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Installed Building Products, Inc.（IBP）与越洋钻探（RIG）财务数据对比。点击上方公司名可切换其他公司
越洋钻探的季度营收约是Installed Building Products, Inc.的1.4倍（$1.0B vs $747.5M），Installed Building Products, Inc.净利率更高（10.2% vs 2.4%，领先7.9%），越洋钻探同比增速更快（9.6% vs -0.4%），越洋钻探自由现金流更多（$321.0M vs $49.3M），过去两年越洋钻探的营收复合增速更高（16.9% 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。
越洋钻探（Transocean Ltd.）是按营收计全球规模最大的海上钻探承包商，总部位于瑞士施泰因豪森，起源于美国，目前在加拿大、美国、挪威、英国、印度、巴西、新加坡等20个国家设有办事机构，业务覆盖全球主要海上油气开采区域。
IBP vs RIG — 直观对比
营收规模更大
RIG
是对方的1.4倍
$747.5M
营收增速更快
RIG
高出9.9%
-0.4%
净利率更高
IBP
高出7.9%
2.4%
自由现金流更多
RIG
多$271.7M
$49.3M
两年增速更快
RIG
近两年复合增速
3.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $1.0B |
| 净利润 | $76.6M | $25.0M |
| 毛利率 | 35.0% | 42.0% |
| 营业利润率 | 14.6% | 23.0% |
| 净利率 | 10.2% | 2.4% |
| 营收同比 | -0.4% | 9.6% |
| 净利润同比 | 14.5% | 257.1% |
| 每股收益（稀释后） | $2.81 | $0.13 |
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IBPRIG
| Q4 25 | $747.5M | $1.0B | ||
| Q3 25 | $778.2M | $1.0B | ||
| Q2 25 | $760.3M | $988.0M | ||
| Q1 25 | $684.8M | $906.0M | ||
| Q4 24 | $750.2M | $952.0M | ||
| Q3 24 | $760.6M | $948.0M | ||
| Q2 24 | $737.6M | $861.0M | ||
| Q1 24 | $692.9M | $763.0M |
净利润IBPRIG
| Q4 25 | $76.6M | $25.0M | ||
| Q3 25 | $74.4M | $-1.9B | ||
| Q2 25 | $69.0M | $-938.0M | ||
| Q1 25 | $45.4M | $-79.0M | ||
| Q4 24 | $66.9M | $7.0M | ||
| Q3 24 | $68.6M | $-494.0M | ||
| Q2 24 | $65.2M | $-123.0M | ||
| Q1 24 | $55.9M | $98.0M |
毛利率IBPRIG
| Q4 25 | 35.0% | 42.0% | ||
| Q3 25 | 34.0% | 43.2% | ||
| Q2 25 | 34.2% | 39.4% | ||
| Q1 25 | 32.7% | 31.8% | ||
| Q4 24 | 33.6% | 39.2% | ||
| Q3 24 | 33.8% | 40.6% | ||
| Q2 24 | 34.1% | 38.0% | ||
| Q1 24 | 33.8% | 31.5% |
营业利润率IBPRIG
| Q4 25 | 14.6% | 23.0% | ||
| Q3 25 | 13.7% | -163.1% | ||
| Q2 25 | 13.3% | -97.6% | ||
| Q1 25 | 10.2% | 7.1% | ||
| Q4 24 | 13.1% | 13.7% | ||
| Q3 24 | 13.3% | -51.2% | ||
| Q2 24 | 12.9% | -6.9% | ||
| Q1 24 | 12.7% | -0.4% |
净利率IBPRIG
| Q4 25 | 10.2% | 2.4% | ||
| Q3 25 | 9.6% | -187.1% | ||
| Q2 25 | 9.1% | -94.9% | ||
| Q1 25 | 6.6% | -8.7% | ||
| Q4 24 | 8.9% | 0.7% | ||
| Q3 24 | 9.0% | -52.1% | ||
| Q2 24 | 8.8% | -14.3% | ||
| Q1 24 | 8.1% | 12.8% |
每股收益（稀释后）IBPRIG
| Q4 25 | $2.81 | $0.13 | ||
| Q3 25 | $2.74 | $-2.00 | ||
| Q2 25 | $2.52 | $-1.06 | ||
| Q1 25 | $1.64 | $-0.11 | ||
| Q4 24 | $2.39 | $-0.14 | ||
| Q3 24 | $2.44 | $-0.58 | ||
| Q2 24 | $2.30 | $-0.15 | ||
| Q1 24 | $1.97 | $0.11 |
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 | $620.0M |
| 总债务越低越好 | $886.6M | $5.2B |
| 股东权益账面价值 | $709.9M | $8.1B |
| 总资产 | $2.1B | $15.6B |
| 负债/权益比越低杠杆越低 | 1.25× | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资IBPRIG
| Q4 25 | $321.9M | $620.0M | ||
| Q3 25 | $333.3M | $833.0M | ||
| Q2 25 | $305.2M | $377.0M | ||
| Q1 25 | $298.7M | $263.0M | ||
| Q4 24 | $327.6M | $560.0M | ||
| Q3 24 | $406.2M | $435.0M | ||
| Q2 24 | $380.3M | $475.0M | ||
| Q1 24 | $399.9M | $446.0M |
总债务IBPRIG
| Q4 25 | $886.6M | $5.2B | ||
| Q3 25 | $880.8M | $4.8B | ||
| Q2 25 | $876.1M | $5.9B | ||
| Q1 25 | $872.4M | $5.9B | ||
| Q4 24 | $874.8M | $6.2B | ||
| Q3 24 | $872.3M | $6.5B | ||
| Q2 24 | $875.8M | $6.8B | ||
| Q1 24 | $875.0M | $6.8B |
股东权益IBPRIG
| Q4 25 | $709.9M | $8.1B | ||
| Q3 25 | $678.6M | $8.1B | ||
| Q2 25 | $664.5M | $9.4B | ||
| Q1 25 | $660.9M | $10.2B | ||
| Q4 24 | $705.3M | $10.3B | ||
| Q3 24 | $716.4M | $10.2B | ||
| Q2 24 | $685.3M | $10.7B | ||
| Q1 24 | $679.2M | $10.5B |
总资产IBPRIG
| Q4 25 | $2.1B | $15.6B | ||
| Q3 25 | $2.1B | $16.2B | ||
| Q2 25 | $2.0B | $17.8B | ||
| Q1 25 | $2.0B | $19.0B | ||
| Q4 24 | $2.1B | $19.4B | ||
| Q3 24 | $2.1B | $19.5B | ||
| Q2 24 | $2.0B | $20.3B | ||
| Q1 24 | $2.0B | $19.9B |
负债/权益比IBPRIG
| Q4 25 | 1.25× | 0.64× | ||
| Q3 25 | 1.30× | 0.60× | ||
| Q2 25 | 1.32× | 0.63× | ||
| Q1 25 | 1.32× | 0.58× | ||
| Q4 24 | 1.24× | 0.60× | ||
| Q3 24 | 1.22× | 0.64× | ||
| Q2 24 | 1.28× | 0.63× | ||
| Q1 24 | 1.29× | 0.65× |
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 | $349.0M |
| 自由现金流经营现金流 - 资本支出 | $49.3M | $321.0M |
| 自由现金流率自由现金流/营收 | 6.6% | 30.8% |
| 资本支出强度资本支出/营收 | 2.1% | 2.7% |
| 现金转化率经营现金流/净利润 | 0.85× | 13.96× |
| 过去12个月自由现金流最近4个季度 | $300.8M | $626.0M |
8季度趋势，按日历期对齐
经营现金流IBPRIG
| Q4 25 | $64.9M | $349.0M | ||
| Q3 25 | $124.0M | $246.0M | ||
| Q2 25 | $90.4M | $128.0M | ||
| Q1 25 | $92.1M | $26.0M | ||
| Q4 24 | $74.8M | $206.0M | ||
| Q3 24 | $101.4M | $194.0M | ||
| Q2 24 | $79.0M | $133.0M | ||
| Q1 24 | $84.8M | $-86.0M |
自由现金流IBPRIG
| Q4 25 | $49.3M | $321.0M | ||
| Q3 25 | $104.8M | $235.0M | ||
| Q2 25 | $74.8M | $104.0M | ||
| Q1 25 | $71.9M | $-34.0M | ||
| Q4 24 | $52.9M | $177.0M | ||
| Q3 24 | $77.3M | $136.0M | ||
| Q2 24 | $58.2M | $49.0M | ||
| Q1 24 | $63.0M | $-169.0M |
自由现金流率IBPRIG
| Q4 25 | 6.6% | 30.8% | ||
| Q3 25 | 13.5% | 22.9% | ||
| Q2 25 | 9.8% | 10.5% | ||
| Q1 25 | 10.5% | -3.8% | ||
| Q4 24 | 7.1% | 18.6% | ||
| Q3 24 | 10.2% | 14.3% | ||
| Q2 24 | 7.9% | 5.7% | ||
| Q1 24 | 9.1% | -22.1% |
资本支出强度IBPRIG
| Q4 25 | 2.1% | 2.7% | ||
| Q3 25 | 2.5% | 1.1% | ||
| Q2 25 | 2.1% | 2.4% | ||
| Q1 25 | 2.9% | 6.6% | ||
| Q4 24 | 2.9% | 3.0% | ||
| Q3 24 | 3.2% | 6.1% | ||
| Q2 24 | 2.8% | 9.8% | ||
| Q1 24 | 3.1% | 10.9% |
现金转化率IBPRIG
| Q4 25 | 0.85× | 13.96× | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.12× | 29.43× | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | — | ||
| Q1 24 | 1.52× | -0.88× |
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% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
