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
6 questions for IBP
Also covers: BLD, CCS, DHI +7 more
SM
Susan Maklari
Goldman Sachs Group Inc.
6 questions for IBP
Also covers: ALH, AOS, AWI +25 more
AB
Adam Baumgarten
Zelman & Associates
4 questions for IBP
Also covers: AMWD, AWI, AZEK +12 more
Collin Verron
Deutsche Bank
4 questions for IBP
Also covers: BLD, BLDR, CNM +7 more
KH
Keith Hughes
Truist Financial Corporation
4 questions for IBP
Also covers: AMRZ, AWI, BLD +21 more
SK
Stephen Kim
Evercore ISI
4 questions for IBP
Also covers: AWI, BLD, DHI +11 more
AI
Alex Isaac
JPMorgan Chase & Co.
3 questions for IBP
Also covers: FOR, WHR
MR
Michael Rehaut
JPMorgan Chase & Co.
3 questions for IBP
Also covers: AZEK, BECN, BLD +17 more
Mike Dahl
RBC Capital Markets
3 questions for IBP
Also covers: BECN, BLDR, CNM +14 more
Philip Ng
Jefferies
3 questions for IBP
Also covers: AWI, AZEK, BALL +26 more
Aatish Shah
Evercore ISI
2 questions for IBP
Also covers: AWI, BLD, FBIN +2 more
Jeffrey Stevenson
Loop Capital Markets LLC
2 questions for IBP
Also covers: BCC, BLD, BLDR +9 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 +21 more
Trey Grooms
Stephens Inc.
2 questions for IBP
Also covers: ACA, AMRZ, AZEK +15 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, POOL, 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
RG
Reuben Garner
Stifel
1 question for IBP
Also covers: BCC, BECN, BLD +13 more
Recent press releases and 8-K filings for IBP.
Installed Building Products Reports Record Q4 2025 Profitability and Strong Commercial Segment Growth
IBP
Earnings
M&A
Guidance Update
- Installed Building Products reported record Adjusted EBITDA of $142 million and a record Adjusted Gross Margin of 35% for Q4 2025, with consolidated net revenue roughly flat at $748 million.
- For the full year 2025, consolidated sales increased 1%, and the company generated $371 million in cash flow from operations, while completing 11 acquisitions representing over $64 million of annual revenue.
- The commercial end market was a strong performer in 2025, with installation segment sales up 10% on a same-branch basis for the full year and 23% in Q4 2025, and is poised to remain healthy in 2026.
- The company expects to acquire at least $100 million of annual revenue in 2026 and anticipates an effective tax rate of 25%-27% for the full year.
- Despite strong overall performance, the new residential installation segment experienced headwinds, with same-branch sales down 9% in Q4 2025, and the company noted price-cost pressure in the entry-level market.
1 day ago
Installed Building Products Reports Record 2025 Performance, Announces New Buyback and Increased Dividends
IBP
Earnings
M&A
Share Buyback
- Installed Building Products (IBP) reported record sales and profitability for the full year 2025, with Q4 2025 consolidated net revenue at $748 million and adjusted gross margin reaching a record 35%.
- For Q4 2025, Adjusted EBITDA increased to a record $142 million (19% margin), and Adjusted Net Income rose to $88 million, or $3.24 per diluted share.
- The commercial end market was a key growth driver, with same-branch sales up 23% in Q4 2025 and 10% for the full year, counteracting declines in the new residential segment.
- IBP completed 11 acquisitions in 2025, adding over $64 million in annual revenue, and targets acquiring at least $100 million in annual revenue in 2026.
- The company's Board authorized a new $500 million stock buyback program and increased the regular quarterly dividend to $0.39 per share and the annual variable dividend to $1.80 per share.
1 day ago
Installed Building Products Reports Q4 2025 Results and Capital Allocation
IBP
Earnings
Dividends
Share Buyback
- For Q4 2025, Installed Building Products reported net revenue of $2,970.8 million and Adjusted EBITDA of $518.5 million, with an Adjusted EBITDA margin of 17.5% for the full year 2025.
- The company declared a quarterly dividend of $0.39 per share and an annual variable dividend of $1.80 per share, both scheduled to be paid on March 31, 2026.
- Over the past five years, IBP's capital allocation included 41% for dividends, 34% for share repurchases, and 25% for acquisitions.
- Installed Building Products maintained a conservative capital structure with a Net Debt / Adjusted EBITDA ratio of 1.10x as of December 31, 2025.
1 day ago
Installed Building Products Reports Record 2025 Results and Strong Q4 Performance
IBP
Earnings
M&A
Guidance Update
- Installed Building Products (IBP) closed out 2025 with record sales and profitability for the year, with consolidated sales increasing 1% and same-branch sales declining 1%.
- The commercial end market was a bright spot in 2025, with installation segment sales up 10% on a same-branch basis, while the new residential insulation segment experienced headwinds. In Q4 2025, heavy commercial same-branch sales grew 38%, almost fully offsetting a 9% decline in new residential same-branch sales.
- For the fourth quarter of 2025, consolidated net revenue was $748 million, adjusted gross margin reached a record 35%, adjusted EBITDA was a record $142 million (19% margin), and Adjusted Net Income was $88 million, or $3.24 per diluted share.
- IBP generated $371 million in cash flow from operations for the 12 months ended December 31, 2025, and completed 11 acquisitions representing over $64 million of annual revenue during the year. The net debt to trailing twelve-month adjusted EBITDA leverage ratio was 1.1 times at December 31, 2025.
- For 2026, the company expects full year amortization expense of approximately $38 million and an effective tax rate of 25%-27%. Gross margins are expected to remain in the 32%-34% range on a full-year basis, and weather impact in January and February 2026 was about $20 million to Q1 revenue.
1 day ago
IBP Reports Record Q4 and Full-Year 2025 Results
IBP
Earnings
Guidance Update
Share Buyback
- Installed Building Products (IBP) reported record fourth-quarter and full-year 2025 results, with Q4 revenue of approximately $747.5 million and full-year sales of $2,970.8 million. Diluted EPS for Q4 was $3.24 and for the full year was $9.71.
- The company has strategically shifted its revenue mix towards higher-margin commercial work, with commercial same-branch sales rising about 10%, reducing reliance on single-family residential from approximately 75% to 55% of revenue over the last decade.
- IBP completed 11 acquisitions adding over $64 million in annual revenue, returned approximately $210 million via share buybacks, authorized a new $500 million share repurchase program, and raised dividends.
- Management expects a $20 million negative revenue impact in Q1 2026 due to weather and anticipates commercial strength to be the primary margin support going forward amidst ongoing residential headwinds.
- Shares rallied nearly 9% after the release, trading around $327.
2 days ago
Installed Building Products Reports Record Q4 and Full Year 2025 Profitability
IBP
Earnings
Dividends
Share Buyback
- Installed Building Products reported record profitability for Q4 2025, with net income increasing 14.5% to $76.6 million and Adjusted EBITDA increasing 7.7% to $142.2 million. For the full year 2025, net revenue reached a record $3.0 billion, and Adjusted EBITDA was a record $518.5 million.
- The company declared a Q1 regular cash dividend of $0.39 per share and an annual variable dividend of $1.80 per share.
- IBP repurchased 150 thousand shares for $37.6 million in Q4 2025 and authorized a new $500 million stock repurchase program.
- IBP completed 11 acquisitions in 2025, adding over $64 million in annual revenue, and anticipates acquiring at least $100 million in annual revenue in 2026.
- Fitch Ratings assigned IBP a first-time Long-Term Issuer Default Rating (IDR) of 'BB+', and the company completed a private offering of $500 million in senior unsecured notes.
2 days ago
Installed Building Products Reports Record Q4 and FY 2025 Profitability
IBP
Earnings
Dividends
Share Buyback
- Installed Building Products reported record profitability for both the fourth quarter and fiscal year 2025.
- For Q4 2025, net revenue decreased 0.4% to $747.5 million, while net income increased 14.5% to $76.6 million and Adjusted EBITDA increased 7.7% to $142.2 million. For the full year 2025, net revenue increased 1.0% to $3.0 billion, net income was $265.4 million, and Adjusted EBITDA was $518.5 million.
- The company increased its first quarter regular cash dividend to $0.39 per share and its annual variable dividend to $1.80 per share.
- IBP authorized a new stock repurchase program for up to $500 million and completed 11 acquisitions in 2025 representing over $64 million of annual revenue.
- The company also closed a private offering of $500 million in 5.625% senior unsecured notes due 2034.
2 days ago
Installed Building Products Acquires Thermo-Tech Mechanical Insulation
IBP
M&A
New Projects/Investments
- Installed Building Products (IBP) has acquired Thermo-Tech Mechanical Insulation, Inc., a leading provider of mechanical insulation services.
- This acquisition is aimed at supporting IBP's continued growth in the commercial space, building on its established market leadership in residential insulation services.
- Following the acquisition, IBP's capabilities now extend across more than 250 locations and include over 10,000 employees.
Feb 5, 2026, 4:50 PM
Installed Building Products Announces Three Acquisitions
IBP
M&A
New Projects/Investments
Revenue Acceleration/Inflection
- Installed Building Products, Inc. (IBP) announced the acquisition of Thermo-Tech Mechanical Insulation, Inc., Biomax Spray Foam Insulation, LLC, and CKV Finished Products LLC.
- These three acquisitions collectively add over $22 million of annual revenue to IBP.
- The acquisitions include Thermo-Tech (acquired on February 2, 2026, with approximately $13 million in annual revenue), Biomax (acquired on January 19, 2026, with approximately $5 million in annual revenue), and CKV (acquired on December 11, 2025, with approximately $4 million in annual revenue).
Feb 2, 2026, 9:31 PM
IBP Announces Three Acquisitions
IBP
M&A
New Projects/Investments
Revenue Acceleration/Inflection
- Installed Building Products (IBP) announced the acquisition of Thermo-Tech Mechanical Insulation, Inc., Biomax Spray Foam Insulation, LLC, and CKV Finished Products LLC, which are expected to collectively add over $22 million of annual revenue.
- The acquisitions include Thermo-Tech (acquired February 2, 2026, with approximately $13 million annual revenue), Biomax (acquired January 19, 2026, with approximately $5 million annual revenue), and CKV (acquired December 11, 2025, with approximately $4 million annual revenue).
- These strategic moves further expand IBP's national footprint and diversify its revenue and cash flows across various residential and commercial markets, aligning with the company's growth strategy.
Feb 2, 2026, 9:30 PM
Quarterly earnings call transcripts for Installed Building Products.
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