IBP · Installed Building Products, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. IBP reported Q2 2026 consolidated revenue up 2.3% to a record $777.8 million, but same-branch sales declined 0.6%, installation-segment gross margin compressed to 36.5% from 37.1%, and adjusted net income fell to $77.8 million ($2.91/diluted share) from $80.8 million ($2.95). Management cited ongoing residential weakness, a 5.2% job-volume decline, 50 bps of fuel headwinds, and higher medical insurance costs, while highlighting double-digit commercial growth and acquisitions of ~$30 million of annual revenue completed during Q2 and July.
- + Commercial installation delivered double-digit growth with heavy commercial sales growth exceeding 15%
- + Other segment revenue grew 50.4% net of eliminations, including 27.7% same-branch growth, with gross margin improving to 24.7% from 23.0%
- + Quarterly dividend raised more than 5% to $0.39/share with $398 million remaining under buyback authorization and $394.5 million in cash
- + Leverage remains well below target at 1.34x net debt to trailing 12-month adjusted EBITDA
- − Installation-segment gross margin compressed to 36.5% from 37.1%, with consolidated gross margin falling to 33.3% from 34.2%
- − Job volumes declined 5.2% (excluding heavy commercial) primarily due to lower new single-family volume, and a 50 bps fuel headwind pressured installation margins
- − Medical insurance costs pressured EBITDA margin by 30 bps and G&A deleveraged to 18.9% from 18.8%; Q2 net interest expense rose to $11 million from $8 million
- − Industry headwinds continued with affordability concerns and lower consumer confidence pressuring new residential, and single-family starts declined 4% year-over-year per Census data
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Residential Construction — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
IBP
this stock
Installed Building Products, Inc.
|
$5.29B | -21.9% | +1.0% | 21.5 | 7.2% |
|
DHI
Horton D R Inc /De/
|
$39.49B | -3.3% | -6.9% | 13.5 | 3.6% |
|
PHM
Pultegroup Inc/Mi/
|
$21.98B | +1.5% | +11.8% | 12.0 | 4.4% |
|
LEN
Lennar Corp /New/
|
$18.41B | -24.0% | -3.5% | 11.5 | 7.6% |
|
NVR
Nvr Inc
|
$16.39B | -15.1% | -1.9% | 16.0 | 4.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| IBP | +1.1% | -18.0% | -21.4% | -16.6% | -21.9% |
| SPY | +1.7% | +1.0% | +22.4% | +0.8% | +13.4% |
| vs SPY | -0.6% | -19.0% | -43.8% | -17.5% | -35.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.