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Installed Building Products, Inc.（IBP）与ICU MEDICAL INC（ICUI）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ICU MEDICAL INC的1.4倍（$747.5M vs $540.7M），Installed Building Products, Inc.净利率更高（10.2% vs -2.9%，领先13.2%），Installed Building Products, Inc.同比增速更快（-0.4% vs -14.1%），Installed Building Products, Inc.自由现金流更多（$49.3M vs $36.0M），过去两年Installed Building Products, Inc.的营收复合增速更高（3.9% vs -2.3%）
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。
ICU医疗是总部位于美国加利福尼亚州圣克莱门特的医疗科技企业，专注于研发预防血流感染、保护医护人员免受传染病或危险药物侵害的医疗产品，产品线覆盖静脉治疗用品、输液泵、无针血管通路设备、定制输液套装、危险药物密闭处理系统、传感导管以及无针封闭式血液采样系统等。
IBP vs ICUI — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $540.7M |
| 净利润 | $76.6M | $-15.7M |
| 毛利率 | 35.0% | 37.5% |
| 营业利润率 | 14.6% | 1.0% |
| 净利率 | 10.2% | -2.9% |
| 营收同比 | -0.4% | -14.1% |
| 净利润同比 | 14.5% | 34.0% |
| 每股收益（稀释后） | $2.81 | $-0.63 |
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 | $747.5M | $540.7M | ||
| Q3 25 | $778.2M | $537.0M | ||
| Q2 25 | $760.3M | $548.9M | ||
| Q1 25 | $684.8M | $604.7M | ||
| Q4 24 | $750.2M | $629.8M | ||
| Q3 24 | $760.6M | $589.1M | ||
| Q2 24 | $737.6M | $596.5M | ||
| Q1 24 | $692.9M | $566.7M |
| Q4 25 | $76.6M | $-15.7M | ||
| Q3 25 | $74.4M | $-3.4M | ||
| Q2 25 | $69.0M | $35.3M | ||
| Q1 25 | $45.4M | $-15.5M | ||
| Q4 24 | $66.9M | $-23.8M | ||
| Q3 24 | $68.6M | $-33.0M | ||
| Q2 24 | $65.2M | $-21.4M | ||
| Q1 24 | $55.9M | $-39.5M |
| Q4 25 | 35.0% | 37.5% | ||
| Q3 25 | 34.0% | 37.4% | ||
| Q2 25 | 34.2% | 37.9% | ||
| Q1 25 | 32.7% | 34.7% | ||
| Q4 24 | 33.6% | 36.1% | ||
| Q3 24 | 33.8% | 34.8% | ||
| Q2 24 | 34.1% | 34.8% | ||
| Q1 24 | 33.8% | 32.7% |
| Q4 25 | 14.6% | 1.0% | ||
| Q3 25 | 13.7% | 2.6% | ||
| Q2 25 | 13.3% | 1.9% | ||
| Q1 25 | 10.2% | 2.1% | ||
| Q4 24 | 13.1% | 6.0% | ||
| Q3 24 | 13.3% | 1.4% | ||
| Q2 24 | 12.9% | 1.3% | ||
| Q1 24 | 12.7% | -1.9% |
| Q4 25 | 10.2% | -2.9% | ||
| Q3 25 | 9.6% | -0.6% | ||
| Q2 25 | 9.1% | 6.4% | ||
| Q1 25 | 6.6% | -2.6% | ||
| Q4 24 | 8.9% | -3.8% | ||
| Q3 24 | 9.0% | -5.6% | ||
| Q2 24 | 8.8% | -3.6% | ||
| Q1 24 | 8.1% | -7.0% |
| Q4 25 | $2.81 | $-0.63 | ||
| Q3 25 | $2.74 | $-0.14 | ||
| Q2 25 | $2.52 | $1.43 | ||
| Q1 25 | $1.64 | $-0.63 | ||
| Q4 24 | $2.39 | $-0.97 | ||
| Q3 24 | $2.44 | $-1.35 | ||
| Q2 24 | $2.30 | $-0.88 | ||
| Q1 24 | $1.97 | $-1.63 |
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 | $886.6M | — |
| 股东权益账面价值 | $709.9M | $2.1B |
| 总资产 | $2.1B | $4.1B |
| 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 | $321.9M | — | ||
| Q3 25 | $333.3M | — | ||
| Q2 25 | $305.2M | — | ||
| Q1 25 | $298.7M | — | ||
| Q4 24 | $327.6M | $308.6M | ||
| Q3 24 | $406.2M | $312.5M | ||
| Q2 24 | $380.3M | $302.6M | ||
| Q1 24 | $399.9M | $251.4M |
| 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 | $709.9M | $2.1B | ||
| Q3 25 | $678.6M | $2.1B | ||
| Q2 25 | $664.5M | $2.1B | ||
| Q1 25 | $660.9M | $2.0B | ||
| Q4 24 | $705.3M | $2.0B | ||
| Q3 24 | $716.4M | $2.0B | ||
| Q2 24 | $685.3M | $2.0B | ||
| Q1 24 | $679.2M | $2.1B |
| Q4 25 | $2.1B | $4.1B | ||
| Q3 25 | $2.1B | $4.1B | ||
| Q2 25 | $2.0B | $4.1B | ||
| Q1 25 | $2.0B | $4.2B | ||
| Q4 24 | $2.1B | $4.2B | ||
| Q3 24 | $2.1B | $4.3B | ||
| Q2 24 | $2.0B | $4.3B | ||
| Q1 24 | $2.0B | $4.3B |
| 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 | $64.9M | $60.6M |
| 自由现金流经营现金流 - 资本支出 | $49.3M | $36.0M |
| 自由现金流率自由现金流/营收 | 6.6% | 6.6% |
| 资本支出强度资本支出/营收 | 2.1% | 4.6% |
| 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 | $91.8M |
8季度趋势，按日历期对齐
| Q4 25 | $64.9M | $60.6M | ||
| Q3 25 | $124.0M | $56.7M | ||
| Q2 25 | $90.4M | $11.2M | ||
| Q1 25 | $92.1M | $51.3M | ||
| Q4 24 | $74.8M | $40.2M | ||
| Q3 24 | $101.4M | $36.1M | ||
| Q2 24 | $79.0M | $82.0M | ||
| Q1 24 | $84.8M | $45.8M |
| Q4 25 | $49.3M | $36.0M | ||
| Q3 25 | $104.8M | $27.6M | ||
| Q2 25 | $74.8M | $-8.5M | ||
| Q1 25 | $71.9M | $36.7M | ||
| Q4 24 | $52.9M | $16.1M | ||
| Q3 24 | $77.3M | $16.2M | ||
| Q2 24 | $58.2M | $62.5M | ||
| Q1 24 | $63.0M | $29.9M |
| Q4 25 | 6.6% | 6.6% | ||
| Q3 25 | 13.5% | 5.1% | ||
| Q2 25 | 9.8% | -1.5% | ||
| Q1 25 | 10.5% | 6.1% | ||
| Q4 24 | 7.1% | 2.6% | ||
| Q3 24 | 10.2% | 2.7% | ||
| Q2 24 | 7.9% | 10.5% | ||
| Q1 24 | 9.1% | 5.3% |
| Q4 25 | 2.1% | 4.6% | ||
| Q3 25 | 2.5% | 5.4% | ||
| Q2 25 | 2.1% | 3.6% | ||
| Q1 25 | 2.9% | 2.4% | ||
| Q4 24 | 2.9% | 3.8% | ||
| Q3 24 | 3.2% | 3.4% | ||
| Q2 24 | 2.8% | 3.3% | ||
| Q1 24 | 3.1% | 2.8% |
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 1.31× | 0.32× | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | — | ||
| Q1 24 | 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
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% |
ICUI
| Infusion Consumables | $284.7M | 53% |
| Infusion Systems | $176.3M | 33% |
| Vital Care | $79.7M | 15% |
