0B vs $747.5M、Installed Building Products, Inc.の約1.4倍）。Western Midstream Partners, LPの純利益率が高く（18.5% vs 10.2%、差は8.3%）。Western Midstream Partners, LPの前年同期比売上増加率が高い（11.0% vs -0.4%）。Western Midstream Partners, LPの直近四半期フリーキャッシュフローが多い（$335.4M vs $49.3M）。過去8四半期でWestern Midstream Partners, LPの売上複合成長率が高い（7.8% 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。
Sunoco LPは米国デラウェア州に設立されたマスターリミテッドパートナーシップで、本社をテキサス州ダラスに置き、創業の歴史は1886年にまで遡る。元々は垂直統合型エネルギー企業だったが、現在は燃料流通事業とエネルギーインフラ運営を主力とし、かつて展開していた石油ガス探鉱生産、精製、化学品製造、燃料小売などの事業は全て売却している。
IBP vs WES — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $1.0B |
| 純利益 | $76.6M | $190.7M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | 29.7% |
| 純利益率 | 10.2% | 18.5% |
| 売上前年比 | -0.4% | 11.0% |
| 純利益前年比 | 14.5% | -42.8% |
| 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
| Q4 25 | $747.5M | $1.0B | ||
| Q3 25 | $778.2M | $952.3M | ||
| Q2 25 | $760.3M | $942.1M | ||
| Q1 25 | $684.8M | $916.9M | ||
| Q4 24 | $750.2M | $928.4M | ||
| Q3 24 | $760.6M | $883.1M | ||
| Q2 24 | $737.6M | $905.4M | ||
| Q1 24 | $692.9M | $887.3M |
| Q4 25 | $76.6M | $190.7M | ||
| Q3 25 | $74.4M | $339.6M | ||
| Q2 25 | $69.0M | $341.7M | ||
| Q1 25 | $45.4M | $309.0M | ||
| Q4 24 | $66.9M | $333.6M | ||
| Q3 24 | $68.6M | $288.5M | ||
| Q2 24 | $65.2M | $378.6M | ||
| Q1 24 | $55.9M | $572.8M |
| 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% | — |
| Q4 25 | 14.6% | 29.7% | ||
| Q3 25 | 13.7% | 46.4% | ||
| Q2 25 | 13.3% | 47.2% | ||
| Q1 25 | 10.2% | 44.7% | ||
| Q4 24 | 13.1% | 45.9% | ||
| Q3 24 | 13.3% | 44.8% | ||
| Q2 24 | 12.9% | 51.9% | ||
| Q1 24 | 12.7% | 76.6% |
| Q4 25 | 10.2% | 18.5% | ||
| Q3 25 | 9.6% | 35.7% | ||
| Q2 25 | 9.1% | 36.3% | ||
| Q1 25 | 6.6% | 33.7% | ||
| Q4 24 | 8.9% | 35.9% | ||
| Q3 24 | 9.0% | 32.7% | ||
| Q2 24 | 8.8% | 41.8% | ||
| Q1 24 | 8.1% | 64.6% |
| 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 | $819.5M |
| 総負債低いほど良い | $886.6M | $8.2B |
| 株主資本純資産 | $709.9M | — |
| 総資産 | $2.1B | $15.0B |
| 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
| Q4 25 | $321.9M | $819.5M | ||
| Q3 25 | $333.3M | $177.3M | ||
| Q2 25 | $305.2M | $129.7M | ||
| Q1 25 | $298.7M | $448.4M | ||
| Q4 24 | $327.6M | $1.1B | ||
| Q3 24 | $406.2M | $1.1B | ||
| Q2 24 | $380.3M | $344.1M | ||
| Q1 24 | $399.9M | $295.2M |
| Q4 25 | $886.6M | $8.2B | ||
| Q3 25 | $880.8M | $6.9B | ||
| Q2 25 | $876.1M | $6.9B | ||
| Q1 25 | $872.4M | $6.9B | ||
| Q4 24 | $874.8M | $6.9B | ||
| Q3 24 | $872.3M | $6.9B | ||
| Q2 24 | $875.8M | $7.1B | ||
| Q1 24 | $875.0M | $7.3B |
| Q4 25 | $709.9M | — | ||
| Q3 25 | $678.6M | — | ||
| Q2 25 | $664.5M | — | ||
| Q1 25 | $660.9M | — | ||
| Q4 24 | $705.3M | — | ||
| Q3 24 | $716.4M | — | ||
| Q2 24 | $685.3M | — | ||
| Q1 24 | $679.2M | — |
| Q4 25 | $2.1B | $15.0B | ||
| Q3 25 | $2.1B | $12.1B | ||
| Q2 25 | $2.0B | $12.2B | ||
| Q1 25 | $2.0B | $12.5B | ||
| Q4 24 | $2.1B | $13.1B | ||
| Q3 24 | $2.1B | $13.0B | ||
| Q2 24 | $2.0B | $12.2B | ||
| Q1 24 | $2.0B | $12.3B |
| 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 | $557.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $335.4M |
| FCFマージンFCF / 売上 | 6.6% | 32.6% |
| 設備投資強度設備投資 / 売上 | 2.1% | 21.6% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 2.92× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $1.5B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $557.6M | ||
| Q3 25 | $124.0M | $570.2M | ||
| Q2 25 | $90.4M | $564.0M | ||
| Q1 25 | $92.1M | $530.8M | ||
| Q4 24 | $74.8M | $554.4M | ||
| Q3 24 | $101.4M | $551.3M | ||
| Q2 24 | $79.0M | $631.4M | ||
| Q1 24 | $84.8M | $399.7M |
| Q4 25 | $49.3M | $335.4M | ||
| Q3 25 | $104.8M | $385.5M | ||
| Q2 25 | $74.8M | $385.4M | ||
| Q1 25 | $71.9M | $388.4M | ||
| Q4 24 | $52.9M | $315.7M | ||
| Q3 24 | $77.3M | $361.9M | ||
| Q2 24 | $58.2M | $419.6M | ||
| Q1 24 | $63.0M | $205.9M |
| Q4 25 | 6.6% | 32.6% | ||
| Q3 25 | 13.5% | 40.5% | ||
| Q2 25 | 9.8% | 40.9% | ||
| Q1 25 | 10.5% | 42.4% | ||
| Q4 24 | 7.1% | 34.0% | ||
| Q3 24 | 10.2% | 41.0% | ||
| Q2 24 | 7.9% | 46.3% | ||
| Q1 24 | 9.1% | 23.2% |
| Q4 25 | 2.1% | 21.6% | ||
| Q3 25 | 2.5% | 19.4% | ||
| Q2 25 | 2.1% | 19.0% | ||
| Q1 25 | 2.9% | 15.5% | ||
| Q4 24 | 2.9% | 25.7% | ||
| Q3 24 | 3.2% | 21.5% | ||
| Q2 24 | 2.8% | 23.4% | ||
| Q1 24 | 3.1% | 21.8% |
| Q4 25 | 0.85× | 2.92× | ||
| Q3 25 | 1.67× | 1.68× | ||
| Q2 25 | 1.31× | 1.65× | ||
| Q1 25 | 2.03× | 1.72× | ||
| Q4 24 | 1.12× | 1.66× | ||
| Q3 24 | 1.48× | 1.91× | ||
| Q2 24 | 1.21× | 1.67× | ||
| Q1 24 | 1.52× | 0.70× |
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% |
WES
セグメントデータなし
