Installed Building Products
About: Installed Building Products Inc is an insulation installer serving the residential new construction market and are also a diversified installer of complementary building products, including waterproofing, fire-stopping and fireproofing, garage doors, rain gutters, window blinds, shower doors, closet shelving, mirrors and other products throughout the United States. The company installs fiberglass insulation, spray foam insulation, and cellulose insulation. The company has three operating segments consisting of Installation, Manufacturing and Distribution operations. Majority of revenue is derived from Installation segment.
Employees: 10,800
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 2 (+1) [Q1 2025]
31% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 114
2.85% more ownership
Funds ownership: 91.11% [Q4 2024] → 93.95% (+2.85%) [Q1 2025]
1% less capital invested
Capital invested by funds: $4.49B [Q4 2024] → $4.47B (-$22.5M) [Q1 2025]
4% less funds holding
Funds holding: 361 [Q4 2024] → 348 (-13) [Q1 2025]
12% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 59
14% less call options, than puts
Call options by funds: $12.1M | Put options by funds: $14M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$185
12%
upside
Avg. target
$193
17%
upside
High target
$200
21%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Loop Capital Jeffrey Stevenson | 21%upside $200 | Buy Maintained | 12 May 2025 |
Benchmark Reuben Garner | 12%upside $185 | Buy Maintained | 9 May 2025 |
Financial journalist opinion
Positive
Seeking Alpha
3 weeks ago
Installed Building Products: Currently On Sale
Installed Building Products is a market leader with strong revenue growth, margin expansion, and a proven acquisition-driven strategy. Near-term headwinds from a slowing housing market and higher mortgage rates may impact organic growth, but long-term demand drivers remain robust. The Company's scale, local presence, and deep relationships with major homebuilders create durable competitive advantages and high barriers to entry.
Neutral
Seeking Alpha
1 month ago
Installed Building Products, Inc. (IBP) Q1 2025 Earnings Call Transcript
Installed Building Products, Inc. (NYSE:IBP ) Q1 2025 Earnings Conference Call May 8, 2025 10:00 AM ET Company Participants Darren Hicks - Vice President, Investor Relations Jeff Edwards - Chairman and CEO Michael Miller - Chief Financial Officer Jason Niswonger - Chief Administrative and Sustainability Officer Conference Call Participants Aatish Shah - Evercore ISI Stephen Kim - Evercore ISI Alex Isaac - JPMorgan Susan Maklari - Goldman Sachs Michael Dahl - RBC Capital Markets. Trey Grooms - Stephens Inc. Maggie Grady Miller - Jefferies Ken Zener - KeyBanc Capital Markets Adam Baumgarten - Zelman & Associates Jeffrey Stevenson - Loop Capital Markets Collin Verron - Deutsche Bank Securities Inc. Operator Greetings, and welcome to the Installed Building Products First Quarter 2025 Financial Results Conference Call.
Negative
Zacks Investment Research
1 month ago
Installed Building Products (IBP) Misses Q1 Earnings Estimates
Installed Building Products (IBP) came out with quarterly earnings of $2.08 per share, missing the Zacks Consensus Estimate of $2.18 per share. This compares to earnings of $2.47 per share a year ago.
Neutral
Business Wire
1 month ago
Installed Building Products Reports First Quarter 2025 Results; Declares Regular Quarterly Cash Dividend
COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the "Company" or "IBP") (NYSE: IBP), an industry-leading installer of insulation and complementary building products, today announced results for the first quarter ended March 31, 2025. First Quarter 2025 Highlights (Comparisons are to Prior Year Period) Net revenue decreased 1.2% to $684.8 million Installation revenue decreased 1.3% to $647.2 million, including sales from IBP's recent acquisitions Other revenue, net of elimina.
Negative
Zacks Investment Research
1 month ago
Earnings Preview: Installed Building Products (IBP) Q1 Earnings Expected to Decline
Installed Building Products (IBP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
Business Wire
1 month ago
Installed Building Products to Report First Quarter 2025 Financial Results
COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the “Company”) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, announced today that the Company will release its first quarter financial results on May 8, 2025. A webcast and conference call will be held that same day at 10:00 a.m. (Eastern Time) to review the Company's results. Webcast: The conference call will be available on the investor relations section of the Company's website.
Neutral
Seeking Alpha
3 months ago
Installed Building Products, Inc. (IBP) Q4 2024 Earnings Call Transcript
Installed Building Products, Inc. (NYSE:IBP ) Q4 2024 Earnings Conference Call February 27, 2025 10:00 AM ET Company Participants Darren Hicks - Vice President, Investor Relations Jeff Edwards - Chairman and CEO Michael Miller - Chief Financial Officer Jason Niswonger - Chief Administrative and Sustainability Officer Conference Call Participants Keith Hughes - Truist Securities Stephen Kim - Evercore ISI Alex Isaac - JPMorgan Susan Maklari - Goldman Sachs Phil Ng - Jefferies Ethan Roberts - Stephens, Inc. Ken Zener - KeyBanc Capital Markets Kurt Yinger - D.A. Davidson Operator Greetings.
Negative
Zacks Investment Research
3 months ago
Installed Building Products (IBP) Misses Q4 Earnings and Revenue Estimates
Installed Building Products (IBP) came out with quarterly earnings of $2.90 per share, missing the Zacks Consensus Estimate of $2.91 per share. This compares to earnings of $2.72 per share a year ago.
Neutral
Business Wire
3 months ago
Installed Building Products Reports Record Fourth Quarter 2024 Results
COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the "Company" or "IBP") (NYSE: IBP), an industry-leading installer of insulation and complementary building products, today announced results for the fourth quarter and fiscal year ended December 31, 2024. Fourth Quarter 2024 Highlights (Comparisons are to Prior Year Period) Net revenue increased 4.1% to a fourth quarter record of $750.2 million Installation revenue increased 3.8% to $695.0 million, as growth across all end mar.
Neutral
Business Wire
4 months ago
Installed Building Products to Report Fourth Quarter and Fiscal Year 2024 Financial Results
COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the “Company”) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, announced today that the Company will release its fourth quarter and fiscal year 2024 financial results on February 27, 2025. A webcast and conference call will be held that same day at 10:00 a.m. (Eastern Time) to review the Company's results. Webcast: The conference call will be available on the investor relations sect.
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