US · Consumer Cyclical · Residential Construction
EPS came in at 2.60 against a street estimate of 2.74 — a miss of 5.1%.
Analysts rate Installed Building Products Inc a hold (3 buy, 12 hold, 0 sell out of 15) with an average price target of $212.86.
MIXED Q2 revenue +2% to $778M despite residential headwinds; same-branch sales -1%. Commercial strong (heavy +15%), multifamily backlog growing. Margins 33.3% (down 90bps); fuel and segment mix headwinds offset by pricing discipline. Targeting $100M+ acquisitions in 2026. Q2 2026 South Census dominates multifamily revenue; mechanical insulation and accessory installers bolster Midwest and Southeast footprint. Analysts pressed residential weakness timing vs. public builder guidance, spray foam margin sequencing, and M&A platform appetite in commercial trades. Management emphasized historical revenue tracking to builder results, spray foam pricing discipline by custom/semi-custom segment, and openness to larger commercial deals if margin-accretive. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 17.27% |
| Kayne Anderson Rudnick Investment Management LLC | 6.93% |
| Vanguard Portfolio Management, LLC | 5.26% |
| State Street Corp | 4.61% |
| T. Rowe Price Associates, Inc. | 4.37% |
| Vanguard Capital Management, LLC | 3.87% |
| Geode Capital Management, LLC | 2.81% |
| FMR Inc | 2.60% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $808.4 million, up from $778.2 million in the third quarter of 2025. • Third-quarter net income wa | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net revenue increased 3.9% year over year to a record $808.4 million. Consolidated same-branch revenue increase | 2026-11-05 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • Installed Building Products, Inc. completed a $250 million increase to its existing term loan facility on October 27, 2026. • Aft | 2026-10-27 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Installed Building Products, Inc. intends to increase its existing approximately $500 million Term Loan B facility by $250 million | 2026-10-19 |
| Reg FD disclosure · Q4 2026 OTHER NOTABLE POINTS • Installed Building Products, Inc. issued a Form 8-K on October 1, 2026. • The company announced the release of its 2026 Envir | 2026-10-01 |
| Quarterly report · Q2 2026 INSTALLED BUILDING PRODUCTS, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net revenue Q2 2026: $777.8 million vs. $760.3 million Q2 2025 (+2.3%) • | 2026-08-06 |
| Results announced · Q3 2026 INSTALLED BUILDING PRODUCTS, INC. — Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net revenue: $777.8 million, up 2.3% year-over-year (record second q | 2026-08-06 |
| Shareholder vote results · Q2 2026 INSTALLED BUILDING PRODUCTS, INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • Shares outstanding: 26,938,333 shares as of record date March 23, 2026 • Sto | 2026-05-20 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.39 / share ex-date Sep 15, 2026 · pay Sep 30, 2026 | 2026-09-15 |
| Dividend | $0.39 / share ex-date Jun 15, 2026 · pay Jun 30, 2026 | 2026-06-15 |
| Dividend | $2.19 / share ex-date Mar 13, 2026 · pay Mar 31, 2026 | 2026-03-13 |
| Dividend | $0.37 / share ex-date Dec 15, 2025 · pay Dec 31, 2025 | 2025-12-15 |
| Announcement | Date |
|---|---|
| Completed acquisition of Diamond Energy Systems, Inc. On May 19, 2026, Installed Building Products, Inc. announced it completed its acquisition of Diamond Energy Systems, Inc. The company also provided an update on its ongoing stock repurchase | 2026-05-19 |
| Acquisitions of three insulation and foam spray companies completed On February 2, 2026, Installed Building Products, Inc. announced the acquisition of three companies: Thermo-Tech Mechanical Insulation, Inc., Biomax Foam Spray Insulation, LLC, and CKV Finis | 2026-02-02 |
| Share repurchase agreement for 150,000 shares at $250.96 per share Installed Building Products announced on November 24, 2025, that it repurchased 150,000 shares of its own stock from PJAM IBP Holdings, Inc., an entity controlled by CEO Jeff Edwards. The co | 2025-11-24 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Installed Building Products Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.