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Installed Building Products, Inc.（IBP）とADVANCED DRAINAGE SYSTEMS, INC.（WMS）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 $693.4M、ADVANCED DRAINAGE SYSTEMS, INC.の約1.1倍）。ADVANCED DRAINAGE SYSTEMS, INC.の純利益率が高く（13.5% vs 10.2%、差は3.3%）。ADVANCED DRAINAGE SYSTEMS, INC.の前年同期比売上増加率が高い（0.4% vs -0.4%）。ADVANCED DRAINAGE SYSTEMS, INC.の直近四半期フリーキャッシュフローが多い（$183.6M vs $49.3M）。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。
アドバンスド・ドレネージ・システムズ（略称ADS）は米国の企業で、ポリプロピレン・ポリエチレン製パイプ、プラスチック製浸出場システム、浄化槽と付属部品、雨水調整施設、PVC製排水構造物、継手、水ろ過・分離装置の設計・製造・販売を行い、米国最大の高密度ポリエチレンパイプメーカーです。本社はオハイオ州ヒリアードに所在します。
IBP vs WMS — 直接比較
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $693.4M |
| 純利益 | $76.6M | $93.6M |
| 粗利率 | 35.0% | 37.4% |
| 営業利益率 | 14.6% | 19.7% |
| 純利益率 | 10.2% | 13.5% |
| 売上前年比 | -0.4% | 0.4% |
| 純利益前年比 | 14.5% | 15.3% |
| EPS（希薄化後） | $2.81 | $1.19 |
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 | $693.4M | ||
| Q3 25 | $778.2M | $850.4M | ||
| Q2 25 | $760.3M | $829.9M | ||
| Q1 25 | $684.8M | $615.8M | ||
| Q4 24 | $750.2M | $690.5M | ||
| Q3 24 | $760.6M | $782.6M | ||
| Q2 24 | $737.6M | $815.3M | ||
| Q1 24 | $692.9M | $653.8M |
| Q4 25 | $76.6M | $93.6M | ||
| Q3 25 | $74.4M | $156.0M | ||
| Q2 25 | $69.0M | $143.9M | ||
| Q1 25 | $45.4M | $77.2M | ||
| Q4 24 | $66.9M | $81.2M | ||
| Q3 24 | $68.6M | $130.4M | ||
| Q2 24 | $65.2M | $161.4M | ||
| Q1 24 | $55.9M | $94.8M |
| Q4 25 | 35.0% | 37.4% | ||
| Q3 25 | 34.0% | 40.0% | ||
| Q2 25 | 34.2% | 39.8% | ||
| Q1 25 | 32.7% | 36.7% | ||
| Q4 24 | 33.6% | 35.0% | ||
| Q3 24 | 33.8% | 37.6% | ||
| Q2 24 | 34.1% | 40.8% | ||
| Q1 24 | 33.8% | 38.5% |
| Q4 25 | 14.6% | 19.7% | ||
| Q3 25 | 13.7% | 26.3% | ||
| Q2 25 | 13.3% | 24.8% | ||
| Q1 25 | 10.2% | 19.0% | ||
| Q4 24 | 13.1% | 18.4% | ||
| Q3 24 | 13.3% | 23.9% | ||
| Q2 24 | 12.9% | 27.7% | ||
| Q1 24 | 12.7% | 20.7% |
| Q4 25 | 10.2% | 13.5% | ||
| Q3 25 | 9.6% | 18.3% | ||
| Q2 25 | 9.1% | 17.3% | ||
| Q1 25 | 6.6% | 12.5% | ||
| Q4 24 | 8.9% | 11.8% | ||
| Q3 24 | 9.0% | 16.7% | ||
| Q2 24 | 8.8% | 19.8% | ||
| Q1 24 | 8.1% | 14.5% |
| Q4 25 | $2.81 | $1.19 | ||
| Q3 25 | $2.74 | $1.99 | ||
| Q2 25 | $2.52 | $1.84 | ||
| Q1 25 | $1.64 | $0.99 | ||
| Q4 24 | $2.39 | $1.04 | ||
| Q3 24 | $2.44 | $1.67 | ||
| Q2 24 | $2.30 | $2.06 | ||
| Q1 24 | $1.97 | $1.22 |
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 | $1.0B |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | $1.9B |
| 総資産 | $2.1B | $4.1B |
| 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 | $1.0B | ||
| Q3 25 | $333.3M | $812.9M | ||
| Q2 25 | $305.2M | $638.3M | ||
| Q1 25 | $298.7M | $463.3M | ||
| Q4 24 | $327.6M | $488.9M | ||
| Q3 24 | $406.2M | $613.0M | ||
| Q2 24 | $380.3M | $541.6M | ||
| Q1 24 | $399.9M | $490.2M |
| Q4 25 | $886.6M | — | ||
| Q3 25 | $880.8M | — | ||
| Q2 25 | $876.1M | — | ||
| Q1 25 | $872.4M | $1.3B | ||
| Q4 24 | $874.8M | — | ||
| Q3 24 | $872.3M | — | ||
| Q2 24 | $875.8M | — | ||
| Q1 24 | $875.0M | $1.3B |
| Q4 25 | $709.9M | $1.9B | ||
| Q3 25 | $678.6M | $1.8B | ||
| Q2 25 | $664.5M | $1.7B | ||
| Q1 25 | $660.9M | $1.5B | ||
| Q4 24 | $705.3M | $1.5B | ||
| Q3 24 | $716.4M | $1.4B | ||
| Q2 24 | $685.3M | $1.3B | ||
| Q1 24 | $679.2M | $1.2B |
| Q4 25 | $2.1B | $4.1B | ||
| Q3 25 | $2.1B | $4.1B | ||
| Q2 25 | $2.0B | $3.9B | ||
| Q1 25 | $2.0B | $3.7B | ||
| Q4 24 | $2.1B | $3.6B | ||
| Q3 24 | $2.1B | $3.5B | ||
| Q2 24 | $2.0B | $3.4B | ||
| Q1 24 | $2.0B | $3.3B |
| Q4 25 | 1.25× | — | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 1.32× | — | ||
| Q1 25 | 1.32× | 0.83× | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 1.22× | — | ||
| Q2 24 | 1.28× | — | ||
| Q1 24 | 1.29× | 1.11× |
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 | $269.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $183.6M |
| FCFマージンFCF / 売上 | 6.6% | 26.5% |
| 設備投資強度設備投資 / 売上 | 2.1% | 12.4% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 2.88× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $577.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $269.3M | ||
| Q3 25 | $124.0M | $234.9M | ||
| Q2 25 | $90.4M | $275.0M | ||
| Q1 25 | $92.1M | $41.2M | ||
| Q4 24 | $74.8M | $189.9M | ||
| Q3 24 | $101.4M | $166.9M | ||
| Q2 24 | $79.0M | $183.4M | ||
| Q1 24 | $84.8M | $17.7M |
| Q4 25 | $49.3M | $183.6M | ||
| Q3 25 | $104.8M | $176.4M | ||
| Q2 25 | $74.8M | $222.4M | ||
| Q1 25 | $71.9M | $-5.3M | ||
| Q4 24 | $52.9M | $135.7M | ||
| Q3 24 | $77.3M | $112.4M | ||
| Q2 24 | $58.2M | $125.7M | ||
| Q1 24 | $63.0M | $-29.8M |
| Q4 25 | 6.6% | 26.5% | ||
| Q3 25 | 13.5% | 20.7% | ||
| Q2 25 | 9.8% | 26.8% | ||
| Q1 25 | 10.5% | -0.9% | ||
| Q4 24 | 7.1% | 19.7% | ||
| Q3 24 | 10.2% | 14.4% | ||
| Q2 24 | 7.9% | 15.4% | ||
| Q1 24 | 9.1% | -4.6% |
| Q4 25 | 2.1% | 12.4% | ||
| Q3 25 | 2.5% | 6.9% | ||
| Q2 25 | 2.1% | 6.3% | ||
| Q1 25 | 2.9% | 7.6% | ||
| Q4 24 | 2.9% | 7.9% | ||
| Q3 24 | 3.2% | 7.0% | ||
| Q2 24 | 2.8% | 7.1% | ||
| Q1 24 | 3.1% | 7.3% |
| Q4 25 | 0.85× | 2.88× | ||
| Q3 25 | 1.67× | 1.51× | ||
| Q2 25 | 1.31× | 1.91× | ||
| Q1 25 | 2.03× | 0.53× | ||
| Q4 24 | 1.12× | 2.34× | ||
| Q3 24 | 1.48× | 1.28× | ||
| Q2 24 | 1.21× | 1.14× | ||
| Q1 24 | 1.52× | 0.19× |
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% |
WMS
| Reportable Segment Aggregation Before Other Operating Segment | $557.3M | 80% |
| Other | $85.5M | 12% |
| Pipe | $35.5M | 5% |
| Allied Products And Other | $15.0M | 2% |
