$IBP

Installed Building Products, Inc.

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No SEC Form 4 filings for $IBP in the last 30 days.

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Installed Building Products, Inc. Q2 2026 Earnings Call Summary

Installed 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.

Installed Building Products (NYSE:IBP) Delivers Strong Q2 CY2026 Numbers

Installed 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.

Installed Building Products, Inc. (IBP): Results of Operations and Financial Condition

Installed Building Products, Inc. (IBP) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ibp-q22026earningsrelease.htm EX-99.1 Document 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-l

IBP sentiment & insider activity

Over the past 7 days, alphai's AI scored 4 news stories mentioning IBP (Installed Building Products, Inc.). Coverage has skewed bullish: 1 bullish, 3 neutral, and 0 bearish.

Recent IBP coverage spans earnings, financial news and sector analysis.

What's driving IBP

  • Earnings call guidance and margin mechanics point to near-term gross margin volatility, while M&A pipeline and leverage headroom support longer-term growth.

    yahoo.com · Aug 8, 2026

  • The quarter shows upside versus estimates on revenue and EPS, but guidance and margin trends look less supportive.

    financialcontent.com · Aug 6, 2026

  • The filing provides fresh, decision-relevant capital return details (Q3 dividend) and updated operating performance (revenue, margins, EBITDA) that can drive near-term positioning.

    SEC EDGAR 8-K · Aug 6, 2026

  • This is a pre-earnings setup with no new company disclosure beyond consensus framing, but it highlights elevated execution risk given prior revenue and profitability misses.

    financialcontent.com · Aug 5, 2026

  • The article frames a slower profit recovery for IBP, implying near-term earnings risk tied to residential softness and cost inflation.

    yahoo.com · Jul 24, 2026

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.

News on $IBP

Score
$IBPMed

Installed Building Products, Inc. Q2 2026 Earnings Call Summary

Installed 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.

Installed Building Products, Inc. (IBP): Results of Operations and Financial Condition

Installed Building Products, Inc. (IBP) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ibp-q22026earningsrelease.htm EX-99.1 Document 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-l

$IBPLow

Installed Building Products (IBP) Faces a Slower Profit Recovery After Weak Results

Artisan 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.

7 Best Building Materials Stocks to Buy for the Residential Recovery

The 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

DA Davidson Reiterates Neutral Rating on Installed Building Products (IBP)

DA Davidson analyst Kurt Yinger reiterated a Neutral rating on Installed Building Products (IBP) and kept a $242 price target, according to TheFly. The firm also added IBP to its “Best-of-Breed Bison” list, citing growth in organic sales beyond housing completions and 20%-25% organic incremental EBITDA margins. CNN data show 87% Hold ratings; IBP’s average target is $232.50.

$IBPLow

Installed Building Products (IBP) officer gifts 25 shares of stock to charitable organization

Jason R. Niswonger, Chief Administrative & Sustainability Officer at Installed Building Products (IBP), reported a bona fide gift of 25 shares of common stock to a charitable organization. The shares were valued at $0.00 each for the transfer, and after this transaction, Niswonger directly holds 17,097 shares of IBP common stock. This gift, detailed in a Form 4 filing, is considered neutral in terms of market impact.

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