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Installed Building Products, Inc.（IBP）与OUTFRONT Media Inc.（OUT）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OUTFRONT Media Inc.的1.5倍（$747.5M vs $513.3M），OUTFRONT Media Inc.净利率更高（18.9% vs 10.2%，领先8.6%），OUTFRONT Media Inc.同比增速更快（4.1% vs -0.4%），OUTFRONT Media Inc.自由现金流更多（$93.3M vs $49.3M），过去两年OUTFRONT Media Inc.的营收复合增速更高（12.1% vs 3.9%）
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。
OUTFRONT Media Inc.是一家美国广告企业，业务覆盖美国本土，由首席执行官Nick Brien领导美洲区业务，核心经营广告牌及公共交通展示广告两大业务板块，是户外广告领域的重要参与者。
IBP vs OUT — 直观对比
营收规模更大
IBP
是对方的1.5倍
$513.3M
营收增速更快
OUT
高出4.4%
-0.4%
净利率更高
OUT
高出8.6%
10.2%
自由现金流更多
OUT
多$44.0M
$49.3M
两年增速更快
OUT
近两年复合增速
3.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $513.3M |
| 净利润 | $76.6M | $96.8M |
| 毛利率 | 35.0% | — |
| 营业利润率 | 14.6% | 26.0% |
| 净利率 | 10.2% | 18.9% |
| 营收同比 | -0.4% | 4.1% |
| 净利润同比 | 14.5% | 30.8% |
| 每股收益（稀释后） | $2.81 | $0.57 |
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IBPOUT
| Q4 25 | $747.5M | $513.3M | ||
| Q3 25 | $778.2M | $467.5M | ||
| Q2 25 | $760.3M | $460.2M | ||
| Q1 25 | $684.8M | $390.7M | ||
| Q4 24 | $750.2M | $493.2M | ||
| Q3 24 | $760.6M | $451.9M | ||
| Q2 24 | $737.6M | $477.3M | ||
| Q1 24 | $692.9M | $408.5M |
净利润IBPOUT
| Q4 25 | $76.6M | $96.8M | ||
| Q3 25 | $74.4M | $51.3M | ||
| Q2 25 | $69.0M | $19.5M | ||
| Q1 25 | $45.4M | $-20.6M | ||
| Q4 24 | $66.9M | $74.0M | ||
| Q3 24 | $68.6M | $34.6M | ||
| Q2 24 | $65.2M | $176.8M | ||
| Q1 24 | $55.9M | $-27.2M |
毛利率IBPOUT
| Q4 25 | 35.0% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 34.2% | — | ||
| Q1 25 | 32.7% | — | ||
| Q4 24 | 33.6% | — | ||
| Q3 24 | 33.8% | — | ||
| Q2 24 | 34.1% | — | ||
| Q1 24 | 33.8% | — |
营业利润率IBPOUT
| Q4 25 | 14.6% | 26.0% | ||
| Q3 25 | 13.7% | 19.2% | ||
| Q2 25 | 13.3% | 12.2% | ||
| Q1 25 | 10.2% | 3.6% | ||
| Q4 24 | 13.1% | 22.5% | ||
| Q3 24 | 13.3% | 15.8% | ||
| Q2 24 | 12.9% | 48.0% | ||
| Q1 24 | 12.7% | 3.4% |
净利率IBPOUT
| Q4 25 | 10.2% | 18.9% | ||
| Q3 25 | 9.6% | 11.0% | ||
| Q2 25 | 9.1% | 4.2% | ||
| Q1 25 | 6.6% | -5.3% | ||
| Q4 24 | 8.9% | 15.0% | ||
| Q3 24 | 9.0% | 7.7% | ||
| Q2 24 | 8.8% | 37.0% | ||
| Q1 24 | 8.1% | -6.7% |
每股收益（稀释后）IBPOUT
| Q4 25 | $2.81 | $0.57 | ||
| Q3 25 | $2.74 | $0.29 | ||
| Q2 25 | $2.52 | $0.10 | ||
| Q1 25 | $1.64 | $-0.14 | ||
| Q4 24 | $2.39 | $0.49 | ||
| Q3 24 | $2.44 | $0.19 | ||
| Q2 24 | $2.30 | $1.01 | ||
| Q1 24 | $1.97 | $-0.18 |
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 | $99.9M |
| 总债务越低越好 | $886.6M | — |
| 股东权益账面价值 | $709.9M | $710.4M |
| 总资产 | $2.1B | $5.3B |
| 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IBPOUT
| Q4 25 | $321.9M | $99.9M | ||
| Q3 25 | $333.3M | $63.0M | ||
| Q2 25 | $305.2M | $28.5M | ||
| Q1 25 | $298.7M | $30.5M | ||
| Q4 24 | $327.6M | $46.9M | ||
| Q3 24 | $406.2M | $28.0M | ||
| Q2 24 | $380.3M | $49.6M | ||
| Q1 24 | $399.9M | $42.4M |
总债务IBPOUT
| 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 | — |
股东权益IBPOUT
| Q4 25 | $709.9M | $710.4M | ||
| Q3 25 | $678.6M | $542.6M | ||
| Q2 25 | $664.5M | $539.1M | ||
| Q1 25 | $660.9M | $566.9M | ||
| Q4 24 | $705.3M | $649.0M | ||
| Q3 24 | $716.4M | $618.2M | ||
| Q2 24 | $685.3M | $664.9M | ||
| Q1 24 | $679.2M | $524.2M |
总资产IBPOUT
| Q4 25 | $2.1B | $5.3B | ||
| Q3 25 | $2.1B | $5.2B | ||
| Q2 25 | $2.0B | $5.1B | ||
| Q1 25 | $2.0B | $5.1B | ||
| Q4 24 | $2.1B | $5.2B | ||
| Q3 24 | $2.1B | $5.2B | ||
| Q2 24 | $2.0B | $5.3B | ||
| Q1 24 | $2.0B | $5.5B |
负债/权益比IBPOUT
| 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 | $118.1M |
| 自由现金流经营现金流 - 资本支出 | $49.3M | $93.3M |
| 自由现金流率自由现金流/营收 | 6.6% | 18.2% |
| 资本支出强度资本支出/营收 | 2.1% | 4.8% |
| 现金转化率经营现金流/净利润 | 0.85× | 1.22× |
| 过去12个月自由现金流最近4个季度 | $300.8M | $218.8M |
8季度趋势，按日历期对齐
经营现金流IBPOUT
| Q4 25 | $64.9M | $118.1M | ||
| Q3 25 | $124.0M | $88.8M | ||
| Q2 25 | $90.4M | $67.1M | ||
| Q1 25 | $92.1M | $33.6M | ||
| Q4 24 | $74.8M | $124.5M | ||
| Q3 24 | $101.4M | $73.1M | ||
| Q2 24 | $79.0M | $71.0M | ||
| Q1 24 | $84.8M | $30.6M |
自由现金流IBPOUT
| Q4 25 | $49.3M | $93.3M | ||
| Q3 25 | $104.8M | $67.7M | ||
| Q2 25 | $74.8M | $41.4M | ||
| Q1 25 | $71.9M | $16.4M | ||
| Q4 24 | $52.9M | $106.3M | ||
| Q3 24 | $77.3M | $55.5M | ||
| Q2 24 | $58.2M | $47.1M | ||
| Q1 24 | $63.0M | $12.2M |
自由现金流率IBPOUT
| Q4 25 | 6.6% | 18.2% | ||
| Q3 25 | 13.5% | 14.5% | ||
| Q2 25 | 9.8% | 9.0% | ||
| Q1 25 | 10.5% | 4.2% | ||
| Q4 24 | 7.1% | 21.6% | ||
| Q3 24 | 10.2% | 12.3% | ||
| Q2 24 | 7.9% | 9.9% | ||
| Q1 24 | 9.1% | 3.0% |
资本支出强度IBPOUT
| Q4 25 | 2.1% | 4.8% | ||
| Q3 25 | 2.5% | 4.5% | ||
| Q2 25 | 2.1% | 5.6% | ||
| Q1 25 | 2.9% | 4.4% | ||
| Q4 24 | 2.9% | 3.7% | ||
| Q3 24 | 3.2% | 3.9% | ||
| Q2 24 | 2.8% | 5.0% | ||
| Q1 24 | 3.1% | 4.5% |
现金转化率IBPOUT
| Q4 25 | 0.85× | 1.22× | ||
| Q3 25 | 1.67× | 1.73× | ||
| Q2 25 | 1.31× | 3.44× | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.12× | 1.68× | ||
| Q3 24 | 1.48× | 2.11× | ||
| Q2 24 | 1.21× | 0.40× | ||
| 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% |
OUT
| Static Displays | $236.3M | 46% |
| Other | $134.8M | 26% |
| Digital Displays | $125.3M | 24% |
| Other Revenues | $1.9M | 0% |
