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Installed Building Products, Inc.（IBP）与JELD-WEN Holding, Inc.（JELD）财务数据对比。点击上方公司名可切换其他公司
JELD-WEN Holding, Inc.的季度营收约是Installed Building Products, Inc.的1.1倍（$802.0M vs $747.5M），Installed Building Products, Inc.净利率更高（10.2% vs -5.2%，领先15.5%），Installed Building Products, Inc.同比增速更快（-0.4% vs -10.5%），Installed Building Products, Inc.自由现金流更多（$49.3M vs $3.4M），过去两年Installed Building Products, Inc.的营收复合增速更高（3.9% vs -8.6%）
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。
JELD-WEN是一家总部位于美国北卡罗来纳州夏洛特的企业，在全球19个国家运营着超过120家生产基地。公司主营设计、生产并销售室内外门窗、各类材质窗品、墙体系统、淋浴隔断、衣帽间系统等建筑部件，产品广泛应用于住宅与非住宅建筑的新建、维修及改造工程。
IBP vs JELD — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $802.0M |
| 净利润 | $76.6M | $-41.9M |
| 毛利率 | 35.0% | 14.7% |
| 营业利润率 | 14.6% | -1.8% |
| 净利率 | 10.2% | -5.2% |
| 营收同比 | -0.4% | -10.5% |
| 净利润同比 | 14.5% | 38.7% |
| 每股收益（稀释后） | $2.81 | $-0.50 |
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 | $802.0M | ||
| Q3 25 | $778.2M | $809.5M | ||
| Q2 25 | $760.3M | $823.7M | ||
| Q1 25 | $684.8M | $776.0M | ||
| Q4 24 | $750.2M | $895.7M | ||
| Q3 24 | $760.6M | $934.7M | ||
| Q2 24 | $737.6M | $986.0M | ||
| Q1 24 | $692.9M | $959.1M |
| Q4 25 | $76.6M | $-41.9M | ||
| Q3 25 | $74.4M | $-367.6M | ||
| Q2 25 | $69.0M | $-21.5M | ||
| Q1 25 | $45.4M | $-190.1M | ||
| Q4 24 | $66.9M | $-68.4M | ||
| Q3 24 | $68.6M | $-74.4M | ||
| Q2 24 | $65.2M | $-18.5M | ||
| Q1 24 | $55.9M | $-27.7M |
| Q4 25 | 35.0% | 14.7% | ||
| Q3 25 | 34.0% | 17.4% | ||
| Q2 25 | 34.2% | 17.4% | ||
| Q1 25 | 32.7% | 14.4% | ||
| Q4 24 | 33.6% | 16.4% | ||
| Q3 24 | 33.8% | 19.2% | ||
| Q2 24 | 34.1% | 19.3% | ||
| Q1 24 | 33.8% | 18.0% |
| Q4 25 | 14.6% | -1.8% | ||
| Q3 25 | 13.7% | -25.0% | ||
| Q2 25 | 13.3% | -1.7% | ||
| Q1 25 | 10.2% | -23.8% | ||
| Q4 24 | 13.1% | -5.7% | ||
| Q3 24 | 13.3% | -5.6% | ||
| Q2 24 | 12.9% | 0.5% | ||
| Q1 24 | 12.7% | -2.9% |
| Q4 25 | 10.2% | -5.2% | ||
| Q3 25 | 9.6% | -45.4% | ||
| Q2 25 | 9.1% | -2.6% | ||
| Q1 25 | 6.6% | -24.5% | ||
| Q4 24 | 8.9% | -7.6% | ||
| Q3 24 | 9.0% | -8.0% | ||
| Q2 24 | 8.8% | -1.9% | ||
| Q1 24 | 8.1% | -2.9% |
| Q4 25 | $2.81 | $-0.50 | ||
| Q3 25 | $2.74 | $-4.30 | ||
| Q2 25 | $2.52 | $-0.25 | ||
| Q1 25 | $1.64 | $-2.24 | ||
| Q4 24 | $2.39 | $-0.80 | ||
| Q3 24 | $2.44 | $-0.88 | ||
| Q2 24 | $2.30 | $-0.22 | ||
| Q1 24 | $1.97 | $-0.32 |
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 | $136.1M |
| 总债务越低越好 | $886.6M | $1.1B |
| 股东权益账面价值 | $709.9M | $92.2M |
| 总资产 | $2.1B | $2.1B |
| 负债/权益比越低杠杆越低 | 1.25× | 12.47× |
8季度趋势，按日历期对齐
| Q4 25 | $321.9M | $136.1M | ||
| Q3 25 | $333.3M | $106.7M | ||
| Q2 25 | $305.2M | $134.1M | ||
| Q1 25 | $298.7M | $132.5M | ||
| Q4 24 | $327.6M | $150.3M | ||
| Q3 24 | $406.2M | $208.5M | ||
| Q2 24 | $380.3M | $212.8M | ||
| Q1 24 | $399.9M | $234.5M |
| Q4 25 | $886.6M | $1.1B | ||
| Q3 25 | $880.8M | $1.2B | ||
| Q2 25 | $876.1M | $1.2B | ||
| Q1 25 | $872.4M | $1.2B | ||
| Q4 24 | $874.8M | $1.2B | ||
| Q3 24 | $872.3M | $1.2B | ||
| Q2 24 | $875.8M | $1.2B | ||
| Q1 24 | $875.0M | $1.2B |
| Q4 25 | $709.9M | $92.2M | ||
| Q3 25 | $678.6M | $113.9M | ||
| Q2 25 | $664.5M | $477.1M | ||
| Q1 25 | $660.9M | $452.1M | ||
| Q4 24 | $705.3M | $620.1M | ||
| Q3 24 | $716.4M | $720.3M | ||
| Q2 24 | $685.3M | $770.0M | ||
| Q1 24 | $679.2M | $811.5M |
| Q4 25 | $2.1B | $2.1B | ||
| Q3 25 | $2.1B | $2.2B | ||
| Q2 25 | $2.0B | $2.5B | ||
| Q1 25 | $2.0B | $2.4B | ||
| Q4 24 | $2.1B | $2.6B | ||
| Q3 24 | $2.1B | $2.8B | ||
| Q2 24 | $2.0B | $2.9B | ||
| Q1 24 | $2.0B | $2.9B |
| Q4 25 | 1.25× | 12.47× | ||
| Q3 25 | 1.30× | 10.14× | ||
| Q2 25 | 1.32× | 2.42× | ||
| Q1 25 | 1.32× | 2.56× | ||
| Q4 24 | 1.24× | 1.86× | ||
| Q3 24 | 1.22× | 1.64× | ||
| Q2 24 | 1.28× | 1.53× | ||
| Q1 24 | 1.29× | 1.46× |
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 | $32.8M |
| 自由现金流经营现金流 - 资本支出 | $49.3M | $3.4M |
| 自由现金流率自由现金流/营收 | 6.6% | 0.4% |
| 资本支出强度资本支出/营收 | 2.1% | 3.7% |
| 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 | $-124.6M |
8季度趋势，按日历期对齐
| Q4 25 | $64.9M | $32.8M | ||
| Q3 25 | $124.0M | $11.2M | ||
| Q2 25 | $90.4M | $34.6M | ||
| Q1 25 | $92.1M | $-83.5M | ||
| Q4 24 | $74.8M | $28.2M | ||
| Q3 24 | $101.4M | $37.6M | ||
| Q2 24 | $79.0M | $51.4M | ||
| Q1 24 | $84.8M | $-11.0M |
| Q4 25 | $49.3M | $3.4M | ||
| Q3 25 | $104.8M | $-13.1M | ||
| Q2 25 | $74.8M | $5.3M | ||
| Q1 25 | $71.9M | $-120.3M | ||
| Q4 24 | $52.9M | $-23.9M | ||
| Q3 24 | $77.3M | $-4.3M | ||
| Q2 24 | $58.2M | $14.7M | ||
| Q1 24 | $63.0M | $-42.2M |
| Q4 25 | 6.6% | 0.4% | ||
| Q3 25 | 13.5% | -1.6% | ||
| Q2 25 | 9.8% | 0.6% | ||
| Q1 25 | 10.5% | -15.5% | ||
| Q4 24 | 7.1% | -2.7% | ||
| Q3 24 | 10.2% | -0.5% | ||
| Q2 24 | 7.9% | 1.5% | ||
| Q1 24 | 9.1% | -4.4% |
| Q4 25 | 2.1% | 3.7% | ||
| Q3 25 | 2.5% | 3.0% | ||
| Q2 25 | 2.1% | 3.6% | ||
| Q1 25 | 2.9% | 4.7% | ||
| Q4 24 | 2.9% | 5.8% | ||
| Q3 24 | 3.2% | 4.5% | ||
| Q2 24 | 2.8% | 3.7% | ||
| Q1 24 | 3.1% | 3.3% |
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 1.31× | — | ||
| 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% |
JELD
| North America Segment | $522.0M | 65% |
| Europe Segment | $280.0M | 35% |
