Price (90d)
$244.05Signal Score (90d)
100Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $2.97B | $265.40M | $9.76 |
| 2024 | $2.94B | $256.60M | $9.15 |
| 2023 | $2.78B | $243.70M | $8.65 |
| 2022 | $2.67B | $223.40M | $7.78 |
| 2021 | $1.97B | $118.80M | $4.04 |
Social Signal Score
Earnings
Wed, Nov 4(in 3 months)
Consensus estimate $2.87 per share
Typical surprise +14.1% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 6$2.91 vs $2.55beat
- Thu, May 7$1.79 vs $1.96miss
- Thu, Feb 26$3.24 vs $2.75beat
- Wed, Nov 5$3.18 vs $2.69beat
- Thu, Aug 7$2.95 vs $2.45beat
- Thu, May 8$2.08 vs $2.18miss
Estimates and results for IBP via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from IBP's reported EPS growth of 24.7% a year over 4 years.
- EPS in 5 years
- $29.75
- Implied price
- $803.21
- Return from $240.23
- 27.3% a year
To earn 15.0% a year on these assumptions you'd need to buy at $399.34 — today's price is already 39.8% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 19 | 23 | 27 | 31 | 35 |
|---|---|---|---|---|---|
| 14.7% | 9.1% | 13.4% | 17.1% | 20.4% | 23.3% |
| 19.7% | 13.9% | 18.3% | 22.2% | 25.6% | 28.7% |
| 24.7% | 18.7% | 23.3% | 27.3% | 30.9% | 34.1% |
| 29.7% | 23.4% | 28.2% | 32.4% | 36.1% | 39.5% |
| 34.7% | 28.2% | 33.2% | 37.5% | 41.4% | 44.8% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (1)
- Newsmarketbeat.com·7d ago·Neutral
Installed Building Products Q2 Earnings Call Highlights Installed Building Products NYSE: IBP reported second-quarter 2026 revenue growth despite continued pressure in new single-family housing, as strength in commercial installation, manufacturing and distribution businesses helped offset softer residential activity.
View source ↗
