Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Installed Building Products, Inc.
Next earnings Aug 5, 2026 · consensus $2.60 EPS, $752M rev
Last earnings -27.6% on 2026-05-07
IBP is a high-ROE (37%) insulation installer compounding via M&A and buybacks; reasonable at 22.5x despite a flat housing year.
Sources: SEC EDGAR (CIK 0001580905, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/21/2026, 8:54:52 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
The fundamentals carry the rating, but the price is rich (~42% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
Installed Building Products is the second-largest US installer of insulation and related building products for residential and commercial construction, run as a disciplined consolidator of local installers. FY2025 was a slow-growth holding year given soft housing volumes — revenue rose just 1.0% to $2.97B and operating income was essentially flat at $386M — yet the franchise's quality shows through: a 34.0% gross margin, 13.0% operating margin, and a standout 37.4% return on equity. Net income still grew 3.4% to $265M and diluted EPS rose a faster 6.7% to $9.71, aided by buybacks.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.97B | $2.67B | $2.78B | $2.94B | $2.97B |
| Gross profit | $590M | $828M | $931M | $995M | $1.01B |
| Operating income | $188M | $345M | $369M | $383M | $386M |
| Net income | $119M | $223M | $244M | $257M | $265M |
| Diluted EPS | $4.01 | $7.74 | $8.61 | $9.10 | $9.71 |
| Net margin | 6.0% | 8.4% | 8.8% | 8.7% | 8.9% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
3 buys · 2 sells · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 10 open-market buys · 0 sales
| 2026-06-11 | Miller Michael Thomas Executive VP & CFO | Buy | 65.00 @ $195.89 | $12.7K |
| 2026-06-11 | Miller Michael Thomas Executive VP & CFO | Buy | 278.00 @ $196.95 | $54.8K |
| 2026-06-11 | Miller Michael Thomas Executive VP & CFO | Buy | 145.00 @ $197.55 | $28.6K |
| 2026-06-11 | Miller Michael Thomas Executive VP & CFO | Buy | 14.00 @ $198.79 | $2.78K |
| 2026-06-11 | Miller Michael Thomas Executive VP & CFO | Buy | 1.00 @ $200.03 | $200.03 |
| 2026-06-11 | Miller Michael Thomas Executive VP & CFO | Buy | 133.00 @ $201.91 | $26.9K |
| 2026-06-11 | Miller Michael Thomas Executive VP & CFO | Buy | 99.00 @ $202.73 | $20.1K |
| 2026-06-11 | Miller Michael Thomas Executive VP & CFO | Buy | 20.00 @ $204.32 | $4.09K |
| 2026-06-11 | Miller Michael Thomas Executive VP & CFO | Buy | 80.00 @ $205.52 | $16.4K |
| 2026-06-11 | Miller Michael Thomas Executive VP & CFO | Buy | 155.00 @ $206.74 | $32.0K |
| 2026-05-19 | Carter Margot Lebenberg Director | Award | 855.00 | |
| 2026-05-19 | Hilsheimer Lawrence A. Director | Award | 855.00 |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.