Inferra AI / Company / IBP

Installed Building Products, Inc.

IBP · Industrials

Last earnings Aug 6, 2026

Key results

Net revenuequarter

3.1%

Prior Year Period) Net revenue increased 3.1% to a second quarter record of $760.3 million

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Installation revenuequarter

2.6%

Installation revenue increased 2.6% to $715.6 million, including sales from IBP's recent acquisitions Other revenue, net of eliminations, which includes IBP s manufacturing and distribution operations, increased to $44.7 million from $40.3 million

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Net incomequarter

5.8%

Net income increased 5.8% to $69.0 million Adjusted EBITDA* increased 3.2% to $134.0 million Net income per diluted share increased 9.6% to $2.52 Adjusted net income* was $80.8 million, or $2.95 per diluted share Net cash flow from operations increased 14.3% to $90.3 million At June 30, 2025

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Revenuequarter

$10 million

To date in 2025, IBP has acquired over $10 million of annual revenue and we continue to focus on acquiring at least $100 million of annual revenue.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

, an installer of spray foam and air barrier products in the commercial end market based in Green Bay, Wisconsin with annual revenue of $4 million.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Second Quarter 2025 Results Overview For the second quarter of 2025, net revenue was a second quarter record of $760.3 million, an increase of 3.1% from $737.6 million for the second quarter of 2024.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

On a consolidated same branch basis, net revenue increased 0.7% from the prior year quarter.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Residential same branch sales within the Company's Installation segment were down 1.1% in the quarter while commercial same branch sales within the Installation segment were up 9.3% from the prior year quarter.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

AI analysis

Q2 2025 · reported Aug 7, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q2 2025
$10M
EX-99 · Aug 7, 2025
Diluted EPS · Q2 2025
$2.95
EX-99 · Aug 7, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Net revenue3.1%——
Installation revenue2.6%——
Net income5.8%——
Revenue$10 million——

EX-99 · Aug 7, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$0.37

htm EX-99.1 Document INSTALLED BUILDING PRODUCTS REPORTS RECORD SECOND QUARTER 2025 RESULTS DECLARES REGULAR QUARTERLY CASH DIVIDEND Columbus, Ohio, August 7, 2025, Installed Building Products, Inc.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

INSTALLED BUILDING PRODUCTS REPORTS RECORD SECOND QUARTER 2025 RESULTS DECLARES REGULAR QUARTERLY CASH DIVIDEND

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

htm EX-99.1 Document INSTALLED BUILDING PRODUCTS REPORTS RECORD SECOND QUARTER 2025 RESULTS DECLARES REGULAR QUARTERLY CASH DIVIDEND Columbus, Ohio, August 7, 2025, Installed Building Products, Inc.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Edwards, added As we maintain a disciplined approach to acquisitions with a focus on favorable returns on invested capital, we continue to identify opportunities to enhance operational and financial performance, while returning capital to shareholders through dividends and share repurchases.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

2025 Third Quarter Cash Dividend IBP s Board of Directors has approved the Company s quarterly cash dividend of $0.37 per share, payable on September 30, 2025, to stockholders of record on September 15, 2025.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

The third quarter regular cash dividend represents a 6% increase from last year s third quarter cash dividend payment.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Share Repurchases During the three months ended June 30, 2025, IBP repurchased 300,000 shares of its common stock at a total cost of $49.2 million and 500,000 shares at a total cost of $83.5 million during the six months ended June 30, 2025.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

At June 30, 2025, the Company had approximately $416.5 million available under its stock repurchase program, expiring March 1, 2026.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Strategy & priorities

Our market positioning and focus on service is especially valuable as many homebuilders rely on relationships with experienced partners to navigate today s evolving market dynamics.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

housing industry and the effectiveness of our growth-focused capital allocation strategy, stated Jeff Edwards, Chairman and Chief Executive Officer.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Edwards, added As we maintain a disciplined approach to acquisitions with a focus on favorable returns on invested capital, we continue to identify opportunities to enhance operational and financial performance, while returning capital to shareholders through dividends and share repurchases.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Acquisition Update IBP continues to prioritize profitable growth through its proven strategy of acquiring well-run installers of insulation and complementary building products.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

To date in 2025, IBP has acquired over $10 million of annual revenue and we continue to focus on acquiring at least $100 million of annual revenue.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Risks & headwinds

While we expect housing affordability to remain a challenge over the near-term, we are confident in the long-term fundamentals of the U.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Our performance thus far in 2025 reflects the dedication of our entire team and we believe IBP continues to operate from a position of strength as we take advantage of opportunities and navigate any challenges in the second half of the year, concluded Mr.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

By their nature, forward-looking statements involve risks and uncertainties because they relate to events and depend on circumstances that may or may not occur in the future.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

New risks and uncertainties arise from time to time, and it is impossible for the Company to predict these events or how they may affect it.

SEC original ↗Installed Building Products, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Legal Proceedings 38 Item 1A.

SEC original ↗Installed Building Products, Inc. — 10-Q Quarterly report10-QAug 6, 2026

NOTE 3 - REVENUE RECOGNITION We disaggregate our revenue from contracts with customers for our Installation segment by end market and product, as we believe it best depicts how the nature, amount, timing and uncertainty of our revenue and cash flows are affected by economic factors.

SEC original ↗Installed Building Products, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

30 documents

Earnings releases

10 documents

Presentations

0 documents

No presentations for Installed Building Products, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Installed Building Products, Inc. are held in this edition of the library.

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