Installed Building Products, Inc. (IBP)
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-09-04
$238.57+0.37%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-09-04
QuarterlyIQ Insights · IBP
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 45.3% |
| Our one-year growth estimate | diamond | 4.1% |
Growth built into the price is above our model estimate.
The price assumes 41.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 17 industry peers · Company calendar date is not available
IBP — dividend update
Dated 2026-08-06
Regulation FD Disclosure The August 6, 2026 press release also announced that the Board of Directors approved a quarterly cash dividend of $0.39 per share payable on September 30, 2026 to stockholders of record at the close of business on September 15, 2026. One or more representatives of the Company will meet with prospective investors during the third quarter of 2026. The materials used in connection with these meetings have been posted on the Company’s website ( www.installedbuildingproduc…
Why it matters: Earnings results will show how the company is handling market challenges. A strong report could signal recovery.
Watch forQ2 earnings report shows net revenue growth or adjusted EBITDA above $100 million.
Also watch forQ2 earnings report shows net revenue decline worse than -3.5% year over year.
Why it matters: An increase shows the company wants to give back to shareholders. It also shows confidence in cash flow.
Supportive ifAnnouncement of a quarterly cash dividend greater than $0.39 per share in Q4 2026.
Worry ifDividend remains at $0.39 per share or is reduced in Q4 2026.
Why it matters: Reaching this target would show that management's plan for growth is working. They aim to grow by buying other companies.
Supportive ifTotal acquisitions in 2026 reach or exceed $100 million in annual revenue.
Worry ifTotal acquisitions in 2026 are less than $100 million in yearly revenue.
Why it matters: A stable gross profit margin shows better cost control and pricing power.
Supportive ifGross profit margin reported above 33% in Q3 2026.
Worry ifGross profit margin falls below 32% in Q3 2026.
Why it matters: Updates on share buybacks show if management trusts the company's value and future.
Supportive ifIBP announces more share repurchases worth over $100 million.
Worry ifNo new share repurchases are announced by the end of 2026.
Why it matters: This acquisition adds $12 million in annual revenue. It shows if IBP's growth strategy is working.
Supportive ifRevenue from the mechanical insulation segment grows by at least 5% in Q3 2026.
Worry ifRevenue from the mechanical insulation segment does not grow or falls in Q3 2026.
Why it matters: Keeping the dividend shows IBP's promise to return money to shareholders. It shows they are financially healthy despite market issues.
Supportive ifThe Board declares a quarterly cash dividend of $0.39 per share for Q3 2026.
Worry ifThe dividend is cut or not declared for Q3 2026.
Why it matters: More share buybacks show that management believes in the company's value and future.
Supportive ifShare buybacks rise a lot beyond the current $25.4 million next quarter.
Worry ifShare repurchases slow down or stop in the next quarter.
Why it matters: Acquisitions are key to IBP's growth strategy. New deals can boost revenue and market presence.
Supportive ifLook for news about acquisitions that bring in at least $100 million each year.
Worry ifThere are no new acquisitions. Total revenue from acquisitions is below $50 million.
Why it matters: More share buybacks would show strong capital use and faith in the company's future. This may help the share price.
Supportive ifShare repurchases exceed $100 million by the end of 2026.
Worry ifShare repurchases total less than $50 million by the end of 2026.
Why it matters: Share buybacks show confidence in the company's value. They also affect shareholder returns.
Watch forCompany announces repurchase of at least 200,000 shares in Q2 2026.
Also watch forNo share buybacks announced or the buyback program is cut.
Why it matters: This acquisition could enhance revenue and market presence. Success here is key for growth.
Supportive ifManagement says the deal adds over $12 million in yearly revenue in six months.
Worry ifManagement says there are problems with integration. Revenue is lower than expected.
Why it matters: Changes in dividends can show how management views cash flow and profits.
Watch forIBP increases its quarterly cash dividend above $0.39 per share.
Also watch forIBP decreases or suspends its quarterly cash dividend.
Why it matters: A steady dividend payment builds investor trust. It shows good cash flow management.
Supportive ifDividend payment of $0.39 per share on September 30, 2026.
Worry ifNo dividend payment or a reduction in the dividend amount.
Why it matters: This growth would confirm that IBP is overcoming challenges in the housing market. It would show strength in their diversified operations.
Supportive ifQ3 revenue growth meets or exceeds 2.5% compared to Q3 2025.
Worry ifQ3 revenue growth is below 0%. This shows that the market is still struggling.
Why it matters: Reaching this goal would support IBP's growth plan. It would also help them earn money in different ways.
Supportive ifIBP announces acquisitions that will add at least $100 million in yearly revenue.
Worry ifIBP fails to complete enough acquisitions to reach the $100 million target by year-end.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and long-term interest rates.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$193 on $10,000 · ±1.9% | How much price usually moves either way. |
| Bad day | $389 loss on $10,000 · 3.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,283 loss on $10,000 · 42.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.