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Installed Building Products, Inc.（IBP）与RAYONIER ADVANCED MATERIALS INC.（RYAM）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RAYONIER ADVANCED MATERIALS INC.的1.8倍（$747.5M vs $417.5M），Installed Building Products, Inc.净利率更高（10.2% vs -5.0%，领先15.3%），Installed Building Products, Inc.同比增速更快（-0.4% vs -1.2%），过去两年Installed Building Products, Inc.的营收复合增速更高（3.9% vs 3.8%）
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。
RYAM（原雷尼尔先进材料公司）是一家美国全球性纤维素技术企业，主打高纯度特种纤维素产品，所生产的天然聚合物广泛应用于过滤器生产、食品加工、医药制造及各类工业领域，同时也为造纸和包装行业供应相关产品，在纤维素技术领域拥有较高的行业认可度。
IBP vs RYAM — 直观对比
营收规模更大
IBP
是对方的1.8倍
$417.5M
营收增速更快
IBP
高出0.8%
-1.2%
净利率更高
IBP
高出15.3%
-5.0%
两年增速更快
IBP
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $417.5M |
| 净利润 | $76.6M | $-21.1M |
| 毛利率 | 35.0% | 8.9% |
| 营业利润率 | 14.6% | 2.6% |
| 净利率 | 10.2% | -5.0% |
| 营收同比 | -0.4% | -1.2% |
| 净利润同比 | 14.5% | -31.9% |
| 每股收益（稀释后） | $2.81 | $-0.33 |
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IBPRYAM
| Q4 25 | $747.5M | $417.5M | ||
| Q3 25 | $778.2M | $352.8M | ||
| Q2 25 | $760.3M | $340.0M | ||
| Q1 25 | $684.8M | $356.0M | ||
| Q4 24 | $750.2M | $422.5M | ||
| Q3 24 | $760.6M | $401.1M | ||
| Q2 24 | $737.6M | $419.0M | ||
| Q1 24 | $692.9M | $387.7M |
净利润IBPRYAM
| Q4 25 | $76.6M | $-21.1M | ||
| Q3 25 | $74.4M | $-4.5M | ||
| Q2 25 | $69.0M | $-363.2M | ||
| Q1 25 | $45.4M | $-32.0M | ||
| Q4 24 | $66.9M | $-16.0M | ||
| Q3 24 | $68.6M | $-32.6M | ||
| Q2 24 | $65.2M | $11.4M | ||
| Q1 24 | $55.9M | $-1.6M |
毛利率IBPRYAM
| Q4 25 | 35.0% | 8.9% | ||
| Q3 25 | 34.0% | 9.7% | ||
| Q2 25 | 34.2% | 7.0% | ||
| Q1 25 | 32.7% | 6.8% | ||
| Q4 24 | 33.6% | 8.7% | ||
| Q3 24 | 33.8% | 10.9% | ||
| Q2 24 | 34.1% | 11.5% | ||
| Q1 24 | 33.8% | 9.5% |
营业利润率IBPRYAM
| Q4 25 | 14.6% | 2.6% | ||
| Q3 25 | 13.7% | 2.8% | ||
| Q2 25 | 13.3% | -0.4% | ||
| Q1 25 | 10.2% | -4.2% | ||
| Q4 24 | 13.1% | 2.6% | ||
| Q3 24 | 13.3% | -4.2% | ||
| Q2 24 | 12.9% | 6.7% | ||
| Q1 24 | 12.7% | 4.4% |
净利率IBPRYAM
| Q4 25 | 10.2% | -5.0% | ||
| Q3 25 | 9.6% | -1.3% | ||
| Q2 25 | 9.1% | -106.8% | ||
| Q1 25 | 6.6% | -9.0% | ||
| Q4 24 | 8.9% | -3.8% | ||
| Q3 24 | 9.0% | -8.1% | ||
| Q2 24 | 8.8% | 2.7% | ||
| Q1 24 | 8.1% | -0.4% |
每股收益（稀释后）IBPRYAM
| Q4 25 | $2.81 | $-0.33 | ||
| Q3 25 | $2.74 | $-0.07 | ||
| Q2 25 | $2.52 | $-5.44 | ||
| Q1 25 | $1.64 | $-0.49 | ||
| Q4 24 | $2.39 | $-0.25 | ||
| Q3 24 | $2.44 | $-0.49 | ||
| Q2 24 | $2.30 | $0.17 | ||
| Q1 24 | $1.97 | $-0.02 |
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 | $75.4M |
| 总债务越低越好 | $886.6M | $758.1M |
| 股东权益账面价值 | $709.9M | $316.6M |
| 总资产 | $2.1B | $1.8B |
| 负债/权益比越低杠杆越低 | 1.25× | 2.39× |
8季度趋势，按日历期对齐
现金及短期投资IBPRYAM
| Q4 25 | $321.9M | $75.4M | ||
| Q3 25 | $333.3M | $77.0M | ||
| Q2 25 | $305.2M | $70.7M | ||
| Q1 25 | $298.7M | $129.9M | ||
| Q4 24 | $327.6M | $125.2M | ||
| Q3 24 | $406.2M | $136.1M | ||
| Q2 24 | $380.3M | $114.1M | ||
| Q1 24 | $399.9M | $54.6M |
总债务IBPRYAM
| Q4 25 | $886.6M | $758.1M | ||
| Q3 25 | $880.8M | $763.5M | ||
| Q2 25 | $876.1M | $720.4M | ||
| Q1 25 | $872.4M | $707.0M | ||
| Q4 24 | $874.8M | $706.4M | ||
| Q3 24 | $872.3M | $747.7M | ||
| Q2 24 | $875.8M | $752.8M | ||
| Q1 24 | $875.0M | $755.6M |
股东权益IBPRYAM
| Q4 25 | $709.9M | $316.6M | ||
| Q3 25 | $678.6M | $338.2M | ||
| Q2 25 | $664.5M | $342.3M | ||
| Q1 25 | $660.9M | $688.1M | ||
| Q4 24 | $705.3M | $713.9M | ||
| Q3 24 | $716.4M | $732.7M | ||
| Q2 24 | $685.3M | $755.1M | ||
| Q1 24 | $679.2M | $741.8M |
总资产IBPRYAM
| Q4 25 | $2.1B | $1.8B | ||
| Q3 25 | $2.1B | $1.8B | ||
| Q2 25 | $2.0B | $1.8B | ||
| Q1 25 | $2.0B | $2.1B | ||
| Q4 24 | $2.1B | $2.1B | ||
| Q3 24 | $2.1B | $2.2B | ||
| Q2 24 | $2.0B | $2.2B | ||
| Q1 24 | $2.0B | $2.1B |
负债/权益比IBPRYAM
| Q4 25 | 1.25× | 2.39× | ||
| Q3 25 | 1.30× | 2.26× | ||
| Q2 25 | 1.32× | 2.10× | ||
| Q1 25 | 1.32× | 1.03× | ||
| Q4 24 | 1.24× | 0.99× | ||
| Q3 24 | 1.22× | 1.02× | ||
| Q2 24 | 1.28× | 1.00× | ||
| Q1 24 | 1.29× | 1.02× |
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 | $32.3M |
| 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× | — |
| 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IBPRYAM
| Q4 25 | $64.9M | $32.3M | ||
| Q3 25 | $124.0M | $-17.8M | ||
| Q2 25 | $90.4M | $-30.2M | ||
| Q1 25 | $92.1M | $39.6M | ||
| Q4 24 | $74.8M | $54.9M | ||
| Q3 24 | $101.4M | $49.8M | ||
| Q2 24 | $79.0M | $87.6M | ||
| Q1 24 | $84.8M | $11.3M |
自由现金流IBPRYAM
| 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IBPRYAM
| 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IBPRYAM
| 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IBPRYAM
| 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× | 7.69× | ||
| 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% |
RYAM
| Cellulose Specialties | $249.6M | 60% |
| Other | $86.2M | 21% |
| Paperboard | $44.2M | 11% |
| High Yield Pulp | $28.3M | 7% |
| Biomaterials | $9.2M | 2% |
