Installed Building Products (IBP) Panoramica del titolo
Installed Building Products, Inc. insieme alle sue consociate, si occupa dell'installazione di isolanti per costruttori residenziali e commerciali negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 3/6 |
IBP Community Fair Values
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Analyst Price Targets
Concorrenti di Installed Building Products, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$244.05 |
| Massimo di 52 settimane | US$349.00 |
| Minimo di 52 settimane | US$193.11 |
| Beta | 1.72 |
| Variazione di 1 mese | 8.40% |
| Variazione a 3 mesi | 18.36% |
| Variazione di 1 anno | -5.36% |
| Variazione a 3 anni | 58.92% |
| Variazione a 5 anni | 97.53% |
| Variazione dall'IPO | 1,806.64% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Recent updates
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Seeking Alpha • Jun 30
Installed Building Products: Waiting On A Residential Resurgence
Summary Installed Building Products (IBP) is a dominant national provider of insulation and building materials, with a resilient balance sheet and strong cash position. IBP’s growth strategy centers on acquisitions, expanding into commercial and multifamily segments to offset weakness in single-family home construction. Despite a 3% YoY revenue decline and margin compression, IBP maintains robust shareholder returns through special dividends and buybacks. I assign IBP a Buy rating, confident in its long-term prospects tied to homebuilding recovery and disciplined capital allocation. Read the full article on Seeking AlphaAggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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).Articolo di analisi • 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...Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento narrativa • 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.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 AlphaRendimenti per gli azionisti
| IBP | US Consumer Durables | US Mercato | |
|---|---|---|---|
| 7D | 9.5% | 6.5% | 4.2% |
| 1Y | -5.4% | 0.6% | 20.6% |
Ritorno vs Industria: IBP ha avuto una performance inferiore rispetto al US Consumer Durables che ha registrato un rendimento 0.6 % nell'ultimo anno.
Rendimento vs Mercato: IBP ha avuto una performance inferiore al mercato US che ha registrato un rendimento 20.6 % nell'ultimo anno.
Volatilità dei prezzi
| IBP volatility | |
|---|---|
| IBP Average Weekly Movement | 6.4% |
| Consumer Durables Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: IBP non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di IBP è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1977 | 10,400 | Jeff Edwards | www.installedbuildingproducts.com |
Installed Building Products, Inc. insieme alle sue consociate, si occupa dell'installazione di isolanti per costruttori residenziali e commerciali negli Stati Uniti. Opera attraverso tre segmenti: Installazione, Distribuzione e Produzione. Offre una gamma di materiali isolanti, come la fibra di vetro e la cellulosa, e materiali isolanti in schiuma spray.
Installed Building Products, Inc. Riepilogo dei fondamenti
| IBP statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$6.45b |
| Utili (TTM) | US$250.70m |
| Ricavi(TTM) | US$2.96b |
25.7x
Rapporto P/E2.2x
Rapporto P/SIBP è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| IBP Conto economico (TTM) | |
|---|---|
| Ricavi | US$2.96b |
| Costo del fatturato | US$1.97b |
| Profitto lordo | US$996.90m |
| Altre spese | US$746.20m |
| Utili | US$250.70m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 9.49 |
| Margine lordo | 33.63% |
| Margine di profitto netto | 8.46% |
| Rapporto debito/patrimonio netto | 166.1% |
Come si è comportato IBP nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.4%
Rendimento attuale del dividendo16%
Rapporto di remunerazioneIBP paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di IBP| Installed Building Products date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Sep 15 2026 |
| Data di pagamento dei dividendi | Sep 30 2026 |
| Giorni fino al dividendo Ex | 37 days |
| Giorni prima della data di pagamento dei dividendi | 52 days |
IBP paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di IBPAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/09 09:23 |
| Prezzo dell'azione a fine giornata | 2026/08/07 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Installed Building Products, Inc. è coperta da 17 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Reuben Garner | Benchmark Company |
| Daniel Wang | Berenberg |
| Kurt Yinger | D.A. Davidson & Co. |