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GRIFFON CORP（GFF）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GRIFFON CORP的1.2倍（$747.5M vs $649.1M），Installed Building Products, Inc.净利率更高（10.2% vs 9.9%，领先0.3%），GRIFFON CORP同比增速更快（2.6% vs -0.4%），GRIFFON CORP自由现金流更多（$99.3M vs $49.3M），过去两年Installed Building Products, Inc.的营收复合增速更高（3.9% vs -1.8%）
格里芬公司是总部位于纽约的跨国多元化控股集团，业务覆盖多领域运营，旗下拥有Ames True Temper、ClosetMaid、Clopay建筑产品和CornellCookson四大子公司。该公司1961年起在纽交所公开上市，是标普小盘600指数、标普1500综合指数及罗素2000指数的成分股。
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。
GFF vs IBP — 直观对比
营收规模更大
IBP
是对方的1.2倍
$649.1M
营收增速更快
GFF
高出3.0%
-0.4%
净利率更高
IBP
高出0.3%
9.9%
自由现金流更多
GFF
多$50.0M
$49.3M
两年增速更快
IBP
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $649.1M | $747.5M |
| 净利润 | $64.4M | $76.6M |
| 毛利率 | 41.1% | 35.0% |
| 营业利润率 | 17.5% | 14.6% |
| 净利率 | 9.9% | 10.2% |
| 营收同比 | 2.6% | -0.4% |
| 净利润同比 | -9.1% | 14.5% |
| 每股收益（稀释后） | $1.41 | $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GFFIBP
| Q4 25 | $649.1M | $747.5M | ||
| Q3 25 | $662.2M | $778.2M | ||
| Q2 25 | $613.6M | $760.3M | ||
| Q1 25 | $611.7M | $684.8M | ||
| Q4 24 | $632.4M | $750.2M | ||
| Q3 24 | $659.7M | $760.6M | ||
| Q2 24 | $647.8M | $737.6M | ||
| Q1 24 | $672.9M | $692.9M |
净利润GFFIBP
| Q4 25 | $64.4M | $76.6M | ||
| Q3 25 | $43.6M | $74.4M | ||
| Q2 25 | $-120.1M | $69.0M | ||
| Q1 25 | $56.8M | $45.4M | ||
| Q4 24 | $70.9M | $66.9M | ||
| Q3 24 | $62.5M | $68.6M | ||
| Q2 24 | $41.1M | $65.2M | ||
| Q1 24 | $64.1M | $55.9M |
毛利率GFFIBP
| Q4 25 | 41.1% | 35.0% | ||
| Q3 25 | 41.7% | 34.0% | ||
| Q2 25 | 43.2% | 34.2% | ||
| Q1 25 | 41.2% | 32.7% | ||
| Q4 24 | 41.8% | 33.6% | ||
| Q3 24 | 39.9% | 33.8% | ||
| Q2 24 | 38.5% | 34.1% | ||
| Q1 24 | 40.2% | 33.8% |
营业利润率GFFIBP
| Q4 25 | 17.5% | 14.6% | ||
| Q3 25 | 18.0% | 13.7% | ||
| Q2 25 | -20.5% | 13.3% | ||
| Q1 25 | 16.5% | 10.2% | ||
| Q4 24 | 17.7% | 13.1% | ||
| Q3 24 | 16.9% | 13.3% | ||
| Q2 24 | 13.8% | 12.9% | ||
| Q1 24 | 16.9% | 12.7% |
净利率GFFIBP
| Q4 25 | 9.9% | 10.2% | ||
| Q3 25 | 6.6% | 9.6% | ||
| Q2 25 | -19.6% | 9.1% | ||
| Q1 25 | 9.3% | 6.6% | ||
| Q4 24 | 11.2% | 8.9% | ||
| Q3 24 | 9.5% | 9.0% | ||
| Q2 24 | 6.3% | 8.8% | ||
| Q1 24 | 9.5% | 8.1% |
每股收益（稀释后）GFFIBP
| Q4 25 | $1.41 | $2.81 | ||
| Q3 25 | $1.04 | $2.74 | ||
| Q2 25 | $-2.65 | $2.52 | ||
| Q1 25 | $1.21 | $1.64 | ||
| Q4 24 | $1.49 | $2.39 | ||
| Q3 24 | $1.29 | $2.44 | ||
| Q2 24 | $0.84 | $2.30 | ||
| Q1 24 | $1.28 | $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 | $95.3M | $321.9M |
| 总债务越低越好 | — | $886.6M |
| 股东权益账面价值 | $108.9M | $709.9M |
| 总资产 | $2.1B | $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
现金及短期投资GFFIBP
| Q4 25 | $95.3M | $321.9M | ||
| Q3 25 | $99.0M | $333.3M | ||
| Q2 25 | $107.3M | $305.2M | ||
| Q1 25 | $127.8M | $298.7M | ||
| Q4 24 | $152.0M | $327.6M | ||
| Q3 24 | $114.4M | $406.2M | ||
| Q2 24 | $133.5M | $380.3M | ||
| Q1 24 | $123.0M | $399.9M |
总债务GFFIBP
| Q4 25 | — | $886.6M | ||
| Q3 25 | — | $880.8M | ||
| Q2 25 | $1.5B | $876.1M | ||
| Q1 25 | $1.5B | $872.4M | ||
| Q4 24 | $1.5B | $874.8M | ||
| Q3 24 | $1.5B | $872.3M | ||
| Q2 24 | $1.5B | $875.8M | ||
| Q1 24 | $1.6B | $875.0M |
股东权益GFFIBP
| Q4 25 | $108.9M | $709.9M | ||
| Q3 25 | $74.0M | $678.6M | ||
| Q2 25 | $63.9M | $664.5M | ||
| Q1 25 | $214.7M | $660.9M | ||
| Q4 24 | $227.8M | $705.3M | ||
| Q3 24 | $224.9M | $716.4M | ||
| Q2 24 | $223.5M | $685.3M | ||
| Q1 24 | $202.2M | $679.2M |
总资产GFFIBP
| Q4 25 | $2.1B | $2.1B | ||
| Q3 25 | $2.1B | $2.1B | ||
| Q2 25 | $2.1B | $2.0B | ||
| Q1 25 | $2.3B | $2.0B | ||
| Q4 24 | $2.3B | $2.1B | ||
| Q3 24 | $2.4B | $2.1B | ||
| Q2 24 | $2.4B | $2.0B | ||
| Q1 24 | $2.4B | $2.0B |
负债/权益比GFFIBP
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | 22.71× | 1.32× | ||
| Q1 25 | 7.16× | 1.32× | ||
| Q4 24 | 6.48× | 1.24× | ||
| Q3 24 | 6.78× | 1.22× | ||
| Q2 24 | 6.74× | 1.28× | ||
| Q1 24 | 7.84× | 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 | $107.0M | $64.9M |
| 自由现金流经营现金流 - 资本支出 | $99.3M | $49.3M |
| 自由现金流率自由现金流/营收 | 15.3% | 6.6% |
| 资本支出强度资本支出/营收 | 1.2% | 2.1% |
| 现金转化率经营现金流/净利润 | 1.66× | 0.85× |
| 过去12个月自由现金流最近4个季度 | $278.9M | $300.8M |
8季度趋势，按日历期对齐
经营现金流GFFIBP
| Q4 25 | $107.0M | $64.9M | ||
| Q3 25 | $75.0M | $124.0M | ||
| Q2 25 | $123.1M | $90.4M | ||
| Q1 25 | $16.5M | $92.1M | ||
| Q4 24 | $142.9M | $74.8M | ||
| Q3 24 | $72.1M | $101.4M | ||
| Q2 24 | $122.1M | $79.0M | ||
| Q1 24 | $39.8M | $84.8M |
自由现金流GFFIBP
| Q4 25 | $99.3M | $49.3M | ||
| Q3 25 | $62.4M | $104.8M | ||
| Q2 25 | $114.4M | $74.8M | ||
| Q1 25 | $2.8M | $71.9M | ||
| Q4 24 | $125.5M | $52.9M | ||
| Q3 24 | $51.6M | $77.3M | ||
| Q2 24 | $107.5M | $58.2M | ||
| Q1 24 | $20.8M | $63.0M |
自由现金流率GFFIBP
| Q4 25 | 15.3% | 6.6% | ||
| Q3 25 | 9.4% | 13.5% | ||
| Q2 25 | 18.6% | 9.8% | ||
| Q1 25 | 0.5% | 10.5% | ||
| Q4 24 | 19.8% | 7.1% | ||
| Q3 24 | 7.8% | 10.2% | ||
| Q2 24 | 16.6% | 7.9% | ||
| Q1 24 | 3.1% | 9.1% |
资本支出强度GFFIBP
| Q4 25 | 1.2% | 2.1% | ||
| Q3 25 | 1.9% | 2.5% | ||
| Q2 25 | 1.4% | 2.1% | ||
| Q1 25 | 2.2% | 2.9% | ||
| Q4 24 | 2.8% | 2.9% | ||
| Q3 24 | 3.1% | 3.2% | ||
| Q2 24 | 2.2% | 2.8% | ||
| Q1 24 | 2.8% | 3.1% |
现金转化率GFFIBP
| Q4 25 | 1.66× | 0.85× | ||
| Q3 25 | 1.72× | 1.67× | ||
| Q2 25 | — | 1.31× | ||
| Q1 25 | 0.29× | 2.03× | ||
| Q4 24 | 2.02× | 1.12× | ||
| Q3 24 | 1.15× | 1.48× | ||
| Q2 24 | 2.97× | 1.21× | ||
| Q1 24 | 0.62× | 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
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 2% |
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% |
