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Installed Building Products, Inc.（IBP）与Liberty Energy Inc.（LBRT）财务数据对比。点击上方公司名可切换其他公司
Liberty Energy 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 2.2%，领先8.0%），Liberty Energy Inc.同比增速更快（4.5% vs -0.4%），过去两年Installed Building Products, Inc.的营收复合增速更高（3.9% vs -6.2%）
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。
Liberty Energy Inc.是北美领先的能源服务供应商，专注为油气运营企业提供水力压裂及完井解决方案，服务覆盖美国主要页岩产区，供应低排放作业设备及定制化支持，帮助提升油气井生产效率。
IBP vs LBRT — 直观对比
营收规模更大
LBRT
是对方的1.4倍
$747.5M
营收增速更快
LBRT
高出4.8%
-0.4%
净利率更高
IBP
高出8.0%
2.2%
两年增速更快
IBP
近两年复合增速
-6.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $1.0B |
| 净利润 | $76.6M | $22.6M |
| 毛利率 | 35.0% | — |
| 营业利润率 | 14.6% | 2.2% |
| 净利率 | 10.2% | 2.2% |
| 营收同比 | -0.4% | 4.5% |
| 净利润同比 | 14.5% | 64.8% |
| 每股收益（稀释后） | $2.81 | $0.14 |
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IBPLBRT
| Q1 26 | — | $1.0B | ||
| Q4 25 | $747.5M | $1.0B | ||
| Q3 25 | $778.2M | $947.4M | ||
| Q2 25 | $760.3M | $1.0B | ||
| Q1 25 | $684.8M | $977.5M | ||
| Q4 24 | $750.2M | $943.6M | ||
| Q3 24 | $760.6M | $1.1B | ||
| Q2 24 | $737.6M | $1.2B |
净利润IBPLBRT
| Q1 26 | — | $22.6M | ||
| Q4 25 | $76.6M | $13.7M | ||
| Q3 25 | $74.4M | $43.1M | ||
| Q2 25 | $69.0M | $71.0M | ||
| Q1 25 | $45.4M | $20.1M | ||
| Q4 24 | $66.9M | $51.9M | ||
| Q3 24 | $68.6M | $73.8M | ||
| Q2 24 | $65.2M | $108.4M |
毛利率IBPLBRT
| Q1 26 | — | — | ||
| Q4 25 | 35.0% | 20.6% | ||
| Q3 25 | 34.0% | 18.7% | ||
| Q2 25 | 34.2% | 22.1% | ||
| Q1 25 | 32.7% | 22.1% | ||
| Q4 24 | 33.6% | 21.4% | ||
| Q3 24 | 33.8% | 26.2% | ||
| Q2 24 | 34.1% | 27.9% |
营业利润率IBPLBRT
| Q1 26 | — | 2.2% | ||
| Q4 25 | 14.6% | 1.9% | ||
| Q3 25 | 13.7% | -0.3% | ||
| Q2 25 | 13.3% | 3.6% | ||
| Q1 25 | 10.2% | 1.9% | ||
| Q4 24 | 13.1% | 2.6% | ||
| Q3 24 | 13.3% | 9.4% | ||
| Q2 24 | 12.9% | 12.2% |
净利率IBPLBRT
| Q1 26 | — | 2.2% | ||
| Q4 25 | 10.2% | 1.3% | ||
| Q3 25 | 9.6% | 4.5% | ||
| Q2 25 | 9.1% | 6.8% | ||
| Q1 25 | 6.6% | 2.1% | ||
| Q4 24 | 8.9% | 5.5% | ||
| Q3 24 | 9.0% | 6.5% | ||
| Q2 24 | 8.8% | 9.3% |
每股收益（稀释后）IBPLBRT
| Q1 26 | — | $0.14 | ||
| Q4 25 | $2.81 | $0.08 | ||
| Q3 25 | $2.74 | $0.26 | ||
| Q2 25 | $2.52 | $0.43 | ||
| Q1 25 | $1.64 | $0.12 | ||
| Q4 24 | $2.39 | $0.31 | ||
| Q3 24 | $2.44 | $0.44 | ||
| Q2 24 | $2.30 | $0.64 |
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 | $699.1M |
| 总债务越低越好 | $886.6M | $7.1M |
| 股东权益账面价值 | $709.9M | $1.9B |
| 总资产 | $2.1B | $4.4B |
| 负债/权益比越低杠杆越低 | 1.25× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资IBPLBRT
| Q1 26 | — | $699.1M | ||
| Q4 25 | $321.9M | $27.6M | ||
| Q3 25 | $333.3M | $13.5M | ||
| Q2 25 | $305.2M | $19.6M | ||
| Q1 25 | $298.7M | $24.1M | ||
| Q4 24 | $327.6M | $20.0M | ||
| Q3 24 | $406.2M | $23.0M | ||
| Q2 24 | $380.3M | $30.0M |
总债务IBPLBRT
| Q1 26 | — | $7.1M | ||
| Q4 25 | $886.6M | $246.6M | ||
| Q3 25 | $880.8M | — | ||
| Q2 25 | $876.1M | — | ||
| Q1 25 | $872.4M | — | ||
| Q4 24 | $874.8M | $190.5M | ||
| Q3 24 | $872.3M | — | ||
| Q2 24 | $875.8M | — |
股东权益IBPLBRT
| Q1 26 | — | $1.9B | ||
| Q4 25 | $709.9M | $2.1B | ||
| Q3 25 | $678.6M | $2.1B | ||
| Q2 25 | $664.5M | $2.0B | ||
| Q1 25 | $660.9M | $2.0B | ||
| Q4 24 | $705.3M | $2.0B | ||
| Q3 24 | $716.4M | $2.0B | ||
| Q2 24 | $685.3M | $1.9B |
总资产IBPLBRT
| Q1 26 | — | $4.4B | ||
| Q4 25 | $2.1B | $3.6B | ||
| Q3 25 | $2.1B | $3.5B | ||
| Q2 25 | $2.0B | $3.4B | ||
| Q1 25 | $2.0B | $3.4B | ||
| Q4 24 | $2.1B | $3.3B | ||
| Q3 24 | $2.1B | $3.3B | ||
| Q2 24 | $2.0B | $3.2B |
负债/权益比IBPLBRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | 1.25× | 0.12× | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 1.32× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 1.24× | 0.10× | ||
| Q3 24 | 1.22× | — | ||
| Q2 24 | 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% | 13.1% |
| 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IBPLBRT
| Q1 26 | — | — | ||
| Q4 25 | $64.9M | $195.4M | ||
| Q3 25 | $124.0M | $51.5M | ||
| Q2 25 | $90.4M | $170.6M | ||
| Q1 25 | $92.1M | $192.1M | ||
| Q4 24 | $74.8M | $177.3M | ||
| Q3 24 | $101.4M | $244.5M | ||
| Q2 24 | $79.0M | $248.2M |
自由现金流IBPLBRT
| Q1 26 | — | — | ||
| Q4 25 | $49.3M | $-10.0M | ||
| Q3 25 | $104.8M | $-67.2M | ||
| Q2 25 | $74.8M | $33.1M | ||
| Q1 25 | $71.9M | $58.2M | ||
| Q4 24 | $52.9M | $-26.2M | ||
| Q3 24 | $77.3M | $77.9M | ||
| Q2 24 | $58.2M | $112.2M |
自由现金流率IBPLBRT
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | -1.0% | ||
| Q3 25 | 13.5% | -7.1% | ||
| Q2 25 | 9.8% | 3.2% | ||
| Q1 25 | 10.5% | 6.0% | ||
| Q4 24 | 7.1% | -2.8% | ||
| Q3 24 | 10.2% | 6.8% | ||
| Q2 24 | 7.9% | 9.7% |
资本支出强度IBPLBRT
| Q1 26 | — | 13.1% | ||
| Q4 25 | 2.1% | 19.8% | ||
| Q3 25 | 2.5% | 12.5% | ||
| Q2 25 | 2.1% | 13.2% | ||
| Q1 25 | 2.9% | 13.7% | ||
| Q4 24 | 2.9% | 21.6% | ||
| Q3 24 | 3.2% | 14.6% | ||
| Q2 24 | 2.8% | 11.7% |
现金转化率IBPLBRT
| Q1 26 | — | — | ||
| Q4 25 | 0.85× | 14.28× | ||
| Q3 25 | 1.67× | 1.20× | ||
| Q2 25 | 1.31× | 2.40× | ||
| Q1 25 | 2.03× | 9.55× | ||
| Q4 24 | 1.12× | 3.42× | ||
| Q3 24 | 1.48× | 3.31× | ||
| Q2 24 | 1.21× | 2.29× |
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% |
LBRT
暂无分部数据
