IBP faces a decelerating residential construction market, with revenue growth slowing to 2.3% YoY in 2026Q2 and an EPS miss of $0.45, indicating near-term demand challenges. Gross margins remain resilient in a 32-35% band, but SG&A creep and negative operating...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth stalled to 2.3% YoY in 2026Q2, with gross margin holding at 33.3% but operating margin contracting to 12.2% due to SG&A creep (19.8% of revenue), leading to a 5.9% decline in net income.
IBP's successful expansion into commercial markets is a key bullish driver, diversifying its revenue streams beyond residential construction.
The company's disciplined and aggressive acquisition strategy is consolidating a fragmented market, driving long-term growth.
The Fed's rate cuts are expected to boost housing demand, benefiting IBP's residential and commercial construction segments.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $2.91+14.1% vs $2.55 | $778M+4.6% vs $743M |
Q2 2026 May 7, 2026 | $1.79-8.7% vs $1.96 | $661M-1.3% vs $669M |
Q1 2026 Feb 26, 2026 | $3.24+17.8% vs $2.75 | $748M+1.2% vs $739M |
Q4 2025 Nov 5, 2025 | $3.18+18.2% vs $2.69 | $778M+5.3% vs $739M |
Investors interested in Building Products - Miscellaneous stocks are likely familiar with Owens Corning (OC) and Installed Building Products (IBP). But which of these two stocks is more attractive to value investors?
Installed Building Products (IBP) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Installed Building Products (IBP) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Investors interested in Building Products - Miscellaneous stocks are likely familiar with Owens Corning (OC) and Installed Building Products (IBP). But which of these two companies is the best option for those looking for undervalued stocks?
Benchmark IBP against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Installed Building Products, Inc. (IBP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $211.94 | $5.71B | 21.83 | 1% | 8.93% | 37.51% | 1.53% | |
| $60.87 | $6.55B | 15.65 | -7.38% | 0.71% | 2.46% | — | |
| $2.83 | $97.85M | -0.71 | -10.38% | -37.38% | -96.85% | — | |
| $354.25 | $9.93B | 19.39 | 1.49% | 8.95% | 22.15% | — | |
| $163.81 | $6.92B | 23.14 | 12.11% | 18.6% | 35.36% | — | |
| $79.27 | $6.49B | 61.45 | 20.11% | 8.24% | 17.21% | — |
Installed Building Products, Inc. (IBP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Installed Building Products, Inc. (IBP) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
May 20, 2026·SEC
May 19, 2026·SEC
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Installed Building Products, Inc. (IBP) stock FAQ — growth, dividends, profitability & financials explained
Installed Building Products, Inc. (IBP) reported $2.96B in revenue for fiscal year 2025. This represents a 1143% increase from $238.4M in 2011.
Installed Building Products, Inc. (IBP) grew revenue by 1.0% over the past year. Growth has been modest.
Yes, Installed Building Products, Inc. (IBP) is profitable, generating $250.7M in net income for fiscal year 2025 (8.9% net margin).
Yes, Installed Building Products, Inc. (IBP) pays a dividend with a yield of 1.53%. This makes it attractive for income-focused investors.
Installed Building Products, Inc. (IBP) has a return on equity (ROE) of 37.5%. This is excellent, indicating efficient use of shareholder capital.
Installed Building Products, Inc. (IBP) generated $40.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
