Installed Building Products, Inc.

NYSE:IBP Lagerbericht

Marktkapitalisierung: US$8.1b

Installed Building Products Zukünftiges Wachstum

Future Kriterienprüfungen 2/6

Installed Building Products wird ein jährliches Gewinn- und Umsatzwachstum von 4.9% bzw. 4% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 7.8% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 38.2% betragen.

Wichtige Informationen

4.9%

Wachstumsrate der Gewinne

7.83%

EPS-Wachstumsrate

Consumer Durables Gewinnwachstum7.7%
Wachstumsrate der Einnahmen4.0%
Zukünftige Eigenkapitalrendite38.22%
Analystenabdeckung

Good

Zuletzt aktualisiert07 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel • Nov 08

Results: Installed Building Products, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Installed Building Products, Inc. ( NYSE:IBP ) just released its latest quarterly results and things are looking...
Analyseartikel • May 11

Installed Building Products, Inc. Just Missed EPS By 12%: Here's What Analysts Think Will Happen Next

Last week, you might have seen that Installed Building Products, Inc. ( NYSE:IBP ) released its first-quarter result to...

Recent updates

Analyse-Update • May 08

IBP: Buybacks And Higher Cash Returns Will Support Future Upside Potential

Analysts have lifted their price target on Installed Building Products from $203 to $250, citing updated assumptions for slightly lower discount rates, revised revenue growth, profit margin expectations, and a higher future P/E multiple. What's in the News The board approved an annual variable cash dividend of $1.80 per share, which is $0.10 per share higher than the prior year’s variable dividend, payable on March 31, 2026, to stockholders of record on March 13, 2026 (company announcement).
Analyse-Update • Apr 21

IBP: Future Returns Will Rely On Buybacks Dividends And Measured Expectations

Analysts now place their price target for Installed Building Products at about $289, down from roughly $304. This reflects updated assumptions for slightly higher discount rates, marginally softer revenue growth, a small uptick in profit margin, and a lower expected future P/E multiple.
Seeking Alpha • Apr 07

Installed Building Products: Still Too Early To Call For A Recovery

Summary Installed Building Products (IBP) remains resilient, with commercial segment strength and favorable residential mix supporting margins amid industry headwinds. IBP’s core single-family business is still weak, with no clear signs of recovery; Q4 net revenue declined 0.4%, and residential same-branch sales fell 9.3%. Gross margin benefits from mix shift are likely temporary, with management guiding FY2026 gross margin to 32–34%, below the current 35%. I maintain a hold rating on IBP due to elevated 23x forward PE, muted ~5% adj. EPS growth, and lack of near-term demand recovery. Read the full article on Seeking Alpha
Analyse-Update • Apr 07

IBP: Future Returns Will Reflect Buybacks Dividends And Higher P/E Assumptions

Analysts have nudged their price target for Installed Building Products up by about $6 to $355, reflecting updated assumptions around revenue growth, profit margins, the discount rate and the future P/E multiple. What's in the News The Board of Directors authorized a new share buyback plan on February 26, 2026.
Analyse-Update • Mar 23

IBP: Future Returns Will Rely On Share Repurchases And Dividend Discipline

Analysts have nudged their price target for Installed Building Products by about $1.50, citing small adjustments to fair value, discount rate, profit margin assumptions, and a slightly higher future P/E. What's in the News The Board of Directors authorized a new share buyback plan on February 26, 2026, signaling an intention to repurchase stock over time (company announcement).
Analyse-Update • Mar 09

IBP: Fair Outlook Will Rely On Acquisitions And Dividend Discipline

Analysts have lifted their price target on Installed Building Products from $245.54 to $302.33, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E, which they view as better reflecting the company's current outlook. What's in the News Installed Building Products plans to pursue acquisitions, with the CFO highlighting higher debt and cash balances and an estimated first quarter interest expense of about US$11 million as context for this approach (Key Developments).
Analyse-Update • Feb 23

IBP: Future Returns Will Reflect Higher P/E Assumptions And Steady Profitability

Analysts have adjusted their price target for Installed Building Products to about $349 from roughly $331, citing updated assumptions that combine a slightly higher discount rate and future P/E multiple with modest tweaks to expected revenue growth and profit margins. Valuation Changes Fair Value: updated to approximately $349.27 from about $330.88, reflecting a modest upward adjustment in the valuation estimate.
Analyse-Update • Feb 08

IBP: Future Returns Will Reflect Buybacks And Steady Profitability Outlook

Analysts have raised their price target on Installed Building Products from US$290.00 to about US$330.88, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E expectations. Valuation Changes Fair Value: Updated estimate increased from US$290.00 to about US$330.88, a change of roughly US$40.88.
Analyse-Update • Jan 25

IBP: Share Buybacks Will Sustain Overvaluation And Increase Downside Risk

Analysts have kept their fair value estimate for Installed Building Products steady at $203.00. The slight model tweaks around discount rate, revenue growth, profit margin and future P/E reflect fine tuning of assumptions rather than a shift in overall view.
Analyse-Update • Jan 11

IBP: Higher P/E And Share Buybacks Will Signal Rising Downside Risk

Narrative Update on Installed Building Products Analysts have lifted their price target on Installed Building Products from US$184 to US$203, pointing to updated assumptions for revenue growth, profit margins, and future P/E that reflect their latest view of the company’s risk profile and earnings potential. What's in the News The company completed the repurchase of 700,000 shares, representing 2.55% of shares, for a total of US$134.93 million under the buyback announced on February 27, 2025 (Key Developments).
Analyseartikel • Jan 01

Is Installed Building Products, Inc. (NYSE:IBP) Worth US$259 Based On Its Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Installed Building Products fair value estimate is US$197...
Analyse-Update • Dec 25

IBP: Future Returns Will Reflect Buybacks And Improved Profitability

Analysts have modestly revised their price target for Installed Building Products to 290 dollars per share, maintaining the prior level. Higher expected revenue growth and profit margins are offset by a slightly elevated discount rate and a lower assumed future price to earnings multiple.
Analyse-Update • Dec 11

IBP: Share Repurchases Will Likely Fail To Offset Downside Risk

Analysts have slightly reduced their price target on Installed Building Products, trimming fair value by about $3 to approximately $246. Modestly lower long term revenue growth assumptions more than offset a small improvement in projected profit margins and a marginally lower discount rate.
Analyse-Update • Nov 27

IBP: Share Repurchases And Earnings Outlook Will Influence Fair Value Ahead

Analysts have modestly increased their price target for Installed Building Products from $243.33 to $248.23. This reflects anticipated improvements in revenue growth and profit margins.
Analyse-Update • Nov 10

IBP: Share Repurchases And Mixed Forecasts Will Shape Fair Value

Analysts have raised their price target for Installed Building Products from $237.73 to $243.33. They cite improved revenue growth projections that outweigh a slight dip in expected profit margins and a higher discount rate.
Analyseartikel • Nov 08

Results: Installed Building Products, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Installed Building Products, Inc. ( NYSE:IBP ) just released its latest quarterly results and things are looking...
Analyseartikel • Sep 05

Installed Building Products, Inc.'s (NYSE:IBP) 25% Price Boost Is Out Of Tune With Earnings

Despite an already strong run, Installed Building Products, Inc. ( NYSE:IBP ) shares have been powering on, with a gain...
Analyse-Update • Aug 08

Declining Housing Starts And Robust Backlog Will Shape Industry Trends

Despite a decline in revenue growth forecasts, Installed Building Products’ consensus price target has risen sharply—reflecting higher expected valuation multiples as indicated by the increased future P/E. What's in the News Installed Building Products, Inc.
Analyseartikel • Jul 30

Is Now The Time To Look At Buying Installed Building Products, Inc. (NYSE:IBP)?

Installed Building Products, Inc. ( NYSE:IBP ), might not be a large cap stock, but it led the NYSE gainers with a...
Analyseartikel • Jul 03

What Installed Building Products, Inc.'s (NYSE:IBP) P/E Is Not Telling You

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Analyseartikel • Jun 18

Estimating The Fair Value Of Installed Building Products, Inc. (NYSE:IBP)

Key Insights The projected fair value for Installed Building Products is US$187 based on 2 Stage Free Cash Flow to...
Analyseartikel • May 14

Why We Think Shareholders May Be Considering Bumping Up Installed Building Products, Inc.'s (NYSE:IBP) CEO Compensation

Key Insights Installed Building Products to hold its Annual General Meeting on 20th of May Salary of US$883.8k is part...
Analyseartikel • May 11

Installed Building Products, Inc. Just Missed EPS By 12%: Here's What Analysts Think Will Happen Next

Last week, you might have seen that Installed Building Products, Inc. ( NYSE:IBP ) released its first-quarter result to...
Seeking Alpha • Feb 28

Installed Building Products: Time To Keep Investors Warm

Summary Installed Building Products shares have pulled back 40% from early 2024 highs, making them appealing at a mid-teens earnings multiple amidst modest growth driven by M&A. The company has diversified beyond insulation, now generating 40% of sales from adjacent products, while maintaining a 30% market share in insulation. Despite solid long-term demand trends and above-average margins, concerns about rates, tariffs, and economic growth create near-term shadows over the shares. I'm gradually more attracted to the shares but prefer to start buying around the $150 mark for better insulation and protection. Read the full article on Seeking Alpha
Seeking Alpha • Dec 26

Installed Building Products: Near-Term Demand Outlook Has Turned Negative

Summary I downgraded Installed Building Products to a sell due to the Fed's hawkish stance, which negatively impacts US housing demand and mortgage rates. Elevated mortgage rates reduce housing affordability and supply, leading to poor demand and no signs of growth inflection in housing permits. IBP faces gross margin headwinds from a higher mix of lower-margin products and persistent negative fiberglass price/cost spread. Despite recent valuation de-rating, further downside is expected due to poor earnings growth outlook and macroeconomic pressures. Read the full article on Seeking Alpha
Seeking Alpha • Oct 24

Installed Building Products: Rising Institutional Pessimism Despite Strong Market Tailwinds

Summary Installed Building Products' stock price jumped 145% last year but has been stuck in a sideways pattern since March 2024, with more institutional investors turning cautious. The company relies heavily on new single-family home construction, which grew strongly in late 2023 and early 2024, driving solid revenue and profit increases. Valuation looks high but reasonable compared to competitors, especially given the company’s solid cash flow and industry growth potential. Risks include possible delays in interest rate cuts, which could keep mortgage rates high and slow down new home construction in 2025, leading to a decline in revenue. I believe interest rate cuts in 2025 are highly likely, which should improve homebuyer confidence and increase demand for new homes as mortgage rates cool off. Therefore, I maintain a buy rating for this stock. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NYSE:IBP - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20283,352N/AN/AN/A3
12/31/20273,11927531938914
12/31/20262,98922932139114
3/31/20262,947255315382N/A
12/31/20252,971265301371N/A
9/30/20252,974256304381N/A
6/30/20252,956250277359N/A
3/31/20252,933246260347N/A
12/31/20242,941257251340N/A
9/30/20242,912255274355N/A
6/30/20242,858254290366N/A
3/31/20242,812250283351N/A
12/31/20232,779244279340N/A
9/30/20232,744248272330N/A
6/30/20232,757241267317N/A
3/31/20232,742239253303N/A
12/31/20222,670223232278N/A
9/30/20222,517184176221N/A
6/30/20222,308158113154N/A
3/31/20222,119135112149N/A
12/31/20211,969119101138N/A
9/30/20211,876117117153N/A
6/30/20211,787110121159N/A
3/31/20211,69399148182N/A
12/31/20201,65397147181N/A
9/30/20201,61389122160N/A
6/30/20201,58982127176N/A
3/31/20201,5677592143N/A
12/31/20191,51268N/A123N/A
9/30/20191,46465N/A134N/A
6/30/20191,41660N/A116N/A
3/31/20191,37757N/A106N/A
12/31/20181,33655N/A97N/A
9/30/20181,28349N/A84N/A
6/30/20181,22946N/A73N/A
3/31/20181,17941N/A59N/A
12/31/20171,13341N/A69N/A
9/30/20171,06741N/A72N/A
6/30/201799741N/A66N/A
3/31/201792739N/A69N/A
12/31/201686338N/A73N/A
9/30/201682137N/A60N/A
6/30/201677735N/A55N/A
3/31/201672431N/A48N/A
12/31/201566327N/A35N/A
9/30/201561622N/A34N/A
6/30/201557519N/A27N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: IBPDas prognostizierte Gewinnwachstum (4.9% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: IBPDie Erträge des Unternehmens (4.9% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (16.6% pro Jahr).

Hohe Wachstumserträge: IBPDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: IBPDie Einnahmen des Unternehmens (4% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.5% pro Jahr).

Hohe Wachstumseinnahmen: IBPDie Einnahmen des Unternehmens (4% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: IBPDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (38.2%)

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/07 20:32
Aktienkurs zum Tagesende2026/05/07 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Installed Building Products, Inc. wird von 18 Analysten beobachtet. 14 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Reuben GarnerBenchmark Company
Daniel WangBerenberg
Kurt YingerD.A. Davidson & Co.