Installed Building Products（IBP）株式概要
はその子会社とともに、米国で住宅および商業建築業者向けに断熱材の施工を行っている。 詳細
IBP Community Fair Values
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Analyst Price Targets
Installed Building Products, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$244.61 |
| 52週高値 | US$349.00 |
| 52週安値 | US$193.11 |
| ベータ | 1.72 |
| 1ヶ月の変化 | 10.14% |
| 3ヶ月変化 | 14.19% |
| 1年変化 | -7.41% |
| 3年間の変化 | 73.16% |
| 5年間の変化 | 98.93% |
| IPOからの変化 | 1,811.02% |
最新ニュース
Seeking Alpha • 8h
Installed Building Products: Residential Weakness Still Keeps Me At Hold
Summary Installed Building Products remains rated Hold as residential recovery is unclear and valuation is not compelling. Q2 showed commercial strength, especially from data center demand, and multifamily trends improved, but core residential volume continues to decline. IBP trades at ~22.5x forward PE, reflecting multifamily improvement, but lacks a clear catalyst for further upside without residential recovery. Builder sentiment and housing starts remain weak, with incentives masking true demand, making near-term residential volume recovery difficult to forecast. Read the full article on Seeking Alpha分析記事 • Aug 09
Installed Building Products, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Installed Building Products, Inc. ( NYSE:IBP ) just released its second-quarter report and things are looking bullish...
ナラティブ更新 • Aug 07
IBP: Share Repurchases And Housing Act Tailwinds Will Drive Future Returns
Analysts have lifted their price target for Installed Building Products to about $288 from roughly $278, reflecting updated assumptions that combine slightly quicker revenue growth with a higher future P/E multiple and a lower discount rate, offset by more conservative profit margin expectations. What’s in the News for Installed Building Products Installed Building Products reported that from April 1, 2026 to June 30, 2026 it repurchased 365,370 shares, representing 1.36% of shares, for a total of US$76.51 million under its current buyback program.Recent updates
Seeking Alpha • 8h
Installed Building Products: Residential Weakness Still Keeps Me At Hold
Summary Installed Building Products remains rated Hold as residential recovery is unclear and valuation is not compelling. Q2 showed commercial strength, especially from data center demand, and multifamily trends improved, but core residential volume continues to decline. IBP trades at ~22.5x forward PE, reflecting multifamily improvement, but lacks a clear catalyst for further upside without residential recovery. Builder sentiment and housing starts remain weak, with incentives masking true demand, making near-term residential volume recovery difficult to forecast. Read the full article on Seeking Alpha分析記事 • Aug 09
Installed Building Products, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Installed Building Products, Inc. ( NYSE:IBP ) just released its second-quarter report and things are looking bullish...ナラティブ更新 • Aug 07
IBP: Share Repurchases And Housing Act Tailwinds Will Drive Future Returns
Analysts have lifted their price target for Installed Building Products to about $288 from roughly $278, reflecting updated assumptions that combine slightly quicker revenue growth with a higher future P/E multiple and a lower discount rate, offset by more conservative profit margin expectations. What’s in the News for Installed Building Products Installed Building Products reported that from April 1, 2026 to June 30, 2026 it repurchased 365,370 shares, representing 1.36% of shares, for a total of US$76.51 million under its current buyback program.
ナラティブ更新 • Jul 09
IBP: Housing Bill Tailwinds And Buybacks Will Support Future Returns
Analysts have reduced their price target on Installed Building Products from $250.00 to $200.00. They cited updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations.ナラティブ更新 • Jun 25
IBP: Future Returns Will Reflect Acquisition Momentum And Housing Act Tailwinds
Analysts have slightly reduced their price target on Installed Building Products to about $278. The revision reflects updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions.分析記事 • Jun 21
Installed Building Products (IBP) Stock Could Be 6.2% Undervalued After Its Recent 3 Month Slide
Installed Building Products (IBP) has drawn investor attention after recent trading left the stock about 18% lower over the past 3 months, even as its 1-year total return stands near 30%. See our latest analysis for Installed Building Products. The recent 18% decline in the 3 month share price sits in contrast to Installed Building Products’ 30% 1 year total shareholder return, suggesting shorter term sentiment has cooled while longer term holders still sit on sizeable gains. If you want to...ナラティブ更新 • Jun 11
IBP: Future Returns Will Reflect Acquisitions Buybacks And Stronger Margins
Analysts now see fair value for Installed Building Products at $278.57, down from $355.00. This reflects updated assumptions for slightly higher discount rates, more moderate revenue growth, stronger profit margins, and a lower future P/E multiple.
ナラティブ更新 • May 28
IBP: Future Returns Will Depend On Acquisitions Buybacks And Measured Expectations
Analysts have reduced their price target on Installed Building Products by about $56.67 to $232.58 as they now apply a slightly higher discount rate and more conservative assumptions for revenue growth, profit margins, and future P/E multiples. What's in the News Installed Building Products is actively looking for acquisitions, with management highlighting a focus on deals that they view as having long term benefits and attractive returns on invested capital during the first quarter 2026 earnings call (Key Developments).分析記事 • May 10
Installed Building Products, Inc. Just Missed EPS By 19%: Here's What Analysts Think Will Happen Next
One of the biggest stories of last week was how Installed Building Products, Inc. ( NYSE:IBP ) shares plunged 25% in...ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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.株主還元
| IBP | US Consumer Durables | US 市場 | |
|---|---|---|---|
| 7D | -0.6% | -0.3% | -0.8% |
| 1Y | -7.4% | 0.7% | 20.5% |
業界別リターン: IBP過去 1 年間で0.7 % の収益を上げたUS Consumer Durables業界を下回りました。
リターン対市場: IBPは、過去 1 年間で20.5 % のリターンを上げたUS市場を下回りました。
価格変動
| IBP volatility | |
|---|---|
| IBP Average Weekly Movement | 6.0% |
| Consumer Durables Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: IBP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: IBPの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1977 | 10,400 | Jeff Edwards | www.installedbuildingproducts.com |
は、その子会社とともに、米国で住宅および商業施設の建設業者向けに断熱材の施工を行っている。同社は3つのセグメントで事業を展開している：施工、流通、製造。同社は、ガラス繊維やセルロース、スプレーフォーム断熱材など様々な断熱材を提供している。また、地下室やクロールスペース、建物外壁、屋根裏、音響用途など、構造物の様々な場所への断熱材やシーリング材の施工にも携わっている。さらに、同社は、住宅や商業ビルの空気侵入を制御する様々なコーキングとシーラント製品、基本的なスライドドアと複雑なカスタムデザイン、標準およびカスタムデザインの鏡、シャワードア、クローゼットの棚システムの設置も行っている。さらに、スチール製、アルミ製、木製、ビニール製などのガレージドアやオープナー、防水・コーキング・防湿システムの施工、シート防水膜や熱間塗布防水膜、デッキコーティング、ベントナイト、空気・蒸気システムの提供、雨どいの施工サービスも行っている。また、新築、補修、改築、商業プロジェクト向けに、耐火ジョイントアセンブリ、周辺火災封じ込め、煙・火災封じ込めシステムなどの防火システム、コードレスブラインド、シェード、シャッターの設置、その他の補完的な建築製品を提供している。また、発泡スチロール断熱材、金属建築用断熱材、住宅用断熱材、機械・加工発泡スチロール断熱材などのメーカーから卸売りで購入した製品や材料、設備、機械、サービスなどの断熱製品も販売している。以前はCCIB Holdco, Inc.として知られていた。同社は1977年に設立され、オハイオ州コロンバスに本拠を置く。
Installed Building Products, Inc. 基礎のまとめ
| IBP 基礎統計学 | |
|---|---|
| 時価総額 | US$6.60b |
| 収益（TTM） | US$250.70m |
| 売上高(TTM) | US$2.96b |
25.8x
PER（株価収益率2.2x
P/SレシオIBP は割高か？
公正価値と評価分析を参照収益と収入
| IBP 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.96b |
| 売上原価 | US$1.97b |
| 売上総利益 | US$996.90m |
| その他の費用 | US$746.20m |
| 収益 | US$250.70m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 9.49 |
| グロス・マージン | 33.63% |
| 純利益率 | 8.46% |
| 有利子負債／自己資本比率 | 166.1% |
IBP の長期的なパフォーマンスは？
過去の実績と比較を見る| Installed Building Products 配当日 | |
|---|---|
| 配当落ち日 | Sep 15 2026 |
| 配当支払日 | Sep 30 2026 |
| 配当落ちまでの日数 | 25 days |
| 配当支払日までの日数 | 40 days |
IBP 配当は確実ですか？
IBP 配当履歴とベンチマークを見る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 | 2026/08/20 22:55 |
| 終値 | 2026/08/20 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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. 13 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。17
| アナリスト | 機関 |
|---|---|
| Reuben Garner | Benchmark Company |
| Daniel Wang | Berenberg |
| Kurt Yinger | D.A. Davidson & Co. |