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Installed Building Products, Inc.（IBP）与BOSTON BEER CO INC（SAM）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BOSTON BEER CO INC的1.9倍（$747.5M vs $385.7M），Installed Building Products, Inc.净利率更高（10.2% vs -5.8%，领先16.1%），Installed Building Products, Inc.同比增速更快（-0.4% vs -4.1%），Installed Building Products, Inc.自由现金流更多（$49.3M vs $22.1M），过去两年Installed Building Products, Inc.的营收复合增速更高（3.9% vs -4.9%）
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。
波士顿啤酒公司是美国知名酿酒企业，1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名，后续陆续推出多个自有品牌，2019年正式完成与角鲨头酿酒厂的合并，是北美精酿啤酒行业的核心参与者之一。
IBP vs SAM — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $385.7M |
| 净利润 | $76.6M | $-22.5M |
| 毛利率 | 35.0% | 43.5% |
| 营业利润率 | 14.6% | -8.6% |
| 净利率 | 10.2% | -5.8% |
| 营收同比 | -0.4% | -4.1% |
| 净利润同比 | 14.5% | 41.9% |
| 每股收益（稀释后） | $2.81 | $-1.97 |
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 | $385.7M | ||
| Q3 25 | $778.2M | $537.5M | ||
| Q2 25 | $760.3M | $587.9M | ||
| Q1 25 | $684.8M | $453.9M | ||
| Q4 24 | $750.2M | $402.3M | ||
| Q3 24 | $760.6M | $605.5M | ||
| Q2 24 | $737.6M | $579.1M | ||
| Q1 24 | $692.9M | $426.1M |
| Q4 25 | $76.6M | $-22.5M | ||
| Q3 25 | $74.4M | $46.2M | ||
| Q2 25 | $69.0M | $60.4M | ||
| Q1 25 | $45.4M | $24.4M | ||
| Q4 24 | $66.9M | $-38.8M | ||
| Q3 24 | $68.6M | $33.5M | ||
| Q2 24 | $65.2M | $52.3M | ||
| Q1 24 | $55.9M | $12.6M |
| Q4 25 | 35.0% | 43.5% | ||
| Q3 25 | 34.0% | 50.8% | ||
| Q2 25 | 34.2% | 49.8% | ||
| Q1 25 | 32.7% | 48.3% | ||
| Q4 24 | 33.6% | 39.9% | ||
| Q3 24 | 33.8% | 46.3% | ||
| Q2 24 | 34.1% | 46.0% | ||
| Q1 24 | 33.8% | 43.7% |
| Q4 25 | 14.6% | -8.6% | ||
| Q3 25 | 13.7% | 11.5% | ||
| Q2 25 | 13.3% | 14.0% | ||
| Q1 25 | 10.2% | 7.4% | ||
| Q4 24 | 13.1% | -13.9% | ||
| Q3 24 | 13.3% | 7.6% | ||
| Q2 24 | 12.9% | 12.2% | ||
| Q1 24 | 12.7% | 3.6% |
| Q4 25 | 10.2% | -5.8% | ||
| Q3 25 | 9.6% | 8.6% | ||
| Q2 25 | 9.1% | 10.3% | ||
| Q1 25 | 6.6% | 5.4% | ||
| Q4 24 | 8.9% | -9.6% | ||
| Q3 24 | 9.0% | 5.5% | ||
| Q2 24 | 8.8% | 9.0% | ||
| Q1 24 | 8.1% | 3.0% |
| Q4 25 | $2.81 | $-1.97 | ||
| Q3 25 | $2.74 | $4.25 | ||
| Q2 25 | $2.52 | $5.45 | ||
| Q1 25 | $1.64 | $2.16 | ||
| Q4 24 | $2.39 | $-3.23 | ||
| Q3 24 | $2.44 | $2.86 | ||
| Q2 24 | $2.30 | $4.39 | ||
| Q1 24 | $1.97 | $1.04 |
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 | $223.4M |
| 总债务越低越好 | $886.6M | — |
| 股东权益账面价值 | $709.9M | $846.3M |
| 总资产 | $2.1B | $1.2B |
| 负债/权益比越低杠杆越低 | 1.25× | — |
8季度趋势，按日历期对齐
| Q4 25 | $321.9M | $223.4M | ||
| Q3 25 | $333.3M | $250.5M | ||
| Q2 25 | $305.2M | $212.4M | ||
| Q1 25 | $298.7M | $152.5M | ||
| Q4 24 | $327.6M | $211.8M | ||
| Q3 24 | $406.2M | $255.6M | ||
| Q2 24 | $380.3M | $219.3M | ||
| Q1 24 | $399.9M | $205.4M |
| 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 | — |
| Q4 25 | $709.9M | $846.3M | ||
| Q3 25 | $678.6M | $911.0M | ||
| Q2 25 | $664.5M | $912.3M | ||
| Q1 25 | $660.9M | $897.0M | ||
| Q4 24 | $705.3M | $916.2M | ||
| Q3 24 | $716.4M | $1.0B | ||
| Q2 24 | $685.3M | $1.0B | ||
| Q1 24 | $679.2M | $1.0B |
| Q4 25 | $2.1B | $1.2B | ||
| Q3 25 | $2.1B | $1.2B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $2.0B | $1.2B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | $2.1B | $1.4B | ||
| Q2 24 | $2.0B | $1.4B | ||
| Q1 24 | $2.0B | $1.4B |
| 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 | $39.9M |
| 自由现金流经营现金流 - 资本支出 | $49.3M | $22.1M |
| 自由现金流率自由现金流/营收 | 6.6% | 5.7% |
| 资本支出强度资本支出/营收 | 2.1% | 4.6% |
| 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 | $215.6M |
8季度趋势，按日历期对齐
| Q4 25 | $64.9M | $39.9M | ||
| Q3 25 | $124.0M | $101.8M | ||
| Q2 25 | $90.4M | $126.5M | ||
| Q1 25 | $92.1M | $1.9M | ||
| Q4 24 | $74.8M | $41.9M | ||
| Q3 24 | $101.4M | $115.9M | ||
| Q2 24 | $79.0M | $96.0M | ||
| Q1 24 | $84.8M | $-4.9M |
| Q4 25 | $49.3M | $22.1M | ||
| Q3 25 | $104.8M | $89.2M | ||
| Q2 25 | $74.8M | $112.2M | ||
| Q1 25 | $71.9M | $-8.0M | ||
| Q4 24 | $52.9M | $18.4M | ||
| Q3 24 | $77.3M | $99.2M | ||
| Q2 24 | $58.2M | $75.6M | ||
| Q1 24 | $63.0M | $-20.6M |
| Q4 25 | 6.6% | 5.7% | ||
| Q3 25 | 13.5% | 16.6% | ||
| Q2 25 | 9.8% | 19.1% | ||
| Q1 25 | 10.5% | -1.8% | ||
| Q4 24 | 7.1% | 4.6% | ||
| Q3 24 | 10.2% | 16.4% | ||
| Q2 24 | 7.9% | 13.1% | ||
| Q1 24 | 9.1% | -4.8% |
| Q4 25 | 2.1% | 4.6% | ||
| Q3 25 | 2.5% | 2.3% | ||
| Q2 25 | 2.1% | 2.4% | ||
| Q1 25 | 2.9% | 2.2% | ||
| Q4 24 | 2.9% | 5.8% | ||
| Q3 24 | 3.2% | 2.8% | ||
| Q2 24 | 2.8% | 3.5% | ||
| Q1 24 | 3.1% | 3.7% |
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | 2.21× | ||
| Q2 25 | 1.31× | 2.09× | ||
| Q1 25 | 2.03× | 0.08× | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.48× | 3.46× | ||
| Q2 24 | 1.21× | 1.83× | ||
| Q1 24 | 1.52× | -0.39× |
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% |
SAM
暂无分部数据
