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FIVE BELOW, INC（FIVE）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
FIVE BELOW, INC的季度营收约是Installed Building Products, Inc.的1.4倍（$1.0B vs $747.5M），Installed Building Products, Inc.净利率更高（10.2% vs 3.5%，领先6.7%），FIVE BELOW, INC同比增速更快（23.1% vs -0.4%），Installed Building Products, Inc.自由现金流更多（$49.3M vs $-133.2M），过去两年Installed Building Products, Inc.的营收复合增速更高（3.9% vs -11.9%）
Five Below是美国特色折扣礼品连锁品牌，2002年成立，总部位于宾夕法尼亚州费城，主要面向青少年消费群体，旗下绝大多数商品定价不超过5美元，另有少量精选商品最高定价40美元，目前在全美拥有超过1850家线下门店。
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。
FIVE vs IBP — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $747.5M |
| 净利润 | $36.5M | $76.6M |
| 毛利率 | 33.8% | 35.0% |
| 营业利润率 | 4.2% | 14.6% |
| 净利率 | 3.5% | 10.2% |
| 营收同比 | 23.1% | -0.4% |
| 净利润同比 | 2063.9% | 14.5% |
| 每股收益（稀释后） | $0.66 | $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
| Q4 25 | $1.0B | $747.5M | ||
| Q3 25 | $1.0B | $778.2M | ||
| Q2 25 | $970.5M | $760.3M | ||
| Q1 25 | $1.4B | $684.8M | ||
| Q4 24 | $843.7M | $750.2M | ||
| Q3 24 | $830.1M | $760.6M | ||
| Q2 24 | $811.9M | $737.6M | ||
| Q1 24 | $1.3B | $692.9M |
| Q4 25 | $36.5M | $76.6M | ||
| Q3 25 | $42.8M | $74.4M | ||
| Q2 25 | $41.1M | $69.0M | ||
| Q1 25 | $187.5M | $45.4M | ||
| Q4 24 | $1.7M | $66.9M | ||
| Q3 24 | $33.0M | $68.6M | ||
| Q2 24 | $31.5M | $65.2M | ||
| Q1 24 | $202.2M | $55.9M |
| Q4 25 | 33.8% | 35.0% | ||
| Q3 25 | 33.3% | 34.0% | ||
| Q2 25 | 33.4% | 34.2% | ||
| Q1 25 | 40.2% | 32.7% | ||
| Q4 24 | 30.6% | 33.6% | ||
| Q3 24 | 32.7% | 33.8% | ||
| Q2 24 | 32.5% | 34.1% | ||
| Q1 24 | 41.2% | 33.8% |
| Q4 25 | 4.2% | 14.6% | ||
| Q3 25 | 5.1% | 13.7% | ||
| Q2 25 | 5.2% | 13.3% | ||
| Q1 25 | 17.7% | 10.2% | ||
| Q4 24 | -0.1% | 13.1% | ||
| Q3 24 | 5.0% | 13.3% | ||
| Q2 24 | 4.5% | 12.9% | ||
| Q1 24 | 20.1% | 12.7% |
| Q4 25 | 3.5% | 10.2% | ||
| Q3 25 | 4.2% | 9.6% | ||
| Q2 25 | 4.2% | 9.1% | ||
| Q1 25 | 13.5% | 6.6% | ||
| Q4 24 | 0.2% | 8.9% | ||
| Q3 24 | 4.0% | 9.0% | ||
| Q2 24 | 3.9% | 8.8% | ||
| Q1 24 | 15.1% | 8.1% |
| Q4 25 | $0.66 | $2.81 | ||
| Q3 25 | $0.77 | $2.74 | ||
| Q2 25 | $0.75 | $2.52 | ||
| Q1 25 | $3.40 | $1.64 | ||
| Q4 24 | $0.03 | $2.39 | ||
| Q3 24 | $0.60 | $2.44 | ||
| Q2 24 | $0.57 | $2.30 | ||
| Q1 24 | $3.64 | $1.97 |
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 | $524.5M | $321.9M |
| 总债务越低越好 | — | $886.6M |
| 股东权益账面价值 | $2.0B | $709.9M |
| 总资产 | $4.8B | $2.1B |
| 负债/权益比越低杠杆越低 | — | 1.25× |
8季度趋势，按日历期对齐
| Q4 25 | $524.5M | $321.9M | ||
| Q3 25 | $670.2M | $333.3M | ||
| Q2 25 | $624.0M | $305.2M | ||
| Q1 25 | $528.8M | $298.7M | ||
| Q4 24 | $216.6M | $327.6M | ||
| Q3 24 | $327.7M | $406.2M | ||
| Q2 24 | $369.6M | $380.3M | ||
| Q1 24 | $460.1M | $399.9M |
| 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 | ||
| Q1 24 | — | $875.0M |
| Q4 25 | $2.0B | $709.9M | ||
| Q3 25 | $1.9B | $678.6M | ||
| Q2 25 | $1.9B | $664.5M | ||
| Q1 25 | $1.8B | $660.9M | ||
| Q4 24 | $1.6B | $705.3M | ||
| Q3 24 | $1.6B | $716.4M | ||
| Q2 24 | $1.6B | $685.3M | ||
| Q1 24 | $1.6B | $679.2M |
| Q4 25 | $4.8B | $2.1B | ||
| Q3 25 | $4.6B | $2.1B | ||
| Q2 25 | $4.5B | $2.0B | ||
| Q1 25 | $4.3B | $2.0B | ||
| Q4 24 | $4.2B | $2.1B | ||
| Q3 24 | $4.0B | $2.1B | ||
| Q2 24 | $3.9B | $2.0B | ||
| Q1 24 | $3.9B | $2.0B |
| 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× |
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 | $-80.1M | $64.9M |
| 自由现金流经营现金流 - 资本支出 | $-133.2M | $49.3M |
| 自由现金流率自由现金流/营收 | -12.8% | 6.6% |
| 资本支出强度资本支出/营收 | 5.1% | 2.1% |
| 现金转化率经营现金流/净利润 | -2.19× | 0.85× |
| 过去12个月自由现金流最近4个季度 | $323.0M | $300.8M |
8季度趋势，按日历期对齐
| Q4 25 | $-80.1M | $64.9M | ||
| Q3 25 | $93.0M | $124.0M | ||
| Q2 25 | $132.7M | $90.4M | ||
| Q1 25 | $363.5M | $92.1M | ||
| Q4 24 | $-30.6M | $74.8M | ||
| Q3 24 | $71.3M | $101.4M | ||
| Q2 24 | $26.4M | $79.0M | ||
| Q1 24 | $407.7M | $84.8M |
| Q4 25 | $-133.2M | $49.3M | ||
| Q3 25 | $48.3M | $104.8M | ||
| Q2 25 | $96.5M | $74.8M | ||
| Q1 25 | $311.4M | $71.9M | ||
| Q4 24 | $-111.0M | $52.9M | ||
| Q3 24 | $-32.4M | $77.3M | ||
| Q2 24 | $-61.4M | $58.2M | ||
| Q1 24 | $304.6M | $63.0M |
| Q4 25 | -12.8% | 6.6% | ||
| Q3 25 | 4.7% | 13.5% | ||
| Q2 25 | 9.9% | 9.8% | ||
| Q1 25 | 22.4% | 10.5% | ||
| Q4 24 | -13.2% | 7.1% | ||
| Q3 24 | -3.9% | 10.2% | ||
| Q2 24 | -7.6% | 7.9% | ||
| Q1 24 | 22.8% | 9.1% |
| Q4 25 | 5.1% | 2.1% | ||
| Q3 25 | 4.4% | 2.5% | ||
| Q2 25 | 3.7% | 2.1% | ||
| Q1 25 | 3.7% | 2.9% | ||
| Q4 24 | 9.5% | 2.9% | ||
| Q3 24 | 12.5% | 3.2% | ||
| Q2 24 | 10.8% | 2.8% | ||
| Q1 24 | 7.7% | 3.1% |
| Q4 25 | -2.19× | 0.85× | ||
| Q3 25 | 2.17× | 1.67× | ||
| Q2 25 | 3.22× | 1.31× | ||
| Q1 25 | 1.94× | 2.03× | ||
| Q4 24 | -18.13× | 1.12× | ||
| Q3 24 | 2.16× | 1.48× | ||
| Q2 24 | 0.84× | 1.21× | ||
| Q1 24 | 2.02× | 1.52× |
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
FIVE
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% |
