Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$5.4B
27M shares
52-week range
$193.11 – $349.00
4% from low
Sector
GENERAL BLDG CONTRACTORS - RESIDENTIAL BLDGS
Exchange
NYSE
CS
P/S (TTM)
1.8
EV / FCF (TTM)
153
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.
www.installedbuildingproducts.comNo one on the platform currently holds IBP.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 21,260 | $5.6M |
| Bridgewater Associatesas of 2026-03-31 | 4,788 | $1.3M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-15 | $0.3900 | 2026-09-30 |
| 2026-06-15 | $0.3900 | 2026-06-30 |
| 2026-03-13 | $0.3900 | 2026-03-31 |
| 2026-03-13 | $1.8000 | 2026-03-31 |
| 2025-12-15 | $0.3700 | 2025-12-31 |
| 2025-09-15 | $0.3700 | 2025-09-30 |
| 2025-06-13 | $0.3700 | 2025-06-30 |
| 2025-03-14 | $0.3700 | 2025-03-31 |
| 2025-03-14 | $1.7000 | 2025-03-31 |
| 2024-12-13 | $0.3500 | 2024-12-31 |
No one on the platform has traded IBP yet.
| 2024-09-13 | $0.3500 | 2024-09-30 |
| 2024-06-14 | $0.3500 | 2024-06-30 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 19.9% | 19.5% | 16.5% | — | — | — |
| Rev. Growth % | 1.0% | 12.4% | ||||
| Profit Margin % | 8.9% | 8.2% | 6.3% | |||
| Free Cash Flow Margin % | 10.1% | 8.5% | 6.9% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +1.7% on the P/E track.
At today's price, your expected annual return is +7.5% on the P/E track.
At today's price, your expected annual return is +12.7% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $3.0B | +1.1% | $10.44 | $10.39–$10.49 | 19.1× | 6 |
| 2027 | $3.1B | +4.3% | $11.46 | $11.39–$11.52 | 17.4× | 6 |
| 2028 | $3.3B | +5.8% | $13.20 | $12.50–$13.70 | 15.1× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $2.55 | $2.91 | +14.1% |
| 2026-05-07 | $1.96 | $1.79 | -8.7% |
| 2026-02-26 | $2.75 | $3.24 | +17.8% |
| 2025-11-05 | $2.69 | $3.18 | +18.2% |
| 2025-08-07 | $2.45 | $2.95 | +20.4% |
| 2025-05-08 | $2.18 | $2.08 | -4.6% |
| 2025-02-27 | $2.91 | $2.90 | -0.3% |
| 2024-11-07 | $3.02 | $2.85 | -5.6% |
| +1.67% |
| $5.1B |
| — |
| HRBH&R Block, Inc. | $45.74 | +1.37% | $5.8B | — |
| KMXCarMax, Inc. | $61.69 | +0.60% | $8.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$CAPS $DHI $BLDR $IBP $XHB For investors following US homebuilding and building-products distribution, CAPS may be worth researching at roughly $0.19. Q2 results: • Revenue: $21.5M, up 67% YoY • Gross profit: $6.0M, up 92% • Gross margin: 27.9%, up 357 bps • Stone Business Adjusted EBITDA: $2.0M at a 9.4% margin Its Coastal Carolinas expansion serves a corridor with 230+ active new-home communities, while Carolina Stone’s D.R. Horton relationship has expanded to 19 communities. The capital structure and dilution remain substantial risks—that is why the upcoming FAQ and updated 3i balance matter. But the operating improvement is real and deserves separate research from the financing controversy.
View on StockTwits ↗
Wall St is expecting 2.88 EPS for $IBP Q4 [Reporting 11/04 BMO] http://www.estimize.com/intro/ibp?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗
$IBP D.A. Davidson raises PT to $250 from $242 * Interface, Inc. TILE.O:
View on StockTwits ↗
https://www.marketbeat.com/earnings/reports/2026-8-6-installed-building-products-inc-stock/ $IBP Installed Building Products Earnings Tran
View on StockTwits ↗
$IBP Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $2.44 down -3.56% YoY • Reported revenue of $777.8M up 2.30% YoY
View on StockTwits ↗$CAPS Acquisition Watch 👀 I've been researching Capstone's next possible acquisition based on management's stated strategy. My #1 candidate: Fieldstone Center (Georgia) Why? ✅ Family-owned since 1949 ✅ Stone, masonry & hardscape distributor ✅ Fabrication + contractor focus ✅ Strong Southeast footprint ✅ Fits Capstone's "tuck-in" acquisition model With the Myrtle Beach expansion coming online and Q2 earnings expected in August, I think late summer is a logical window for either an LOI, acquisition announcement, or pipeline update. This is just my opinion based on public information—not insider knowledge. I'm building a ranked Southeast watchlist. Fieldstone Center is my current #1. Who else do you think could be a fit? $IWM $BLDR $IBP #CAPS #MicroCap #MergersAndAcquisitions #ValueInvesting
View on StockTwits ↗
$QXO is holding up nicely today compared to $BLDR $IBP.
View on StockTwits ↗
$IBP Purchase by EVP/CFO: https://filingtracker.ai/filing/1580905/0001628280-26-043030
View on StockTwits ↗
Factory-Built Housing Gains Momentum as Supply Crisis Deepens $BXBL $DHI $LEN $IBP $PCOR https://ibn.fm/gh8a1
View on StockTwits ↗
$IBP Share Price: $204.25 Contract Selected: Dec 18, 2026 $200 Calls Buy Zone: $29.67 – $36.65 Target Zone: $49.10 – $60.01 Potential Upside: 56% ROI Time to Expiration: 197 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗
$IBP – TUE: Still Dealing With Resistance of the Round-$220 – Needs to Close Above There Latest Chart Update: IBP 10:20 PM – We are currently reporting on this stock as an active holding and continue to monitor the stock closely for any technical SELL SIGNALS. The focus always remains on price/volume action around key support levels, including the 10 DMA, 50 DMA, and any nearby trendline or ROUND-$ support. https://buyingbreakouts.com/tue-5-26-ibp-still-dealing-with-resistance-of-the-round-220-needs-to-close-above-there/
View on StockTwits ↗$IBP – FRI: The Round-$220 Acting as Resistance Latest Chart Update: IBP 8:10 PM – We are currently reporting on this stock as an active holding and continue to monitor the stock closely for any technical SELL SIGNALS. The focus always remains on price/volume action around key support levels, including the 10 DMA, 50 DMA, and any nearby trendline or ROUND-$ support. https://buyingbreakouts.com/fri-5-22-ibp-the-round-220-acting-as-resistance/
View on StockTwits ↗
$IBP Excellent article that nails exactly where IBP stands right now. So if you want to update your IBP knowledge or get acquainted with IBP, this is a must read. https://everyticker.com/quote/IBP/analysis/ibp-s-multi-trade-consolidation-engine-drives-margin-resilience-amid-housing-cyclicality-nyse-ibp
View on StockTwits ↗$QXO Who do you think is going to get all the Data Center build out business? $QXO is leveraged to get a significant share. On $IBP conference call they stated they are not leveraged to the Data Center build out. One of QXO's main competitors isn't even trying. More opportunity for $QXO
View on StockTwits ↗$IBP CFO, along with other insiders, purchased additional shares: https://www.sec.gov/Archives/edgar/data/1580905/000162828026034263/xslF345X06/wk-form4_1778626158.xml
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.