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Installed Building Products

Installs insulation and complementary building products through locally managed branches nationwide.

$245.56
After-hours close−0.15 (−0.06%)
At close$245.71(+2.01%)
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Installed Building Products, Inc.IBPConsumer Discretionary

Installs insulation, waterproofing, garage doors, gutters, fire-protection systems, and interior finish products for U.S. residential and commercial builders. Most revenue comes from installation through locally managed branches, supplemented by regional distribution and manufacturing operations.

Installs insulation and complementary building products for single-family, multifamily, repair-and-remodel, and commercial construction customers across the continental United States. Services include waterproofing, fire-stopping and fireproofing, garage doors, rain gutters, window blinds, shower doors, closet shelving, and mirrors.

Runs the work through a national network of locally managed branches that buys most installation materials directly from manufacturers and handles scheduling, logistics, installation, inspection, and waste management. Regional distribution businesses sell insulation and gutter supplies, while manufacturing operations produce cellulose insulation and specialty industrial fibers.

Generates most revenue from service-based installation, with insulation the largest product category and acquisitions extending markets and services. Results depend on residential construction activity, a qualified installer workforce, timely branch execution, building-code compliance, and a concentrated group of major fiberglass suppliers.

Company facts

CEOJeffrey W. Edwards
ListedFeb 13, 2014
ExchangeNYSE
HeadquartersColumbus, OH
CountryUnited States
Employees10,400
CIK0001580905
ISINUS45780R1014

Categories

Key statistics

Market cap$6.62B
EPS (ttm)$9.29
P/E (ttm)26.43
ROE37.2%
P/B10.23
P/S2.23
Dividend yield0.46%
Beta1.30vs XLY 0.79

Year to date −8.1% · Average volume (30d) 324.8K

Analysts

Price target, next 12 months$242.00−1.4%Median of 27 analysts · vs the Aug 28 close
ConsensusHold10 of 27 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 10, 2026DA DavidsonReiterateNeutral$250
Aug 7, 2026Evercore ISITarget$226$246
May 11, 2026RBC CapitalTarget$228$242
May 8, 2026Truist FinancialTarget$180$200
May 8, 2026Evercore ISITarget$265$226

Earnings

EPS

Estimate$2.83
ReportedDue Nov 4, 2026

Revenue

Estimate$790.8M
ReportedDue Nov 4, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 6, 2026Q2 FY26$2.55$2.91+14.1%$743.3M$777.8M+4.6%+0.19%
May 7, 2026Q1 FY26$1.96$1.79−8.7%$668.9M$660.5M−1.3%+1.42%
Feb 26, 2026Q4 FY25$2.75$3.24+17.8%$739.0M$747.5M+1.2%+1.79%
Nov 5, 2025Q3 FY25$2.69$3.18+18.2%$739.0M$778.2M+5.3%+2.48%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$684.8M$760.3M$778.2M$747.5M$660.5M$777.8M
Gross profit$223.7M$259.9M$264.2M$261.5M$212.3M$258.9M
Operating income$69.8M$101.0M$106.8M$108.8M$57.6M$94.6M
Net income$45.4M$69.0M$74.4M$76.6M$34.8M$64.9M
Diluted EPS$1.64$2.52$2.74$2.83$1.29$2.43
Gross margin32.7%34.2%34.0%35.0%32.1%33.3%
Operating margin10.2%13.3%13.7%14.6%8.7%12.2%

Fiscal years (4-quarter sums)FY21 $1.97B · FY22 $2.67B · FY23 $2.78B · FY24 $2.94B · FY25 $2.97B

Revenue by product · Q2 FY26

Product Installation$710.7M · 48%
Insulation$430.5M · 29%
Product And Service, Other$67.1M · 5%
Shower Doors Shelving And Mirrors$55.8M · 4%
Other Building Products$50.3M · 3%
Waterproofing$45.3M · 3%
Garage Doors$43.7M · 3%
Fireproofing And Firestopping$33.4M · 2%
Rain Gutters$32.8M · 2%
Window Blinds$18.9M · 1%

Balance sheet, Jun 30, 2026Cash & short-term investments $394.5M · Total debt $1.20B · Total assets $2.25B · Shareholders' equity $639.5M

Dividends

Next ex-date
Sep 15, 2026
in 17 days
Annual dividend
$1.13
per share
Dividend yield
0.46%
Schedule
Quarterly
4 payments a year

Raised for 4 straight years — most recently to $0.39 from $0.37 in Jun 2026. To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Jun 15, 2026Jun 15Jun 30$0.39raised from $0.37
Mar 13, 2026Mar 13Mar 31$2.19special dividend
Dec 15, 2025Dec 15Dec 31$0.37
Sep 15, 2025Sep 15Sep 30$0.37
Jun 13, 2025Jun 13Jun 30$0.37raised from $0.35
Mar 14, 2025Mar 14Mar 31$2.07special dividend
Dec 13, 2024Dec 15Dec 31$0.35
Sep 13, 2024Sep 15Sep 30$0.35
View details

Ownership

Institutions 120.69%Insiders 7.88%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 26.94M · Float 23.23M · 86.2% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.4.59M17.04%13FAug 7, 2026
Jeffrey W. Edwards · director, 10 percent owner, officer: President, CEO and Chairman1.92M7.14%Form 4Apr 21, 2026
Kayne Anderson Rudnick Investment Management LLC1.84M6.83%13FAug 13, 2026
Vanguard Portfolio Management LLC1.40M5.19%13FAug 13, 2026
State Street Corp1.23M4.55%13FAug 7, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 11, 2026Michael Thomas Millerdirector, officer: Executive VP & CFO+990$200.62
May 11, 2026Brad A. Wheelerofficer: Chief Operating Officer+716$209.13
May 11, 2026Michael Thomas Millerdirector, officer: Executive VP & CFO+2,400$207.82
May 11, 2026Jason R. Niswongerofficer: Chief Admin. & Sustainability+455$214.80
May 11, 2026Lawrence A. Hilsheimerdirector+475$206.22
View details

Peers

  • Builders FirstSource

    Builder-channel overlap in installed services and specialty products

  • QXO

    Public distributor in roofing, waterproofing and related products

  • Home Depot

    Pro distribution and retail outlet pressure through SRS and GMS

  • Lowe's

    Installed-sales and Pro-channel overlap after FBM and ADG

  • Owens Corning

    Insulation and adjacent building-products manufacturer channel peer

CompareAfter-hours close

CompanyPriceChange
Installed Building Products$245.56−0.06%$6.62B26.422.72.2+2.3%
Builders FirstSource$67.72+0.06%$7.29B74.418.50.5−8.8%
QXO$13.53+0.16%$14.03B—28.61.4+70.3%
Home Depot$330.25+0.05%$329.24B23.121.41.9+5.7%
Lowe's$208.40+0.12%$116.66B17.616.61.3+8.3%
Owens Corning$143.13−0.03%$11.53B—13.01.2+0.3%
Median23.118.51.3+5.7%