Installed Building Products, Inc. (IBP) AI Stock Analysis

Installed Building Products installs a wide range of building materials across the continental United States through a network of approximately 210 branch locations. Its primary services include the installation of insulation materials such as fiberglass, cellulose, and spray foam, along with caulks, sealants, and waterproofing systems like membranes and deck coatings. The company also installs garage doors, rain gutters, window blinds, shower doors, closet shelving, mirrors, and fireproofing solutions. Its customer base spans homebuilders, multi-family and commercial construction firms, individual homeowners, and repair and remodeling contractors.

Between FY2020 and FY2025, revenue grew at a 5-year CAGR of 12.4%, climbing from $1.97B in FY2021 to $2.97B in FY2025. Annual net income expanded from $118.8M in FY2021 to $265.4M in FY2025, while gross margin increased from 29.9% to 34.0%. Operating margin improved from 9.5% in FY2021 to 13.0% in FY2025. In the latest quarter ended June 30, 2026, quarterly revenue growth was 2.3% year-over-year, while quarterly earnings growth declined 3.6%. Trailing twelve month earnings per share stood at $9.27, compared to $11.03 reported for FY2025.

As of June 30, 2026, Installed Building Products held $394.5M in cash and short-term investments against $1.20B in total debt, resulting in net debt of $805.0M. The company reported shareholders' equity of $639.5M, a current ratio of 2.98, and a debt-to-equity ratio of 1.88. In FY2025, operating cash flow reached $371.4M and free cash flow was $300.8M. During that fiscal year, capital expenditures were $70.6M, while capital returns included $172.6M in share buybacks and $87.6M in dividends paid.

Installed Building Products trades at a trailing P/E of 20.0x and a forward P/E of 17.8x, compared to medians of 18.0x and 14.1x for its US-listed Consumer Cyclical peers. Its EV/EBITDA multiple of 11.9x stands above the peer median of 11.1x, while its price-to-sales of 1.7x exceeds the peer median of 0.7x. Over the past year, the stock returned -26.2%, trailing the S&P 500 (SPY) return of 16.8%. Over five years, the stock gained 81.7%, closely matching the S&P 500's 83.0% return.

Installed Building Products pays a quarterly dividend with an annualized forward payout of $1.56 per share, representing a dividend yield of 0.84%. The company has paid dividends for 6 consecutive years, supported by a payout ratio of 31.3%. Its last ex-dividend date was September 15, 2026.

Wall Street coverage consists of 2 Strong Buy and 12 Hold ratings, with no Buy, Sell, or Strong Sell recommendations. The mean price target of $216.54 sits 16.6% above the last close of $185.77. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $2.99B and an EPS decline of 9.4% to $10.36. The company beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of Installed Building Products, Inc. (IBP). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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