IBP - Installed Building P... Stock Analysis | Stock Taper
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Installed Building Products, Inc.

IBP

Installed Building Products, Inc. NYSE
$327.76 1.79% (+5.75)

Market Cap $8.84 B
52w High $349.00
52w Low $150.83
Dividend Yield 1.12%
Frequency Quarterly
P/E 35.32
Volume 379.64K
Outstanding Shares 26.98M

Income Statement

Period Revenue Operating Expense Net Income Net Profit Margin Earnings Per Share EBITDA
Q4-2025 $747.5M $152.7M $76.6M 10.25% $2.85 $320.8M
Q3-2025 $778.2M $157.4M $74.4M 9.56% $2.75 $142.7M
Q2-2025 $760.3M $158.9M $69M 9.08% $2.53 $137.3M
Q1-2025 $684.8M $153.9M $45.4M 6.63% $1.65 $105.2M
Q4-2024 $750.2M $153.3M $66.9M 8.92% $2.41 $133.8M

Balance Statement

Period Cash & Short-term Total Assets Total Liabilities Total Equity
Q4-2025 $321.9M $2.07B $1.36B $709.9M
Q3-2025 $333.3M $2.05B $1.37B $678.6M
Q2-2025 $305.2M $2.02B $1.36B $664.5M
Q1-2025 $298.7M $2B $1.34B $660.9M
Q4-2024 $327.6M $2.06B $1.35B $705.3M

Cash Flow Statement

Period Net Income Cash From Operations Cash From Investing Cash From Financing Net Change Free Cash Flow
Q4-2025 $330.2M $64.9M $-31.6M $-44.7M $-11.4M $519.4M
Q3-2025 $-56.7M $-182.5M $46.9M $-58.7M $28.1M $-146.7M
Q2-2025 $69M $90.4M $-17.1M $-66.8M $6.5M $74.8M
Q1-2025 $45.4M $92.1M $-26.1M $-94.9M $-28.9M $71.9M
Q4-2024 $66.9M $74.8M $-64.7M $-88.7M $-78.6M $52.9M

Revenue by Products

Product Q1-2025Q2-2025Q3-2025Q4-2025
Fireproofing And Firestopping
Fireproofing And Firestopping
$20.00M $30.00M $30.00M $40.00M
Garage Doors
Garage Doors
$40.00M $40.00M $40.00M $40.00M
Insulation
Insulation
$410.00M $450.00M $440.00M $410.00M
Other Building Products
Other Building Products
$40.00M $50.00M $50.00M $50.00M
Product and Service Other
Product and Service Other
$40.00M $40.00M $60.00M $0
Product Installation
Product Installation
$650.00M $720.00M $720.00M $680.00M
Rain Gutters
Rain Gutters
$30.00M $30.00M $40.00M $30.00M
Shower Doors Shelving And Mirrors
Shower Doors Shelving And Mirrors
$50.00M $60.00M $60.00M $50.00M
Waterproofing
Waterproofing
$30.00M $40.00M $40.00M $40.00M
Window Blinds
Window Blinds
$20.00M $20.00M $20.00M $20.00M

Q4 2025 Earnings Call Summary

Read Call Summary

5-Year Trend Analysis

A comprehensive look at Installed Building Products, Inc.'s financial evolution and strategic trajectory over the past five years.

+ Strengths

IBP combines strong current profitability and cash generation with a leading market position in a niche where scale and local relationships matter. Its balance sheet shows ample liquidity and solid equity support, while free cash flow provides room to fund acquisitions and other strategic priorities. The diversified mix of products and end markets, together with a well‑tested acquisition engine, gives the company multiple levers to drive growth and maintain relevance with both national and local builders.

! Risks

Key risks include the cyclical nature of residential and commercial construction, which can affect volumes and pricing, and the company’s reliance on acquisitions, which introduces integration, cultural, and valuation risks. The balance sheet carries meaningful debt and a large block of goodwill and intangibles, which could become pressure points if earnings soften or deals underperform. Limited explicit R&D and dependence on non‑proprietary products mean competitive advantages rest primarily on execution, scale, and relationships rather than on unique technology.

Outlook

Assuming construction markets remain reasonably healthy, IBP appears positioned to continue generating solid profits and cash flows, supported by its scale, diversification, and acquisition strategy. The company’s focus on sustainability, expansion into commercial and multi‑family segments, and potential use of technology to enhance efficiency all point to ongoing opportunities for incremental improvement. At the same time, its future performance will be closely tied to the broader building cycle and its ability to balance growth, leverage, and integration quality, so outcomes carry the usual uncertainties associated with a cyclical, acquisition‑driven business.