Installed Building Products, Inc.

Installed Building Products, Inc.

IBPยทNYSE

$201.74

-0.030%
Consumer CyclicalResidential Construction

Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation for residential and commercial builders in the United States. It operates through three segments: Installation, Distribution, and Manufacturing Operations. 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; basic sliding door and complex custom designs; and custom designed mirrors, as well as closet shelving systems. Further, it installs and services garage doors and openers, including steel, aluminum, wood, and vinyl garage doors, as well as opener systems; installs waterproofing and caulking and moisture protection systems; offers sheet and hot applied waterproofing membrane, deck coating, bentonite, and air and vapor systems; and provides rain gutters installation services. Additionally, the company provides fire-stopping systems, including fire-rated joint assemblies, perimeter fire containment, and smoke and fire containment systems installation services; and cordless blinds, shades, and shutters installation services, as well as other complementary building products. It also distributes products and materials purchased wholesale from manufacturers, such as spray foam insulation, metal building insulation, residential insulation, and mechanical and fabricated Styrofoam insulation; and insulation products, including equipment, machines, and services. The company was formerly known as CCIB Holdco, Inc. Installed Building Products, Inc. was founded in 1977 and is based in Columbus, Ohio.

At a Glance

Live Snapshot
Market Cap$5.44B
EPS9.7600
P/E Ratio20.67
Earnings Date08/06/2026
ibp

Installed Building Products, Inc. Street Expectations Map

IBP ยท NYSE

Wall Street analysts project that IBP stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 253.67, with estimates ranging from a low of 200.00 to a high of 355.00.

Lowest Target
200.00
-0.86%
Consensus Target
253.67
25.74%
Highest Target
355.00
75.97%

The consensus 1-year price target stands at 253.67, with estimates ranging from a low of 200.00 to a high of 355.00.

Analyst Consensus Analysis

Upside Potential

+25.7%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

61.1% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

88.08x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

ibp

Installed Building Products, Inc. Forward Estimates of Revenue

IBP ยท NYSE
Latest Revenue
2.97B
FY 2025
Avg Estimate
3.01B
FY 2026
Estimate Range
2.79B - 3.13B
Analyst Spread

Forward Growth Analysis

Projected Growth+1.3%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

ibp

Installed Building Products, Inc. Forward Estimates of Net Income

IBP ยท NYSE
Latest Net Income
265.40M
FY 2025
Avg Estimate
297.03M
FY 2026
Estimate Range
267.50M - 326.57M
Analyst Spread

Forward Growth Analysis

Projected Growth+11.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread20%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

ibp

Installed Building Products, Inc. Forward Estimates of EPS

IBP ยท NYSE
Latest EPS
9.76
FY 2025
Avg Estimate
$11.02
FY 2026
Estimate Range
$9.49 - $11.58
Analyst Spread

Forward Growth Analysis

Projected Growth+12.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

ibp

Installed Building Products, Inc. Forward Estimates of EBIT

IBP ยท NYSE
Latest EBIT
388.70M
FY 2025
Avg Estimate
351.81M
FY 2026
Estimate Range
326.01M - 365.88M
Analyst Spread

Forward Growth Analysis

Projected Growth-9.5%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

ibp

Installed Building Products, Inc. Forward Estimates of EBITDA

IBP ยท NYSE
Latest EBITDA
492.50M
FY 2025
Avg Estimate
496.62M
FY 2026
Estimate Range
460.20M - 516.49M
Analyst Spread

Forward Growth Analysis

Projected Growth+0.8%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

ibp

Installed Building Products, Inc. Forward Estimates of SG&A Expense

IBP ยท NYSE
Latest SG&A Expense
474.50M
FY 2025
Avg Estimate
557.46M
FY 2026
Estimate Range
516.58M - 579.76M
Analyst Spread

Forward Growth Analysis

Projected Growth+17.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

ibp

Installed Building Products, Inc. Insider Positioning

IBP ยท NYSE

During the last 12 months, insiders have purchased $198K and sold $129.42M worth of IBP shares, resulting in $129.22M of net selling activity.

3 Months

Bought

940

197.87K

Sold

1.4K

413.57K

Net Activity

-216K

-$216K

3-6 Months

Bought

0

0.00

Sold

400.0K

125.62M

Net Activity

-125.6M

-$125.62M

6-9 Months

Bought

0

0.00

Sold

2.1K

562.04K

Net Activity

-562K

-$562K

9-12 Months

Bought

0

0.00

Sold

10.5K

2.82M

Net Activity

-2.8M

-$2.82M

Top Buyers

1
HLA

Hilsheimer Lawrence A.

Director

475 sharesโ€ข1 transactions

$98K

2
NJR

Niswonger Jason R

Officer: Chief Admin. & Sustainability

455 sharesโ€ข1 transactions

$98K

3
MMT

Miller Michael Thomas

Director, Officer: Executive Vp & Cfo

10 sharesโ€ข1 transactions

$2K

Top Sellers

1
EJW

Edwards Jeffrey W.

Director, 10 Percent Owner, Officer: President, Ceo And Chairman

400.0K sharesโ€ข1 transactions

$125.62M

2
HWJ

Hire William Jeffrey

Officer: President Of External Affairs

5.5K sharesโ€ข2 transactions

$1.45M

3
WBA

Wheeler Brad A

Officer: Chief Operating Officer

3.2K sharesโ€ข1 transactions

$877K

4
JJE

Jackson Janet E.

Director

2.9K sharesโ€ข2 transactions

$804K

5
TMH

Thomas Michael H

Director

2.0K sharesโ€ข1 transactions

$537K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $129.22M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$216K

Negative recent trend with net selling. Insiders have reduced positions in recent months, which could signal caution.

Insider Participation

Moderate Selling

5 insider sellers vs. 3 buyers. More insiders selling than buying suggests cautious or negative sentiment.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.