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科睿唯安（CLVT）与Installed Building Products, Inc.（IBP）财务数据对比。点击上方公司名可切换其他公司
Installed Building Products, Inc.的季度营收约是科睿唯安的1.3倍（$747.5M vs $585.5M），Installed Building Products, Inc.净利率更高（10.2% vs -6.9%，领先17.1%），Installed Building Products, Inc.同比增速更快（-0.4% vs -1.4%），科睿唯安自由现金流更多（$78.9M vs $49.3M），过去两年Installed Building Products, Inc.的营收复合增速更高（3.9% vs -5.1%）
科睿唯安是一家英美合资的上市分析服务企业，主要提供订阅制信息服务，覆盖文献计量、科学计量、商业与市场情报领域，同时为医药、生物科技行业提供专利、监管合规相关的竞争分析，也提供商标保护、域名与品牌保护服务，旗下Web of Science产品系列还负责计算学术期刊的影响因子。
Installed Building Products, Inc.是美国领先的建筑产品安装服务商，主营绝缘材料、排水沟、车库门、消防系统及窗帘等产品的专业安装服务，覆盖住宅新建、翻新改造及商业建筑三大领域，业务遍及美国大部分地区。
CLVT vs IBP — 直观对比
营收规模更大
IBP
是对方的1.3倍
$585.5M
营收增速更快
IBP
高出1.0%
-1.4%
净利率更高
IBP
高出17.1%
-6.9%
自由现金流更多
CLVT
多$29.6M
$49.3M
两年增速更快
IBP
近两年复合增速
-5.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $585.5M | $747.5M |
| 净利润 | $-40.2M | $76.6M |
| 毛利率 | 67.2% | 35.0% |
| 营业利润率 | 5.2% | 14.6% |
| 净利率 | -6.9% | 10.2% |
| 营收同比 | -1.4% | -0.4% |
| 净利润同比 | 61.3% | 14.5% |
| 每股收益（稀释后） | $-0.06 | $2.81 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收CLVTIBP
| Q1 26 | $585.5M | — | ||
| Q4 25 | $617.0M | $747.5M | ||
| Q3 25 | $623.1M | $778.2M | ||
| Q2 25 | $621.4M | $760.3M | ||
| Q1 25 | $593.7M | $684.8M | ||
| Q4 24 | $663.0M | $750.2M | ||
| Q3 24 | $622.2M | $760.6M | ||
| Q2 24 | $650.3M | $737.6M |
净利润CLVTIBP
| Q1 26 | $-40.2M | — | ||
| Q4 25 | $3.1M | $76.6M | ||
| Q3 25 | $-28.3M | $74.4M | ||
| Q2 25 | $-72.0M | $69.0M | ||
| Q1 25 | $-103.9M | $45.4M | ||
| Q4 24 | $-191.8M | $66.9M | ||
| Q3 24 | $-65.6M | $68.6M | ||
| Q2 24 | $-304.3M | $65.2M |
毛利率CLVTIBP
| Q1 26 | 67.2% | — | ||
| Q4 25 | 66.8% | 35.0% | ||
| Q3 25 | 65.0% | 34.0% | ||
| Q2 25 | 67.2% | 34.2% | ||
| Q1 25 | 65.1% | 32.7% | ||
| Q4 24 | 65.7% | 33.6% | ||
| Q3 24 | 66.2% | 33.8% | ||
| Q2 24 | 67.2% | 34.1% |
营业利润率CLVTIBP
| Q1 26 | 5.2% | — | ||
| Q4 25 | 6.7% | 14.6% | ||
| Q3 25 | 7.1% | 13.7% | ||
| Q2 25 | 1.1% | 13.3% | ||
| Q1 25 | -3.5% | 10.2% | ||
| Q4 24 | -9.4% | 13.1% | ||
| Q3 24 | 3.5% | 13.3% | ||
| Q2 24 | -36.9% | 12.9% |
净利率CLVTIBP
| Q1 26 | -6.9% | — | ||
| Q4 25 | 0.5% | 10.2% | ||
| Q3 25 | -4.5% | 9.6% | ||
| Q2 25 | -11.6% | 9.1% | ||
| Q1 25 | -17.5% | 6.6% | ||
| Q4 24 | -28.9% | 8.9% | ||
| Q3 24 | -10.5% | 9.0% | ||
| Q2 24 | -46.8% | 8.8% |
每股收益（稀释后）CLVTIBP
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.00 | $2.81 | ||
| Q3 25 | $-0.04 | $2.74 | ||
| Q2 25 | $-0.11 | $2.52 | ||
| Q1 25 | $-0.15 | $1.64 | ||
| Q4 24 | $-0.27 | $2.39 | ||
| Q3 24 | $-0.09 | $2.44 | ||
| Q2 24 | $-0.46 | $2.30 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | — | $321.9M |
| 总债务越低越好 | $4.3B | $886.6M |
| 股东权益账面价值 | $4.8B | $709.9M |
| 总资产 | $10.9B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.89× | 1.25× |
8季度趋势，按日历期对齐
现金及短期投资CLVTIBP
| Q1 26 | — | — | ||
| Q4 25 | $329.2M | $321.9M | ||
| Q3 25 | $318.7M | $333.3M | ||
| Q2 25 | $362.6M | $305.2M | ||
| Q1 25 | $354.0M | $298.7M | ||
| Q4 24 | $295.2M | $327.6M | ||
| Q3 24 | $388.5M | $406.2M | ||
| Q2 24 | $376.4M | $380.3M |
总债务CLVTIBP
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $886.6M | ||
| Q3 25 | $4.4B | $880.8M | ||
| Q2 25 | $4.5B | $876.1M | ||
| Q1 25 | $4.5B | $872.4M | ||
| Q4 24 | $4.5B | $874.8M | ||
| Q3 24 | $4.6B | $872.3M | ||
| Q2 24 | $4.6B | $875.8M |
股东权益CLVTIBP
| Q1 26 | $4.8B | — | ||
| Q4 25 | $4.8B | $709.9M | ||
| Q3 25 | $4.9B | $678.6M | ||
| Q2 25 | $5.0B | $664.5M | ||
| Q1 25 | $5.0B | $660.9M | ||
| Q4 24 | $5.1B | $705.3M | ||
| Q3 24 | $5.5B | $716.4M | ||
| Q2 24 | $5.6B | $685.3M |
总资产CLVTIBP
| Q1 26 | $10.9B | — | ||
| Q4 25 | $11.1B | $2.1B | ||
| Q3 25 | $11.2B | $2.1B | ||
| Q2 25 | $11.4B | $2.0B | ||
| Q1 25 | $11.5B | $2.0B | ||
| Q4 24 | $11.5B | $2.1B | ||
| Q3 24 | $12.0B | $2.1B | ||
| Q2 24 | $12.1B | $2.0B |
负债/权益比CLVTIBP
| Q1 26 | 0.89× | — | ||
| Q4 25 | 0.89× | 1.25× | ||
| Q3 25 | 0.90× | 1.30× | ||
| Q2 25 | 0.90× | 1.32× | ||
| Q1 25 | 0.90× | 1.32× | ||
| Q4 24 | 0.88× | 1.24× | ||
| Q3 24 | 0.84× | 1.22× | ||
| Q2 24 | 0.83× | 1.28× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $134.7M | $64.9M |
| 自由现金流经营现金流 - 资本支出 | $78.9M | $49.3M |
| 自由现金流率自由现金流/营收 | 13.5% | 6.6% |
| 资本支出强度资本支出/营收 | 9.5% | 2.1% |
| 现金转化率经营现金流/净利润 | — | 0.85× |
| 过去12个月自由现金流最近4个季度 | $333.9M | $300.8M |
8季度趋势，按日历期对齐
经营现金流CLVTIBP
| Q1 26 | $134.7M | — | ||
| Q4 25 | $159.9M | $64.9M | ||
| Q3 25 | $181.1M | $124.0M | ||
| Q2 25 | $116.3M | $90.4M | ||
| Q1 25 | $171.2M | $92.1M | ||
| Q4 24 | $141.3M | $74.8M | ||
| Q3 24 | $202.9M | $101.4M | ||
| Q2 24 | $126.2M | $79.0M |
自由现金流CLVTIBP
| Q1 26 | $78.9M | — | ||
| Q4 25 | $89.2M | $49.3M | ||
| Q3 25 | $115.5M | $104.8M | ||
| Q2 25 | $50.3M | $74.8M | ||
| Q1 25 | $110.3M | $71.9M | ||
| Q4 24 | $59.1M | $52.9M | ||
| Q3 24 | $126.3M | $77.3M | ||
| Q2 24 | $60.3M | $58.2M |
自由现金流率CLVTIBP
| Q1 26 | 13.5% | — | ||
| Q4 25 | 14.5% | 6.6% | ||
| Q3 25 | 18.5% | 13.5% | ||
| Q2 25 | 8.1% | 9.8% | ||
| Q1 25 | 18.6% | 10.5% | ||
| Q4 24 | 8.9% | 7.1% | ||
| Q3 24 | 20.3% | 10.2% | ||
| Q2 24 | 9.3% | 7.9% |
资本支出强度CLVTIBP
| Q1 26 | 9.5% | — | ||
| Q4 25 | 11.5% | 2.1% | ||
| Q3 25 | 10.5% | 2.5% | ||
| Q2 25 | 10.6% | 2.1% | ||
| Q1 25 | 10.3% | 2.9% | ||
| Q4 24 | 12.4% | 2.9% | ||
| Q3 24 | 12.3% | 3.2% | ||
| Q2 24 | 10.1% | 2.8% |
现金转化率CLVTIBP
| Q1 26 | — | — | ||
| Q4 25 | 51.58× | 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× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
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% |
