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Installed Building Products, Inc.（IBP）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
罗布乐思的季度营收约是Installed Building Products, Inc.的1.9倍（$1.4B vs $747.5M），Installed Building Products, Inc.净利率更高（10.2% vs -22.3%，领先32.6%），罗布乐思同比增速更快（43.2% vs -0.4%），罗布乐思自由现金流更多（$308.6M vs $49.3M），过去两年罗布乐思的营收复合增速更高（32.9% 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。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
IBP vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.9倍
$747.5M
营收增速更快
RBLX
高出43.6%
-0.4%
净利率更高
IBP
高出32.6%
-22.3%
自由现金流更多
RBLX
多$259.3M
$49.3M
两年增速更快
RBLX
近两年复合增速
3.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $1.4B |
| 净利润 | $76.6M | $-316.0M |
| 毛利率 | 35.0% | 77.7% |
| 营业利润率 | 14.6% | -25.3% |
| 净利率 | 10.2% | -22.3% |
| 营收同比 | -0.4% | 43.2% |
| 净利润同比 | 14.5% | -43.9% |
| 每股收益（稀释后） | $2.81 | $-0.44 |
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IBPRBLX
| Q4 25 | $747.5M | $1.4B | ||
| Q3 25 | $778.2M | $1.4B | ||
| Q2 25 | $760.3M | $1.1B | ||
| Q1 25 | $684.8M | $1.0B | ||
| Q4 24 | $750.2M | $988.2M | ||
| Q3 24 | $760.6M | $919.0M | ||
| Q2 24 | $737.6M | $893.5M | ||
| Q1 24 | $692.9M | $801.3M |
净利润IBPRBLX
| Q4 25 | $76.6M | $-316.0M | ||
| Q3 25 | $74.4M | $-255.6M | ||
| Q2 25 | $69.0M | $-278.4M | ||
| Q1 25 | $45.4M | $-215.1M | ||
| Q4 24 | $66.9M | $-219.6M | ||
| Q3 24 | $68.6M | $-239.3M | ||
| Q2 24 | $65.2M | $-205.9M | ||
| Q1 24 | $55.9M | $-270.6M |
毛利率IBPRBLX
| Q4 25 | 35.0% | 77.7% | ||
| Q3 25 | 34.0% | 78.2% | ||
| Q2 25 | 34.2% | 78.2% | ||
| Q1 25 | 32.7% | 78.3% | ||
| Q4 24 | 33.6% | 77.9% | ||
| Q3 24 | 33.8% | 77.7% | ||
| Q2 24 | 34.1% | 77.8% | ||
| Q1 24 | 33.8% | 77.7% |
营业利润率IBPRBLX
| Q4 25 | 14.6% | -25.3% | ||
| Q3 25 | 13.7% | -21.8% | ||
| Q2 25 | 13.3% | -29.8% | ||
| Q1 25 | 10.2% | -24.6% | ||
| Q4 24 | 13.1% | -24.7% | ||
| Q3 24 | 13.3% | -30.4% | ||
| Q2 24 | 12.9% | -26.6% | ||
| Q1 24 | 12.7% | -37.7% |
净利率IBPRBLX
| Q4 25 | 10.2% | -22.3% | ||
| Q3 25 | 9.6% | -18.8% | ||
| Q2 25 | 9.1% | -25.8% | ||
| Q1 25 | 6.6% | -20.8% | ||
| Q4 24 | 8.9% | -22.2% | ||
| Q3 24 | 9.0% | -26.0% | ||
| Q2 24 | 8.8% | -23.0% | ||
| Q1 24 | 8.1% | -33.8% |
每股收益（稀释后）IBPRBLX
| Q4 25 | $2.81 | $-0.44 | ||
| Q3 25 | $2.74 | $-0.37 | ||
| Q2 25 | $2.52 | $-0.41 | ||
| Q1 25 | $1.64 | $-0.32 | ||
| Q4 24 | $2.39 | $-0.32 | ||
| Q3 24 | $2.44 | $-0.37 | ||
| Q2 24 | $2.30 | $-0.32 | ||
| Q1 24 | $1.97 | $-0.43 |
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 | $3.1B |
| 总债务越低越好 | $886.6M | $1.2B |
| 股东权益账面价值 | $709.9M | $394.5M |
| 总资产 | $2.1B | $9.6B |
| 负债/权益比越低杠杆越低 | 1.25× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资IBPRBLX
| Q4 25 | $321.9M | $3.1B | ||
| Q3 25 | $333.3M | $2.9B | ||
| Q2 25 | $305.2M | $2.6B | ||
| Q1 25 | $298.7M | $2.7B | ||
| Q4 24 | $327.6M | $2.4B | ||
| Q3 24 | $406.2M | $2.3B | ||
| Q2 24 | $380.3M | $2.4B | ||
| Q1 24 | $399.9M | $2.4B |
总债务IBPRBLX
| Q4 25 | $886.6M | $1.2B | ||
| Q3 25 | $880.8M | — | ||
| Q2 25 | $876.1M | — | ||
| Q1 25 | $872.4M | — | ||
| Q4 24 | $874.8M | $1.2B | ||
| Q3 24 | $872.3M | — | ||
| Q2 24 | $875.8M | — | ||
| Q1 24 | $875.0M | — |
股东权益IBPRBLX
| Q4 25 | $709.9M | $394.5M | ||
| Q3 25 | $678.6M | $407.6M | ||
| Q2 25 | $664.5M | $353.2M | ||
| Q1 25 | $660.9M | $310.7M | ||
| Q4 24 | $705.3M | $221.4M | ||
| Q3 24 | $716.4M | $189.9M | ||
| Q2 24 | $685.3M | $121.5M | ||
| Q1 24 | $679.2M | $71.6M |
总资产IBPRBLX
| Q4 25 | $2.1B | $9.6B | ||
| Q3 25 | $2.1B | $8.6B | ||
| Q2 25 | $2.0B | $7.8B | ||
| Q1 25 | $2.0B | $7.5B | ||
| Q4 24 | $2.1B | $7.2B | ||
| Q3 24 | $2.1B | $6.7B | ||
| Q2 24 | $2.0B | $6.5B | ||
| Q1 24 | $2.0B | $6.3B |
负债/权益比IBPRBLX
| Q4 25 | 1.25× | 2.98× | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 1.32× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 1.24× | 5.48× | ||
| 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 | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $49.3M | $308.6M |
| 自由现金流率自由现金流/营收 | 6.6% | 21.8% |
| 资本支出强度资本支出/营收 | 2.1% | 21.1% |
| 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 | $1.4B |
8季度趋势，按日历期对齐
经营现金流IBPRBLX
| Q4 25 | $64.9M | $607.0M | ||
| Q3 25 | $124.0M | $546.2M | ||
| Q2 25 | $90.4M | $199.3M | ||
| Q1 25 | $92.1M | $443.9M | ||
| Q4 24 | $74.8M | $184.5M | ||
| Q3 24 | $101.4M | $247.4M | ||
| Q2 24 | $79.0M | $151.4M | ||
| Q1 24 | $84.8M | $238.9M |
自由现金流IBPRBLX
| Q4 25 | $49.3M | $308.6M | ||
| Q3 25 | $104.8M | $443.6M | ||
| Q2 25 | $74.8M | $176.7M | ||
| Q1 25 | $71.9M | $426.5M | ||
| Q4 24 | $52.9M | $120.6M | ||
| Q3 24 | $77.3M | $218.0M | ||
| Q2 24 | $58.2M | $111.7M | ||
| Q1 24 | $63.0M | $192.3M |
自由现金流率IBPRBLX
| Q4 25 | 6.6% | 21.8% | ||
| Q3 25 | 13.5% | 32.6% | ||
| Q2 25 | 9.8% | 16.3% | ||
| Q1 25 | 10.5% | 41.2% | ||
| Q4 24 | 7.1% | 12.2% | ||
| Q3 24 | 10.2% | 23.7% | ||
| Q2 24 | 7.9% | 12.5% | ||
| Q1 24 | 9.1% | 24.0% |
资本支出强度IBPRBLX
| Q4 25 | 2.1% | 21.1% | ||
| Q3 25 | 2.5% | 7.5% | ||
| Q2 25 | 2.1% | 2.1% | ||
| Q1 25 | 2.9% | 1.7% | ||
| Q4 24 | 2.9% | 6.5% | ||
| Q3 24 | 3.2% | 3.2% | ||
| Q2 24 | 2.8% | 4.4% | ||
| Q1 24 | 3.1% | 5.8% |
现金转化率IBPRBLX
| 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× | — | ||
| 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% |
RBLX
暂无分部数据
