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Installed Building Products, Inc.（IBP）与Reddit, Inc.（RDDT）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Reddit, Inc.的1.0倍（$747.5M vs $725.6M），Reddit, Inc.净利率更高（34.7% vs 10.2%，领先24.4%），Reddit, Inc.同比增速更快（69.7% vs -0.4%），Reddit, Inc.自由现金流更多（$263.6M vs $49.3M），过去两年Reddit, Inc.的营收复合增速更高（72.8% 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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
IBP vs RDDT — 直观对比
营收规模更大
IBP
是对方的1.0倍
$725.6M
营收增速更快
RDDT
高出70.0%
-0.4%
净利率更高
RDDT
高出24.4%
10.2%
自由现金流更多
RDDT
多$214.3M
$49.3M
两年增速更快
RDDT
近两年复合增速
3.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $725.6M |
| 净利润 | $76.6M | $251.6M |
| 毛利率 | 35.0% | 91.9% |
| 营业利润率 | 14.6% | 31.9% |
| 净利率 | 10.2% | 34.7% |
| 营收同比 | -0.4% | 69.7% |
| 净利润同比 | 14.5% | 254.2% |
| 每股收益（稀释后） | $2.81 | $1.24 |
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IBPRDDT
| Q4 25 | $747.5M | $725.6M | ||
| Q3 25 | $778.2M | $584.9M | ||
| Q2 25 | $760.3M | $499.6M | ||
| Q1 25 | $684.8M | $392.4M | ||
| Q4 24 | $750.2M | $427.7M | ||
| Q3 24 | $760.6M | $348.4M | ||
| Q2 24 | $737.6M | $281.2M | ||
| Q1 24 | $692.9M | $243.0M |
净利润IBPRDDT
| Q4 25 | $76.6M | $251.6M | ||
| Q3 25 | $74.4M | $162.7M | ||
| Q2 25 | $69.0M | $89.3M | ||
| Q1 25 | $45.4M | $26.2M | ||
| Q4 24 | $66.9M | $71.0M | ||
| Q3 24 | $68.6M | $29.9M | ||
| Q2 24 | $65.2M | $-10.1M | ||
| Q1 24 | $55.9M | $-575.1M |
毛利率IBPRDDT
| Q4 25 | 35.0% | 91.9% | ||
| Q3 25 | 34.0% | 91.0% | ||
| Q2 25 | 34.2% | 90.8% | ||
| Q1 25 | 32.7% | 90.5% | ||
| Q4 24 | 33.6% | 92.6% | ||
| Q3 24 | 33.8% | 90.1% | ||
| Q2 24 | 34.1% | 89.5% | ||
| Q1 24 | 33.8% | 88.6% |
营业利润率IBPRDDT
| Q4 25 | 14.6% | 31.9% | ||
| Q3 25 | 13.7% | 23.7% | ||
| Q2 25 | 13.3% | 13.6% | ||
| Q1 25 | 10.2% | 1.0% | ||
| Q4 24 | 13.1% | 12.4% | ||
| Q3 24 | 13.3% | 2.0% | ||
| Q2 24 | 12.9% | -11.0% | ||
| Q1 24 | 12.7% | -242.5% |
净利率IBPRDDT
| Q4 25 | 10.2% | 34.7% | ||
| Q3 25 | 9.6% | 27.8% | ||
| Q2 25 | 9.1% | 17.9% | ||
| Q1 25 | 6.6% | 6.7% | ||
| Q4 24 | 8.9% | 16.6% | ||
| Q3 24 | 9.0% | 8.6% | ||
| Q2 24 | 8.8% | -3.6% | ||
| Q1 24 | 8.1% | -236.7% |
每股收益（稀释后）IBPRDDT
| Q4 25 | $2.81 | $1.24 | ||
| Q3 25 | $2.74 | $0.80 | ||
| Q2 25 | $2.52 | $0.45 | ||
| Q1 25 | $1.64 | $0.13 | ||
| Q4 24 | $2.39 | $4.76 | ||
| Q3 24 | $2.44 | $0.16 | ||
| Q2 24 | $2.30 | $-0.06 | ||
| Q1 24 | $1.97 | $-8.19 |
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 | $953.6M |
| 总债务越低越好 | $886.6M | — |
| 股东权益账面价值 | $709.9M | $2.9B |
| 总资产 | $2.1B | $3.2B |
| 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IBPRDDT
| Q4 25 | $321.9M | $953.6M | ||
| Q3 25 | $333.3M | $911.7M | ||
| Q2 25 | $305.2M | $734.1M | ||
| Q1 25 | $298.7M | $635.7M | ||
| Q4 24 | $327.6M | $562.1M | ||
| Q3 24 | $406.2M | $515.9M | ||
| Q2 24 | $380.3M | $468.0M | ||
| Q1 24 | $399.9M | $968.5M |
总债务IBPRDDT
| 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IBPRDDT
| Q4 25 | $709.9M | $2.9B | ||
| Q3 25 | $678.6M | $2.6B | ||
| Q2 25 | $664.5M | $2.4B | ||
| Q1 25 | $660.9M | $2.2B | ||
| Q4 24 | $705.3M | $2.1B | ||
| Q3 24 | $716.4M | $2.0B | ||
| Q2 24 | $685.3M | $1.9B | ||
| Q1 24 | $679.2M | $1.8B |
总资产IBPRDDT
| Q4 25 | $2.1B | $3.2B | ||
| Q3 25 | $2.1B | $2.9B | ||
| Q2 25 | $2.0B | $2.6B | ||
| Q1 25 | $2.0B | $2.4B | ||
| Q4 24 | $2.1B | $2.3B | ||
| Q3 24 | $2.1B | $2.2B | ||
| Q2 24 | $2.0B | $2.1B | ||
| Q1 24 | $2.0B | $2.0B |
负债/权益比IBPRDDT
| 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 | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $49.3M | $263.6M |
| 自由现金流率自由现金流/营收 | 6.6% | 36.3% |
| 资本支出强度资本支出/营收 | 2.1% | 0.4% |
| 现金转化率经营现金流/净利润 | 0.85× | 1.06× |
| 过去12个月自由现金流最近4个季度 | $300.8M | $684.2M |
8季度趋势，按日历期对齐
经营现金流IBPRDDT
| Q4 25 | $64.9M | $266.8M | ||
| Q3 25 | $124.0M | $185.2M | ||
| Q2 25 | $90.4M | $111.3M | ||
| Q1 25 | $92.1M | $127.6M | ||
| Q4 24 | $74.8M | $90.0M | ||
| Q3 24 | $101.4M | $71.6M | ||
| Q2 24 | $79.0M | $28.4M | ||
| Q1 24 | $84.8M | $32.1M |
自由现金流IBPRDDT
| Q4 25 | $49.3M | $263.6M | ||
| Q3 25 | $104.8M | $183.1M | ||
| Q2 25 | $74.8M | $110.8M | ||
| Q1 25 | $71.9M | $126.6M | ||
| Q4 24 | $52.9M | $89.2M | ||
| Q3 24 | $77.3M | $70.3M | ||
| Q2 24 | $58.2M | $27.2M | ||
| Q1 24 | $63.0M | $29.2M |
自由现金流率IBPRDDT
| Q4 25 | 6.6% | 36.3% | ||
| Q3 25 | 13.5% | 31.3% | ||
| Q2 25 | 9.8% | 22.2% | ||
| Q1 25 | 10.5% | 32.3% | ||
| Q4 24 | 7.1% | 20.8% | ||
| Q3 24 | 10.2% | 20.2% | ||
| Q2 24 | 7.9% | 9.7% | ||
| Q1 24 | 9.1% | 12.0% |
资本支出强度IBPRDDT
| Q4 25 | 2.1% | 0.4% | ||
| Q3 25 | 2.5% | 0.4% | ||
| Q2 25 | 2.1% | 0.1% | ||
| Q1 25 | 2.9% | 0.2% | ||
| Q4 24 | 2.9% | 0.2% | ||
| Q3 24 | 3.2% | 0.4% | ||
| Q2 24 | 2.8% | 0.4% | ||
| Q1 24 | 3.1% | 1.2% |
现金转化率IBPRDDT
| Q4 25 | 0.85× | 1.06× | ||
| Q3 25 | 1.67× | 1.14× | ||
| Q2 25 | 1.31× | 1.25× | ||
| Q1 25 | 2.03× | 4.88× | ||
| Q4 24 | 1.12× | 1.27× | ||
| Q3 24 | 1.48× | 2.40× | ||
| 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% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |
