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IBP

Installed Building Products, Inc.

IBP

NYSE·Consumer Cyclical·Residential Construction·Mkt cap $6.3B

$234.14

-3.58%

P/E

25.15

Mkt Cap

$6.3B

52-Wk Range

$193.11–$349.00

52-Week Range

$193.11 - $349.00

P/E

25.15

Fwd P/E

22.42

Beta

1.72

Div Yield

1.42%

Avg Vol

435.0K

Shares Out

26.9M

Mkt Cap

$6.3B

Price action

Price chart

Down 9.7% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Integrated business model combining installation, distribution, and manufacturing for operational efficiency
  • Established relationships with major residential and commercial builders across the United States
  • Comprehensive product portfolio enabling one-stop solutions for builders and reduced supply chain complexity
  • Specialized expertise in energy-efficient building envelope solutions and air sealing technologies

Bear Case

2 risks

  • Above-average volatility (beta 1.7).
  • Significant premium - growth priced in

Growth

Stable outlook

Residential construction recovery and increased housing starts driving demand for installation services

Value

Significant premium - growth priced in

Momentum

Strong

+14.6% over 3m

Quality

Stable

Strong fundamentals

Dividend

Modest

1.42% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 4, 2026

Q3 26 RECAP

AUG 6, 2026

Reported EPS of $2.91 vs $2.55 consensus (+14.1% surprise). Revenue of $777.8M vs $743.3M expected (+4.6%). Beat on both top and bottom lines.

EPS beat +14.1%
Rev beat +4.6%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+14.1%

Revenue trend · last 8Q

+4%

-1%

+3%

+2%

-0%

-4%

+2%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$760.6M

$750.2M

$684.8M

$760.3M

$778.2M

$747.5M

$660.5M

$777.8M

Margins · last 8Q

Gross

33.3%

Operating

12.2%

Profit

8.3%

Wall Street consensus

8 analysts · 13% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

13%

Hold

6

75%

Sell

1

13%

Median Price Target

Latest: JP Morgan · May 13, 2026

vs Industry

How IBP stacks vs Residential Construction

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.