IBP
Live chart
What they do
Installed Building Products, Inc. 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. It offers a range of insulation materials, such as fiberglass and cellulose, and spray foam insulation materials.
For information only · Important disclosures
Grades vs sector
Momentum26th percentile in sectorD+
Percentile within its GICS sector across the S&P 1500.
Growth39th percentile in sectorC-
Percentile within its GICS sector across the S&P 1500.
Value38th percentile in sectorC-
Percentile within its GICS sector across the S&P 1500.
Profitability72nd percentile in sectorB
Percentile within its GICS sector across the S&P 1500.
RevisionsNot enough data yet–
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
Our models
Not held by any of our 5 live models right now.
News
More newsKey stats
Valuation and fundamentals
Valuation & fundamentals
Discounted cash flow
Starting cash flow is mid-cycle: 7.0% average margin × current revenue = 0.2B (last 12 months: 0.3B at a 10% margin). On trailing cash flow the base case would be $153.
Edit assumptions · recalculates instantly
Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.00 (n/a) × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.
Multiples vs Consumer Discretionary
Backlog (remaining performance obligations)
Contracted revenue not yet recognized, from SEC filings (XBRL tag RevenueRemainingPerformanceObligation).
Quality & financial health
Piotroski F-score 8/9 · last two fiscal years
Analysts
Annual history
| FY | Revenue | Net income | Free cash flow |
|---|---|---|---|
| 2025 | $3.0B | $265.4M | $300.8M |
| 2024 | $2.9B | $256.6M | $251.4M |
| 2023 | $2.8B | $243.7M | $278.6M |
| 2022 | $2.7B | $223.4M | $232.3M |
| 2021 | $2.0B | $118.8M | $101.3M |
| 2020 | $1.7B | $97.2M | $147.2M |
From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +3.6%.
Earnings
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | 2.56 | 2.91 | +13.6% |
| 2026-05-07 | 1.96 | 1.79 | -8.7% |
| 2026-02-26 | 2.75 | 3.24 | +18.0% |
| 2025-11-05 | 2.74 | 3.18 | +16.0% |
| 2025-08-07 | 2.40 | 2.95 | +22.9% |
| 2025-05-08 | 2.20 | 2.08 | -5.5% |
| 2025-02-27 | 2.85 | 2.88 | +0.9% |
| 2024-11-07 | 2.98 | 2.85 | -4.4% |
Insider trades
$257.4K
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Stats refreshed 2026-10-21 18:12:28 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
Independent research · Not investment advice · Important disclosures · Contact desk@coteau.app
Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.
Beta 0.9 · Oct 21, 2026