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Installed Building Products, Inc.（IBP）与LOUISIANA-PACIFIC CORP（LPX）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LOUISIANA-PACIFIC CORP的1.3倍（$747.5M vs $566.0M），Installed Building Products, Inc.净利率更高（10.2% vs -1.4%，领先11.7%），Installed Building Products, Inc.同比增速更快（-0.4% vs -16.9%），Installed Building Products, Inc.自由现金流更多（$49.3M vs $-8.0M），过去两年Installed Building Products, Inc.的营收复合增速更高（3.9% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
IBP vs LPX — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $566.0M |
| 净利润 | $76.6M | $-8.0M |
| 毛利率 | 35.0% | 15.0% |
| 营业利润率 | 14.6% | -1.6% |
| 净利率 | 10.2% | -1.4% |
| 营收同比 | -0.4% | -16.9% |
| 净利润同比 | 14.5% | -112.9% |
| 每股收益（稀释后） | $2.81 | $-0.12 |
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 | $566.0M | ||
| Q3 25 | $778.2M | $663.0M | ||
| Q2 25 | $760.3M | $755.0M | ||
| Q1 25 | $684.8M | $724.0M | ||
| Q4 24 | $750.2M | $681.0M | ||
| Q3 24 | $760.6M | $722.0M | ||
| Q2 24 | $737.6M | $814.0M | ||
| Q1 24 | $692.9M | $724.0M |
| Q4 25 | $76.6M | $-8.0M | ||
| Q3 25 | $74.4M | $9.0M | ||
| Q2 25 | $69.0M | $54.0M | ||
| Q1 25 | $45.4M | $91.0M | ||
| Q4 24 | $66.9M | $62.0M | ||
| Q3 24 | $68.6M | $90.0M | ||
| Q2 24 | $65.2M | $160.0M | ||
| Q1 24 | $55.9M | $108.0M |
| Q4 25 | 35.0% | 15.0% | ||
| Q3 25 | 34.0% | 19.5% | ||
| Q2 25 | 34.2% | 23.6% | ||
| Q1 25 | 32.7% | 27.2% | ||
| Q4 24 | 33.6% | 23.8% | ||
| Q3 24 | 33.8% | 26.7% | ||
| Q2 24 | 34.1% | 32.3% | ||
| Q1 24 | 33.8% | 29.6% |
| Q4 25 | 14.6% | -1.6% | ||
| Q3 25 | 13.7% | 2.7% | ||
| Q2 25 | 13.3% | 10.6% | ||
| Q1 25 | 10.2% | 16.6% | ||
| Q4 24 | 13.1% | 11.0% | ||
| Q3 24 | 13.3% | 16.1% | ||
| Q2 24 | 12.9% | 23.8% | ||
| Q1 24 | 12.7% | 20.0% |
| Q4 25 | 10.2% | -1.4% | ||
| Q3 25 | 9.6% | 1.4% | ||
| Q2 25 | 9.1% | 7.2% | ||
| Q1 25 | 6.6% | 12.6% | ||
| Q4 24 | 8.9% | 9.1% | ||
| Q3 24 | 9.0% | 12.5% | ||
| Q2 24 | 8.8% | 19.7% | ||
| Q1 24 | 8.1% | 14.9% |
| Q4 25 | $2.81 | $-0.12 | ||
| Q3 25 | $2.74 | $0.13 | ||
| Q2 25 | $2.52 | $0.77 | ||
| Q1 25 | $1.64 | $1.30 | ||
| Q4 24 | $2.39 | $0.90 | ||
| Q3 24 | $2.44 | $1.28 | ||
| Q2 24 | $2.30 | $2.23 | ||
| Q1 24 | $1.97 | $1.48 |
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 | $292.0M |
| 总债务越低越好 | $886.6M | $348.0M |
| 股东权益账面价值 | $709.9M | $1.7B |
| 总资产 | $2.1B | $2.6B |
| 负债/权益比越低杠杆越低 | 1.25× | 0.20× |
8季度趋势，按日历期对齐
| Q4 25 | $321.9M | $292.0M | ||
| Q3 25 | $333.3M | $316.0M | ||
| Q2 25 | $305.2M | $333.0M | ||
| Q1 25 | $298.7M | $256.0M | ||
| Q4 24 | $327.6M | $340.0M | ||
| Q3 24 | $406.2M | $346.0M | ||
| Q2 24 | $380.3M | $317.0M | ||
| Q1 24 | $399.9M | $244.0M |
| Q4 25 | $886.6M | $348.0M | ||
| Q3 25 | $880.8M | $348.0M | ||
| Q2 25 | $876.1M | $348.0M | ||
| Q1 25 | $872.4M | $348.0M | ||
| Q4 24 | $874.8M | $348.0M | ||
| Q3 24 | $872.3M | $347.0M | ||
| Q2 24 | $875.8M | $347.0M | ||
| Q1 24 | $875.0M | $347.0M |
| Q4 25 | $709.9M | $1.7B | ||
| Q3 25 | $678.6M | $1.7B | ||
| Q2 25 | $664.5M | $1.7B | ||
| Q1 25 | $660.9M | $1.7B | ||
| Q4 24 | $705.3M | $1.7B | ||
| Q3 24 | $716.4M | $1.7B | ||
| Q2 24 | $685.3M | $1.7B | ||
| Q1 24 | $679.2M | $1.6B |
| Q4 25 | $2.1B | $2.6B | ||
| Q3 25 | $2.1B | $2.6B | ||
| Q2 25 | $2.0B | $2.7B | ||
| Q1 25 | $2.0B | $2.6B | ||
| Q4 24 | $2.1B | $2.6B | ||
| Q3 24 | $2.1B | $2.6B | ||
| Q2 24 | $2.0B | $2.5B | ||
| Q1 24 | $2.0B | $2.5B |
| Q4 25 | 1.25× | 0.20× | ||
| Q3 25 | 1.30× | 0.20× | ||
| Q2 25 | 1.32× | 0.20× | ||
| Q1 25 | 1.32× | 0.21× | ||
| Q4 24 | 1.24× | 0.21× | ||
| Q3 24 | 1.22× | 0.21× | ||
| Q2 24 | 1.28× | 0.21× | ||
| Q1 24 | 1.29× | 0.21× |
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 | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $49.3M | $-8.0M |
| 自由现金流率自由现金流/营收 | 6.6% | -1.4% |
| 资本支出强度资本支出/营收 | 2.1% | 13.3% |
| 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 | $91.0M |
8季度趋势，按日历期对齐
| Q4 25 | $64.9M | $67.0M | ||
| Q3 25 | $124.0M | $89.0M | ||
| Q2 25 | $90.4M | $162.0M | ||
| Q1 25 | $92.1M | $64.0M | ||
| Q4 24 | $74.8M | $105.0M | ||
| Q3 24 | $101.4M | $183.0M | ||
| Q2 24 | $79.0M | $212.0M | ||
| Q1 24 | $84.8M | $105.0M |
| Q4 25 | $49.3M | $-8.0M | ||
| Q3 25 | $104.8M | $5.0M | ||
| Q2 25 | $74.8M | $94.0M | ||
| Q1 25 | $71.9M | $0 | ||
| Q4 24 | $52.9M | $43.0M | ||
| Q3 24 | $77.3M | $139.0M | ||
| Q2 24 | $58.2M | $176.0M | ||
| Q1 24 | $63.0M | $64.0M |
| Q4 25 | 6.6% | -1.4% | ||
| Q3 25 | 13.5% | 0.8% | ||
| Q2 25 | 9.8% | 12.5% | ||
| Q1 25 | 10.5% | 0.0% | ||
| Q4 24 | 7.1% | 6.3% | ||
| Q3 24 | 10.2% | 19.3% | ||
| Q2 24 | 7.9% | 21.6% | ||
| Q1 24 | 9.1% | 8.8% |
| Q4 25 | 2.1% | 13.3% | ||
| Q3 25 | 2.5% | 12.7% | ||
| Q2 25 | 2.1% | 9.0% | ||
| Q1 25 | 2.9% | 8.8% | ||
| Q4 24 | 2.9% | 9.1% | ||
| Q3 24 | 3.2% | 6.1% | ||
| Q2 24 | 2.8% | 4.4% | ||
| Q1 24 | 3.1% | 5.7% |
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | 9.89× | ||
| Q2 25 | 1.31× | 3.00× | ||
| Q1 25 | 2.03× | 0.70× | ||
| Q4 24 | 1.12× | 1.69× | ||
| Q3 24 | 1.48× | 2.03× | ||
| Q2 24 | 1.21× | 1.32× | ||
| Q1 24 | 1.52× | 0.97× |
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% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
