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富兰克林电气（FELE）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.的季度营收约是富兰克林电气的1.5倍（$747.5M vs $500.4M），Installed Building Products, Inc.净利率更高（10.2% vs 6.9%，领先3.3%），富兰克林电气同比增速更快（9.9% vs -0.4%），过去两年Installed Building Products, Inc.的营收复合增速更高（3.9% vs -4.0%）
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商，主营泵类、电机、驱动器及控制设备，产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡，在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地，为全球客户提供可靠的流体运输与能源管理解决方案。
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。
FELE vs IBP — 直观对比
营收规模更大
IBP
是对方的1.5倍
$500.4M
营收增速更快
FELE
高出10.3%
-0.4%
净利率更高
IBP
高出3.3%
6.9%
两年增速更快
IBP
近两年复合增速
-4.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $500.4M | $747.5M |
| 净利润 | $34.7M | $76.6M |
| 毛利率 | 35.0% | 35.0% |
| 营业利润率 | 9.6% | 14.6% |
| 净利率 | 6.9% | 10.2% |
| 营收同比 | 9.9% | -0.4% |
| 净利润同比 | 10.6% | 14.5% |
| 每股收益（稀释后） | $0.77 | $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FELEIBP
| Q1 26 | $500.4M | — | ||
| Q4 25 | $506.9M | $747.5M | ||
| Q3 25 | $581.7M | $778.2M | ||
| Q2 25 | $587.4M | $760.3M | ||
| Q1 25 | $455.2M | $684.8M | ||
| Q4 24 | $485.7M | $750.2M | ||
| Q3 24 | $531.4M | $760.6M | ||
| Q2 24 | $543.3M | $737.6M |
净利润FELEIBP
| Q1 26 | $34.7M | — | ||
| Q4 25 | $39.3M | $76.6M | ||
| Q3 25 | $16.7M | $74.4M | ||
| Q2 25 | $60.1M | $69.0M | ||
| Q1 25 | $31.0M | $45.4M | ||
| Q4 24 | $33.7M | $66.9M | ||
| Q3 24 | $54.6M | $68.6M | ||
| Q2 24 | $59.1M | $65.2M |
毛利率FELEIBP
| Q1 26 | 35.0% | — | ||
| Q4 25 | 33.8% | 35.0% | ||
| Q3 25 | 35.9% | 34.0% | ||
| Q2 25 | 36.1% | 34.2% | ||
| Q1 25 | 36.0% | 32.7% | ||
| Q4 24 | 33.8% | 33.6% | ||
| Q3 24 | 35.7% | 33.8% | ||
| Q2 24 | 36.8% | 34.1% |
营业利润率FELEIBP
| Q1 26 | 9.6% | — | ||
| Q4 25 | 10.2% | 14.6% | ||
| Q3 25 | 14.6% | 13.7% | ||
| Q2 25 | 15.0% | 13.3% | ||
| Q1 25 | 9.7% | 10.2% | ||
| Q4 24 | 8.9% | 13.1% | ||
| Q3 24 | 13.8% | 13.3% | ||
| Q2 24 | 14.6% | 12.9% |
净利率FELEIBP
| Q1 26 | 6.9% | — | ||
| Q4 25 | 7.7% | 10.2% | ||
| Q3 25 | 2.9% | 9.6% | ||
| Q2 25 | 10.2% | 9.1% | ||
| Q1 25 | 6.8% | 6.6% | ||
| Q4 24 | 6.9% | 8.9% | ||
| Q3 24 | 10.3% | 9.0% | ||
| Q2 24 | 10.9% | 8.8% |
每股收益（稀释后）FELEIBP
| Q1 26 | $0.77 | — | ||
| Q4 25 | $0.87 | $2.81 | ||
| Q3 25 | $0.37 | $2.74 | ||
| Q2 25 | $1.31 | $2.52 | ||
| Q1 25 | $0.67 | $1.64 | ||
| Q4 24 | $0.73 | $2.39 | ||
| Q3 24 | $1.17 | $2.44 | ||
| Q2 24 | $1.26 | $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 | $80.4M | $321.9M |
| 总债务越低越好 | $134.4M | $886.6M |
| 股东权益账面价值 | $1.3B | $709.9M |
| 总资产 | $2.0B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.10× | 1.25× |
8季度趋势，按日历期对齐
现金及短期投资FELEIBP
| Q1 26 | $80.4M | — | ||
| Q4 25 | $99.7M | $321.9M | ||
| Q3 25 | $102.9M | $333.3M | ||
| Q2 25 | $104.6M | $305.2M | ||
| Q1 25 | $84.0M | $298.7M | ||
| Q4 24 | $220.5M | $327.6M | ||
| Q3 24 | $106.3M | $406.2M | ||
| Q2 24 | $58.1M | $380.3M |
总债务FELEIBP
| Q1 26 | $134.4M | — | ||
| Q4 25 | $135.2M | $886.6M | ||
| Q3 25 | $135.2M | $880.8M | ||
| Q2 25 | $14.5M | $876.1M | ||
| Q1 25 | $14.9M | $872.4M | ||
| Q4 24 | $11.6M | $874.8M | ||
| Q3 24 | $11.6M | $872.3M | ||
| Q2 24 | $87.2M | $875.8M |
股东权益FELEIBP
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $709.9M | ||
| Q3 25 | $1.3B | $678.6M | ||
| Q2 25 | $1.3B | $664.5M | ||
| Q1 25 | $1.3B | $660.9M | ||
| Q4 24 | $1.3B | $705.3M | ||
| Q3 24 | $1.3B | $716.4M | ||
| Q2 24 | $1.2B | $685.3M |
总资产FELEIBP
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $2.1B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $2.0B | $2.0B | ||
| Q1 25 | $1.9B | $2.0B | ||
| Q4 24 | $1.8B | $2.1B | ||
| Q3 24 | $1.8B | $2.1B | ||
| Q2 24 | $1.8B | $2.0B |
负债/权益比FELEIBP
| Q1 26 | 0.10× | — | ||
| Q4 25 | 0.10× | 1.25× | ||
| Q3 25 | 0.10× | 1.30× | ||
| Q2 25 | 0.01× | 1.32× | ||
| Q1 25 | 0.01× | 1.32× | ||
| Q4 24 | 0.01× | 1.24× | ||
| Q3 24 | 0.01× | 1.22× | ||
| Q2 24 | 0.07× | 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FELEIBP
| Q1 26 | — | — | ||
| Q4 25 | $104.2M | $64.9M | ||
| Q3 25 | $102.7M | $124.0M | ||
| Q2 25 | $51.5M | $90.4M | ||
| Q1 25 | $-19.5M | $92.1M | ||
| Q4 24 | $110.3M | $74.8M | ||
| Q3 24 | $116.1M | $101.4M | ||
| Q2 24 | $36.4M | $79.0M |
自由现金流FELEIBP
| Q1 26 | — | — | ||
| Q4 25 | $88.7M | $49.3M | ||
| Q3 25 | $91.3M | $104.8M | ||
| Q2 25 | $39.9M | $74.8M | ||
| Q1 25 | $-26.3M | $71.9M | ||
| Q4 24 | $97.5M | $52.9M | ||
| Q3 24 | $106.6M | $77.3M | ||
| Q2 24 | $26.1M | $58.2M |
自由现金流率FELEIBP
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 6.6% | ||
| Q3 25 | 15.7% | 13.5% | ||
| Q2 25 | 6.8% | 9.8% | ||
| Q1 25 | -5.8% | 10.5% | ||
| Q4 24 | 20.1% | 7.1% | ||
| Q3 24 | 20.1% | 10.2% | ||
| Q2 24 | 4.8% | 7.9% |
资本支出强度FELEIBP
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 2.1% | ||
| Q3 25 | 2.0% | 2.5% | ||
| Q2 25 | 2.0% | 2.1% | ||
| Q1 25 | 1.5% | 2.9% | ||
| Q4 24 | 2.6% | 2.9% | ||
| Q3 24 | 1.8% | 3.2% | ||
| Q2 24 | 1.9% | 2.8% |
现金转化率FELEIBP
| Q1 26 | — | — | ||
| Q4 25 | 2.65× | 0.85× | ||
| Q3 25 | 6.14× | 1.67× | ||
| Q2 25 | 0.86× | 1.31× | ||
| Q1 25 | -0.63× | 2.03× | ||
| Q4 24 | 3.28× | 1.12× | ||
| Q3 24 | 2.13× | 1.48× | ||
| Q2 24 | 0.62× | 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
FELE
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% |
