vs
EPAM Systems（EPAM）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
EPAM Systems的季度营收约是Installed Building Products, Inc.的1.9倍（$1.4B vs $747.5M），Installed Building Products, Inc.净利率更高（10.2% vs 5.9%，领先4.4%），EPAM Systems同比增速更快（7.6% vs -0.4%），过去两年EPAM Systems的营收复合增速更高（10.5% vs 3.9%）
EPAM Systems是总部位于美国宾夕法尼亚州纽敦的企业，核心业务涵盖软件工程服务、数字平台研发、数字产品设计三大板块，同时是MACH联盟的创始成员，在全球数字化服务赛道拥有深厚的技术积累与行业认可度。
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。
EPAM vs IBP — 直观对比
营收规模更大
EPAM
是对方的1.9倍
$747.5M
营收增速更快
EPAM
高出7.9%
-0.4%
净利率更高
IBP
高出4.4%
5.9%
两年增速更快
EPAM
近两年复合增速
3.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $747.5M |
| 净利润 | $82.5M | $76.6M |
| 毛利率 | — | 35.0% |
| 营业利润率 | 8.3% | 14.6% |
| 净利率 | 5.9% | 10.2% |
| 营收同比 | 7.6% | -0.4% |
| 净利润同比 | 12.3% | 14.5% |
| 每股收益（稀释后） | $1.52 | $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EPAMIBP
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $747.5M | ||
| Q3 25 | $1.4B | $778.2M | ||
| Q2 25 | $1.4B | $760.3M | ||
| Q1 25 | $1.3B | $684.8M | ||
| Q4 24 | $1.2B | $750.2M | ||
| Q3 24 | $1.2B | $760.6M | ||
| Q2 24 | $1.1B | $737.6M |
净利润EPAMIBP
| Q1 26 | $82.5M | — | ||
| Q4 25 | $109.4M | $76.6M | ||
| Q3 25 | $106.8M | $74.4M | ||
| Q2 25 | $88.0M | $69.0M | ||
| Q1 25 | $73.5M | $45.4M | ||
| Q4 24 | $103.3M | $66.9M | ||
| Q3 24 | $136.3M | $68.6M | ||
| Q2 24 | $98.6M | $65.2M |
毛利率EPAMIBP
| Q1 26 | — | — | ||
| Q4 25 | 30.1% | 35.0% | ||
| Q3 25 | 29.5% | 34.0% | ||
| Q2 25 | 28.8% | 34.2% | ||
| Q1 25 | 26.9% | 32.7% | ||
| Q4 24 | 30.4% | 33.6% | ||
| Q3 24 | 34.6% | 33.8% | ||
| Q2 24 | 29.3% | 34.1% |
营业利润率EPAMIBP
| Q1 26 | 8.3% | — | ||
| Q4 25 | 10.6% | 14.6% | ||
| Q3 25 | 10.4% | 13.7% | ||
| Q2 25 | 9.3% | 13.3% | ||
| Q1 25 | 7.6% | 10.2% | ||
| Q4 24 | 10.9% | 13.1% | ||
| Q3 24 | 15.2% | 13.3% | ||
| Q2 24 | 10.5% | 12.9% |
净利率EPAMIBP
| Q1 26 | 5.9% | — | ||
| Q4 25 | 7.8% | 10.2% | ||
| Q3 25 | 7.7% | 9.6% | ||
| Q2 25 | 6.5% | 9.1% | ||
| Q1 25 | 5.6% | 6.6% | ||
| Q4 24 | 8.3% | 8.9% | ||
| Q3 24 | 11.7% | 9.0% | ||
| Q2 24 | 8.6% | 8.8% |
每股收益（稀释后）EPAMIBP
| Q1 26 | $1.52 | — | ||
| Q4 25 | $1.97 | $2.81 | ||
| Q3 25 | $1.91 | $2.74 | ||
| Q2 25 | $1.56 | $2.52 | ||
| Q1 25 | $1.28 | $1.64 | ||
| Q4 24 | $1.80 | $2.39 | ||
| Q3 24 | $2.37 | $2.44 | ||
| Q2 24 | $1.70 | $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 | $1.0B | $321.9M |
| 总债务越低越好 | $165.0M | $886.6M |
| 股东权益账面价值 | $3.4B | $709.9M |
| 总资产 | $4.7B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.05× | 1.25× |
8季度趋势，按日历期对齐
现金及短期投资EPAMIBP
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.3B | $321.9M | ||
| Q3 25 | $1.2B | $333.3M | ||
| Q2 25 | $1.0B | $305.2M | ||
| Q1 25 | $1.2B | $298.7M | ||
| Q4 24 | $1.3B | $327.6M | ||
| Q3 24 | $2.1B | $406.2M | ||
| Q2 24 | $1.8B | $380.3M |
总债务EPAMIBP
| Q1 26 | $165.0M | — | ||
| 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 |
股东权益EPAMIBP
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.7B | $709.9M | ||
| Q3 25 | $3.7B | $678.6M | ||
| Q2 25 | $3.7B | $664.5M | ||
| Q1 25 | $3.6B | $660.9M | ||
| Q4 24 | $3.6B | $705.3M | ||
| Q3 24 | $3.6B | $716.4M | ||
| Q2 24 | $3.4B | $685.3M |
总资产EPAMIBP
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.9B | $2.1B | ||
| Q3 25 | $4.8B | $2.1B | ||
| Q2 25 | $4.7B | $2.0B | ||
| Q1 25 | $4.7B | $2.0B | ||
| Q4 24 | $4.8B | $2.1B | ||
| Q3 24 | $4.5B | $2.1B | ||
| Q2 24 | $4.2B | $2.0B |
负债/权益比EPAMIBP
| Q1 26 | 0.05× | — | ||
| 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× |
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 | — | $64.9M |
| 自由现金流经营现金流 - 资本支出 | — | $49.3M |
| 自由现金流率自由现金流/营收 | — | 6.6% |
| 资本支出强度资本支出/营收 | — | 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 | — | $300.8M |
8季度趋势，按日历期对齐
经营现金流EPAMIBP
| Q1 26 | — | — | ||
| Q4 25 | $282.9M | $64.9M | ||
| Q3 25 | $294.7M | $124.0M | ||
| Q2 25 | $53.2M | $90.4M | ||
| Q1 25 | $24.2M | $92.1M | ||
| Q4 24 | $130.3M | $74.8M | ||
| Q3 24 | $242.0M | $101.4M | ||
| Q2 24 | $57.0M | $79.0M |
自由现金流EPAMIBP
| Q1 26 | — | — | ||
| Q4 25 | $268.1M | $49.3M | ||
| Q3 25 | $286.4M | $104.8M | ||
| Q2 25 | $43.4M | $74.8M | ||
| Q1 25 | $14.8M | $71.9M | ||
| Q4 24 | $114.5M | $52.9M | ||
| Q3 24 | $237.0M | $77.3M | ||
| Q2 24 | $52.3M | $58.2M |
自由现金流率EPAMIBP
| Q1 26 | — | — | ||
| Q4 25 | 19.0% | 6.6% | ||
| Q3 25 | 20.5% | 13.5% | ||
| Q2 25 | 3.2% | 9.8% | ||
| Q1 25 | 1.1% | 10.5% | ||
| Q4 24 | 9.2% | 7.1% | ||
| Q3 24 | 20.3% | 10.2% | ||
| Q2 24 | 4.6% | 7.9% |
资本支出强度EPAMIBP
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 2.1% | ||
| Q3 25 | 0.6% | 2.5% | ||
| Q2 25 | 0.7% | 2.1% | ||
| Q1 25 | 0.7% | 2.9% | ||
| Q4 24 | 1.3% | 2.9% | ||
| Q3 24 | 0.4% | 3.2% | ||
| Q2 24 | 0.4% | 2.8% |
现金转化率EPAMIBP
| Q1 26 | — | — | ||
| Q4 25 | 2.59× | 0.85× | ||
| Q3 25 | 2.76× | 1.67× | ||
| Q2 25 | 0.60× | 1.31× | ||
| Q1 25 | 0.33× | 2.03× | ||
| Q4 24 | 1.26× | 1.12× | ||
| Q3 24 | 1.77× | 1.48× | ||
| Q2 24 | 0.58× | 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
EPAM
暂无分部数据
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% |
