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IBPInstalled Building Products, Inc.
$225.74$6.1B
Overview & Verdict
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IBP logoInstalled Building Products, Inc.(IBP)Earnings, Financials & Key Ratios

IBP•NYSE
$225.74
23.2× P/E·Price updated Jul 6, 2026
SectorConsumer CyclicalIndustryHomebuildersSub-IndustryResidential construction services installers
AboutInstalled Building Products, Inc., together with its subsidiaries, engages in the installation of insulation for residential and commercial builders in the United States. It operates through three segments: Installation, Distribution, and Manufacturing Operations. The company offers a range of insulation materials, such as fiberglass and cellulose, and spray foam insulation materials. It is also involved in the installation of insulation and sealant materials in various areas of a structure, which includes basement and crawl space, building envelope, attic, and acoustical applications. In addition, the company installs a range of caulk and sealant products that control air infiltration in residential and commercial buildings; basic sliding door and complex custom designs; and custom designed mirrors, as well as closet shelving systems. Further, it installs and services garage doors and openers, including steel, aluminum, wood, and vinyl garage doors, as well as opener systems; installs waterproofing and caulking and moisture protection systems; offers sheet and hot applied waterproofing membrane, deck coating, bentonite, and air and vapor systems; and provides rain gutters installation services. Additionally, the company provides fire-stopping systems, including fire-rated joint assemblies, perimeter fire containment, and smoke and fire containment systems installation services; and cordless blinds, shades, and shutters installation services, as well as other complementary building products. It also distributes products and materials purchased wholesale from manufacturers, such as spray foam insulation, metal building insulation, residential insulation, and mechanical and fabricated Styrofoam insulation; and insulation products, including equipment, machines, and services. The company was formerly known as CCIB Holdco, Inc. Installed Building Products, Inc. was founded in 1977 and is based in Columbus, Ohio.Show more
  • Revenue$2.97B+1.0%
  • EBITDA$490M-5.2%
  • Net Income$265M+3.4%
  • EPS (Diluted)9.71+6.7%
  • Gross Margin33.97%+0.5%
  • EBITDA Margin16.5%-6.1%
  • Operating Margin13.01%
  • Net Margin8.93%+2.4%
  • ROE37.51%+0.5%

IBP Price & Volume

Installed Building Products, Inc. (IBP) stock price & volume — 10-year historical chart

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Cyclical Headwinds Challenge Inorganic Growth Strategy Sustainability

Investment Thesis • Updated 2026Q1

VerdictNeutral
Growth:Decelerating
Profitability:Moderate
Financial:Adequate
Cash Flow:Mixed
Primary Risk:Cyclical housing demand sensitivity

Key Thesis Takeaways

  • Installed Building Products faces a challenging transition as its historical acquisition-led growth model struggles against a cooling residential construction market, evidenced by a 3.5% year-over-year revenue contraction in 2026Q1.
  • While the company maintains a robust liquidity position with a current ratio of 3.35, the reliance on debt to fund operations and share repurchases has pushed the debt-to-equity ratio to 1.77.
  • Investors should monitor the sustainability of margins, which have compressed from 34.1% in 2024 to 30.6% in 2026Q1, as the company attempts to navigate a period of reduced installation volume and inflationary cost pressures.

Verdict Logic

while the company maintains a current ratio of 3.35, the combination of a 3.5% revenue decline and rising debt-to-equity levels of 1.77 suggests significant execution risk in the current housing cycle.

IBP Growth Metrics

Installed Building Products, Inc. (IBP) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years16.19%
5 Years12.44%
3 Years3.62%
TTM0.45%

Profit CAGR

10 Years25.9%
5 Years22.24%
3 Years5.91%
TTM3.54%

EPS CAGR

10 Years27.58%
5 Years24.32%
3 Years7.85%
TTM6.96%

Return on Capital

10 Years19.7%
5 Years22.1%
3 Years23.14%
Last Year22.57%

IBP Recent Earnings

Installed Building Products, Inc. (IBP) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 8/12 qtrs (67%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
May 7, 2026
Metric
Actual
Est
EPS
$1.79-8.7%
$1.96
Rev
$661M-1.3%
$669M
Q1 2026
Feb 26, 2026
Metric
Actual
Est
EPS
$3.24+17.8%
$2.75
Rev
$748M+1.2%
$739M
Q4 2025
Nov 5, 2025
Metric
Actual
Est
EPS
$3.18+18.2%
$2.69
Rev
$778M+5.3%
$739M
Q3 2025
Aug 7, 2025
Metric
Actual
Est
EPS
$2.95+20.4%
$2.45
Rev
$760M-1.3%
$770M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 7, 2026
$1.79vs $1.96-8.7%
$661Mvs $669M-1.3%
Q1 2026Feb 26, 2026
$3.24vs $2.75+17.8%
$748Mvs $739M+1.2%
Q4 2025Nov 5, 2025
$3.18vs $2.69+18.2%
$778Mvs $739M+5.3%
Q3 2025Aug 7, 2025
$2.95vs $2.45+20.4%
$760Mvs $770M-1.3%
Based on last 12 quarters of dataView full earnings history →

Latest IBP News

Recent stock market news and headlines for Installed Building Products, Inc. (IBP)

Business Wire·Jun 23, 2026
IBP Recognized by David Weekley Homes as 2026 National Preferred Partner

COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the “Company” or “IBP”) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, was recognized as a winner in David Weekley Homes' 22nd annual National Preferred Partner Survey.For the sixth year in a row, IBP was one of 14 recipients in the “National Preferred Partner” category. David Weekley Homes analyzed 117 companies through a comprehensive survey and evaluation process that focused on.

GuruFocus·Jun 18, 2026
Is It Too Late to Buy Installed Building Products Inc (IBP) After 3.3% Rally? GF Value Says Undervalued

On June 18, 2026, Installed Building Products Inc (IBP) shares rose 3.3% to a current price of $218.25. This move comes in the context of a 52-week range betwee

Peers Comparison

Key metrics vs top competitors for Installed Building Products, Inc. (IBP)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
IBP logoIBPInstalled Building Products, Inc.Current
$225.74$6.08B23.251%8.93%37.51%1.43%
BLDR logoBLDRBuilders FirstSource, Inc.
$82.33$9.11B21.16-7.38%1.97%6.92%—
CSTE logoCSTECaesarstone Ltd.
$2.35$81.26M-0.59-10.38%-37.71%-79.18%—
BLD logoBLDTopBuild Corp.
$354.25$9.97B19.391.49%8.95%22.15%—
AWI logoAWIArmstrong World Industries, Inc.
$159.60$6.81B22.5412.11%18.59%34.81%—
AAON logoAAONAAON, Inc.
$109.35$8.96B84.7720.11%7.3%13.4%—

Compare IBP vs Peers

Installed Building Products, Inc. (IBP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs BLDR

Most directly comparable listed peer for IBP.

Scale Benchmark

vs CRH

Larger-name benchmark to compare IBP against a more recognizable public peer.

Peer Set

Compare Top 5

vs BLDR, CSTE, BLD, AWI

IBP SEC Filings & Documents

Installed Building Products, Inc. (IBP) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 7, 2026·SEC

Material company update

Feb 26, 2026·SEC

Material company update

Feb 2, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 26, 2026·SEC

FY 2025

Feb 27, 2025·SEC

FY 2024

Feb 22, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

May 7, 2026·SEC

FY 2025

Nov 5, 2025·SEC

FY 2025

Aug 7, 2025·SEC

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IBP Frequently Asked Questions

Installed Building Products, Inc. (IBP) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Installed Building Products, Inc.'s revenue?

Installed Building Products, Inc. (IBP) reported $2.95B in revenue for fiscal year 2025. This represents a 1136% increase from $238.4M in 2011.

How fast is Installed Building Products, Inc. growing?

Installed Building Products, Inc. (IBP) grew revenue by 1.0% over the past year. Growth has been modest.

Is IBP profitable?

Yes, Installed Building Products, Inc. (IBP) is profitable, generating $254.8M in net income for fiscal year 2025 (8.9% net margin).

Dividend & Returns
Does IBP pay dividends?

Yes, Installed Building Products, Inc. (IBP) pays a dividend with a yield of 1.43%. This makes it attractive for income-focused investors.

What is IBP's return on equity?

Installed Building Products, Inc. (IBP) has a return on equity (ROE) of 37.5%. This is excellent, indicating efficient use of shareholder capital.

What is Installed Building Products, Inc.'s free cash flow?

Installed Building Products, Inc. (IBP) generated $63.1M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in IBP back in 2011?

Total return calculator · dividends reinvested · 15+ years of data

See returns →