Installed Building Products

IBP

Market cap $6.95B

Installed Building Products boosts its footprint with the Echols and Vanderkoy buyouts, adding $16M in revenues and expanding across key housing markets.

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 the acquisition of Echols Glass & Mirror, Inc. (“Echols”) and Vanderkoy Bros, LLC (“Vanderkoy”). Together, these acquisitions continue to expand IBP's geographic presence with well-run businesses across the U.S. and further diversify its revenue and cash flows in attractive building product c.

COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the “Company” or “IBP”) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, announced today the release of the Company's 2025 Environmental, Social and Governance (“ESG”) report, showcasing key achievements from the past year and reaffirming its ongoing commitment to ESG principles. The report highlights the Company's continued efforts to support environmental sustainability, employee w.

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 the acquisition of Carolina Precision Fibers ACP, LLC (“CPF”) doing business as Carolina Precision Fibers. Located in Ronda, North Carolina, CPF manufactures cellulose-based insulation for homes, hydromulch for erosion control, and composite materials used in industrial applications. The company.

Downgrading IBP to hold due to management's cautious tone, softer housing outlook, slower acquisitions, and a stretched 25x forward PE valuation. Q2 results were solid, with record revenue and strong commercial segment growth, especially in heavy commercial projects driven by data center demand. Short-term headwinds include weaker single- and multi-family housing demand, delayed recovery, and underwhelming acquisition pace versus targets.

Installed Building Products IBP is currently in Phase 17 of its 18-phase Adhishthana cycle. While the stock's rally may appear strong for now, a closer look under the Adhishthana framework raises questions about its sustainability over the long term.

Installed Building Products, Inc. (NYSE:IBP ) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET Company Participants Darren Thomas Hicks - Vice President of Investor Relations Jeffrey W. Edwards - Chairman, CEO & President Michael Thomas Miller - CFO, Executive VP of Finance & Director Conference Call Participants Alexander William Isaac - JPMorgan Chase & Co, Research Division Collin Andrew Verron - Deutsche Bank AG, Research Division Kenneth Robinson Zener - Seaport Research Partners Michael Glaser Dahl - RBC Capital Markets, Research Division Stephen Kim - Evercore ISI Institutional Equities, Research Division Susan Marie Maklari - Goldman Sachs Group, Inc., Research Division Operator Greetings, and welcome to the Installed Building Products Second Quarter 2025 Financial Results Conference Call.

Exited M&T Bank due to concerns over sluggish growth, increased competition, and limited opportunities in slow-growing markets despite strong fundamentals. Trimmed Progressive Corp. as auto insurance profitability peaks; remain positive but expect lower future returns due to rising competition and cyclical pressures. Added to Kinsale Capital after market overreaction to short-term results; confident in its efficiency, growth, and profit margins within commercial insurance.

Installed Building Products (IBP) came out with quarterly earnings of $2.95 per share, beating the Zacks Consensus Estimate of $2.45 per share. This compares to earnings of $3.02 per share a year ago.

Installed Building Products (IBP 13.45%), one of the largest insulation installers in the United States, reported its second quarter earnings on August 7, 2025. The company's headline news was record GAAP revenue of $760.3 million in Q2 2025, handily beating the consensus GAAP estimate of $711.4 million.