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Installed Building Products, Inc.（IBP）与先锋自然资源公司（PR）财务数据对比。点击上方公司名可切换其他公司
先锋自然资源公司的季度营收约是Installed Building Products, Inc.的1.6倍（$1.2B vs $747.5M），先锋自然资源公司净利率更高（29.0% vs 10.2%，领先18.8%），Installed Building Products, Inc.同比增速更快（-0.4% vs -9.8%），过去两年Installed Building Products, Inc.的营收复合增速更高（3.9% vs -3.0%）
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。
先锋自然资源公司总部位于美国得克萨斯州欧文市，主要从事油气勘探业务，运营覆盖二叠纪盆地Spraberry产区的克莱恩页岩区块，是该区域最大的土地权益持有方，2024年5月被埃克森美孚收购。
IBP vs PR — 直观对比
营收规模更大
PR
是对方的1.6倍
$747.5M
营收增速更快
IBP
高出9.4%
-9.8%
净利率更高
PR
高出18.8%
10.2%
两年增速更快
IBP
近两年复合增速
-3.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $1.2B |
| 净利润 | $76.6M | $339.5M |
| 毛利率 | 35.0% | — |
| 营业利润率 | 14.6% | 23.1% |
| 净利率 | 10.2% | 29.0% |
| 营收同比 | -0.4% | -9.8% |
| 净利润同比 | 14.5% | 56.7% |
| 每股收益（稀释后） | $2.81 | $0.48 |
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IBPPR
| Q4 25 | $747.5M | $1.2B | ||
| Q3 25 | $778.2M | $1.3B | ||
| Q2 25 | $760.3M | $1.2B | ||
| Q1 25 | $684.8M | $1.4B | ||
| Q4 24 | $750.2M | $1.3B | ||
| Q3 24 | $760.6M | $1.2B | ||
| Q2 24 | $737.6M | $1.2B | ||
| Q1 24 | $692.9M | $1.2B |
净利润IBPPR
| Q4 25 | $76.6M | $339.5M | ||
| Q3 25 | $74.4M | $59.2M | ||
| Q2 25 | $69.0M | $207.1M | ||
| Q1 25 | $45.4M | $329.3M | ||
| Q4 24 | $66.9M | $216.7M | ||
| Q3 24 | $68.6M | $386.4M | ||
| Q2 24 | $65.2M | $235.1M | ||
| Q1 24 | $55.9M | $146.6M |
毛利率IBPPR
| 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IBPPR
| Q4 25 | 14.6% | 23.1% | ||
| Q3 25 | 13.7% | 29.6% | ||
| Q2 25 | 13.3% | 24.8% | ||
| Q1 25 | 10.2% | 36.6% | ||
| Q4 24 | 13.1% | 32.8% | ||
| Q3 24 | 13.3% | 32.5% | ||
| Q2 24 | 12.9% | 36.5% | ||
| Q1 24 | 12.7% | 37.7% |
净利率IBPPR
| Q4 25 | 10.2% | 29.0% | ||
| Q3 25 | 9.6% | 4.5% | ||
| Q2 25 | 9.1% | 17.3% | ||
| Q1 25 | 6.6% | 23.9% | ||
| Q4 24 | 8.9% | 16.7% | ||
| Q3 24 | 9.0% | 31.8% | ||
| Q2 24 | 8.8% | 18.9% | ||
| Q1 24 | 8.1% | 11.8% |
每股收益（稀释后）IBPPR
| Q4 25 | $2.81 | $0.48 | ||
| Q3 25 | $2.74 | $0.08 | ||
| Q2 25 | $2.52 | $0.28 | ||
| Q1 25 | $1.64 | $0.44 | ||
| Q4 24 | $2.39 | $0.31 | ||
| Q3 24 | $2.44 | $0.53 | ||
| Q2 24 | $2.30 | $0.36 | ||
| Q1 24 | $1.97 | $0.25 |
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 | $153.7M |
| 总债务越低越好 | $886.6M | $3.5B |
| 股东权益账面价值 | $709.9M | $10.3B |
| 总资产 | $2.1B | $17.9B |
| 负债/权益比越低杠杆越低 | 1.25× | 0.34× |
8季度趋势，按日历期对齐
现金及短期投资IBPPR
| Q4 25 | $321.9M | $153.7M | ||
| Q3 25 | $333.3M | $111.8M | ||
| Q2 25 | $305.2M | $451.0M | ||
| Q1 25 | $298.7M | $702.2M | ||
| Q4 24 | $327.6M | $479.3M | ||
| Q3 24 | $406.2M | $272.0M | ||
| Q2 24 | $380.3M | $47.8M | ||
| Q1 24 | $399.9M | $12.7M |
总债务IBPPR
| Q4 25 | $886.6M | $3.5B | ||
| Q3 25 | $880.8M | $3.5B | ||
| Q2 25 | $876.1M | $4.0B | ||
| Q1 25 | $872.4M | $4.0B | ||
| Q4 24 | $874.8M | $4.2B | ||
| Q3 24 | $872.3M | $4.2B | ||
| Q2 24 | $875.8M | $3.9B | ||
| Q1 24 | $875.0M | $3.9B |
股东权益IBPPR
| Q4 25 | $709.9M | $10.3B | ||
| Q3 25 | $678.6M | $10.0B | ||
| Q2 25 | $664.5M | $9.5B | ||
| Q1 25 | $660.9M | $9.4B | ||
| Q4 24 | $705.3M | $9.1B | ||
| Q3 24 | $716.4M | $9.0B | ||
| Q2 24 | $685.3M | $8.3B | ||
| Q1 24 | $679.2M | $7.0B |
总资产IBPPR
| Q4 25 | $2.1B | $17.9B | ||
| Q3 25 | $2.1B | $17.3B | ||
| Q2 25 | $2.0B | $17.5B | ||
| Q1 25 | $2.0B | $17.1B | ||
| Q4 24 | $2.1B | $16.9B | ||
| Q3 24 | $2.1B | $16.6B | ||
| Q2 24 | $2.0B | $15.4B | ||
| Q1 24 | $2.0B | $15.1B |
负债/权益比IBPPR
| Q4 25 | 1.25× | 0.34× | ||
| Q3 25 | 1.30× | 0.35× | ||
| Q2 25 | 1.32× | 0.42× | ||
| Q1 25 | 1.32× | 0.43× | ||
| Q4 24 | 1.24× | 0.46× | ||
| Q3 24 | 1.22× | 0.47× | ||
| Q2 24 | 1.28× | 0.46× | ||
| Q1 24 | 1.29× | 0.56× |
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 | $904.3M |
| 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× | 2.66× |
| 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IBPPR
| Q4 25 | $64.9M | $904.3M | ||
| Q3 25 | $124.0M | $766.5M | ||
| Q2 25 | $90.4M | $1.0B | ||
| Q1 25 | $92.1M | $898.0M | ||
| Q4 24 | $74.8M | $871.6M | ||
| Q3 24 | $101.4M | $954.4M | ||
| Q2 24 | $79.0M | $938.4M | ||
| Q1 24 | $84.8M | $647.6M |
自由现金流IBPPR
| 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 | — | ||
| Q1 24 | $63.0M | — |
自由现金流率IBPPR
| 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% | — | ||
| Q1 24 | 9.1% | — |
资本支出强度IBPPR
| 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% | — | ||
| Q1 24 | 3.1% | — |
现金转化率IBPPR
| Q4 25 | 0.85× | 2.66× | ||
| Q3 25 | 1.67× | 12.94× | ||
| Q2 25 | 1.31× | 5.01× | ||
| Q1 25 | 2.03× | 2.73× | ||
| Q4 24 | 1.12× | 4.02× | ||
| Q3 24 | 1.48× | 2.47× | ||
| Q2 24 | 1.21× | 3.99× | ||
| Q1 24 | 1.52× | 4.42× |
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% |
PR
| Crude Oil | $1.0B | 87% |
| Natural Gas Liquids Reserves | $145.1M | 12% |
