vs
Installed Building Products, Inc.（IBP）与Royalty Pharma plc（RPRX）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Royalty Pharma plc的1.2倍（$747.5M vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs 10.2%，领先24.2%），Royalty Pharma plc同比增速更快（4.8% vs -0.4%），过去两年Royalty Pharma plc的营收复合增速更高（4.6% 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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
IBP vs RPRX — 直观对比
营收规模更大
IBP
是对方的1.2倍
$622.0M
营收增速更快
RPRX
高出5.1%
-0.4%
净利率更高
RPRX
高出24.2%
10.2%
两年增速更快
RPRX
近两年复合增速
3.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $622.0M |
| 净利润 | $76.6M | $214.2M |
| 毛利率 | 35.0% | — |
| 营业利润率 | 14.6% | 62.4% |
| 净利率 | 10.2% | 34.4% |
| 营收同比 | -0.4% | 4.8% |
| 净利润同比 | 14.5% | 2.9% |
| 每股收益（稀释后） | $2.81 | $0.49 |
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IBPRPRX
| Q4 25 | $747.5M | $622.0M | ||
| Q3 25 | $778.2M | $609.3M | ||
| Q2 25 | $760.3M | $578.7M | ||
| Q1 25 | $684.8M | $568.2M | ||
| Q4 24 | $750.2M | $593.6M | ||
| Q3 24 | $760.6M | $564.7M | ||
| Q2 24 | $737.6M | $537.3M | ||
| Q1 24 | $692.9M | $568.0M |
净利润IBPRPRX
| Q4 25 | $76.6M | $214.2M | ||
| Q3 25 | $74.4M | $288.2M | ||
| Q2 25 | $69.0M | $30.2M | ||
| Q1 25 | $45.4M | $238.3M | ||
| Q4 24 | $66.9M | $208.2M | ||
| Q3 24 | $68.6M | $544.0M | ||
| Q2 24 | $65.2M | $102.0M | ||
| Q1 24 | $55.9M | $4.8M |
毛利率IBPRPRX
| 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IBPRPRX
| Q4 25 | 14.6% | 62.4% | ||
| Q3 25 | 13.7% | 70.1% | ||
| Q2 25 | 13.3% | 36.3% | ||
| Q1 25 | 10.2% | 94.0% | ||
| Q4 24 | 13.1% | 60.9% | ||
| Q3 24 | 13.3% | — | ||
| Q2 24 | 12.9% | 50.2% | ||
| Q1 24 | 12.7% | -13.0% |
净利率IBPRPRX
| Q4 25 | 10.2% | 34.4% | ||
| Q3 25 | 9.6% | 47.3% | ||
| Q2 25 | 9.1% | 5.2% | ||
| Q1 25 | 6.6% | 41.9% | ||
| Q4 24 | 8.9% | 35.1% | ||
| Q3 24 | 9.0% | 96.3% | ||
| Q2 24 | 8.8% | 19.0% | ||
| Q1 24 | 8.1% | 0.8% |
每股收益（稀释后）IBPRPRX
| Q4 25 | $2.81 | $0.49 | ||
| Q3 25 | $2.74 | $0.67 | ||
| Q2 25 | $2.52 | $0.07 | ||
| Q1 25 | $1.64 | $0.55 | ||
| Q4 24 | $2.39 | $0.46 | ||
| Q3 24 | $2.44 | $1.21 | ||
| Q2 24 | $2.30 | $0.23 | ||
| Q1 24 | $1.97 | $0.01 |
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 | $618.7M |
| 总债务越低越好 | $886.6M | $9.0B |
| 股东权益账面价值 | $709.9M | $9.7B |
| 总资产 | $2.1B | $19.6B |
| 负债/权益比越低杠杆越低 | 1.25× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资IBPRPRX
| Q4 25 | $321.9M | $618.7M | ||
| Q3 25 | $333.3M | $938.9M | ||
| Q2 25 | $305.2M | $631.9M | ||
| Q1 25 | $298.7M | $1.1B | ||
| Q4 24 | $327.6M | $929.0M | ||
| Q3 24 | $406.2M | $950.1M | ||
| Q2 24 | $380.3M | $1.8B | ||
| Q1 24 | $399.9M | $843.0M |
总债务IBPRPRX
| Q4 25 | $886.6M | $9.0B | ||
| Q3 25 | $880.8M | $8.9B | ||
| Q2 25 | $876.1M | $8.0B | ||
| Q1 25 | $872.4M | $7.6B | ||
| Q4 24 | $874.8M | $7.6B | ||
| Q3 24 | $872.3M | $7.6B | ||
| Q2 24 | $875.8M | $7.6B | ||
| Q1 24 | $875.0M | $6.1B |
股东权益IBPRPRX
| Q4 25 | $709.9M | $9.7B | ||
| Q3 25 | $678.6M | $9.6B | ||
| Q2 25 | $664.5M | $9.5B | ||
| Q1 25 | $660.9M | $9.8B | ||
| Q4 24 | $705.3M | $10.3B | ||
| Q3 24 | $716.4M | $10.3B | ||
| Q2 24 | $685.3M | $9.8B | ||
| Q1 24 | $679.2M | $9.9B |
总资产IBPRPRX
| Q4 25 | $2.1B | $19.6B | ||
| Q3 25 | $2.1B | $19.3B | ||
| Q2 25 | $2.0B | $18.3B | ||
| Q1 25 | $2.0B | $17.6B | ||
| Q4 24 | $2.1B | $18.2B | ||
| Q3 24 | $2.1B | $18.0B | ||
| Q2 24 | $2.0B | $17.7B | ||
| Q1 24 | $2.0B | $16.1B |
负债/权益比IBPRPRX
| Q4 25 | 1.25× | 0.92× | ||
| Q3 25 | 1.30× | 0.93× | ||
| Q2 25 | 1.32× | 0.84× | ||
| Q1 25 | 1.32× | 0.78× | ||
| Q4 24 | 1.24× | 0.74× | ||
| Q3 24 | 1.22× | 0.74× | ||
| Q2 24 | 1.28× | 0.78× | ||
| Q1 24 | 1.29× | 0.62× |
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 | $827.1M |
| 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× | 3.86× |
| 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IBPRPRX
| Q4 25 | $64.9M | $827.1M | ||
| Q3 25 | $124.0M | $702.6M | ||
| Q2 25 | $90.4M | $364.0M | ||
| Q1 25 | $92.1M | $596.1M | ||
| Q4 24 | $74.8M | $742.5M | ||
| Q3 24 | $101.4M | $703.6M | ||
| Q2 24 | $79.0M | $658.2M | ||
| Q1 24 | $84.8M | $664.6M |
自由现金流IBPRPRX
| 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IBPRPRX
| 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IBPRPRX
| 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IBPRPRX
| Q4 25 | 0.85× | 3.86× | ||
| Q3 25 | 1.67× | 2.44× | ||
| Q2 25 | 1.31× | 12.06× | ||
| Q1 25 | 2.03× | 2.50× | ||
| Q4 24 | 1.12× | 3.57× | ||
| Q3 24 | 1.48× | 1.29× | ||
| Q2 24 | 1.21× | 6.45× | ||
| Q1 24 | 1.52× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
