Installed Building Products (IBP) Aperçu de l'action
Installed Building Products, Inc. et ses filiales se consacrent à l'installation d'isolants pour les constructeurs résidentiels et commerciaux aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 1/6 |
| Performances passées | 4/6 |
| Santé financière | 3/6 |
| Dividendes | 3/6 |
IBP Community Fair Values
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Analyst Price Targets
Installed Building Products, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$204.28 |
| Plus haut sur 52 semaines | US$349.00 |
| Plus bas sur 52 semaines | US$193.11 |
| Bêta | 1.72 |
| Variation sur 1 mois | -14.96% |
| Variation sur 3 mois | -2.07% |
| Variation sur 1 an | -23.76% |
| Variation sur 3 ans | 60.16% |
| Variation sur 5 ans | 69.54% |
| Évolution depuis l'introduction en bourse | 1,495.94% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Aug 22
IBP: Future Returns Will Rely On Acquisitions Buybacks And Diversified End Markets
Analysts have nudged their price target for Installed Building Products higher to about $245 from roughly $233, citing updated assumptions for revenue growth, profit margins and a slightly lower discount rate, partly offset by a modestly lower future P/E multiple. What’s in the News for Installed Building Products Installed Building Products reported second quarter results that were ahead of Wall Street expectations, according to analyst questions discussed on the Q2 earnings call.Seeking Alpha • Aug 20
Installed Building Products: Residential Weakness Still Keeps Me At Hold
Summary Installed Building Products remains rated Hold as residential recovery is unclear and valuation is not compelling. Q2 showed commercial strength, especially from data center demand, and multifamily trends improved, but core residential volume continues to decline. IBP trades at ~22.5x forward PE, reflecting multifamily improvement, but lacks a clear catalyst for further upside without residential recovery. Builder sentiment and housing starts remain weak, with incentives masking true demand, making near-term residential volume recovery difficult to forecast. Read the full article on Seeking AlphaArticle d’analyse • Aug 09
Installed Building Products, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Installed Building Products, Inc. ( NYSE:IBP ) just released its second-quarter report and things are looking bullish...Recent updates
Mise à jour du récit • Aug 22
IBP: Future Returns Will Rely On Acquisitions Buybacks And Diversified End Markets
Analysts have nudged their price target for Installed Building Products higher to about $245 from roughly $233, citing updated assumptions for revenue growth, profit margins and a slightly lower discount rate, partly offset by a modestly lower future P/E multiple. What’s in the News for Installed Building Products Installed Building Products reported second quarter results that were ahead of Wall Street expectations, according to analyst questions discussed on the Q2 earnings call.Seeking Alpha • Aug 20
Installed Building Products: Residential Weakness Still Keeps Me At Hold
Summary Installed Building Products remains rated Hold as residential recovery is unclear and valuation is not compelling. Q2 showed commercial strength, especially from data center demand, and multifamily trends improved, but core residential volume continues to decline. IBP trades at ~22.5x forward PE, reflecting multifamily improvement, but lacks a clear catalyst for further upside without residential recovery. Builder sentiment and housing starts remain weak, with incentives masking true demand, making near-term residential volume recovery difficult to forecast. Read the full article on Seeking AlphaArticle d’analyse • Aug 09
Installed Building Products, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Installed Building Products, Inc. ( NYSE:IBP ) just released its second-quarter report and things are looking bullish...
Mise à jour du récit • Aug 07
IBP: Share Repurchases And Housing Act Tailwinds Will Drive Future Returns
Analysts have lifted their price target for Installed Building Products to about $288 from roughly $278, reflecting updated assumptions that combine slightly quicker revenue growth with a higher future P/E multiple and a lower discount rate, offset by more conservative profit margin expectations. What’s in the News for Installed Building Products Installed Building Products reported that from April 1, 2026 to June 30, 2026 it repurchased 365,370 shares, representing 1.36% of shares, for a total of US$76.51 million under its current buyback program.
Mise à jour du récit • Jul 09
IBP: Housing Bill Tailwinds And Buybacks Will Support Future Returns
Analysts have reduced their price target on Installed Building Products from $250.00 to $200.00. They cited updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations.Mise à jour du récit • Jun 25
IBP: Future Returns Will Reflect Acquisition Momentum And Housing Act Tailwinds
Analysts have slightly reduced their price target on Installed Building Products to about $278. The revision reflects updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions.Article d’analyse • Jun 21
Installed Building Products (IBP) Stock Could Be 6.2% Undervalued After Its Recent 3 Month Slide
Installed Building Products (IBP) has drawn investor attention after recent trading left the stock about 18% lower over the past 3 months, even as its 1-year total return stands near 30%. See our latest analysis for Installed Building Products. The recent 18% decline in the 3 month share price sits in contrast to Installed Building Products’ 30% 1 year total shareholder return, suggesting shorter term sentiment has cooled while longer term holders still sit on sizeable gains. If you want to...Mise à jour du récit • Jun 11
IBP: Future Returns Will Reflect Acquisitions Buybacks And Stronger Margins
Analysts now see fair value for Installed Building Products at $278.57, down from $355.00. This reflects updated assumptions for slightly higher discount rates, more moderate revenue growth, stronger profit margins, and a lower future P/E multiple.Mise à jour du récit • May 28
IBP: Future Returns Will Depend On Acquisitions Buybacks And Measured Expectations
Analysts have reduced their price target on Installed Building Products by about $56.67 to $232.58 as they now apply a slightly higher discount rate and more conservative assumptions for revenue growth, profit margins, and future P/E multiples. What's in the News Installed Building Products is actively looking for acquisitions, with management highlighting a focus on deals that they view as having long term benefits and attractive returns on invested capital during the first quarter 2026 earnings call (Key Developments).Article d’analyse • May 10
Installed Building Products, Inc. Just Missed EPS By 19%: Here's What Analysts Think Will Happen Next
One of the biggest stories of last week was how Installed Building Products, Inc. ( NYSE:IBP ) shares plunged 25% in...Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Rendement pour les actionnaires
| IBP | US Consumer Durables | US Marché | |
|---|---|---|---|
| 7D | -14.4% | -3.6% | -0.9% |
| 1Y | -23.8% | -12.3% | 14.2% |
Rendement vs Industrie: IBP a sous-performé le secteur US Consumer Durables qui a rapporté -12.3 % au cours de l'année écoulée.
Rendement vs marché: IBP a sous-performé le marché US qui a rapporté 14.2 % au cours de l'année écoulée.
Volatilité des prix
| IBP volatility | |
|---|---|
| IBP Average Weekly Movement | 6.2% |
| Consumer Durables Industry Average Movement | 6.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Cours de l'action stable: IBP n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de IBP ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1977 | 10,400 | Jeff Edwards | www.installedbuildingproducts.com |
Installed Building Products, Inc. et ses filiales, se consacrent à l'installation d'isolants pour les constructeurs résidentiels et commerciaux aux États-Unis. Elle opère à travers trois segments : Installation, Distribution et Opérations de fabrication. Elle propose une gamme de matériaux d'isolation, tels que la fibre de verre et la cellulose, ainsi que des matériaux d'isolation en mousse pulvérisée.
Installed Building Products, Inc. Résumé des fondamentaux
| IBP statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$5.40b |
| Bénéfices(TTM) | US$250.70m |
| Recettes(TTM) | US$2.96b |
21.5x
Ratio P/E1.8x
Ratio P/SLe site IBP est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| IBP compte de résultat (TTM) | |
|---|---|
| Recettes | US$2.96b |
| Coût des recettes | US$1.97b |
| Marge brute | US$996.90m |
| Autres dépenses | US$746.20m |
| Les revenus | US$250.70m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 9.49 |
| Marge brute | 33.63% |
| Marge bénéficiaire nette | 8.46% |
| Ratio dettes/capitaux propres | 166.1% |
Quelles ont été les performances à long terme de IBP?
Voir les performances historiques et les comparaisonsDividendes
1.6%
Rendement actuel des dividendes16%
Ratio de distributionLe site IBP verse-t-il des dividendes fiables ?
Voir IBP l'historique des dividendes et les indices de référence| Installed Building Products dates des dividendes | |
|---|---|
| Date ex-dividende | Sep 15 2026 |
| Date de paiement du dividende | Sep 30 2026 |
| Jours jusqu'au dividende Ex | 2 days |
| Jours jusqu'à la date de paiement du dividende | 17 days |
Le site IBP verse-t-il des dividendes fiables ?
Voir IBP l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/13 05:12 |
| Cours de l'action en fin de journée | 2026/09/11 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Installed Building Products, Inc. est couverte par 17 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Daniel Wang | Berenberg |
| Kurt Yinger | D.A. Davidson & Co. |
| Collin Verron | Deutsche Bank |