Installed Building Products, Inc. (IBP)
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-11-05
$223.08-5.24%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-11-05
QuarterlyIQ Insights · IBP
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer discretionary on a research-validated quality screen. As of 2026-11-05.
The screen ranks IBP against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 45% of the time over the next year (vs 59% for the rest of the cohort, n=6999).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Year to date we have acquired approximately $ 67 million in revenue and continue to believe we will acquire at least $100 million in revenue in 2026.
Stated in 3 of 4 supplied quarters. Management reported: “Year to date we have acquired approximately $ 67 million in revenue and continue to believe we will acquire at least $100 million in revenue in 2026.” “The fourth quarter regular cash dividend represents an over 5% increase from last year's fourth quarter cash dividend payment.”
“Year to date we have acquired approximately $ 67 million in revenue and continue to believe we will acquire at least $100 million in revenue in 2026.”
“Year to date we have acquired approximately $59 million in revenue and continue to believe we will acquire at least $100 million in revenue in 2026.”
“For 2026, IBP expects to acquire at least $100 million of annual revenue.”
Importantly, our strong balance sheet, continued profitability, and cash flow generation will provide the financial flexibility to continue to execute our growth-oriented capital allocation strategy…
Stated in 4 of 4 supplied quarters. Management reported: “2026 Fourth Quarter Regular Cash Dividend IBP’s Board of Directors has approved the Company’s quarterly cash dividend of $0.39 per share, payable on December 31, 2026, to stockholders of record on December 15, 2026.” “The fourth quarter regular cash dividend represents an over 5% increase from last year's fourth quarter cash dividend payment.”
“While affordability and consumer confidence remain headwinds for single-family construction, we continue to focus on commercial growth, acquisition integration, operational efficiency initiatives, a…
Stated in 4 of 4 supplied quarters. Management reported: ““While affordability and consumer confidence remain headwinds for single-family construction, we continue to focus on commercial growth, acquisition integration, operational efficiency initiatives, and disciplined capital allocation.” “Year to date we have acquired approximately $ 67 million in revenue and continue to believe we will acquire at least $100 million in revenue in 2026.”
Use product diversification and commercial end-market growth to support the business amid weaker residential construction conditions.
Continue emphasizing service quality and expense management while operating through challenging residential and macroeconomic conditions.
Over the trailing year it converted 1.84x of net income into operating cash flow. Historically, Consumer Discretionary names rated neutral grew net income 49% of the time over the next year (vs 49% for the rest of the cohort, n=4822).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
27 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated volatile grew net income 55% of the time over the next year (vs 53% for the rest of the cohort, n=4931).
Not investment advice. As of 2026-11-05.
“Importantly, our strong balance sheet, continued profitability, and cash flow generation will provide the financial flexibility to continue to execute our growth-oriented capital allocation strategy…”
“We also continued to deploy capital in a disciplined manner to support returns to shareholders, while advancing our growth-oriented acquisition strategy.”
“While we expect near-term challenges within U.S. residential construction to continue, we remain intentional with our pursuit of growth and capital allocation decisions,” stated Jeff Edwards, Chairma…”
“We continued to generate strong operating cash flow, which we used to support our growth-oriented capital allocation strategy.”
““While affordability and consumer confidence remain headwinds for single-family construction, we continue to focus on commercial growth, acquisition integration, operational efficiency initiatives, a…”
“Although we expect affordability and consumer confidence to continue to weigh on the U.S. residential housing market, we remain focused on controlling what we can control, serving our customers, and…”
“Throughout the quarter, we remained focused on meeting customers' needs through maintaining elevated service quality while emphasizing product diversification and prudent expense management.”
“With our core residential end markets experiencing headwinds, we maintained a disciplined approach to profitability and emphasized product diversification and quality of service.”