Installed Building Products, Inc.
No SEC Form 4 filings for $IBP in the last 30 days.
See all $IBP insider activity →Installed Building Products (IBP) reported Q2 revenue of $777.8M, up 2.3% YoY, driven by acquisitions and growth in non-core segments. However, net income fell to $64.9M, and margins slipped due to residential softness and higher costs. The company raised its dividend and repurchased shares. According to IBP, housing slowdowns impacted its largest business line.
Installed Building Products (IBP) reported Q2 2026 net revenue of $777.8 million, up 2.3%, with adjusted gross margin at 33.3% and adjusted EBITDA of $130.9 million. Installation revenue was $710.7 million, down 0.7%, while Other segment revenue rose to $67.1 million. The company repurchased $76.2 million of shares and declared a $0.39 dividend.
Installed Building Products (IBP) expects commercial and multifamily demand to stay resilient, offsetting weakness in single-family starts. Management projects at least $100M in revenue-accretive acquisitions this year and says spray foam price increases should support margins in 2H, with potential short-term volatility. Shares trade around $238.22.
Over the past 7 days, alphai's AI scored 1 news story mentioning IBP (Installed Building Products, Inc.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent IBP coverage spans earnings, sector analysis and financial news.
Revenue beat modestly while margins fell, suggesting mixed short-term outlook.
Earnings call details point to margin pressure from fuel and medical insurance, partially offset by strong heavy commercial growth and acquisition-driven revenue.
Commercial and multifamily strength plus acquisition-driven growth are positioned to offset residential headwinds, with spray foam pricing as a near-term margin swing factor.
Earnings call guidance and margin mechanics point to near-term gross margin volatility, while M&A pipeline and leverage headroom support longer-term growth.
The quarter shows upside versus estimates on revenue and EPS, but guidance and margin trends look less supportive.
alphai scores every news story that mentions IBP with an AI model for sentiment and relevance, and aggregates insider trades from Installed Building Products, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Installed Building Products (IBP) reported Q2 revenue of $777.8M, up 2.3% YoY, driven by acquisitions and growth in non-core segments. However, net income fell to $64.9M, and margins slipped due to residential softness and higher costs. The company raised its dividend and repurchased shares. According to IBP, housing slowdowns impacted its largest business line.
3 min readInstalled Building Products (IBP) reported Q2 2026 net revenue of $777.8 million, up 2.3%, with adjusted gross margin at 33.3% and adjusted EBITDA of $130.9 million. Installation revenue was $710.7 million, down 0.7%, while Other segment revenue rose to $67.1 million. The company repurchased $76.2 million of shares and declared a $0.39 dividend.
7 min readInstalled Building Products (IBP) expects commercial and multifamily demand to stay resilient, offsetting weakness in single-family starts. Management projects at least $100M in revenue-accretive acquisitions this year and says spray foam price increases should support margins in 2H, with potential short-term volatility. Shares trade around $238.22.
4 min readInstalled Building Products (IBP) reported Q2 2026 revenue growth driven by a 15% rise in heavy commercial sales and strong manufacturing and distribution results, offset by a 6% decline in new residential same-branch sales. Management cited affordability and low confidence. It expects at least $100M annual revenue from 2026 acquisitions and said spray foam costs are being passed through.
6 min readInstalled Building Products (NYSE:IBP) reported Q2 CY2026 revenue of $777.8 million, up 2.3% year on year, ahead of Wall Street expectations. Non-GAAP EPS was $2.91, 13.6% above consensus, though down from $2.95 a year earlier. Analysts expect revenue growth of about 2.3% and full-year EPS to fall 5.1% to $10.56.
6 min readInstalled Building Products, Inc. (IBP) filed an SEC Form 8-K — Results of Operations and Financial Condition. INSTALLED BUILDING PRODUCTS REPORTS SECOND QUARTER 2026 RESULTS; DECLARES REGULAR QUARTERLY CASH DIVIDEND Columbus, Ohio, August 6, 2026, Installed Building Products, Inc. (the "Company" or "IBP") (NYSE: IBP), an industry-leading installer of insulation and complementary building
4 min readInstalled Building Products (NYSE: IBP) is set to report Q2 earnings Thursday before market open. The company previously missed revenue and also fell short on EBITDA and EPS. For Q2, analysts expect revenue down about 2% YoY. The article cites an average analyst price target of $233.27 versus a $237.86 share price.
4 min readArtisan Small Cap Fund’s Q2 2026 investor letter discussed Installed Building Products Inc. (NYSE:IBP), an insulation installer. The fund said IBP’s recent results were weaker than expected due to softer residential demand, weather disruptions, and cost inflation pressuring margins, raising questions on the profit recovery pace. It reduced its position. IBP closed July 23, 2026 at $222.88.
4 min readBridge Investment Group sued Gene Staples’ company over alleged default on a $28M loan tied to the 302,000-sq-ft International Tower office building near O’Hare. Bridge says payments began missing in February and $2.7M in property taxes is unpaid; it claims nearly $29M owed as of May 15. A July 16 hearing is set.
4 min readThe article argues building materials stocks could benefit from long-term housing supply shortages and underbuilding, citing Grand View Research projections of the global building materials market growing from about $1.3T in 2024 (5%–7% CAGR) through 2030. It lists Installed Building Products (IBP) and Sherwin-Williams (SHW): DA Davidson kept IBP Neutral with a $242 target and noted its Diamond Energy Systems acquisition adding ~$12M annual revenue; Citi reinstated SHW Buy at $355, while UBS cut
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