View ValuationInstalled Building Products 将来の成長Future 基準チェック /26Installed Building Products利益と収益がそれぞれ年間2.3%と3.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に37.5% 0.9%なると予測されています。主要情報2.3%収益成長率0.90%EPS成長率Consumer Durables 収益成長19.8%収益成長率3.4%将来の株主資本利益率37.53%アナリストカバレッジGood最終更新日13 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. Independent Director Marchelle Moore was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • May 20Installed Building Products, Inc. (NYSE:IBP) acquired Diamond Energy Systems, Inc.Installed Building Products, Inc. (NYSE:IBP) acquired Diamond Energy Systems, Inc. on May 19, 2026. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Diamond Energy Systems, Inc. on May 19, 2026.お知らせ • May 10Installed Building Products, Inc. Management ChangesInstalled Building Products, Inc. announced that Effective May 6, 2026, Ryan Ricketts has been appointed Director of Investor Relations and Financial Planning, succeeding Darren Hicks, who will be departing the Company to pursue another opportunity.お知らせ • May 08Installed Building Products, Inc. announces Quarterly dividend, payable on June 30, 2026Installed Building Products, Inc. announced Quarterly dividend of USD 0.3900 per share payable on June 30, 2026, ex-date on June 15, 2026 and record date on June 15, 2026.お知らせ • Apr 23Installed Building Products, Inc. to Report Q1, 2026 Results on May 07, 2026Installed Building Products, Inc. announced that they will report Q1, 2026 results on May 07, 2026お知らせ • Apr 09Installed Building Products, Inc., Annual General Meeting, May 19, 2026Installed Building Products, Inc., Annual General Meeting, May 19, 2026. Location: meetnow.global/mqfxvjc, United Statesお知らせ • Feb 26+ 1 more updateInstalled Building Products, Inc. Approves the Annual Variable Cash Dividend, Payable on March 31, 2026Installed Building Products, Inc.’s Board of Directors has approved the Company’s annual variable cash dividend at $1.80 per share, an increase of $0.10 per share or nearly 6% over last year’s variable dividend, which will also be payable on March 31, 2026, to stockholders of record on March 13, 2026.お知らせ • Feb 12Installed Building Products, Inc. to Report Q4, 2025 Results on Feb 26, 2026Installed Building Products, Inc. announced that they will report Q4, 2025 results on Feb 26, 2026お知らせ • Feb 03Installed Building Products, Inc. (NYSE : IBP) acquired Thermo Tech Mechanical Insulation, Inc.Installed Building Products, Inc. (NYSE : IBP) acquired Thermo Tech Mechanical Insulation, Inc. on February 2, 2026. Installed Building Products, Inc. (NYSE : IBP) completed the acquisition of Thermo Tech Mechanical Insulation, Inc. on February 2, 2026.お知らせ • Oct 30Installed Building Products, Inc. Declares Regular Cash Dividend for the Fourth Quarter 2025, Payable on December 31, 2025Installed Building Products, Inc. announced that the Board of Directors has approved the Company’s quarterly cash dividend of $0.37 per share, payable on December 31, 2025, to stockholders of record on December 15, 2025. The fourth quarter regular cash dividend represents a 6% increase from last year’s fourth quarter cash dividend payment.お知らせ • Oct 22Installed Building Products, Inc. to Report Q3, 2025 Results on Nov 05, 2025Installed Building Products, Inc. announced that they will report Q3, 2025 results on Nov 05, 2025お知らせ • Aug 08Installed Building Products, Inc. Declares Regular Cash Dividend for the Third Quarter 2025, Payable on September 30, 2025Installed Building Products, Inc. Board of Directors has approved the Company’s quarterly cash dividend of $0.37 per share, payable on September 30, 2025, to stockholders of record on September 15, 2025. The third quarter regular cash dividend represents a 6% increase from last year’s third quarter cash dividend payment.お知らせ • Jul 24Installed Building Products, Inc. to Report Q2, 2025 Results on Aug 07, 2025Installed Building Products, Inc. announced that they will report Q2, 2025 results on Aug 07, 2025お知らせ • May 09+ 1 more updateInstalled Building Products, Inc. (NYSE:IBP) acquired Pro-Foamers, Inc.Installed Building Products, Inc. (NYSE:IBP) acquired Pro-Foamers, Inc. in May 2025. Pro Foamers, Inc. has an annual total revenue of $4 million. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Pro-Foamers, Inc. in May 2025.お知らせ • May 08Installed Building Products, Inc. Approves Quarterly Cash Dividend, Payable on June 30, 2025Installed Building Products, Inc.’s Board of Directors has approved the Company’s quarterly cash dividend of $0.37 per share, payable on June 30, 2025, to stockholders of record on June 13, 2025. The second quarter regular cash dividend represents a 6% increase from last year’s second quarter cash dividend payment.お知らせ • Apr 24Installed Building Products, Inc. to Report Q1, 2025 Results on May 08, 2025Installed Building Products, Inc. announced that they will report Q1, 2025 results on May 08, 2025お知らせ • Apr 09Installed Building Products, Inc., Annual General Meeting, May 20, 2025Installed Building Products, Inc., Annual General Meeting, May 20, 2025.お知らせ • Feb 28+ 1 more updateInstalled Building Products, Inc. announces Annual dividend, payable on March 31, 2025Installed Building Products, Inc. announced Annual dividend of USD 1.7000 per share payable on March 31, 2025, ex-date on March 14, 2025 and record date on March 14, 2025.お知らせ • Feb 13Installed Building Products, Inc. to Report Q4, 2024 Results on Feb 27, 2025Installed Building Products, Inc. announced that they will report Q4, 2024 results on Feb 27, 2025Declared Dividend • Nov 09Third quarter dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 13th December 2024 Payment date: 31st December 2024 Dividend yield will be 1.4%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 26% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 17% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: US$2.45 (vs US$2.41 in 3Q 2023)Third quarter 2024 results: EPS: US$2.45 (up from US$2.41 in 3Q 2023). Revenue: US$760.6m (up 7.7% from 3Q 2023). Net income: US$68.6m (flat on 3Q 2023). Profit margin: 9.0% (in line with 3Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 08Installed Building Products, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 31, 2024Installed Building Products, Inc.’s Board of Directors has approved the Company’s quarterly cash dividend of $0.35 per share, payable on December 31, 2024, to stockholders of record on December 15, 2024. The fourth quarter regular cash dividend represents a 6% increase from last year’s fourth quarter cash dividend payment.お知らせ • Oct 24Installed Building Products, Inc. to Report Q3, 2024 Results on Nov 07, 2024Installed Building Products, Inc. announced that they will report Q3, 2024 results on Nov 07, 2024お知らせ • Oct 08Installed Building Products, Inc. (NYSE:IBP) acquired Wholesale Insulation Supply, Inc.Installed Building Products, Inc. (NYSE:IBP) acquired Wholesale Insulation Supply, Inc. on October 7, 2024. Insulation Supplies generates over $22 million of annual revenue. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Wholesale Insulation Supply, Inc. on October 7, 2024.Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €214, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 13x in the Consumer Durables industry in Europe. Total returns to shareholders of 130% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €212 per share.Upcoming Dividend • Sep 06Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.1%).Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$2.31 (vs US$2.19 in 2Q 2023)Second quarter 2024 results: EPS: US$2.31 (up from US$2.19 in 2Q 2023). Revenue: US$737.6m (up 6.6% from 2Q 2023). Net income: US$65.2m (up 5.8% from 2Q 2023). Profit margin: 8.8% (down from 8.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 28% per year.お知らせ • Aug 02Installed Building Products, Inc. Approves Quarterly Cash Dividend, Payable on September 30, 2024The Board of Directors of Installed Building Products, Inc. have approved the company’s quarterly cash dividend for third quarter of 2024 of $0.35 per share, payable on September 30, 2024, to stockholders of record on September 15, 2024. The third quarter regular cash dividend represents a 6% increase from last year’s third quarter cash dividend payment.お知らせ • Jul 30Installed Building Products, Inc. (NYSE:IBP) acquired Euroview Enterprises LLC/Contract Mirror and Supply Co/CLM Solutions, LLC.Installed Building Products, Inc. (NYSE:IBP) acquired Euroview Enterprises LLC/Contract Mirror and Supply Co/CLM Solutions, LLC on July 29, 2024. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Euroview Enterprises LLC/Contract Mirror and Supply Co/CLM Solutions, LLC on July 29, 2024.お知らせ • Jul 18Installed Building Products, Inc. to Report Q2, 2024 Results on Aug 01, 2024Installed Building Products, Inc. announced that they will report Q2, 2024 results on Aug 01, 2024Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €212, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Consumer Durables industry in Europe. Total returns to shareholders of 136% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €220 per share.お知らせ • Jun 18+ 1 more updateInstalled Building Products, Inc. (NYSE:IBP) acquired Thrice Energy Solutions LLC.Installed Building Products, Inc. (NYSE:IBP) acquired Thrice Energy Solutions LLC on June 17, 2024.The Thrice and Gutter Pro acquisitions represent combined annual revenue of nearly $14 million. During the month of June, IBP repurchased approximately 215 thousand shares of its common stock at a total cost of $46 million, including commissions. At June 17, 2024, the Company has over $250 million available under its stock repurchase program.Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Thrice Energy Solutions LLC on June 17, 2024.Upcoming Dividend • Jun 07Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 30 June 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (4.0%).Recent Insider Transactions • May 15Insider recently sold €1.3m worth of stockOn the 13th of May, Jason Niswonger sold around 6k shares on-market at roughly €213 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €22m. Insiders have been net sellers, collectively disposing of €39m more than they bought in the last 12 months.Declared Dividend • May 13First quarter dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 14th June 2024 Payment date: 30th June 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 36% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 10% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 10First quarter 2024 earnings released: EPS: US$1.98 (vs US$1.76 in 1Q 2023)First quarter 2024 results: EPS: US$1.98 (up from US$1.76 in 1Q 2023). Revenue: US$692.9m (up 5.1% from 1Q 2023). Net income: US$55.9m (up 13% from 1Q 2023). Profit margin: 8.1% (up from 7.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 31% per year.お知らせ • Apr 27Installed Building Products, Inc. to Report Q1, 2024 Results on May 09, 2024Installed Building Products, Inc. announced that they will report Q1, 2024 results on May 09, 2024お知らせ • Apr 12Installed Building Products, Inc., Annual General Meeting, May 23, 2024Installed Building Products, Inc., Annual General Meeting, May 23, 2024, at 10:00 US Eastern Standard Time. Agenda: To consider the election of Margot L. Carter, David R. Meuse and Michael H. Thomas as directors to serve for three-year terms; to consider the ratification of the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for 2024; to consider the approval, on an advisory basis, of the compensation of our named executive officers; and to consider transaction of any other business that may properly come before the meeting or any adjournment thereof.Upcoming Dividend • Mar 07Upcoming dividend of US$1.95 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 31 March 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.2%).Recent Insider Transactions • Mar 07CFO, Executive VP of Finance & Director recently sold €1.1m worth of stockOn the 4th of March, Michael Miller sold around 5k shares on-market at roughly €224 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by €2.0m.Declared Dividend • Feb 25Fourth quarter dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 14th March 2024 Payment date: 31st March 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 36% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 27% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 23Full year 2023 earnings released: EPS: US$8.65 (vs US$7.78 in FY 2022)Full year 2023 results: EPS: US$8.65 (up from US$7.78 in FY 2022). Revenue: US$2.78b (up 4.1% from FY 2022). Net income: US$243.7m (up 9.1% from FY 2022). Profit margin: 8.8% (up from 8.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 32% per year.お知らせ • Feb 22Installed Building Products, Inc. Approves Cash Dividend for the First Quarter of 2024, Payable on March 31, 2024Installed Building Products, Inc.'s Board of Directors has approved the cash dividend of $0.35 per share for the first quarter of 2024, payable on March 31, 2024, to stockholders of record on March 15, 2024. In addition, the company's Board of Directors has approved the Company’s annual variable cash dividend at $1.60 per share, which will also be payable on March 31, 2024, to stockholders of record on March 15, 2024.お知らせ • Feb 16Installed Building Products, Inc. to Report Q4, 2023 Results on Feb 22, 2024Installed Building Products, Inc. announced that they will report Q4, 2023 results on Feb 22, 2024Recent Insider Transactions • Dec 14CFO, Executive VP of Finance & Director recently sold €857k worth of stockOn the 13th of December, Michael Miller sold around 6k shares on-market at roughly €150 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by €7.1m.Upcoming Dividend • Dec 07Upcoming dividend of US$0.33 per share at 1.4% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 31 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.7%).Reported Earnings • Nov 09Third quarter 2023 earnings released: EPS: US$2.41 (vs US$2.14 in 3Q 2022)Third quarter 2023 results: EPS: US$2.41 (up from US$2.14 in 3Q 2022). Revenue: US$706.5m (down 1.8% from 3Q 2022). Net income: US$68.0m (up 12% from 3Q 2022). Profit margin: 9.6% (up from 8.5% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 09+ 1 more updateInstalled Building Products, Inc. (NYSE:IBP) acquired Interstate Spray Foam, LLC.Installed Building Products, Inc. (NYSE:IBP) acquired Interstate Spray Foam, LLC in October 2023. Interstate Spray Foam reported annual revenue of approximately $2 million.Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Interstate Spray Foam, LLC in October 2023.お知らせ • Nov 02Installed Building Products, Inc. to Report Q3, 2023 Results on Nov 08, 2023Installed Building Products, Inc. announced that they will report Q3, 2023 results on Nov 08, 2023お知らせ • Sep 29Installed Building Products, Inc. Announces Executive ChangesInstalled Building Products, Inc. announced that Jay P. Elliott has notified the Company of his decision to retire as Chief Operating Officer, effective December 31, 2023. Following his retirement, Mr. Elliott is expected to serve in an advisory role to the Company on business strategy and development. The Board of Directors of the Company has named Brad A. Wheeler, currently serving as Regional President of the Company, to replace Mr. Elliott as Chief Operating effective January 1, 2024, to provide sufficient time for transition of Mr. Elliott's responsibilities. Mr. Wheeler has served as one of the Company’s Regional Presidents since January 2015. Since joining the Company in 2010 as a Regional Manager, Mr. Wheeler has been responsible for the management of operations in several states, including Colorado, Texas, Florida and Georgia. In June 2022, Mr. Wheeler assumed additional responsibility for much of IBP’s heavy commercial business and was named President of the Alpha companies. He attended Radford University and has been an active member of Vistage International CEO Organization since 2011.Upcoming Dividend • Sep 07Upcoming dividend of US$0.33 per share at 1.6% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 30 September 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.4%).お知らせ • Aug 29+ 1 more updateInstalled Building Products, Inc. (NYSE:IBP) acquired R-Pro Select, LLC.Installed Building Products, Inc. (NYSE:IBP) acquired R-Pro Select, LLC on August 6, 2023. R-pro related the revenue of approximately $2 million for the period ended December 31, 2022.Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of R-Pro Select, LLC on August 6, 2023.お知らせ • Aug 04Installed Building Products, Inc. (NYSE:IBP) acquired AGT&L, Inc.Installed Building Products, Inc. (NYSE:IBP) acquired AGT&L, Inc. in June 2023. AGT&L, Inc. has annual revenue of approximately $3 million. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of AGT&L, Inc. in June 2023.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$2.19 (vs US$2.08 in 2Q 2022)Second quarter 2023 results: EPS: US$2.19 (up from US$2.08 in 2Q 2022). Revenue: US$692.1m (up 2.3% from 2Q 2022). Net income: US$61.6m (up 2.8% from 2Q 2022). Profit margin: 8.9% (in line with 2Q 2022). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 28Installed Building Products, Inc. to Report Q2, 2023 Results on Aug 02, 2023Installed Building Products, Inc. announced that they will report Q2, 2023 results on Aug 02, 2023Recent Insider Transactions • Jun 15Chairman recently sold €13m worth of stockOn the 9th of June, Jeffrey Edwards sold around 120k shares on-market at roughly €110 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jeffrey has been a net seller over the last 12 months, reducing personal holdings by €27m.Upcoming Dividend • Jun 07Upcoming dividend of US$0.33 per share at 1.9% yieldEligible shareholders must have bought the stock before 14 June 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).お知らせ • May 31Installed Building Products, Inc. Announces Board ChangesInstalled Building Products, Inc. announced that Marchelle E. Moore was elected as an independent director to the Company’s Board of Directors at the Company's 2023 Annual Meeting. After six years of service, Vikas Verma retired from the Board of Directors and did not stand for re-election. The Company's Board of Directors remains at nine members. Ms. Moore, a licensed attorney with the state of Ohio, has more than 20 years of progressive experience across multiple industries and is currently the Senior Vice President, External Affairs, Chief Diversity Officer at Encova Mutual Insurance Group and President of the Encova Foundation of Ohio. Through strategic social responsibility initiatives and increasing her organization’s philanthropic efforts, Marchelle leads innovative efforts to make Encova Insurance a more inclusive and equitable atmosphere. Ms. Moore currently serves on the Governing Committee of The Columbus Foundation and the Independent Review Panel of JobsOhio.Recent Insider Transactions • May 12Chief Accounting Officer & Treasurer recently sold €52k worth of stockOn the 9th of May, Todd Fry sold around 500 shares on-market at roughly €104 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €14m. Insiders have been net sellers, collectively disposing of €21m more than they bought in the last 12 months.お知らせ • May 06Installed Building Products, Inc. (NYSE:IBP) acquired Insulco Insulation, LLC.Installed Building Products, Inc. (NYSE:IBP) acquired Insulco Insulation, LLC in April, 2023. Insulco has an annual revenue of approximately $3 million.Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Insulco Insulation, LLC in April, 2023.お知らせ • May 05Installed Building Products, Inc. Declares Regular Quarterly Cash Dividend, Payable on June 30, 2023Installed Building Products, Inc. approved the quarterly cash dividend of $0.33 per share, payable on June 30, 2023, to stockholders of record on June 15, 2023. The second quarter regular cash dividend represents a 5% increase from last year’s second-quarter cash dividend payment.Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$1.76 (vs US$1.15 in 1Q 2022)First quarter 2023 results: EPS: US$1.76 (up from US$1.15 in 1Q 2022). Revenue: US$659.3m (up 12% from 1Q 2022). Net income: US$49.3m (up 46% from 1Q 2022). Profit margin: 7.5% (up from 5.8% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Bob Schottenstein was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Mar 09CFO, Executive VP of Finance & Director recently sold €6.2m worth of stockOn the 7th of March, Michael Miller sold around 56k shares on-market at roughly €111 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.Upcoming Dividend • Mar 07Upcoming dividend of US$1.23 per share at 1.1% yieldEligible shareholders must have bought the stock before 14 March 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.9%).Reported Earnings • Feb 23Full year 2022 earnings released: EPS: US$7.78 (vs US$4.04 in FY 2021)Full year 2022 results: EPS: US$7.78 (up from US$4.04 in FY 2021). Revenue: US$2.67b (up 36% from FY 2021). Net income: US$223.4m (up 88% from FY 2021). Profit margin: 8.4% (up from 6.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 3.6% p.a. on average during the next 2 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 16Installed Building Products, Inc. to Report Q4, 2022 Results on Feb 22, 2023Installed Building Products, Inc. announced that they will report Q4, 2022 results on Feb 22, 2023お知らせ • Dec 21Installed Building Products, Inc. (NYSE:IBP) acquired ABS Insulating Company, Inc.Installed Building Products, Inc. (NYSE:IBP) acquired ABS Insulating Company, Inc on December 19, 2022.Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of ABS Insulating Company, Inc on December 19, 2022.Upcoming Dividend • Dec 07Upcoming dividend of US$0.32 per shareEligible shareholders must have bought the stock before 14 December 2022. Payment date: 31 December 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.4%).お知らせ • Dec 07Installed Building Products, Inc. (NYSE:IBP) acquired Orr Industries, Llc.Installed Building Products, Inc. (NYSE:IBP) acquired Orr Industries, Llc on December 5, 2022. Orr Industries, Llc had $10 million of annual revenue.Installed Building Products, Inc. (NYSE:IBP) acquired Orr Industries, Llc on December 5, 2022.お知らせ • Nov 15Installed Building Products, Inc. (NYSE:IBP) acquired Surface Purveyors, LLC.Installed Building Products, Inc. (NYSE:IBP) acquired Surface Purveyors, LLC on November 14, 2022. Lynch reported the revenue of $5 million. Lynch team will be joining Installed Building Products. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Surface Purveyors, LLC on November 14, 2022.Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: US$2.14 (vs US$1.19 in 3Q 2021)Third quarter 2022 results: EPS: US$2.14 (up from US$1.19 in 3Q 2021). Revenue: US$719.1m (up 41% from 3Q 2021). Net income: US$61.0m (up 75% from 3Q 2021). Profit margin: 8.5% (up from 6.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.5% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 04+ 1 more updateInstalled Building Products, Inc. (NYSE:IBP) acquired All Florida Insulation, LLC.Installed Building Products, Inc. (NYSE:IBP) acquired All Florida Insulation, LLC on September 2022. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of All Florida Insulation, LLC on September 2022.お知らせ • Oct 28Installed Building Products, Inc. to Report Q3, 2022 Results on Nov 03, 2022Installed Building Products, Inc. announced that they will report Q3, 2022 results on Nov 03, 2022Upcoming Dividend • Sep 07Upcoming dividend of US$0.32 per shareEligible shareholders must have bought the stock before 14 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.8%).Recent Insider Transactions • Aug 11Independent Director recently sold €246k worth of stockOn the 8th of August, Michael Thomas sold around 2k shares on-market at roughly €98.88 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €56m more than they bought in the last 12 months.Buying Opportunity • Aug 06Now 22% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to grow by 13% in the next 2 years.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$2.08 (vs US$1.27 in 2Q 2021)Second quarter 2022 results: EPS: US$2.08 (up from US$1.27 in 2Q 2021). Revenue: US$676.7m (up 39% from 2Q 2021). Net income: US$59.9m (up 61% from 2Q 2021). Profit margin: 8.9% (up from 7.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.8%, compared to a 3.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 27% per year.お知らせ • Aug 05+ 1 more updateInstalled Building Products, Inc. (NYSE:IBP) acquired Ozark's Modern Insulation.Installed Building Products, Inc. (NYSE:IBP) acquired Ozark's Modern Insulation In August 2022. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Ozark's Modern Insulation In August 2022.お知らせ • Jul 29Installed Building Products, Inc. to Report Q2, 2022 Results on Aug 04, 2022Installed Building Products, Inc. announced that they will report Q2, 2022 results on Aug 04, 2022お知らせ • Jul 19Installed Building Products, Inc. Announces the Appointment of Robert H. Schottenstein to Its Board of DirectorsInstalled Building Products, Inc. announced that Robert H. Schottenstein has been appointed as an independent director to the Company’s Board of Directors. Mr. Schottenstein previously served on the Board from April 2014 to March 2020. With this appointment, the Board now has nine members. Mr. Schottenstein has more than 40 years of experience in the real estate industry and currently serves as Chairman, Chief Executive Officer and President of M/I Homes, Inc. Mr. Schottenstein joined M/I Homes in 1990, was named President in 1996, Chief Executive Officer in 2004, and elected Chairman in 2004. Mr. Schottenstein serves on the board of The Ohio State University Wexner Medical Center and The Ohio State University Foundation. In addition, Mr. Schottenstein serves on the Executive Committee and as Vice Chair of The Harvard University Joint Center for Housing.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €72.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 9x in the Consumer Durables industry in Germany. Total returns to shareholders of 57% over the past three years.Upcoming Dividend • Jun 07Upcoming dividend of US$0.32 per shareEligible shareholders must have bought the stock before 14 June 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (3.0%).お知らせ • May 24Installed Building Products, Inc. (NYSE : IBP) acquired Statewide Insulation Inc.Installed Building Products, Inc. (NYSE : IBP) acquired Statewide Insulation Inc. on May 23, 2022. The annual revenues of Statewide Insulation, Inc. was approximately $14 million. Installed Building Products, Inc. (NYSE : IBP) completed the acquisition of Statewide Insulation Inc. on May 23, 2022.Reported Earnings • May 06First quarter 2022 earnings released: EPS: US$1.15 (vs US$0.59 in 1Q 2021)First quarter 2022 results: EPS: US$1.15 (up from US$0.59 in 1Q 2021). Revenue: US$587.5m (up 34% from 1Q 2021). Net income: US$33.8m (up 96% from 1Q 2021). Profit margin: 5.8% (up from 4.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 18%, compared to a 7.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • May 06Installed Building Products, Inc. Declares Quarterly Cash Dividend, Payable on June 30, 2022Installed Building Products, Inc.'s Board of Directors has approved the Company’s quarterly cash dividend of $0.315 per share, payable on June 30, 2022, to stockholders of record on June 15, 2022. The second quarter regular cash dividend represents a 5% increase from last year’s second quarter cash dividend payment.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. Independent Director David Meuse was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 15Installed Building Products, Inc., Annual General Meeting, May 26, 2022Installed Building Products, Inc., Annual General Meeting, May 26, 2022, at 10:00 US Eastern Standard Time. Agenda: To consider directorate elections; to consider Ratification of the appointment of Deloitte & Touche LLP as its independent registered public accounting firm for 2022; to consider Approval, on an advisory basis, of the compensation of named executive officers; and to consider other matters.お知らせ • Apr 12Installed Building Products, Inc. (NYSE:IBP) acquired Central Aluminum Supply CorpInstalled Building Products, Inc. (NYSE:IBP) acquired Central Aluminum Supply Corp on April 11, 2022. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Central Aluminum Supply Corp on April 11, 2022.Upcoming Dividend • Mar 07Upcoming dividend of US$1.22 per shareEligible shareholders must have bought the stock before 14 March 2022. Payment date: 31 March 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.5%). Lower than average of industry peers (2.5%).業績と収益の成長予測DB:2IL - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20283,300N/AN/AN/A312/31/20273,0842633053681412/31/20262,959236295362133/31/20262,947255315382N/A12/31/20252,971265301371N/A9/30/20252,974256304381N/A6/30/20252,956250277359N/A3/31/20252,933246260347N/A12/31/20242,941257251340N/A9/30/20242,912255274355N/A6/30/20242,858254290366N/A3/31/20242,812250283351N/A12/31/20232,779244279340N/A9/30/20232,744248272330N/A6/30/20232,757241267317N/A3/31/20232,742239253303N/A12/31/20222,670223232278N/A9/30/20222,517184176221N/A6/30/20222,308158113154N/A3/31/20222,119135112149N/A12/31/20211,969119101138N/A9/30/20211,876117117153N/A6/30/20211,787110121159N/A3/31/20211,69399148182N/A12/31/20201,65397147181N/A9/30/20201,61389122160N/A6/30/20201,58982127176N/A3/31/20201,5677592143N/A12/31/20191,51268N/A123N/A9/30/20191,46465N/A134N/A6/30/20191,41660N/A116N/A3/31/20191,37757N/A106N/A12/31/20181,33655N/A97N/A9/30/20181,28349N/A84N/A6/30/20181,22946N/A73N/A3/31/20181,17941N/A59N/A12/31/20171,13341N/A69N/A9/30/20171,06741N/A72N/A6/30/201799741N/A66N/A3/31/201792739N/A69N/A12/31/201686338N/A73N/A9/30/201682137N/A60N/A6/30/201677735N/A55N/A3/31/201672431N/A48N/A12/31/201566327N/A35N/A9/30/201561622N/A34N/A6/30/201557519N/A27N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 2ILの予測収益成長率 (年間2.3% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 2ILの収益 ( 2.3% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: 2ILの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 2ILの収益 ( 3.4% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: 2ILの収益 ( 3.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 2ILの 自己資本利益率 は、3年後には高くなると予測されています ( 37.5 %)成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 13:27終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Installed Building Products, Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18 アナリスト機関Reuben GarnerBenchmark CompanyDaniel WangBerenbergKurt YingerD.A. Davidson & Co.15 その他のアナリストを表示
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. Independent Director Marchelle Moore was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • May 20Installed Building Products, Inc. (NYSE:IBP) acquired Diamond Energy Systems, Inc.Installed Building Products, Inc. (NYSE:IBP) acquired Diamond Energy Systems, Inc. on May 19, 2026. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Diamond Energy Systems, Inc. on May 19, 2026.
お知らせ • May 10Installed Building Products, Inc. Management ChangesInstalled Building Products, Inc. announced that Effective May 6, 2026, Ryan Ricketts has been appointed Director of Investor Relations and Financial Planning, succeeding Darren Hicks, who will be departing the Company to pursue another opportunity.
お知らせ • May 08Installed Building Products, Inc. announces Quarterly dividend, payable on June 30, 2026Installed Building Products, Inc. announced Quarterly dividend of USD 0.3900 per share payable on June 30, 2026, ex-date on June 15, 2026 and record date on June 15, 2026.
お知らせ • Apr 23Installed Building Products, Inc. to Report Q1, 2026 Results on May 07, 2026Installed Building Products, Inc. announced that they will report Q1, 2026 results on May 07, 2026
お知らせ • Apr 09Installed Building Products, Inc., Annual General Meeting, May 19, 2026Installed Building Products, Inc., Annual General Meeting, May 19, 2026. Location: meetnow.global/mqfxvjc, United States
お知らせ • Feb 26+ 1 more updateInstalled Building Products, Inc. Approves the Annual Variable Cash Dividend, Payable on March 31, 2026Installed Building Products, Inc.’s Board of Directors has approved the Company’s annual variable cash dividend at $1.80 per share, an increase of $0.10 per share or nearly 6% over last year’s variable dividend, which will also be payable on March 31, 2026, to stockholders of record on March 13, 2026.
お知らせ • Feb 12Installed Building Products, Inc. to Report Q4, 2025 Results on Feb 26, 2026Installed Building Products, Inc. announced that they will report Q4, 2025 results on Feb 26, 2026
お知らせ • Feb 03Installed Building Products, Inc. (NYSE : IBP) acquired Thermo Tech Mechanical Insulation, Inc.Installed Building Products, Inc. (NYSE : IBP) acquired Thermo Tech Mechanical Insulation, Inc. on February 2, 2026. Installed Building Products, Inc. (NYSE : IBP) completed the acquisition of Thermo Tech Mechanical Insulation, Inc. on February 2, 2026.
お知らせ • Oct 30Installed Building Products, Inc. Declares Regular Cash Dividend for the Fourth Quarter 2025, Payable on December 31, 2025Installed Building Products, Inc. announced that the Board of Directors has approved the Company’s quarterly cash dividend of $0.37 per share, payable on December 31, 2025, to stockholders of record on December 15, 2025. The fourth quarter regular cash dividend represents a 6% increase from last year’s fourth quarter cash dividend payment.
お知らせ • Oct 22Installed Building Products, Inc. to Report Q3, 2025 Results on Nov 05, 2025Installed Building Products, Inc. announced that they will report Q3, 2025 results on Nov 05, 2025
お知らせ • Aug 08Installed Building Products, Inc. Declares Regular Cash Dividend for the Third Quarter 2025, Payable on September 30, 2025Installed Building Products, Inc. Board of Directors has approved the Company’s quarterly cash dividend of $0.37 per share, payable on September 30, 2025, to stockholders of record on September 15, 2025. The third quarter regular cash dividend represents a 6% increase from last year’s third quarter cash dividend payment.
お知らせ • Jul 24Installed Building Products, Inc. to Report Q2, 2025 Results on Aug 07, 2025Installed Building Products, Inc. announced that they will report Q2, 2025 results on Aug 07, 2025
お知らせ • May 09+ 1 more updateInstalled Building Products, Inc. (NYSE:IBP) acquired Pro-Foamers, Inc.Installed Building Products, Inc. (NYSE:IBP) acquired Pro-Foamers, Inc. in May 2025. Pro Foamers, Inc. has an annual total revenue of $4 million. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Pro-Foamers, Inc. in May 2025.
お知らせ • May 08Installed Building Products, Inc. Approves Quarterly Cash Dividend, Payable on June 30, 2025Installed Building Products, Inc.’s Board of Directors has approved the Company’s quarterly cash dividend of $0.37 per share, payable on June 30, 2025, to stockholders of record on June 13, 2025. The second quarter regular cash dividend represents a 6% increase from last year’s second quarter cash dividend payment.
お知らせ • Apr 24Installed Building Products, Inc. to Report Q1, 2025 Results on May 08, 2025Installed Building Products, Inc. announced that they will report Q1, 2025 results on May 08, 2025
お知らせ • Apr 09Installed Building Products, Inc., Annual General Meeting, May 20, 2025Installed Building Products, Inc., Annual General Meeting, May 20, 2025.
お知らせ • Feb 28+ 1 more updateInstalled Building Products, Inc. announces Annual dividend, payable on March 31, 2025Installed Building Products, Inc. announced Annual dividend of USD 1.7000 per share payable on March 31, 2025, ex-date on March 14, 2025 and record date on March 14, 2025.
お知らせ • Feb 13Installed Building Products, Inc. to Report Q4, 2024 Results on Feb 27, 2025Installed Building Products, Inc. announced that they will report Q4, 2024 results on Feb 27, 2025
Declared Dividend • Nov 09Third quarter dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 13th December 2024 Payment date: 31st December 2024 Dividend yield will be 1.4%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 26% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 17% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: US$2.45 (vs US$2.41 in 3Q 2023)Third quarter 2024 results: EPS: US$2.45 (up from US$2.41 in 3Q 2023). Revenue: US$760.6m (up 7.7% from 3Q 2023). Net income: US$68.6m (flat on 3Q 2023). Profit margin: 9.0% (in line with 3Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 08Installed Building Products, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 31, 2024Installed Building Products, Inc.’s Board of Directors has approved the Company’s quarterly cash dividend of $0.35 per share, payable on December 31, 2024, to stockholders of record on December 15, 2024. The fourth quarter regular cash dividend represents a 6% increase from last year’s fourth quarter cash dividend payment.
お知らせ • Oct 24Installed Building Products, Inc. to Report Q3, 2024 Results on Nov 07, 2024Installed Building Products, Inc. announced that they will report Q3, 2024 results on Nov 07, 2024
お知らせ • Oct 08Installed Building Products, Inc. (NYSE:IBP) acquired Wholesale Insulation Supply, Inc.Installed Building Products, Inc. (NYSE:IBP) acquired Wholesale Insulation Supply, Inc. on October 7, 2024. Insulation Supplies generates over $22 million of annual revenue. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Wholesale Insulation Supply, Inc. on October 7, 2024.
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €214, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 13x in the Consumer Durables industry in Europe. Total returns to shareholders of 130% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €212 per share.
Upcoming Dividend • Sep 06Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.1%).
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$2.31 (vs US$2.19 in 2Q 2023)Second quarter 2024 results: EPS: US$2.31 (up from US$2.19 in 2Q 2023). Revenue: US$737.6m (up 6.6% from 2Q 2023). Net income: US$65.2m (up 5.8% from 2Q 2023). Profit margin: 8.8% (down from 8.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 28% per year.
お知らせ • Aug 02Installed Building Products, Inc. Approves Quarterly Cash Dividend, Payable on September 30, 2024The Board of Directors of Installed Building Products, Inc. have approved the company’s quarterly cash dividend for third quarter of 2024 of $0.35 per share, payable on September 30, 2024, to stockholders of record on September 15, 2024. The third quarter regular cash dividend represents a 6% increase from last year’s third quarter cash dividend payment.
お知らせ • Jul 30Installed Building Products, Inc. (NYSE:IBP) acquired Euroview Enterprises LLC/Contract Mirror and Supply Co/CLM Solutions, LLC.Installed Building Products, Inc. (NYSE:IBP) acquired Euroview Enterprises LLC/Contract Mirror and Supply Co/CLM Solutions, LLC on July 29, 2024. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Euroview Enterprises LLC/Contract Mirror and Supply Co/CLM Solutions, LLC on July 29, 2024.
お知らせ • Jul 18Installed Building Products, Inc. to Report Q2, 2024 Results on Aug 01, 2024Installed Building Products, Inc. announced that they will report Q2, 2024 results on Aug 01, 2024
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €212, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Consumer Durables industry in Europe. Total returns to shareholders of 136% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €220 per share.
お知らせ • Jun 18+ 1 more updateInstalled Building Products, Inc. (NYSE:IBP) acquired Thrice Energy Solutions LLC.Installed Building Products, Inc. (NYSE:IBP) acquired Thrice Energy Solutions LLC on June 17, 2024.The Thrice and Gutter Pro acquisitions represent combined annual revenue of nearly $14 million. During the month of June, IBP repurchased approximately 215 thousand shares of its common stock at a total cost of $46 million, including commissions. At June 17, 2024, the Company has over $250 million available under its stock repurchase program.Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Thrice Energy Solutions LLC on June 17, 2024.
Upcoming Dividend • Jun 07Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 30 June 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (4.0%).
Recent Insider Transactions • May 15Insider recently sold €1.3m worth of stockOn the 13th of May, Jason Niswonger sold around 6k shares on-market at roughly €213 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €22m. Insiders have been net sellers, collectively disposing of €39m more than they bought in the last 12 months.
Declared Dividend • May 13First quarter dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 14th June 2024 Payment date: 30th June 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 36% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 10% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 10First quarter 2024 earnings released: EPS: US$1.98 (vs US$1.76 in 1Q 2023)First quarter 2024 results: EPS: US$1.98 (up from US$1.76 in 1Q 2023). Revenue: US$692.9m (up 5.1% from 1Q 2023). Net income: US$55.9m (up 13% from 1Q 2023). Profit margin: 8.1% (up from 7.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 31% per year.
お知らせ • Apr 27Installed Building Products, Inc. to Report Q1, 2024 Results on May 09, 2024Installed Building Products, Inc. announced that they will report Q1, 2024 results on May 09, 2024
お知らせ • Apr 12Installed Building Products, Inc., Annual General Meeting, May 23, 2024Installed Building Products, Inc., Annual General Meeting, May 23, 2024, at 10:00 US Eastern Standard Time. Agenda: To consider the election of Margot L. Carter, David R. Meuse and Michael H. Thomas as directors to serve for three-year terms; to consider the ratification of the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for 2024; to consider the approval, on an advisory basis, of the compensation of our named executive officers; and to consider transaction of any other business that may properly come before the meeting or any adjournment thereof.
Upcoming Dividend • Mar 07Upcoming dividend of US$1.95 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 31 March 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.2%).
Recent Insider Transactions • Mar 07CFO, Executive VP of Finance & Director recently sold €1.1m worth of stockOn the 4th of March, Michael Miller sold around 5k shares on-market at roughly €224 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by €2.0m.
Declared Dividend • Feb 25Fourth quarter dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 14th March 2024 Payment date: 31st March 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 36% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 27% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 23Full year 2023 earnings released: EPS: US$8.65 (vs US$7.78 in FY 2022)Full year 2023 results: EPS: US$8.65 (up from US$7.78 in FY 2022). Revenue: US$2.78b (up 4.1% from FY 2022). Net income: US$243.7m (up 9.1% from FY 2022). Profit margin: 8.8% (up from 8.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 32% per year.
お知らせ • Feb 22Installed Building Products, Inc. Approves Cash Dividend for the First Quarter of 2024, Payable on March 31, 2024Installed Building Products, Inc.'s Board of Directors has approved the cash dividend of $0.35 per share for the first quarter of 2024, payable on March 31, 2024, to stockholders of record on March 15, 2024. In addition, the company's Board of Directors has approved the Company’s annual variable cash dividend at $1.60 per share, which will also be payable on March 31, 2024, to stockholders of record on March 15, 2024.
お知らせ • Feb 16Installed Building Products, Inc. to Report Q4, 2023 Results on Feb 22, 2024Installed Building Products, Inc. announced that they will report Q4, 2023 results on Feb 22, 2024
Recent Insider Transactions • Dec 14CFO, Executive VP of Finance & Director recently sold €857k worth of stockOn the 13th of December, Michael Miller sold around 6k shares on-market at roughly €150 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by €7.1m.
Upcoming Dividend • Dec 07Upcoming dividend of US$0.33 per share at 1.4% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 31 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.7%).
Reported Earnings • Nov 09Third quarter 2023 earnings released: EPS: US$2.41 (vs US$2.14 in 3Q 2022)Third quarter 2023 results: EPS: US$2.41 (up from US$2.14 in 3Q 2022). Revenue: US$706.5m (down 1.8% from 3Q 2022). Net income: US$68.0m (up 12% from 3Q 2022). Profit margin: 9.6% (up from 8.5% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 09+ 1 more updateInstalled Building Products, Inc. (NYSE:IBP) acquired Interstate Spray Foam, LLC.Installed Building Products, Inc. (NYSE:IBP) acquired Interstate Spray Foam, LLC in October 2023. Interstate Spray Foam reported annual revenue of approximately $2 million.Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Interstate Spray Foam, LLC in October 2023.
お知らせ • Nov 02Installed Building Products, Inc. to Report Q3, 2023 Results on Nov 08, 2023Installed Building Products, Inc. announced that they will report Q3, 2023 results on Nov 08, 2023
お知らせ • Sep 29Installed Building Products, Inc. Announces Executive ChangesInstalled Building Products, Inc. announced that Jay P. Elliott has notified the Company of his decision to retire as Chief Operating Officer, effective December 31, 2023. Following his retirement, Mr. Elliott is expected to serve in an advisory role to the Company on business strategy and development. The Board of Directors of the Company has named Brad A. Wheeler, currently serving as Regional President of the Company, to replace Mr. Elliott as Chief Operating effective January 1, 2024, to provide sufficient time for transition of Mr. Elliott's responsibilities. Mr. Wheeler has served as one of the Company’s Regional Presidents since January 2015. Since joining the Company in 2010 as a Regional Manager, Mr. Wheeler has been responsible for the management of operations in several states, including Colorado, Texas, Florida and Georgia. In June 2022, Mr. Wheeler assumed additional responsibility for much of IBP’s heavy commercial business and was named President of the Alpha companies. He attended Radford University and has been an active member of Vistage International CEO Organization since 2011.
Upcoming Dividend • Sep 07Upcoming dividend of US$0.33 per share at 1.6% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 30 September 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.4%).
お知らせ • Aug 29+ 1 more updateInstalled Building Products, Inc. (NYSE:IBP) acquired R-Pro Select, LLC.Installed Building Products, Inc. (NYSE:IBP) acquired R-Pro Select, LLC on August 6, 2023. R-pro related the revenue of approximately $2 million for the period ended December 31, 2022.Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of R-Pro Select, LLC on August 6, 2023.
お知らせ • Aug 04Installed Building Products, Inc. (NYSE:IBP) acquired AGT&L, Inc.Installed Building Products, Inc. (NYSE:IBP) acquired AGT&L, Inc. in June 2023. AGT&L, Inc. has annual revenue of approximately $3 million. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of AGT&L, Inc. in June 2023.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$2.19 (vs US$2.08 in 2Q 2022)Second quarter 2023 results: EPS: US$2.19 (up from US$2.08 in 2Q 2022). Revenue: US$692.1m (up 2.3% from 2Q 2022). Net income: US$61.6m (up 2.8% from 2Q 2022). Profit margin: 8.9% (in line with 2Q 2022). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 28Installed Building Products, Inc. to Report Q2, 2023 Results on Aug 02, 2023Installed Building Products, Inc. announced that they will report Q2, 2023 results on Aug 02, 2023
Recent Insider Transactions • Jun 15Chairman recently sold €13m worth of stockOn the 9th of June, Jeffrey Edwards sold around 120k shares on-market at roughly €110 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jeffrey has been a net seller over the last 12 months, reducing personal holdings by €27m.
Upcoming Dividend • Jun 07Upcoming dividend of US$0.33 per share at 1.9% yieldEligible shareholders must have bought the stock before 14 June 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).
お知らせ • May 31Installed Building Products, Inc. Announces Board ChangesInstalled Building Products, Inc. announced that Marchelle E. Moore was elected as an independent director to the Company’s Board of Directors at the Company's 2023 Annual Meeting. After six years of service, Vikas Verma retired from the Board of Directors and did not stand for re-election. The Company's Board of Directors remains at nine members. Ms. Moore, a licensed attorney with the state of Ohio, has more than 20 years of progressive experience across multiple industries and is currently the Senior Vice President, External Affairs, Chief Diversity Officer at Encova Mutual Insurance Group and President of the Encova Foundation of Ohio. Through strategic social responsibility initiatives and increasing her organization’s philanthropic efforts, Marchelle leads innovative efforts to make Encova Insurance a more inclusive and equitable atmosphere. Ms. Moore currently serves on the Governing Committee of The Columbus Foundation and the Independent Review Panel of JobsOhio.
Recent Insider Transactions • May 12Chief Accounting Officer & Treasurer recently sold €52k worth of stockOn the 9th of May, Todd Fry sold around 500 shares on-market at roughly €104 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €14m. Insiders have been net sellers, collectively disposing of €21m more than they bought in the last 12 months.
お知らせ • May 06Installed Building Products, Inc. (NYSE:IBP) acquired Insulco Insulation, LLC.Installed Building Products, Inc. (NYSE:IBP) acquired Insulco Insulation, LLC in April, 2023. Insulco has an annual revenue of approximately $3 million.Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Insulco Insulation, LLC in April, 2023.
お知らせ • May 05Installed Building Products, Inc. Declares Regular Quarterly Cash Dividend, Payable on June 30, 2023Installed Building Products, Inc. approved the quarterly cash dividend of $0.33 per share, payable on June 30, 2023, to stockholders of record on June 15, 2023. The second quarter regular cash dividend represents a 5% increase from last year’s second-quarter cash dividend payment.
Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$1.76 (vs US$1.15 in 1Q 2022)First quarter 2023 results: EPS: US$1.76 (up from US$1.15 in 1Q 2022). Revenue: US$659.3m (up 12% from 1Q 2022). Net income: US$49.3m (up 46% from 1Q 2022). Profit margin: 7.5% (up from 5.8% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Bob Schottenstein was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Mar 09CFO, Executive VP of Finance & Director recently sold €6.2m worth of stockOn the 7th of March, Michael Miller sold around 56k shares on-market at roughly €111 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.
Upcoming Dividend • Mar 07Upcoming dividend of US$1.23 per share at 1.1% yieldEligible shareholders must have bought the stock before 14 March 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.9%).
Reported Earnings • Feb 23Full year 2022 earnings released: EPS: US$7.78 (vs US$4.04 in FY 2021)Full year 2022 results: EPS: US$7.78 (up from US$4.04 in FY 2021). Revenue: US$2.67b (up 36% from FY 2021). Net income: US$223.4m (up 88% from FY 2021). Profit margin: 8.4% (up from 6.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 3.6% p.a. on average during the next 2 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 16Installed Building Products, Inc. to Report Q4, 2022 Results on Feb 22, 2023Installed Building Products, Inc. announced that they will report Q4, 2022 results on Feb 22, 2023
お知らせ • Dec 21Installed Building Products, Inc. (NYSE:IBP) acquired ABS Insulating Company, Inc.Installed Building Products, Inc. (NYSE:IBP) acquired ABS Insulating Company, Inc on December 19, 2022.Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of ABS Insulating Company, Inc on December 19, 2022.
Upcoming Dividend • Dec 07Upcoming dividend of US$0.32 per shareEligible shareholders must have bought the stock before 14 December 2022. Payment date: 31 December 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.4%).
お知らせ • Dec 07Installed Building Products, Inc. (NYSE:IBP) acquired Orr Industries, Llc.Installed Building Products, Inc. (NYSE:IBP) acquired Orr Industries, Llc on December 5, 2022. Orr Industries, Llc had $10 million of annual revenue.Installed Building Products, Inc. (NYSE:IBP) acquired Orr Industries, Llc on December 5, 2022.
お知らせ • Nov 15Installed Building Products, Inc. (NYSE:IBP) acquired Surface Purveyors, LLC.Installed Building Products, Inc. (NYSE:IBP) acquired Surface Purveyors, LLC on November 14, 2022. Lynch reported the revenue of $5 million. Lynch team will be joining Installed Building Products. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Surface Purveyors, LLC on November 14, 2022.
Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: US$2.14 (vs US$1.19 in 3Q 2021)Third quarter 2022 results: EPS: US$2.14 (up from US$1.19 in 3Q 2021). Revenue: US$719.1m (up 41% from 3Q 2021). Net income: US$61.0m (up 75% from 3Q 2021). Profit margin: 8.5% (up from 6.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.5% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 04+ 1 more updateInstalled Building Products, Inc. (NYSE:IBP) acquired All Florida Insulation, LLC.Installed Building Products, Inc. (NYSE:IBP) acquired All Florida Insulation, LLC on September 2022. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of All Florida Insulation, LLC on September 2022.
お知らせ • Oct 28Installed Building Products, Inc. to Report Q3, 2022 Results on Nov 03, 2022Installed Building Products, Inc. announced that they will report Q3, 2022 results on Nov 03, 2022
Upcoming Dividend • Sep 07Upcoming dividend of US$0.32 per shareEligible shareholders must have bought the stock before 14 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.8%).
Recent Insider Transactions • Aug 11Independent Director recently sold €246k worth of stockOn the 8th of August, Michael Thomas sold around 2k shares on-market at roughly €98.88 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €56m more than they bought in the last 12 months.
Buying Opportunity • Aug 06Now 22% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to grow by 13% in the next 2 years.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$2.08 (vs US$1.27 in 2Q 2021)Second quarter 2022 results: EPS: US$2.08 (up from US$1.27 in 2Q 2021). Revenue: US$676.7m (up 39% from 2Q 2021). Net income: US$59.9m (up 61% from 2Q 2021). Profit margin: 8.9% (up from 7.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.8%, compared to a 3.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 27% per year.
お知らせ • Aug 05+ 1 more updateInstalled Building Products, Inc. (NYSE:IBP) acquired Ozark's Modern Insulation.Installed Building Products, Inc. (NYSE:IBP) acquired Ozark's Modern Insulation In August 2022. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Ozark's Modern Insulation In August 2022.
お知らせ • Jul 29Installed Building Products, Inc. to Report Q2, 2022 Results on Aug 04, 2022Installed Building Products, Inc. announced that they will report Q2, 2022 results on Aug 04, 2022
お知らせ • Jul 19Installed Building Products, Inc. Announces the Appointment of Robert H. Schottenstein to Its Board of DirectorsInstalled Building Products, Inc. announced that Robert H. Schottenstein has been appointed as an independent director to the Company’s Board of Directors. Mr. Schottenstein previously served on the Board from April 2014 to March 2020. With this appointment, the Board now has nine members. Mr. Schottenstein has more than 40 years of experience in the real estate industry and currently serves as Chairman, Chief Executive Officer and President of M/I Homes, Inc. Mr. Schottenstein joined M/I Homes in 1990, was named President in 1996, Chief Executive Officer in 2004, and elected Chairman in 2004. Mr. Schottenstein serves on the board of The Ohio State University Wexner Medical Center and The Ohio State University Foundation. In addition, Mr. Schottenstein serves on the Executive Committee and as Vice Chair of The Harvard University Joint Center for Housing.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €72.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 9x in the Consumer Durables industry in Germany. Total returns to shareholders of 57% over the past three years.
Upcoming Dividend • Jun 07Upcoming dividend of US$0.32 per shareEligible shareholders must have bought the stock before 14 June 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (3.0%).
お知らせ • May 24Installed Building Products, Inc. (NYSE : IBP) acquired Statewide Insulation Inc.Installed Building Products, Inc. (NYSE : IBP) acquired Statewide Insulation Inc. on May 23, 2022. The annual revenues of Statewide Insulation, Inc. was approximately $14 million. Installed Building Products, Inc. (NYSE : IBP) completed the acquisition of Statewide Insulation Inc. on May 23, 2022.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: US$1.15 (vs US$0.59 in 1Q 2021)First quarter 2022 results: EPS: US$1.15 (up from US$0.59 in 1Q 2021). Revenue: US$587.5m (up 34% from 1Q 2021). Net income: US$33.8m (up 96% from 1Q 2021). Profit margin: 5.8% (up from 4.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 18%, compared to a 7.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • May 06Installed Building Products, Inc. Declares Quarterly Cash Dividend, Payable on June 30, 2022Installed Building Products, Inc.'s Board of Directors has approved the Company’s quarterly cash dividend of $0.315 per share, payable on June 30, 2022, to stockholders of record on June 15, 2022. The second quarter regular cash dividend represents a 5% increase from last year’s second quarter cash dividend payment.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. Independent Director David Meuse was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 15Installed Building Products, Inc., Annual General Meeting, May 26, 2022Installed Building Products, Inc., Annual General Meeting, May 26, 2022, at 10:00 US Eastern Standard Time. Agenda: To consider directorate elections; to consider Ratification of the appointment of Deloitte & Touche LLP as its independent registered public accounting firm for 2022; to consider Approval, on an advisory basis, of the compensation of named executive officers; and to consider other matters.
お知らせ • Apr 12Installed Building Products, Inc. (NYSE:IBP) acquired Central Aluminum Supply CorpInstalled Building Products, Inc. (NYSE:IBP) acquired Central Aluminum Supply Corp on April 11, 2022. Installed Building Products, Inc. (NYSE:IBP) completed the acquisition of Central Aluminum Supply Corp on April 11, 2022.
Upcoming Dividend • Mar 07Upcoming dividend of US$1.22 per shareEligible shareholders must have bought the stock before 14 March 2022. Payment date: 31 March 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.5%). Lower than average of industry peers (2.5%).