IBP Installed Building Products, Inc.
Price Chart
Executive Summary
IBP reported a weak Q1 2026 with revenue down 3.5% to $660.5M and GAAP EPS of $1.29, down 21% from $1.64 a year ago. Residential same-branch sales fell 11.2%, which offset commercial strength (up 10.7% same-branch). Adjusted EBITDA declined 10.1% to $92.1M. No forward guidance was provided, but management expects residential headwinds to persist. The stock is likely to react negatively to the deteriorating top-line and profitability trend.
Key Financial Metrics
Actionable Insight
Expect near-term pressure on IBP shares as residential weakness overshadows commercial growth. Listen to the earnings call for any guidance on 2026 outlook and margin trajectory. The elevated share buyback and dividend hike provide a floor but do not offset fundamental deterioration.
Key Facts
- Revenue $660.5M, down 3.5% YoY vs $684.8M
- GAAP diluted EPS $1.29 vs $1.64 YoY (down 21.3%)
- Residential same-branch sales down 11.2%; commercial up 10.7%
- Adjusted EBITDA $92.1M, down 10.1% vs $102.4M
- Operating cash flow increased 11.1% to $102.3M
- Quarterly dividend raised 5% to $0.39/sh; $500M buyback program in place
Financial Impact
Revenue decline of ~$24.3M YoY; EPS drop of $0.35 per share
Risk Factors
- Further decline in U.S. housing completions (single-family completions down 12.3% in Q1)
- Higher interest rates pressuring new construction
- Potential margin compression from vehicle and insurance costs
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-031702 |
| Document: ibp-20260507.htm | 0001628280-26-031702 |
| Document: 0001628280-26-031702-index-headers.html | 0001628280-26-031702 |
| Document: 0001628280-26-031702-index.html | 0001628280-26-031702 |
| Document: 0001628280-26-031702.txt | 0001628280-26-031702 |
| 8-K Data (Synthetic) | 0001628280-26-031702 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 19, 2026
21d ago
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8-K
| $204.48 $216.03 | ▲ +5.65% | ▲ +3.40% | $200.22 (−2.08%) |
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May 11, 2026
4w ago
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Insider Cluster
| $206.20 $215.36 | ▲ +4.44% | ▲ +4.53% | $200.22 (−2.90%) |
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May 7, 2026
4w ago
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8-K
| $216.92 $206.36 | ▲ +4.87% | ▲ +6.37% | $200.22 (+7.70%) |
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Apr 8, 2026
8w ago
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DEFA14A
| $285.66 $282.14 | ▼ −1.23% | ▼ −4.42% | $200.22 (−29.91%) |
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Feb 26, 2026
14w ago
|
8-K
| $319.42 $309.85 | ▼ −3.00% | ▼ −1.87% | $200.22 (−37.32%) |
US Market Status
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