Earnings summaries and quarterly performance for Installed Building Products.
Executive leadership at Installed Building Products.
Jeffrey Edwards
Detailed
President and Chief Executive Officer
CEO
BW
Brad Wheeler
Detailed
Chief Operating Officer
JN
Jason Niswonger
Detailed
Chief Administrative and Sustainability Officer
JH
Jeff Hire
Detailed
President of External Affairs
MM
Michael Miller
Detailed
Chief Financial Officer
TF
Todd Fry
Detailed
Chief Accounting Officer
Board of directors at Installed Building Products.
Research analysts who have asked questions during Installed Building Products earnings calls.
Kenneth Zener
Seaport Research Partners
4 questions for IBP
Also covers: BLD, CCS, DHI +7 more
SK
Stephen Kim
Evercore ISI
4 questions for IBP
Also covers: AWI, BLD, DHI +11 more
SM
Susan Maklari
Goldman Sachs Group Inc.
4 questions for IBP
Also covers: ALH, AOS, AWI +24 more
AI
Alex Isaac
JPMorgan Chase & Co.
3 questions for IBP
Also covers: FOR, WHR
AB
Adam Baumgarten
Zelman & Associates
2 questions for IBP
Also covers: AMWD, AWI, AZEK +12 more
Collin Verron
Deutsche Bank
2 questions for IBP
Also covers: BLD, BLDR, CNM +7 more
Jeffrey Stevenson
Loop Capital Markets LLC
2 questions for IBP
Also covers: BCC, BLD, BLDR +8 more
KH
Keith Hughes
Truist Financial Corporation
2 questions for IBP
Also covers: AMRZ, AWI, BLD +21 more
KY
Kurt Yinger
D.A. Davidson & Co.
2 questions for IBP
Also covers: BCC, BLD, BXC +8 more
Michael Dahl
RBC Capital Markets
2 questions for IBP
Also covers: AHR, AZEK, BECN +20 more
Trey Grooms
Stephens Inc.
2 questions for IBP
Also covers: ACA, AZEK, BECN +13 more
Christopher Kalata
RBC Capital Markets
1 question for IBP
Also covers: AZEK, GMS, JELD +3 more
Ethan Roberts
Stephens Inc.
1 question for IBP
Also covers: ACA, WMS
JA
Joe Ahlersmeyer
Truist Securities
1 question for IBP
MG
Maggie Grady Miller
Jefferies
1 question for IBP
Also covers: MAS, WSC
Margaret Grady
Jefferies
1 question for IBP
Also covers: BLD, TREX
MR
Michael Rehaut
JPMorgan Chase & Co.
1 question for IBP
Also covers: AZEK, BECN, BLD +17 more
Mike Dahl
RBC Capital Markets
1 question for IBP
Also covers: BECN, BLDR, CNM +13 more
Philip Ng
Jefferies
1 question for IBP
Also covers: AWI, AZEK, BALL +26 more
RG
Reuben Garner
Stifel
1 question for IBP
Also covers: BCC, BECN, BLD +12 more
Recent press releases and 8-K filings for IBP.
Installed Building Products Enters Share Repurchase Agreement
IBP
Share Buyback
- Installed Building Products, Inc. (IBP) entered into a share repurchase agreement on November 24, 2025, to buy back 150,000 shares of its common stock from PJAM IBP Holdings, Inc., an entity beneficially owned by CEO Jeff Edwards.
- The repurchase price is $250.96 per share, which was determined by taking the last reported sales price on November 21, 2025, and applying a 3% discount.
- The total purchase price for the shares is $37,643,760, to be funded from the Company's cash on hand. This transaction, part of a previously announced stock buyback program, was approved by IBP's Board of Directors and Audit Committee.
Nov 24, 2025, 9:31 PM
IBP Reports Q3 2025 Financial Performance and Capital Allocation
IBP
Earnings
Dividends
Share Buyback
- For the LTM period ending September 30, 2025, IBP reported $2,973.5 million in net revenue and $508.3 million in Adjusted EBITDA, with an Adjusted EBITDA margin of 17.1%.
- The company generated $304.4 million in free cash flow for the LTM period ending September 30, 2025, contributing to over $1 billion in free cash flow over five years.
- IBP maintains a conservative capital structure with a Net Debt / Adjusted EBITDA ratio of 1.09x as of September 30, 2025, which is below its target of less than 2.00x.
- Capital allocation priorities include acquisitions, a quarterly dividend of $0.37 per share, and share repurchases under a $500 million authorization expiring March 1, 2026.
- The long-term outlook targets include mid-teens Adjusted EPS growth and 20-25% organic incremental margin for Adjusted EBITDA growth, with an assumption to target >$100 million of acquired revenue annually.
Nov 5, 2025, 3:00 PM
IBP Reports Record Q3 2025 Sales and Profitability
IBP
Earnings
M&A
Guidance Update
- IBP reported record consolidated net revenue of $778 million, adjusted EBITDA of $140 million, and adjusted net income of $86 million or $3.18 per diluted share for Q3 2025.
- The company returned nearly $213 million to shareholders through $78 million in cash dividends and $135 million in share repurchases during the nine months ended September 30, 2025.
- Consolidated sales increased 2% in Q3 2025, driven by a 12% increase in commercial same branch sales (with heavy commercial exceeding 30% growth) and double-digit growth in complementary product sales, offsetting a 3% decline in residential same branch sales.
- IBP acquired a manufacturer with $20 million in annual revenue during Q3 2025 and several other businesses totaling approximately $19 million in annual sales in October and November.
- Looking ahead, residential housing starts are expected to be flat in 2026 compared to 2025, with a multifamily rebound weighted towards the back half of 2026, while heavy commercial sales and profitability are anticipated to remain healthy beyond 2025.
Nov 5, 2025, 3:00 PM
Installed Building Products, Inc. Reports Record Third Quarter 2025 Results
IBP
Earnings
Dividends
Share Buyback
- Installed Building Products, Inc. reported record net revenue of $778.2 million for Q3 2025, a 2.3% increase from the prior year, alongside an 8.5% rise in net income to $74.4 million and a 12.3% increase in diluted net income per share to $2.74.
- Adjusted EBITDA reached a record $139.9 million in Q3 2025, up 5.7% compared to the prior year period.
- The company repurchased 200,000 shares of common stock for $51.5 million during Q3 2025 and declared a fourth quarter cash dividend of $0.37 per share, marking a 6% increase from the prior year's fourth quarter dividend.
- IBP has acquired over $58 million in annual revenue to date in 2025, though it expects total acquired revenue for the year to be below its $100 million goal due to anticipated delays.
Nov 5, 2025, 12:34 PM
Installed Building Products Reports Record Third Quarter 2025 Results
IBP
Earnings
Dividends
Share Buyback
- Installed Building Products reported record net revenue of $778.2 million, a 2.3% increase, and record net income of $74.4 million, up 8.5%, for the third quarter ended September 30, 2025.
- Diluted earnings per share increased 12.3% to $2.74, and Adjusted EBITDA grew 5.7% to a record $139.9 million for the quarter.
- The company generated $124.1 million in net cash flow from operations, an increase of 22.4%, and held $333.3 million in cash and cash equivalents as of September 30, 2025.
- IBP repurchased 200,000 shares of common stock at a total cost of $51.5 million during the third quarter of 2025 and declared a $0.37 per share cash dividend for the fourth quarter.
- To date in 2025, IBP has acquired over $58 million of annual revenue, though the total acquired revenue for 2025 is anticipated to be less than the annual goal of at least $100 million due to potential delays.
Nov 5, 2025, 12:30 PM
Installed Building Products Announces Acquisitions
IBP
M&A
New Projects/Investments
- Installed Building Products, Inc. (IBP) announced the acquisition of Echols Glass & Mirror, Inc. and Vanderkoy Bros, LLC on October 13, 2025.
- These acquisitions are expected to add over $16 million of annual revenue.
- To date in 2025, IBP has acquired approximately $55 million in annual revenue through various acquisitions.
- The acquisitions expand IBP's geographic presence and diversify its revenue and cash flows in attractive building product categories.
Oct 14, 2025, 11:07 AM
Installed Building Products Acquires Echols Glass & Mirror and Vanderkoy Bros
IBP
M&A
New Projects/Investments
Revenue Acceleration/Inflection
- Installed Building Products, Inc. (IBP) has acquired Echols Glass & Mirror, Inc. and Vanderkoy Bros, LLC, which are expected to add over $16 million in annual revenue.
- These acquisitions are a central component of IBP's growth strategy, contributing to $55 million in acquired revenue for 2025, and enhance its geographic reach and product diversification in the U.S. building products sector.
- Following the announcement, IBP's stock showed positive movement, closing at $240.32 with a 0.47% increase and trading higher in after-hours at $245.29, up 2.07%.
- Analysts rate IBP a 'Buy' with a price target of $266.00, and TipRanks’ AI Analyst Spark considers it an 'Outperform'.
Oct 13, 2025, 9:42 PM
Installed Building Products Acquires Echols Glass & Mirror and Vanderkoy Bros
IBP
M&A
New Projects/Investments
- Installed Building Products (IBP) announced the acquisition of Echols Glass & Mirror, Inc. and Vanderkoy Bros, LLC.
- These two acquisitions are expected to add over $16 million of annual revenue to IBP.
- Echols Glass & Mirror, Inc. expands IBP's offerings in specialty glass, mirrors, and other interior home products primarily to residential customers in the Southeastern U.S., while Vanderkoy Bros, LLC focuses on drywall and metal stud framing installations across commercial and residential markets in Wisconsin.
- To date in 2025, IBP has acquired approximately $55 million in annual revenue through acquisitions, which remain a key component of its growth strategy.
Oct 13, 2025, 8:30 PM
IBP Reports Record Q4 and Full-Year 2024 Results, Increases Dividends, and Provides 2025 Outlook
IBP
Earnings
Dividends
Share Buyback
M&A
- Installed Building Products (IBP) achieved a record Q4 2024 consolidated net revenue of $750 million, a 4% increase, and Adjusted EBITDA of $132 million with a 17.6% margin. The full year 2024 also marked record revenue and profitability, with consolidated sales growth of nearly 6% and same-branch growth of approximately 4%.
- The company generated $340 million in cash flow from operations in 2024. Capital allocation for the year included $87 million in acquisitions and $230 million allocated towards dividends and share repurchases.
- IBP increased its Q1 2025 regular quarterly dividend by 6% to $0.37 per share and its annual variable dividend by 6% to $1.70 per share. Additionally, the company authorized a new $500 million share repurchase program.
- In 2024, IBP acquired nine businesses with over $100 million in combined annual revenue and anticipates acquiring at least $100 million of annual revenue in 2025.
- For 2025, IBP expects the single-family demand environment to be relatively stable, with industry starts potentially flat to up a couple of points for the full year. The multi-family market is projected to experience a 20%-25% decline in units under construction over at least six months, though IBP expects to outperform the overall market.
Feb 27, 2025, 3:00 PM
Quarterly earnings call transcripts for Installed Building Products.
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