Installed Building Products Crescita futura
Criteri Future verificati 2/6
Installed Building Products prevede che gli utili e i ricavi cresceranno rispettivamente di 4.9% e 4% all'anno. Si prevede che l'EPS crescerà di 7.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 38.2% in 3 anni.
Informazioni chiave
4.9%
Tasso di crescita degli utili
7.83%
Tasso di crescita dell'EPS
| Consumer Durables crescita degli utili | 7.7% |
| Tasso di crescita dei ricavi | 4.0% |
| Rendimento futuro del capitale proprio | 38.22% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 07 May 2026 |
Aggiornamenti recenti sulla crescita futura
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 • 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
Aggiornamento dell'analisi • 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 dell'analisi • 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
Aggiornamento dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaPrevisioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 3,352 | N/A | N/A | N/A | 3 |
| 12/31/2027 | 3,119 | 275 | 319 | 389 | 14 |
| 12/31/2026 | 2,989 | 229 | 321 | 391 | 14 |
| 3/31/2026 | 2,947 | 255 | 315 | 382 | N/A |
| 12/31/2025 | 2,971 | 265 | 301 | 371 | N/A |
| 9/30/2025 | 2,974 | 256 | 304 | 381 | N/A |
| 6/30/2025 | 2,956 | 250 | 277 | 359 | N/A |
| 3/31/2025 | 2,933 | 246 | 260 | 347 | N/A |
| 12/31/2024 | 2,941 | 257 | 251 | 340 | N/A |
| 9/30/2024 | 2,912 | 255 | 274 | 355 | N/A |
| 6/30/2024 | 2,858 | 254 | 290 | 366 | N/A |
| 3/31/2024 | 2,812 | 250 | 283 | 351 | N/A |
| 12/31/2023 | 2,779 | 244 | 279 | 340 | N/A |
| 9/30/2023 | 2,744 | 248 | 272 | 330 | N/A |
| 6/30/2023 | 2,757 | 241 | 267 | 317 | N/A |
| 3/31/2023 | 2,742 | 239 | 253 | 303 | N/A |
| 12/31/2022 | 2,670 | 223 | 232 | 278 | N/A |
| 9/30/2022 | 2,517 | 184 | 176 | 221 | N/A |
| 6/30/2022 | 2,308 | 158 | 113 | 154 | N/A |
| 3/31/2022 | 2,119 | 135 | 112 | 149 | N/A |
| 12/31/2021 | 1,969 | 119 | 101 | 138 | N/A |
| 9/30/2021 | 1,876 | 117 | 117 | 153 | N/A |
| 6/30/2021 | 1,787 | 110 | 121 | 159 | N/A |
| 3/31/2021 | 1,693 | 99 | 148 | 182 | N/A |
| 12/31/2020 | 1,653 | 97 | 147 | 181 | N/A |
| 9/30/2020 | 1,613 | 89 | 122 | 160 | N/A |
| 6/30/2020 | 1,589 | 82 | 127 | 176 | N/A |
| 3/31/2020 | 1,567 | 75 | 92 | 143 | N/A |
| 12/31/2019 | 1,512 | 68 | N/A | 123 | N/A |
| 9/30/2019 | 1,464 | 65 | N/A | 134 | N/A |
| 6/30/2019 | 1,416 | 60 | N/A | 116 | N/A |
| 3/31/2019 | 1,377 | 57 | N/A | 106 | N/A |
| 12/31/2018 | 1,336 | 55 | N/A | 97 | N/A |
| 9/30/2018 | 1,283 | 49 | N/A | 84 | N/A |
| 6/30/2018 | 1,229 | 46 | N/A | 73 | N/A |
| 3/31/2018 | 1,179 | 41 | N/A | 59 | N/A |
| 12/31/2017 | 1,133 | 41 | N/A | 69 | N/A |
| 9/30/2017 | 1,067 | 41 | N/A | 72 | N/A |
| 6/30/2017 | 997 | 41 | N/A | 66 | N/A |
| 3/31/2017 | 927 | 39 | N/A | 69 | N/A |
| 12/31/2016 | 863 | 38 | N/A | 73 | N/A |
| 9/30/2016 | 821 | 37 | N/A | 60 | N/A |
| 6/30/2016 | 777 | 35 | N/A | 55 | N/A |
| 3/31/2016 | 724 | 31 | N/A | 48 | N/A |
| 12/31/2015 | 663 | 27 | N/A | 35 | N/A |
| 9/30/2015 | 616 | 22 | N/A | 34 | N/A |
| 6/30/2015 | 575 | 19 | N/A | 27 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di IBP ( 4.9% all'anno) è superiore al tasso di risparmio ( 3.5% ).
Guadagni vs Mercato: Si prevede che gli utili di IBP ( 4.9% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.6% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di IBP cresceranno, ma non in modo significativo.
Ricavi vs Mercato: Si prevede che il fatturato di IBP ( 4% all'anno) crescerà più lentamente rispetto al mercato US ( 11.5% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di IBP ( 4% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di IBP sarà elevato tra 3 anni ( 38.2 %)
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 17:51 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/03/31 |
| 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 guide su come utilizzare i nostri report e 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 18 analisti. 14 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. |