vs
Installed Building Products, Inc.（IBP）与Rackspace Technology, Inc.（RXT）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Rackspace Technology, Inc.的1.1倍（$747.5M vs $682.8M），Installed Building Products, Inc.净利率更高（10.2% vs -4.8%，领先15.0%），Installed Building Products, Inc.同比增速更快（-0.4% vs -0.4%），Rackspace Technology, Inc.自由现金流更多（$56.0M vs $49.3M），过去两年Installed Building Products, Inc.的营收复合增速更高（3.9% vs -0.6%）
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
IBP vs RXT — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $682.8M |
| 净利润 | $76.6M | $-32.7M |
| 毛利率 | 35.0% | 17.6% |
| 营业利润率 | 14.6% | -0.5% |
| 净利率 | 10.2% | -4.8% |
| 营收同比 | -0.4% | -0.4% |
| 净利润同比 | 14.5% | 41.6% |
| 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
| Q4 25 | $747.5M | $682.8M | ||
| Q3 25 | $778.2M | $671.2M | ||
| Q2 25 | $760.3M | $666.3M | ||
| Q1 25 | $684.8M | $665.4M | ||
| Q4 24 | $750.2M | $685.6M | ||
| Q3 24 | $760.6M | $675.8M | ||
| Q2 24 | $737.6M | $684.9M | ||
| Q1 24 | $692.9M | $690.8M |
| Q4 25 | $76.6M | $-32.7M | ||
| Q3 25 | $74.4M | $-67.1M | ||
| Q2 25 | $69.0M | $-54.5M | ||
| Q1 25 | $45.4M | $-71.5M | ||
| Q4 24 | $66.9M | $-56.0M | ||
| Q3 24 | $68.6M | $-186.6M | ||
| Q2 24 | $65.2M | $25.0M | ||
| Q1 24 | $55.9M | $-640.6M |
| Q4 25 | 35.0% | 17.6% | ||
| Q3 25 | 34.0% | 19.4% | ||
| Q2 25 | 34.2% | 19.4% | ||
| Q1 25 | 32.7% | 19.1% | ||
| Q4 24 | 33.6% | 19.2% | ||
| Q3 24 | 33.8% | 20.3% | ||
| Q2 24 | 34.1% | 19.2% | ||
| Q1 24 | 33.8% | 19.2% |
| Q4 25 | 14.6% | -0.5% | ||
| Q3 25 | 13.7% | -5.1% | ||
| Q2 25 | 13.3% | -3.8% | ||
| Q1 25 | 10.2% | -5.8% | ||
| Q4 24 | 13.1% | -4.2% | ||
| Q3 24 | 13.3% | -25.7% | ||
| Q2 24 | 12.9% | -7.9% | ||
| Q1 24 | 12.7% | -94.5% |
| Q4 25 | 10.2% | -4.8% | ||
| Q3 25 | 9.6% | -10.0% | ||
| Q2 25 | 9.1% | -8.2% | ||
| Q1 25 | 6.6% | -10.7% | ||
| Q4 24 | 8.9% | -8.2% | ||
| Q3 24 | 9.0% | -27.6% | ||
| Q2 24 | 8.8% | 3.7% | ||
| Q1 24 | 8.1% | -92.7% |
| Q4 25 | $2.81 | $-0.13 | ||
| Q3 25 | $2.74 | $-0.28 | ||
| Q2 25 | $2.52 | $-0.23 | ||
| Q1 25 | $1.64 | $-0.31 | ||
| Q4 24 | $2.39 | $-0.20 | ||
| Q3 24 | $2.44 | $-0.82 | ||
| Q2 24 | $2.30 | $0.11 | ||
| Q1 24 | $1.97 | $-2.91 |
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 | $105.8M |
| 总债务越低越好 | $886.6M | $2.7B |
| 股东权益账面价值 | $709.9M | $-1.2B |
| 总资产 | $2.1B | $2.8B |
| 负债/权益比越低杠杆越低 | 1.25× | — |
8季度趋势，按日历期对齐
| Q4 25 | $321.9M | $105.8M | ||
| Q3 25 | $333.3M | $99.5M | ||
| Q2 25 | $305.2M | $103.9M | ||
| Q1 25 | $298.7M | $128.0M | ||
| Q4 24 | $327.6M | $144.0M | ||
| Q3 24 | $406.2M | $157.1M | ||
| Q2 24 | $380.3M | $190.2M | ||
| Q1 24 | $399.9M | $282.6M |
| Q4 25 | $886.6M | $2.7B | ||
| Q3 25 | $880.8M | $2.8B | ||
| Q2 25 | $876.1M | $2.8B | ||
| Q1 25 | $872.4M | $2.8B | ||
| Q4 24 | $874.8M | $2.8B | ||
| Q3 24 | $872.3M | $2.8B | ||
| Q2 24 | $875.8M | $2.9B | ||
| Q1 24 | $875.0M | $3.0B |
| Q4 25 | $709.9M | $-1.2B | ||
| Q3 25 | $678.6M | $-1.2B | ||
| Q2 25 | $664.5M | $-1.1B | ||
| Q1 25 | $660.9M | $-1.1B | ||
| Q4 24 | $705.3M | $-1.0B | ||
| Q3 24 | $716.4M | $-949.7M | ||
| Q2 24 | $685.3M | $-756.2M | ||
| Q1 24 | $679.2M | $-787.2M |
| Q4 25 | $2.1B | $2.8B | ||
| Q3 25 | $2.1B | $2.8B | ||
| Q2 25 | $2.0B | $2.9B | ||
| Q1 25 | $2.0B | $3.0B | ||
| Q4 24 | $2.1B | $3.1B | ||
| Q3 24 | $2.1B | $3.1B | ||
| Q2 24 | $2.0B | $3.4B | ||
| Q1 24 | $2.0B | $3.5B |
| 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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $49.3M | $56.0M |
| 自由现金流率自由现金流/营收 | 6.6% | 8.2% |
| 资本支出强度资本支出/营收 | 2.1% | 0.5% |
| 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 | $90.6M |
8季度趋势，按日历期对齐
| Q4 25 | $64.9M | $59.7M | ||
| Q3 25 | $124.0M | $70.7M | ||
| Q2 25 | $90.4M | $8.4M | ||
| Q1 25 | $92.1M | $12.6M | ||
| Q4 24 | $74.8M | $54.3M | ||
| Q3 24 | $101.4M | $51.8M | ||
| Q2 24 | $79.0M | $24.1M | ||
| Q1 24 | $84.8M | $-90.3M |
| Q4 25 | $49.3M | $56.0M | ||
| Q3 25 | $104.8M | $42.7M | ||
| Q2 25 | $74.8M | $-12.4M | ||
| Q1 25 | $71.9M | $4.3M | ||
| Q4 24 | $52.9M | $34.4M | ||
| Q3 24 | $77.3M | $27.3M | ||
| Q2 24 | $58.2M | $-14.5M | ||
| Q1 24 | $63.0M | $-118.4M |
| Q4 25 | 6.6% | 8.2% | ||
| Q3 25 | 13.5% | 6.4% | ||
| Q2 25 | 9.8% | -1.9% | ||
| Q1 25 | 10.5% | 0.6% | ||
| Q4 24 | 7.1% | 5.0% | ||
| Q3 24 | 10.2% | 4.0% | ||
| Q2 24 | 7.9% | -2.1% | ||
| Q1 24 | 9.1% | -17.1% |
| Q4 25 | 2.1% | 0.5% | ||
| Q3 25 | 2.5% | 4.2% | ||
| Q2 25 | 2.1% | 3.1% | ||
| Q1 25 | 2.9% | 1.2% | ||
| Q4 24 | 2.9% | 2.9% | ||
| Q3 24 | 3.2% | 3.6% | ||
| Q2 24 | 2.8% | 5.6% | ||
| Q1 24 | 3.1% | 4.1% |
| 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× | 0.96× | ||
| 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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
