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Installed Building Products (IBP)

Market Price (10/15/2025): $256.56 | Market Cap: $7.0 Bil
Sector: Consumer Discretionary | Industry: Homebuilding

Installed Building Products (IBP)

Market Price (10/15/2025): $256.56
Market Cap: $7.0 Bil
Sector: Consumer Discretionary
Industry: Homebuilding

Investment Highlights

0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%		  
1 Low stock price volatility
Vol 12M is 48%		  
0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%
1 Low stock price volatility
Vol 12M is 48%

Market Valuation & Key Metrics

IBPS&P 500
REVENUE GROWTHPOOR
Rev LTM ($ Bil)3.0
Rev Chg Q3.1%6.1%
Rev Chg LTM3.4%5.2%
Rev Chg 3Y Avg8.9%5.3%
PROFITABILITYFAIR
Op Inc LTM ($ Bil)0.4
Op Mgn LTM12.5%18.6%
CFO LTM ($ Bil)0.4
CFO/Rev LTM12.1%20.3%
Net Inc LTM ($ Bil)0.2
Net Inc Mgn8.5%12.7%
VALUATIONHIGH
P/S2.43.2
P/CFO19.515.7
P/FCF25.320.6
P/E28.123.6
STABILITYVERY GOOD
Debt/Equity0.140.21
Cash/Assets0.150.07

IBP Stock

Factor Drivers of Stock Movement
The 57.0% change in IBP stock from 4/15/2025 to 10/14/2025 was primarily driven by a 58.5% change in the company's P/E Multiple.

415202510142025Change
Stock Price ($)163.38256.4356.95%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)2941.302955.900.50%
Net Income Margin (%)8.72%8.45%-3.09%
P/E Multiple17.6928.0458.46%
Shares Outstanding (Mil)27.7927.321.68%
Cumulative Contribution56.91%

LTM = Last Twelve Months as of date shown
The 4.6% change in IBP stock from 10/14/2024 to 10/14/2025 was primarily driven by a 3.4% change in the company's Total Revenues ($ Mil).

1014202410142025Change
Stock Price ($)245.27256.434.55%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)2857.702955.903.44%
Net Income Margin (%)8.88%8.45%-4.85%
P/E Multiple27.2228.043.01%
Shares Outstanding (Mil)28.1727.323.02%
Cumulative Contribution4.45%

LTM = Last Twelve Months as of date shown
The 240.1% change in IBP stock from 10/15/2022 to 10/14/2025 was primarily driven by a 104.2% change in the company's P/E Multiple.

1015202210142025Change
Stock Price ($)75.39256.43240.14%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)2307.782955.9028.08%
Net Income Margin (%)6.85%8.45%23.47%
P/E Multiple13.7328.04104.18%
Shares Outstanding (Mil)28.7827.325.07%
Cumulative Contribution239.27%

LTM = Last Twelve Months as of date shown

Price Returns Compared

 202020212022202320242025Total [1]
Returns
IBP Return48%38%-37%118%-3%49%276%
Peers Return7%54%-8%38%15%-17%98%
S&P 500 Return16%27%-19%24%23%13%103%

Monthly Win Rates [3]
IBP Win Rate75%75%33%58%50%56% 
Peers Win Rate47%60%33%43%53%56% 
S&P 500 Win Rate58%75%42%67%75%67% 

Max Drawdowns [4]
IBP Max Drawdown-56%-0%-48%0%-6%-11% 
Peers Max Drawdown-48%-4%-29%-9%-7%-35% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 

[1] Cumulative total returns since the beginning of 2020
[2] Peers: VMI, TMHC, KBH, SKY, SPHL. See IBP Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 10/14/2025 (YTD)

Downturns Compared

Unique KeyEventIBPS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-49.2%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven96.8%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven385 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-61.7%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven161.0%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven126 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-61.8%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven161.5%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven456 days120 days


How Low Can It Go?

Installed Building Products's stock fell -49.2% during the 2022 Inflation Shock from a high on 12/29/2021. A -49.2% loss requires a 96.8% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Installed Building Products (IBP)

Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation, waterproofing, fire-stopping, fireproofing, garage doors, rain gutters, window blinds, shower doors, closet shelving and mirrors, and other products in the continental United States. The company offers a range of insulation materials, such as fiberglass and cellulose, and spray foam insulation materials. It is also involved in the installation of insulation and sealant materials in various areas of a structure, which includes basement and crawl space, building envelope, attic, and acoustical applications. In addition, the company installs a range of caulk and sealant products that control air infiltration in residential and commercial buildings; and waterproofing options, including sheet and hot applied waterproofing membranes, as well as deck coating, bentonite, and air and vapor systems. It serves homebuilders, multi-family and commercial construction firms, individual homeowners, and repair and remodeling contractors through a network of approximately 210 branch locations. The company was formerly known as CCIB Holdco, Inc. Installed Building Products, Inc. was founded in 1977 and is based in Columbus, Ohio.

Better Bets than Installed Building Products (IBP)

 IBPBetter Performance than IBP
MetricValueIndustry (Homebuilding)
Rev Chg LTM3.4%PHM (5.0%), NVR (6.4%), TMHC (13.8%), CVCO (16.6%), SKY (16.9%)
Rev Chg 3Y Avg8.9%GRBK (11.7%), DFH (21.2%)
Op Mgn LTM12.5%DHI (14.2%), PHM (19.9%), NVR (17.6%), TOL (16.3%), BLD (16.5%)
CFO/Rev LTM12.1%BLD (16.4%), LEGH (17.7%)
FCF/Rev LTM9.4%NVR (11.4%), BLD (15.2%), TPH (9.7%), LEGH (12.2%)
Total Yield4.8%DHI (9.3%), LEN (10.3%), PHM (11.7%), NVR (6.7%), TOL (10.8%)
 IBPBetter Performance than IBP
MetricValueAll Other Sectors
Rev Chg LTM3.4%NVDA (71.6%), MSFT (14.9%), AAPL (6.0%), GOOGL (13.1%), META (19.4%)
Rev Chg 3Y Avg8.9%NVDA (92.0%), MSFT (12.5%), GOOGL (10.2%), META (13.0%), AVGO (24.0%)
Op Mgn LTM12.5%NVDA (58.1%), MSFT (45.6%), AAPL (31.9%), GOOGL (32.7%), META (42.9%)
CFO/Rev LTM12.1%NVDA (46.6%), MSFT (48.3%), AAPL (26.6%), GOOGL (36.0%), META (56.4%)
FCF/Rev LTM9.4%NVDA (43.6%), MSFT (25.4%), AAPL (23.5%), GOOGL (18.0%), META (30.7%)
Total Yield4.8%JPM (6.7%), XOM (9.9%), JNJ (7.6%), BAC (7.2%), UNH (8.9%)

Latest Trefis Analyses

TitleTopicDate
0DASHBOARDS  
1Installed Building Products Earnings Notes  
2Better Bet Than IBP Stock: Pay Less Than Installed Building Products To Get More From GRBK Actionable 
3With IBP Up 39% in a Month, Is It Time to Compare It Against HCA?Counter-Intuitive Comparisons 
4After IBP's 39% Climb in a Month, DECK Looks Like the Stronger Long-Term PlayCounter-Intuitive Comparisons 
5IBP Jumps 39% in a Month, But Does GRBK Offer Better Fundamentals?Counter-Intuitive Comparisons 
6How Does Installed Building Products Stock Stack Up Against Its Peers?Peer Comparison 
7Better Bet Than IBP Stock: Pay Less Than Installed Building Products To Get More From RCL, MAR   
8Better Bet Than IBP Stock: Pay Less Than Installed Building Products To Get More From DFH   
9Why Installed Building Products Stock Moved: IBP Stock Has Gained 193% Since 2022 Fiscal End, Primarily Due To Favorable Change In Price To Sales Multiple (P/S)  
10IBP Dip Buy Analysis  
11ARTICLES  
12Better Bet Than Installed Building Products Stock: Pay Less To Get More From GRBK August 26th, 2025
13Small Cap Stocks Trading At 52-Week High August 14th, 2025
Title
0DASHBOARDS
1Better Bet Than Installed Building Products Stock: Pay Less To Get More From GRBK
2Small Cap Stocks Trading At 52-Week High
3ARTICLES
4Installed Building Products Earnings Notes
5Better Bet Than IBP Stock: Pay Less Than Installed Building Products To Get More From GRBK 
6With IBP Up 39% in a Month, Is It Time to Compare It Against HCA?
7After IBP's 39% Climb in a Month, DECK Looks Like the Stronger Long-Term Play
8IBP Jumps 39% in a Month, But Does GRBK Offer Better Fundamentals?
9How Does Installed Building Products Stock Stack Up Against Its Peers?
10Better Bet Than IBP Stock: Pay Less Than Installed Building Products To Get More From RCL, MAR 
11Better Bet Than IBP Stock: Pay Less Than Installed Building Products To Get More From DFH 
12Why Installed Building Products Stock Moved: IBP Stock Has Gained 193% Since 2022 Fiscal End, Primarily Due To Favorable Change In Price To Sales Multiple (P/S)
13IBP Dip Buy Analysis

Trade Ideas

Select past trade ideas related to IBP and Homebuilding.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ANF_9302025_Dip_Buyer_FCFYield09302025ANFAbercrombie & FitchDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		-15.3%-15.3%-15.3%
DECK_9302025_Dip_Buyer_FCFYield09302025DECKDeckers OutdoorDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		-2.1%-2.1%-6.2%
CHH_9302025_Dip_Buyer_ValueBuy09302025CHHChoice Hotels InternationalDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		-5.1%-5.1%-7.6%
VAC_9302025_Dip_Buyer_ValueBuy09302025VACMarriott Vacations WorldwideDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		-0.1%-0.1%-6.1%
FUN_9302025_Short_Squeeze09302025FUNSix Flags EntertainmentSpecialShort Squeeze PotentialShort Squeeze Potential
Has potential for a short squeeze. High short interest, rising short interest and high debt.		-5.9%-5.9%-11.7%
IBP_8312024_Quality_Momentum_RoomToRun_10%08312024IBPInstalled Building ProductsQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run		-22.6%19.9%-29.6%
IBP_11302022_Dip_Buyer_ValueBuy11302022IBPInstalled Building ProductsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		24.9%80.8%-1.0%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ANF_9302025_Dip_Buyer_FCFYield09302025ANFAbercrombie & FitchDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		-15.3%-15.3%-15.3%
DECK_9302025_Dip_Buyer_FCFYield09302025DECKDeckers OutdoorDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		-2.1%-2.1%-6.2%
CHH_9302025_Dip_Buyer_ValueBuy09302025CHHChoice Hotels InternationalDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		-5.1%-5.1%-7.6%
VAC_9302025_Dip_Buyer_ValueBuy09302025VACMarriott Vacations WorldwideDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		-0.1%-0.1%-6.1%
FUN_9302025_Short_Squeeze09302025FUNSix Flags EntertainmentSpecialShort Squeeze PotentialShort Squeeze Potential
Has potential for a short squeeze. High short interest, rising short interest and high debt.		-5.9%-5.9%-11.7%
IBP_8312024_Quality_Momentum_RoomToRun_10%08312024IBPInstalled Building ProductsQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run		-22.6%19.9%-29.6%
IBP_11302022_Dip_Buyer_ValueBuy11302022IBPInstalled Building ProductsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		24.9%80.8%-1.0%

See Trefis Trade Ideas for more.

Recent Active Movers

1 Week Top Gainers

#TickerCompany1W RtnYTD Rtn
1UAMYUnited States Antimony100.8%887.0%
2BITFBitfarms69.7%295.3%
3NVTSNavitas Semiconductor61.6%252.1%
4ASPIASP Isotopes58.0%210.2%
5UUUUEnergy Fuels49.1%411.3%
6GLUEMonte Rosa Therapeutics43.8%52.9%
7SSIISS Innovations International34.1%15.2%
8METCRamaco Resources34.0%439.5%
9MPMP Materials33.7%532.4%
10ORKAOruka Therapeutics33.6%41.7%

1 Week Top Losers

#TickerCompany1W RtnYTD Rtn
1BNTBrookfield Wealth Solutions-33.2%18.5%
2BNBrookfield-33.0%18.9%
3VGVenture Global-30.2% 
4ALABAstera Labs-23.8%22.0%
5HELEHelen Of Troy-23.3%-65.4%
6CORTCorcept Therapeutics-20.2%43.1%
7USNAUsana Health Sciences-19.4%-40.9%
8SRRKScholar Rock-19.2%-26.2%
9TASKTaskUs-18.8%-18.1%
10BBBYBed Bath & Beyond-18.1% 

1 Month Top Gainers

#TickerCompany1M RtnYTD Rtn
1WOLFWolfspeed1000.7%389.2%
2QUREuniQure297.4%233.9%
3UAMYUnited States Antimony244.6%887.0%
4LACLithium Americas214.1%238.4%
5RGTIRigetti Computing192.1%267.8%
6USARUSA Rare Earth173.3%125889.9%
7PLUGPlug Power158.0%90.1%
8FLNCFluence Energy149.7%16.2%
9CLPTClearPoint Neuro148.6%69.2%
10SESSES AI140.2%44.7%

1 Month Top Losers

#TickerCompany1M RtnYTD Rtn
1ANGXAngel Studios-53.8% 
2REXREX American Resources-46.2%57.7%
3VGVenture Global-34.0% 
4LDIloanDepot-33.8%46.6%
5FLYFirefly Aerospace-31.4% 
6ALABAstera Labs-30.2%22.0%
7FWRDForward Air-29.4%-34.3%
8USNAUsana Health Sciences-29.1%-40.9%
9IDTIDT-28.9%-0.4%
10PGYPagaya Technologies-28.8%221.4%

Recent Active Movers

1 Week Top Gainers

#TickerCompany1W RtnYTD Rtn
1UAMYUnited States Antimony100.8%887.0%
2BITFBitfarms69.7%295.3%
3NVTSNavitas Semiconductor61.6%252.1%
4ASPIASP Isotopes58.0%210.2%
5UUUUEnergy Fuels49.1%411.3%
6GLUEMonte Rosa Therapeutics43.8%52.9%
7SSIISS Innovations International34.1%15.2%
8METCRamaco Resources34.0%439.5%
9MPMP Materials33.7%532.4%
10ORKAOruka Therapeutics33.6%41.7%

1 Week Top Losers

#TickerCompany1W RtnYTD Rtn
1BNTBrookfield Wealth Solutions-33.2%18.5%
2BNBrookfield-33.0%18.9%
3VGVenture Global-30.2% 
4ALABAstera Labs-23.8%22.0%
5HELEHelen Of Troy-23.3%-65.4%
6CORTCorcept Therapeutics-20.2%43.1%
7USNAUsana Health Sciences-19.4%-40.9%
8SRRKScholar Rock-19.2%-26.2%
9TASKTaskUs-18.8%-18.1%
10BBBYBed Bath & Beyond-18.1% 

More From Trefis

Research & Analysis

Invest in Strategies

Wealth Management

Peer Comparisons for Installed Building Products

Financials

IBPVMITMHCKBHSKYSPHLMedian
NameInstalle.Valmont .Taylor M.KB Home Champion.Springvi. 
Mkt Price256.43403.4662.9461.2768.050.6165.50
Mkt Cap7.08.16.34.13.9-6.3
Rev LTM2,9564,0678,4036,5422,557-4,067
Op Inc LTM3715211,263635260-521
FCF LTM277520490350183-350
FCF 3Y Avg278332587588251-332
CFO LTM359614525394232-394
CFO 3Y Avg347423627628303-423

Growth & Margins

IBPVMITMHCKBHSKYSPHLMedian
NameInstalle.Valmont .Taylor M.KB Home Champion.Springvi. 
Rev Chg LTM3.4%-0.6%13.8%-0.9%16.9%-3.4%
Rev Chg 3Y Avg8.9%3.7%1.9%-0.5%2.3%-2.3%
Rev Chg Q3.1%-0.9%2.0%-7.5%11.7%-2.0%
QoQ Delta Rev Chg LTM0.8%-0.2%0.5%-2.0%3.0%-0.5%
Op Mgn LTM12.5%12.8%15.0%9.7%10.2%-12.5%
Op Mgn 3Y Avg12.9%11.6%15.4%11.2%12.0%-12.0%
QoQ Delta Op Mgn LTM-0.1%-0.1%0.0%-0.7%0.6%--0.1%
CFO/Rev LTM12.1%15.1%6.3%6.0%9.1%-9.1%
CFO/Rev 3Y Avg12.1%10.2%7.5%9.5%12.9%-10.2%
FCF/Rev LTM9.4%12.8%5.8%5.3%7.1%-7.1%
FCF/Rev 3Y Avg9.7%8.0%7.0%8.9%10.7%-8.9%

Valuation

IBPVMITMHCKBHSKYSPHLMedian
NameInstalle.Valmont .Taylor M.KB Home Champion.Springvi. 
Mkt Cap7.08.16.34.13.9-6.3
P/S2.42.00.70.61.5-1.5
P/EBIT18.915.55.06.413.5-13.5
P/E28.023.37.07.917.9-17.9
P/CFO19.513.211.910.316.8-13.2
Total Yield4.8%4.6%14.4%13.1%5.6%-5.6%
Dividend Yield1.2%0.3%0.0%0.4%0.0%-0.3%
FCF Yield 3Y Avg5.8%5.3%10.8%14.4%6.7%-6.7%
D/E0.10.10.30.50.0-0.1
Net D/E0.10.10.30.4-0.1-0.1

Returns

IBPVMITMHCKBHSKYSPHLMedian
NameInstalle.Valmont .Taylor M.KB Home Champion.Springvi. 
1M Rtn-4.3%8.2%-9.6%-7.0%-8.9%8.1%-5.7%
3M Rtn34.7%23.0%1.2%14.7%6.8%27.6%18.9%
6M Rtn57.0%43.4%13.2%21.1%-16.6%22.7%21.9%
12M Rtn4.6%34.1%-8.1%-23.3%-28.6%--8.1%
3Y Rtn240.1%47.9%154.2%141.7%27.5%-141.7%
1M Excs Rtn-2.1%6.5%-8.9%-6.5%-10.0%26.8%-4.3%
3M Excs Rtn28.3%16.4%-6.2%6.1%-0.7%20.2%11.2%
6M Excs Rtn30.0%19.8%-10.5%-1.7%-40.5%-2.8%-2.3%
12M Excs Rtn-3.4%23.7%-20.9%-37.0%-41.7%--20.9%
3Y Excs Rtn129.7%-36.1%62.5%48.7%-60.9%-48.7%

Comparison Analyses

Title
0How Does Installed Building Products Stock Stack Up Against Its Peers?
1IBP Looks Stronger Than TMHC With 11% Return Potential
2With 10% Gains On The Table, IBP May Outshine LGIH
3Installed Building Products vs. KB Home: With Return Forecast Of 22%, Installed Building Products Is A Better Bet
4Installed Building Products vs. Enphase Energy: With Return Forecast Of 43%, Installed Building Products Is A Better Bet
5Installed Building Products vs. MercadoLibre: With Return Forecast Of 86%, MercadoLibre Is A Better Bet
6Installed Building Products vs. CoStar Group: With Return Forecast Of 67%, CoStar Group Is A Better Bet
7Installed Building Products vs. Veeva Systems: With Return Forecast Of 68%, Veeva Systems Is A Better Bet
8Installed Building Products vs. Ansys: With Return Forecast Of 40%, Ansys Is A Better Bet
9Installed Building Products vs. MSCI: With Return Forecast Of 34%, Installed Building Products Is A Better Bet

Financials

$ Mil | FY: 12/312025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q12022Q42022Q3
Period End6/30/20253/31/202512/31/20249/30/20246/30/20243/31/202412/31/20239/30/20236/30/20233/31/202312/31/20229/30/2022
Filing Date8/7/20255/8/20252/27/202511/7/20248/1/20245/9/20242/22/202411/8/20238/2/20235/4/20232/22/202311/3/2022
Key Financials Quarterly            
Total Revenue760685750761738693721706692659686719
Ebitda137105134135128120130134124108132124
Operating Income1017098101100889810292778694
Net Income694567696556656862496961
EPS2.531.652.412.452.321.982.302.412.191.762.432.14
Key Financials TTM            
Total Revenue TTM2,9562,9332,9412,9122,8582,8122,7792,7442,7572,7422,6702,517
Ebitda TTM511502518514512508496498487485463407
Operating Income TTM371369387386388380369358349349329291
Net Income TTM250246257254254250244248241239223184
Growth Rates Quarterly            
Total Revenue Growth3.1%-1.2%4.1%7.7%6.6%5.1%5.0%-1.8%2.3%12.2%28.6%41.1%
EBITDA Growth7.0%-13.0%3.2%0.9%3.6%11.2%-1.5%8.4%1.8%26.5%73.4%52.8%
Operating Income Growth1.3%-20.6%0.9%-1.0%8.0%14.3%13.0%8.9%0.3%35.0%81.1%72.6%
Net Income Growth5.8%-18.8%3.2%0.9%5.8%13.4%-5.7%11.5%2.8%45.8%133.6%74.8%
Margins Quarterly            
EBITDA Margin18.1%15.3%17.8%17.8%17.4%17.4%18.0%19.0%17.9%16.4%19.2%17.2%
Operating Income Margin13.3%10.2%13.1%13.3%13.5%12.7%13.5%14.5%13.3%11.7%12.6%13.1%
Net Income Margin9.1%6.6%8.9%9.0%8.8%8.1%9.0%9.6%8.9%7.5%10.0%8.5%
Cash & Debt            
Total Cash305299328406380400386340255219230228
Total Debt983976978967971964955953949945946938
Net Debt / (Cash)678678651561591564568613694726716710
Cash Flows Quarterly            
FCF from Operations90927510179859011264747999
Cash Flows TTM            
FCF from Operations TTM359347340355366351340330317303278220
Returns to Shareholders Quarterly            
Dividends11571010105599103499
Share Repurchases4934792146-06-0-0-02513
Return on Invested Capital (ROIC) Quarterly            
ROIC44.0%30.5%45.3%52.8%50.8%45.6%49.3%48.9%39.6%31.0%35.7%38.9%
Return on Invested Capital (ROIC) TTM            
ROIC TTM40.4%40.5%44.1%50.5%48.1%49.3%47.5%43.1%37.2%35.4%33.9%30.2%

Segment Financials

Revenue by Segment

$ Mil20242023202220212020
Installation2,6062,5141,942  
Other revenue18216229  
Elimination of inter-segment revenue-9-6-2  
Fireproofing/firestopping   5042
Garage doors   9490
Insulation   1,058970
Other building products   102101
Rain gutters   6350
Shower doors, shelving and mirrors   117106
Waterproofing   123112
Window blinds   4742
Total2,7792,6701,9691,6531,512


Price Behavior

IBP Betas & Captures as of 9/30/2025

 1M2M3M6M1Y3Y
Beta1.240.661.000.860.901.33
Up Beta5.133.722.671.121.091.43
Down Beta0.191.001.300.440.390.83
Up Capture-16%50%125%114%99%513%
Bmk +ve Days13233574144420
Stock +ve Days10233667125391
Down Capture182%-195%-108%72%111%107%
Bmk -ve Days8192952107330
Stock -ve Days11192859126360

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Short Interest

Short Interest: As Of Date9302025
Short Interest: Shares Quantity2,448,479
Short Interest: % Change Since 91520256.2%
Average Daily Volume386,396
Days-to-Cover Short Interest6.34
Basic Shares Quantity27,323,118
Short % of Basic Shares9.0%

Returns Analyses

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/7/202520.5%28.7%29.4%
5/8/2025-0.9%-0.6%0.5%
2/27/2025-1.1%0.3%1.4%
11/7/2024-4.6%-8.8%-5.9%
8/1/2024-12.7%-23.2%-18.6%
5/9/20242.1%0.6%-9.4%
2/22/202410.1%16.0%28.1%
11/8/2023-1.5%12.9%30.8%
...
SUMMARY STATS   
# Positive111312
# Negative131112
Median Positive6.8%6.1%8.5%
Median Negative-1.7%-7.2%-9.3%
Max Positive20.5%28.7%38.4%
Max Negative-12.7%-23.2%-32.4%

SEC Filings

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Report DateFiling DateFiling
6302025807202510-Q 6/30/2025
3312025508202510-Q 3/31/2025
12312024227202510-K 12/31/2024
93020241107202410-Q 9/30/2024
6302024801202410-Q 6/30/2024
3312024509202410-Q 3/31/2024
12312023222202410-K 12/31/2023
93020231108202310-Q 9/30/2023
6302023802202310-Q 6/30/2023
3312023504202310-Q 3/31/2023
12312022222202310-K 12/31/2022
93020221103202210-Q 9/30/2022
6302022804202210-Q 6/30/2022
3312022505202210-Q 3/31/2022
12312021224202210-K 12/31/2021
93020211104202110-Q 9/30/2021

Insider Activity

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 OwnerTitleFiling DateActionPriceSharesTransacted
Value		Value of
Held Shares		Form
0Wheeler Brad AChief Operating Officer8272025Sell275.293,186877,0742,404,933Form
1Jackson Janet E. 8262025Sell266.001,469390,7541,828,218Form
2HIRE WILLIAM JEFFREYPresident of External Affairs8152025Sell266.201,134301,87511,543,932Form
3FRY TODD RChief Accounting Officer8132025Sell257.27500128,6351,755,096Form
4Miller Michael ThomasExecutive VP & CFO5192025Buy162.9940065,1963,905,892Form

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