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Installed Building Products, Inc.（IBP）与PLEXUS CORP（PLXS）财务数据对比。点击上方公司名可切换其他公司
PLEXUS CORP的季度营收约是Installed Building Products, Inc.的1.6倍（$1.2B vs $747.5M），Installed Building Products, Inc.净利率更高（10.2% vs 4.3%，领先6.0%），PLEXUS CORP同比增速更快（18.7% vs -0.4%），过去两年PLEXUS CORP的营收复合增速更高（7.2% 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。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
IBP vs PLXS — 直观对比
营收规模更大
PLXS
是对方的1.6倍
$747.5M
营收增速更快
PLXS
高出19.1%
-0.4%
净利率更高
IBP
高出6.0%
4.3%
两年增速更快
PLXS
近两年复合增速
3.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $1.2B |
| 净利润 | $76.6M | $49.8M |
| 毛利率 | 35.0% | 10.2% |
| 营业利润率 | 14.6% | 5.3% |
| 净利率 | 10.2% | 4.3% |
| 营收同比 | -0.4% | 18.7% |
| 净利润同比 | 14.5% | 27.5% |
| 每股收益（稀释后） | $2.81 | $1.82 |
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IBPPLXS
| Q1 26 | — | $1.1B | ||
| Q4 25 | $747.5M | — | ||
| Q3 25 | $778.2M | — | ||
| Q2 25 | $760.3M | — | ||
| Q1 25 | $684.8M | — | ||
| Q4 24 | $750.2M | — | ||
| Q3 24 | $760.6M | — | ||
| Q2 24 | $737.6M | — |
净利润IBPPLXS
| Q1 26 | — | $41.2M | ||
| Q4 25 | $76.6M | — | ||
| Q3 25 | $74.4M | — | ||
| Q2 25 | $69.0M | — | ||
| Q1 25 | $45.4M | — | ||
| Q4 24 | $66.9M | — | ||
| Q3 24 | $68.6M | — | ||
| Q2 24 | $65.2M | — |
毛利率IBPPLXS
| Q1 26 | — | 9.9% | ||
| 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% | — |
营业利润率IBPPLXS
| Q1 26 | — | 5.1% | ||
| Q4 25 | 14.6% | — | ||
| Q3 25 | 13.7% | — | ||
| Q2 25 | 13.3% | — | ||
| Q1 25 | 10.2% | — | ||
| Q4 24 | 13.1% | — | ||
| Q3 24 | 13.3% | — | ||
| Q2 24 | 12.9% | — |
净利率IBPPLXS
| Q1 26 | — | 3.8% | ||
| Q4 25 | 10.2% | — | ||
| Q3 25 | 9.6% | — | ||
| Q2 25 | 9.1% | — | ||
| Q1 25 | 6.6% | — | ||
| Q4 24 | 8.9% | — | ||
| Q3 24 | 9.0% | — | ||
| Q2 24 | 8.8% | — |
每股收益（稀释后）IBPPLXS
| Q1 26 | — | $1.51 | ||
| Q4 25 | $2.81 | — | ||
| Q3 25 | $2.74 | — | ||
| Q2 25 | $2.52 | — | ||
| Q1 25 | $1.64 | — | ||
| Q4 24 | $2.39 | — | ||
| Q3 24 | $2.44 | — | ||
| Q2 24 | $2.30 | — |
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 | $303.1M |
| 总债务越低越好 | $886.6M | — |
| 股东权益账面价值 | $709.9M | $1.5B |
| 总资产 | $2.1B | $3.4B |
| 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IBPPLXS
| Q1 26 | — | $248.8M | ||
| Q4 25 | $321.9M | — | ||
| Q3 25 | $333.3M | — | ||
| Q2 25 | $305.2M | — | ||
| Q1 25 | $298.7M | — | ||
| Q4 24 | $327.6M | — | ||
| Q3 24 | $406.2M | — | ||
| Q2 24 | $380.3M | — |
总债务IBPPLXS
| Q1 26 | — | — | ||
| 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 | — |
股东权益IBPPLXS
| Q1 26 | — | $1.5B | ||
| Q4 25 | $709.9M | — | ||
| Q3 25 | $678.6M | — | ||
| Q2 25 | $664.5M | — | ||
| Q1 25 | $660.9M | — | ||
| Q4 24 | $705.3M | — | ||
| Q3 24 | $716.4M | — | ||
| Q2 24 | $685.3M | — |
总资产IBPPLXS
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.0B | — |
负债/权益比IBPPLXS
| Q1 26 | — | — | ||
| 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× | — |
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% | — |
| 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IBPPLXS
| Q1 26 | — | — | ||
| Q4 25 | $64.9M | — | ||
| Q3 25 | $124.0M | — | ||
| Q2 25 | $90.4M | — | ||
| Q1 25 | $92.1M | — | ||
| Q4 24 | $74.8M | — | ||
| Q3 24 | $101.4M | — | ||
| Q2 24 | $79.0M | — |
自由现金流IBPPLXS
| Q1 26 | — | — | ||
| Q4 25 | $49.3M | — | ||
| Q3 25 | $104.8M | — | ||
| Q2 25 | $74.8M | — | ||
| Q1 25 | $71.9M | — | ||
| Q4 24 | $52.9M | — | ||
| Q3 24 | $77.3M | — | ||
| Q2 24 | $58.2M | — |
自由现金流率IBPPLXS
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 9.8% | — | ||
| Q1 25 | 10.5% | — | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 10.2% | — | ||
| Q2 24 | 7.9% | — |
资本支出强度IBPPLXS
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 2.8% | — |
现金转化率IBPPLXS
| Q1 26 | — | — | ||
| 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× | — |
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% |
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
