Jun 2026 (Q2 FY26) — Aug 6, 2026
Installed Building Products Q2 FY26 — Strong Commercial Growth and Acquisitions Offset Residential Headwinds
Read the full callInstalled Building Products (IBP) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Installed Building Products earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 778 | +2.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 12.2 | −1.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 64.9 | −5.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$187.94 +4.22% · +$7.61
Performance −26.7% 1Y
1Y: $256.43 on 14 Oct 2025 → $187.94. High $344.19 (13 Feb 2026), low $180.33 (14 Oct 2026).
- Previous close
- $180.33
- 52-week range
- $180.33 – $344.19
- One year
- −26.63%
Overview
- Symbol
- IBP
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 7, 2026
Installed Building Products Q1 FY26 — Strong Commercial Growth and Acquisition Pipeline
Read the full callDec 2025 (Q4 FY25) — Feb 26, 2026
Installed Building Products Q4 FY25 — Record Sales and Profitability Driven by Commercial Strength
Read the full callEvery analysed call
Installed Building Products earnings calls (IBP)
Financials
What the filings say
Net profit, year on year: −6% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 761 | 750 | 685 | 760 | 778 | 748 | 661 | 778 |
| Operating profit | 101 | 99 | 70 | 101 | 107 | 109 | 58 | 95 |
| Operating margin | 13.3% | 13.1% | 10.2% | 13.3% | 13.7% | 14.6% | 8.7% | 12.2% |
| Interest | 8 | 9 | 8 | 8 | 7 | 8 | 10 | 11 |
| Profit before tax | 94 | 89 | 61 | 93 | 100 | 102 | 47 | 85 |
| Tax rate | 26.9% | 25.2% | 25.9% | 26.1% | 25.8% | 24.9% | 26.1% | 23.7% |
| Net profit | 69 | 67 | 45 | 69 | 74 | 77 | 35 | 65 |
| EPS ($ per share) | 2.45 | — | 1.65 | 2.53 | 2.75 | — | 1.30 | 2.44 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | — | — |
| Reserves | 105 | 173 | 269 | 353 | 513 | 694 | 866 | 1,043 |
| Total liabilities | 652 | 849 | 868 | 1,236 | 1,285 | 1,311 | 1,355 | 1,358 |
| Fixed assets | 90 | 106 | 104 | 106 | 119 | 137 | 175 | 183 |
| Investments | 10 | 38 | 0 | 0 | — | — | — | — |
| Total assets | 835 | 1,099 | 1,188 | 1,653 | 1,779 | 1,981 | 2,060 | 2,068 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 97 | 123 | 181 | 138 | 278 | 340 | 340 | 371 |
| Cash from investing | -74 | -132 | -78 | -278 | -159 | -103 | -159 | -112 |
| Cash from financing | 5 | 96 | -49 | 242 | -223 | -80 | -240 | -265 |
| Net cash flow | 28 | 87 | 54 | 102 | -104 | 157 | -59 | -6 |
| Capital expenditure | -35 | -50 | -34 | -37 | -46 | -62 | -89 | -71 |
| Free cash flow | 61 | 73 | 147 | 101 | 232 | 279 | 251 | 301 |
IBP revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Installation | 94% | 93% | 95% | 94% | 93% | 91% | 92% | 91% | -0.7% |
| All Other Segments | 7% | 8% | 6% | 7% | 9% | 11% | 10% | 12% | +59.1% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
IBP operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Change vs prior quarter |
|---|---|---|---|
| Acquisitions | 4During the 2025 fourth quarter, we completed a total of 4 acquisitions, representing over $23 million of annual sales from a diverse product set in both residential and commercial end markets.Source: earnings call transcript | 4During the 2026 first quarter, we completed a total of 4 acquisitions, representing approximately $28 million of annual sales from a diverse product set in both residential and commercial end markets.Source: earnings call transcript | 0% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
63 filings between Nov 7, 2025 and Sep 9, 2026.
Open market
decisions to buy or sellPurchases
$1.04M
27 purchases by 4 insiders
Sales
$128.69M
7 sales by 5 insiders
Compensation
not trading decisions- 17
- Award — granted as compensation
- 6
- Tax withheld — shares kept back by the company to cover tax
Also filed: 5 gifts, 1 disposition to issuer.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Edwards Jeffrey W. | — | $125.62M | Mar 3, 2026 |
| HIRE WILLIAM JEFFREY | — | $1.26M | Nov 7, 2025 |
| Miller Michael Thomas | $697.4K | — | Jun 11, 2026 |
| Jackson Janet E. | — | $671.0K | Sep 3, 2026 |
| Carter Margot Lebenberg | — | $598.6K | Mar 9, 2026 |
| THOMAS MICHAEL H | — | $536.8K | Nov 26, 2025 |
| Wheeler Brad A | $149.7K | — | May 11, 2026 |
| Hilsheimer Lawrence A. | $98.0K | — | May 11, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 9, 2026 | Edwards Jeffrey W. President, CEO and Chairman | Gift | 2,500 | $0 |
| Sep 3, 2026 | Jackson Janet E. Director | Sale | 1,086 | $257.4K |
| Jun 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 1 | $200 |
| Jun 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 133 | $26.9K |
| Jun 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 99 | $20.1K |
| Jun 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 20 | $4.1K |
| Jun 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 80 | $16.4K |
| Jun 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 155 | $32.0K |
| Jun 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 145 | $28.6K |
| Jun 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 14 | $2.8K |
| Jun 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 278 | $54.8K |
| Jun 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 65 | $12.7K |
| May 19, 2026 | Moore Marchelle E Director | Award | 855 | $0 |
| May 19, 2026 | Jackson Janet E. Director | Award | 855 | $0 |
| May 19, 2026 | Hilsheimer Lawrence A. Director | Award | 855 | $0 |
| May 19, 2026 | MEUSE DAVID R Director | Award | 855 | $0 |
| May 19, 2026 | THOMAS MICHAEL H Director | Award | 855 | $0 |
| May 19, 2026 | Carter Margot Lebenberg Director | Award | 855 | $0 |
| May 19, 2026 | SCHOTTENSTEIN ROBERT H Director | Award | 855 | $0 |
| May 12, 2026 | Niswonger Jason R Chief Admin. & Sustainability | Gift | 25 | $0 |
| May 11, 2026 | Hilsheimer Lawrence A. Director | Purchase | 475 | $98.0K |
| May 11, 2026 | Wheeler Brad A Chief Operating Officer | Purchase | 716 | $149.7K |
| May 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 244 | $49.8K |
| May 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 520 | $106.6K |
| May 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 802 | $165.3K |
| May 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 154 | $31.9K |
| May 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 110 | $22.9K |
| May 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 70 | $14.7K |
| May 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 40 | $8.4K |
| May 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 50 | $10.6K |
| May 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 20 | $4.3K |
| May 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 50 | $10.7K |
| May 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 30 | $6.5K |
| May 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 190 | $41.1K |
| May 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 110 | $23.9K |
| May 11, 2026 | Miller Michael Thomas Executive VP & CFO | Purchase | 10 | $2.2K |
| May 11, 2026 | Niswonger Jason R Chief Admin. & Sustainability | Purchase | 455 | $97.7K |
| Apr 20, 2026 | Wheeler Brad A Chief Operating Officer | Tax withheld | 916 | $283.5K |
| Apr 20, 2026 | Niswonger Jason R Chief Admin. & Sustainability | Tax withheld | 1,406 | $435.1K |
| Apr 20, 2026 | Miller Michael Thomas Executive VP & CFO | Tax withheld | 3,361 | $1.04M |
| Apr 20, 2026 | HIRE WILLIAM JEFFREY President of External Affairs | Tax withheld | 2,844 | $880.1K |
| Apr 20, 2026 | FRY TODD R Chief Accounting Officer | Tax withheld | 756 | $233.9K |
| Apr 20, 2026 | Edwards Jeffrey W. President, CEO and Chairman | Tax withheld | 11,214 | $3.47M |
| Mar 11, 2026 | Miller Michael Thomas Executive VP & CFO | Gift | 5,000 | $0 |
| Mar 9, 2026 | Hilsheimer Lawrence A. Director | Gift | 30 | $0 |
| Mar 9, 2026 | Jackson Janet E. Director | Sale | 1,410 | $413.6K |
| Mar 9, 2026 | Carter Margot Lebenberg Director | Sale | 2,000 | $598.6K |
| Mar 3, 2026 | Edwards Jeffrey W. President, CEO and Chairman | Sale | 400,000 | $125.62M |
| Feb 24, 2026 | HIRE WILLIAM JEFFREY President of External Affairs | Award | 1,768 | $0 |
| Feb 24, 2026 | Edwards Jeffrey W. President, CEO and Chairman | Award | 23,388 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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