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Installed Building Products, Inc.（IBP）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是Installed Building Products, Inc.的1.0倍（$772.1M vs $747.5M），Revvity净利率更高（12.7% vs 10.2%，领先2.5%），Revvity同比增速更快（5.9% vs -0.4%），Revvity自由现金流更多（$161.8M vs $49.3M），过去两年Revvity的营收复合增速更高（9.0% 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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
IBP vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.0倍
$747.5M
营收增速更快
RVTY
高出6.2%
-0.4%
净利率更高
RVTY
高出2.5%
10.2%
自由现金流更多
RVTY
多$112.5M
$49.3M
两年增速更快
RVTY
近两年复合增速
3.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $772.1M |
| 净利润 | $76.6M | $98.4M |
| 毛利率 | 35.0% | — |
| 营业利润率 | 14.6% | 14.5% |
| 净利率 | 10.2% | 12.7% |
| 营收同比 | -0.4% | 5.9% |
| 净利润同比 | 14.5% | 3.9% |
| 每股收益（稀释后） | $2.81 | $0.86 |
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IBPRVTY
| Q4 25 | $747.5M | $772.1M | ||
| Q3 25 | $778.2M | $698.9M | ||
| Q2 25 | $760.3M | $720.3M | ||
| Q1 25 | $684.8M | $664.8M | ||
| Q4 24 | $750.2M | $729.4M | ||
| Q3 24 | $760.6M | $684.0M | ||
| Q2 24 | $737.6M | $691.7M | ||
| Q1 24 | $692.9M | $649.9M |
净利润IBPRVTY
| Q4 25 | $76.6M | $98.4M | ||
| Q3 25 | $74.4M | $46.7M | ||
| Q2 25 | $69.0M | $53.9M | ||
| Q1 25 | $45.4M | $42.2M | ||
| Q4 24 | $66.9M | $94.6M | ||
| Q3 24 | $68.6M | $94.4M | ||
| Q2 24 | $65.2M | $55.4M | ||
| Q1 24 | $55.9M | $26.0M |
毛利率IBPRVTY
| Q4 25 | 35.0% | — | ||
| Q3 25 | 34.0% | 53.6% | ||
| Q2 25 | 34.2% | 54.5% | ||
| Q1 25 | 32.7% | 56.5% | ||
| Q4 24 | 33.6% | — | ||
| Q3 24 | 33.8% | 56.3% | ||
| Q2 24 | 34.1% | 55.7% | ||
| Q1 24 | 33.8% | 54.6% |
营业利润率IBPRVTY
| Q4 25 | 14.6% | 14.5% | ||
| Q3 25 | 13.7% | 11.7% | ||
| Q2 25 | 13.3% | 12.6% | ||
| Q1 25 | 10.2% | 10.9% | ||
| Q4 24 | 13.1% | 16.3% | ||
| Q3 24 | 13.3% | 14.3% | ||
| Q2 24 | 12.9% | 12.4% | ||
| Q1 24 | 12.7% | 6.8% |
净利率IBPRVTY
| Q4 25 | 10.2% | 12.7% | ||
| Q3 25 | 9.6% | 6.7% | ||
| Q2 25 | 9.1% | 7.5% | ||
| Q1 25 | 6.6% | 6.4% | ||
| Q4 24 | 8.9% | 13.0% | ||
| Q3 24 | 9.0% | 13.8% | ||
| Q2 24 | 8.8% | 8.0% | ||
| Q1 24 | 8.1% | 4.0% |
每股收益（稀释后）IBPRVTY
| Q4 25 | $2.81 | $0.86 | ||
| Q3 25 | $2.74 | $0.40 | ||
| Q2 25 | $2.52 | $0.46 | ||
| Q1 25 | $1.64 | $0.35 | ||
| Q4 24 | $2.39 | $0.77 | ||
| Q3 24 | $2.44 | $0.77 | ||
| Q2 24 | $2.30 | $0.45 | ||
| Q1 24 | $1.97 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | $886.6M | — |
| 股东权益账面价值 | $709.9M | $7.3B |
| 总资产 | $2.1B | $12.2B |
| 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IBPRVTY
| Q4 25 | $321.9M | $919.9M | ||
| Q3 25 | $333.3M | $931.4M | ||
| Q2 25 | $305.2M | $991.8M | ||
| Q1 25 | $298.7M | $1.1B | ||
| Q4 24 | $327.6M | $1.2B | ||
| Q3 24 | $406.2M | $1.2B | ||
| Q2 24 | $380.3M | $2.0B | ||
| Q1 24 | $399.9M | $1.7B |
总债务IBPRVTY
| 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IBPRVTY
| Q4 25 | $709.9M | $7.3B | ||
| Q3 25 | $678.6M | $7.4B | ||
| Q2 25 | $664.5M | $7.6B | ||
| Q1 25 | $660.9M | $7.6B | ||
| Q4 24 | $705.3M | $7.7B | ||
| Q3 24 | $716.4M | $7.9B | ||
| Q2 24 | $685.3M | $7.9B | ||
| Q1 24 | $679.2M | $7.8B |
总资产IBPRVTY
| Q4 25 | $2.1B | $12.2B | ||
| Q3 25 | $2.1B | $12.1B | ||
| Q2 25 | $2.0B | $12.4B | ||
| Q1 25 | $2.0B | $12.4B | ||
| Q4 24 | $2.1B | $12.4B | ||
| Q3 24 | $2.1B | $12.8B | ||
| Q2 24 | $2.0B | $13.4B | ||
| Q1 24 | $2.0B | $13.4B |
负债/权益比IBPRVTY
| 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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $49.3M | $161.8M |
| 自由现金流率自由现金流/营收 | 6.6% | 21.0% |
| 资本支出强度资本支出/营收 | 2.1% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.85× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $300.8M | $509.4M |
8季度趋势，按日历期对齐
经营现金流IBPRVTY
| Q4 25 | $64.9M | $182.0M | ||
| Q3 25 | $124.0M | $138.5M | ||
| Q2 25 | $90.4M | $134.3M | ||
| Q1 25 | $92.1M | $128.2M | ||
| Q4 24 | $74.8M | $174.2M | ||
| Q3 24 | $101.4M | $147.9M | ||
| Q2 24 | $79.0M | $158.6M | ||
| Q1 24 | $84.8M | $147.6M |
自由现金流IBPRVTY
| Q4 25 | $49.3M | $161.8M | ||
| Q3 25 | $104.8M | $120.0M | ||
| Q2 25 | $74.8M | $115.5M | ||
| Q1 25 | $71.9M | $112.2M | ||
| Q4 24 | $52.9M | $149.8M | ||
| Q3 24 | $77.3M | $125.6M | ||
| Q2 24 | $58.2M | $136.6M | ||
| Q1 24 | $63.0M | $129.7M |
自由现金流率IBPRVTY
| Q4 25 | 6.6% | 21.0% | ||
| Q3 25 | 13.5% | 17.2% | ||
| Q2 25 | 9.8% | 16.0% | ||
| Q1 25 | 10.5% | 16.9% | ||
| Q4 24 | 7.1% | 20.5% | ||
| Q3 24 | 10.2% | 18.4% | ||
| Q2 24 | 7.9% | 19.7% | ||
| Q1 24 | 9.1% | 20.0% |
资本支出强度IBPRVTY
| Q4 25 | 2.1% | 2.6% | ||
| Q3 25 | 2.5% | 2.6% | ||
| Q2 25 | 2.1% | 2.6% | ||
| Q1 25 | 2.9% | 2.4% | ||
| Q4 24 | 2.9% | 3.4% | ||
| Q3 24 | 3.2% | 3.3% | ||
| Q2 24 | 2.8% | 3.2% | ||
| Q1 24 | 3.1% | 2.7% |
现金转化率IBPRVTY
| Q4 25 | 0.85× | 1.85× | ||
| Q3 25 | 1.67× | 2.97× | ||
| Q2 25 | 1.31× | 2.49× | ||
| Q1 25 | 2.03× | 3.03× | ||
| Q4 24 | 1.12× | 1.84× | ||
| Q3 24 | 1.48× | 1.57× | ||
| Q2 24 | 1.21× | 2.87× | ||
| Q1 24 | 1.52× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
