IBP · Installed Building Products, Inc.

Track IBP — free

$220.27 -2.81 (-1.26%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.93B

26.58M

Volume · Nov 6 53.13K Avg daily vol (3M) 401.73K

Up next

Next earnings call

Feb 4, 2027 Est · unconfirmed · in 13 wks

Q2 2026 earnings call transcript

call held Aug 6, 2026

Play latest call

Latest documents

what the company just published, in one sentence each

2026

Nov 5

Quarterly report 10-Q FY2026 Q3, ended Sep 30

Quarterly report for FY2026 Q3 AI summary on its way

Revenue $808.4M ▲ 3.9% Net income $59.4M ▼ 20.2% Diluted EPS $2.24 ▼ 18.2%

Nov 5

Current report 8-K

Financial results, Regulation FD disclosure AI summary on its way

Oct 27

Current report 8-K

Entered into a material agreement, New debt or off-balance-sheet obligation, Regulation FD disclosure

Installed Building Products, Inc. funded $250 million of incremental term loans on October 27, 2026, bringing term loans outstanding under the amended credit agreement to approximately $737.5 million; the loans mature on March 28, 2031.

Read from the first part of this long document

Oct 19

Current report 8-K

Regulation FD disclosure

Installed Building Products, Inc. announced it is seeking to increase its outstanding ~$500 million Term Loan B by $250 million, with net proceeds for general corporate purposes and associated fees, subject to market conditions.

Oct 1

Current report 8-K

Regulation FD disclosure

Installed Building Products announced its 2026 ESG report, reporting through 2025 a combined approximately 21% decrease in Scope 1 and Scope 2 greenhouse gas emissions from the acquisition-adjusted 2020 baseline and zero fatalities.

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

View all 122 metrics

Revenue (TTM)

$2.96B

Trailing 12 months

Net income (TTM)

$250.70M

Trailing 12 months

Revenue growth YoY

+2.3%

Year over year

Operating margin

12.4%

Trailing 12 months

P / E (TTM)

25.4

Trailing earnings · reciprocal yield 3.9%

FCF yield

4.7%

TTM · current market cap

Return on invested capital

21.1%

Trailing 12 months

Net cash

−$667.70M

Latest balance sheet

Dividend yield

1.4%

Trailing 12 months

Shares change YoY

-2.5%

Year over year · fewer shares

Price change (1Y)

-1.1%

Trailing year

Short interest

6.0%

Latest settlement · 3.5 days to cover

View all 122 metrics

Quarterly results

Revenue Net income Net loss

▲4.1% $750.20M $66.90M '24 Q4* ▼1.2% $684.80M $45.40M '25 Q1 ▲3.1% $760.30M $69.00M '25 Q2 ▲2.3% $778.20M $74.40M '25 Q3 ▼0.4% $747.50M $76.60M '25 Q4* ▼3.5% $660.50M $34.80M '26 Q1 ▲2.3% $777.80M $64.90M '26 Q2 LATEST ▲3.9% $808.40M $59.40M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q2 FY26 earnings call · Aug 6, 2026

Q2 FY26

TL;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.

Bullish

+ 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

Bearish

− 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 advice

Overall

Neutral

SellHoldBuy

Technical Buy Momentum Strong Sentiment Neutral Fundamentals Fair Quant / Vol Very High

Market backdrop VIX 28.2 · fear Equity put/call 0.89

Technical

price trend

Buy

50 / 200-day cross No cross

Price vs 200-day avg −9%

below

Price vs 50-day avg +9%

above

RSI (14) 60

neutral

MACD trend Positive

52-week position 26%

mid-range

Momentum

relative strength

Strong

1-month return +19%

trailing

6-month return +7%

trailing

YTD return −14%

this year

Relative strength +7%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $205 › 200d $246 — 200d above 50d

Institutional flow Accumulating

194 of 433 funds reported for Sep 30 · net +551.9K sh shares · +32 new

Insider flow Distributing

Net -$257.4K over 90 days · 100% sells

Short interest Rising

5.98% of shares out · ▲ +4.8% MoM · 3.5 days cover

Volume signal Reversal watch

High volume on a down day — possible exhaustion

Institution breadth Steady

433 holders — mid 3-yr range

Squeeze score 75

high risk · 0–100

Fundamentals

Fair

Revenue growth +1%

Y/Y

Gross margin 34%

expanding

EPS growth +7%

Y/Y

Free cash flow $300.8M

Valuation P/E 25.4

rich

Buyback $398.0M

remaining

Balance sheet $564.7M

net debt

Quant / Vol

risk profile

Very High

Volatility 54%

annualized · 1-yr

Max drawdown −48%

past year

ATR 4.8%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Latest guidance · from the Earnings Call filed Aug 6, 2026

full year 2026

Amortization expense Raised $42M

May 7, 2026 $40M Aug 6, 2026 $42M

full year ending December 31st, 2026

Effective tax rate Maintained 25% – 27%

May 7, 2026 25% – 27% Aug 6, 2026 25% – 27%

this year (2026)

Acquired annual revenue at least $100M

Previous outlook earlier release · from the Earnings Call filed May 7, 2026

Still-open targets the latest release did not restate under the same label.

Annual revenue from acquisitions · 2026 full year at least $100M

Gross margin · full year 32% – 34%

Prior guidance period ended · from the Earnings Call filed Aug 6, 2026

Amortization expense · third quarter 2026 $10M

Net interest expense · third quarter $10M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy

1 · 3 · 2

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

−9% Bearish

Price vs 50-day avg

+9% Bullish

RSI (14)

60 Neutral

MACD trend

Positive Bullish

52-week position

26% Neutral

Market signals — smart money & positioning

Bearish · 2 of 6

Trend (MA cross) No cross

50d $205 › 200d $246 — 200d above 50d

Institutional flow Accumulating

194 of 433 funds reported for Sep 30 · net +551.9K sh shares · +32 new

Insider flow Distributing

Net -$257.4K over 90 days · 100% sells

Short interest Rising

5.98% of shares out · ▲ +4.8% MoM · 3.5 days cover

Volume signal Reversal watch

High volume on a down day — possible exhaustion

Institution breadth Steady

433 holders — mid 3-yr range

Price context

position in its 52-week range

Range low $180 Now $223 · 26% Range high $344

vs 200-day avg -9% vs 50-day avg +9%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Adjusted EBITDA non-GAAP	$223M	Six months ended June 30, 2026	—
Adjusted gross profit non-GAAP	$471.8M	Six months ended June 30, 2026	—
Adjusted gross profit margin non-GAAP	32.8%	Six months ended June 30, 2026	—
Adjusted net income non-GAAP	$126.2M	Six months ended June 30, 2026	—
Adjusted net profit margin non-GAAP	10%	second quarter of 2026	—
Adjusted Selling and Administrative expense non-GAAP	$285M	Six months ended June 30, 2026	—
Adjusted Selling and Administrative expense - % Net revenue non-GAAP	19.8%	Six months ended June 30, 2026	—
Commercial same branch sales (Installation segment)	10.4%	second quarter of 2026	—
Diluted adjusted net income per share non-GAAP	$4.7	Six months ended June 30, 2026	—
Distribution and Manufacturing sales change	50.4%	the three months ended June 30, 2026 filing	—
EBITDA non-GAAP	$209.4M	Six months ended June 30, 2026	—
EBITDA margin non-GAAP	14.6%	Six months ended June 30, 2026	—
Installation segment gross margin	36.5%	second quarter of 2026	—
Job volumes	5.2%	second quarter of 2026	—
Other gross profit percentage	24.7%	the three months ended June 30, 2026 filing	—
Other segment gross margin	24.7%	second quarter of 2026	—
Price/mix	0.7%	second quarter of 2026	—
Quarterly cash dividend per share	$0.39	third quarter 2026	—
Residential same branch sales (Installation segment)	6.1%	second quarter of 2026	—
Same branch net revenue change	0.6%	second quarter of 2026	—
Share repurchases (shares)	365K	three months ended June 30, 2026	—
Share repurchases (total cost)	$76.2M	three months ended June 30, 2026	—
single-family same branch sales change	7.2%	the three months ended March 31, 2026 filing	—
Single-Family Same Branch Sales Growth	-9.1%	Six months ended June 30, 2026	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Residential Construction — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
IBP Installed Building Products, Inc. this stock	$5.93B	-14.0%	+1.0%	25.4	6.0%
DHI Horton D R Inc	$44.09B	+9.4%	-6.9%	15.0	4.5%
PHM Pultegroup Inc	$24.75B	+15.3%	+11.8%	14.4	4.4%
LEN Lennar Corp	$21.79B	-10.9%	-3.5%	16.8	9.7%
NVR Nvr Inc	$16.76B	-12.0%	-1.9%	17.5	6.2%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Accumulating

Holders

444

% held: 100.5%
Reported: 194 of 433
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

432

View

Short & Settlement

Short Interest Rising

Shares short

1.6M

Days to cover: 3.5d
Change: +72.4K sh

View

Short Volume

Short vol %

68%

As of: Nov 5, 2026

Short Total

View

Fails to Deliver

FTD shares

5.2K

Value: $1.0M
As of: Sep 30, 2026

View

Off-Exchange

Off-exchange %

41.9%

Week of: Sep 28, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$257.4K

Buyers / Sellers: 0 / 1

Buyers Sellers

View

Congressional Trades Buy

Member

David J. Taylor

Amount: $1.0K–$15.0K
Traded: Sep 8, 2026

View

Financials

Revenue (FY)

$3.0B

Net income (FY): $265.4M
EPS diluted: $9.71

View

Buybacks

Authorized

$500.0M

Remaining: $398.0M

Spent Remaining

View

Filings

SEC Filings

Latest

8-K

Filed: Nov 5, 2026
This year: 21

View

Proposed Sales

Value

$611.8K

Shares: 2.0K
Filed: Mar 9, 2026

View

Earnings & Events

Webcasts

Last webcast

Nov 5, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
IBP	+5.1%	+18.8%	+6.6%	+4.6%	-14.0%
SPY	-4.7%	-5.3%	-0.8%	-3.0%	+7.5%
vs SPY	+9.8%	+24.1%	+7.5%	+7.6%	-21.5%

Capital returns

Latest dividend

$0.39 / share · ex Sep 15, 2026

Declared · upcoming

$0.39 / share · ex Dec 15, 2026

Cut 82.2%

Paid (TTM)

$3.34 / share · 4 payouts

Dividend yield (TTM, derived)

1.50%

Full dividend history

Buyback program · as of Jun 30, 2026

Authorized

$500.00M

Spent (derived)

$102.00M

Remaining

$398.00M

Spent Remaining

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.

Key facts CIK 1580905 CUSIP 45780R101 13F (30d) 203 filings 173 filers Visit website Investor relations

IBP · Installed Building Products, Inc.

Price & Indicators

Up next

Latest documents

Metrics snapshot

Quarterly results

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns