Installed Building Products 경영진
경영진 기준 점검 4/4
Installed Building Products CEO는 Jeff Edwards, Jan2004 에 임명되었습니다 의 임기는 22.42 년입니다. 총 연간 보상은 $7.10M, 12.7% 급여 및 87.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $687.46M 가치에 해당하는 회사 주식의 13.12% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 8.3 년과 12.3 년입니다.
핵심 정보
Jeff Edwards
최고경영자
US$7.1m
총 보수
| CEO 급여 비율 | 12.68% |
| CEO 재임 기간 | 22.4yrs |
| CEO 지분 보유율 | 13.1% |
| 경영진 평균 재임 기간 | 8.3yrs |
| 이사회 평균 재임 기간 | 12.3yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • 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).분석 기사 • 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...
내러티브 업데이트 • 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).내러티브 업데이트 • Apr 21
IBP: Future Returns Will Rely On Buybacks Dividends And Measured Expectations
Analysts now place their price target for Installed Building Products at about $289, down from roughly $304. This reflects updated assumptions for slightly higher discount rates, marginally softer revenue growth, a small uptick in profit margin, and a lower expected future P/E multiple.Seeking Alpha • Apr 07
Installed Building Products: Still Too Early To Call For A Recovery
Summary Installed Building Products (IBP) remains resilient, with commercial segment strength and favorable residential mix supporting margins amid industry headwinds. IBP’s core single-family business is still weak, with no clear signs of recovery; Q4 net revenue declined 0.4%, and residential same-branch sales fell 9.3%. Gross margin benefits from mix shift are likely temporary, with management guiding FY2026 gross margin to 32–34%, below the current 35%. I maintain a hold rating on IBP due to elevated 23x forward PE, muted ~5% adj. EPS growth, and lack of near-term demand recovery. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • Jul 30
Is Now The Time To Look At Buying Installed Building Products, Inc. (NYSE:IBP)?
Installed Building Products, Inc. ( NYSE:IBP ), might not be a large cap stock, but it led the NYSE gainers with a...분석 기사 • Jul 03
What Installed Building Products, Inc.'s (NYSE:IBP) P/E Is Not Telling You
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...분석 기사 • Jun 18
Estimating The Fair Value Of Installed Building Products, Inc. (NYSE:IBP)
Key Insights The projected fair value for Installed Building Products is US$187 based on 2 Stage Free Cash Flow to...Seeking Alpha • Feb 28
Installed Building Products: Time To Keep Investors Warm
Summary Installed Building Products shares have pulled back 40% from early 2024 highs, making them appealing at a mid-teens earnings multiple amidst modest growth driven by M&A. The company has diversified beyond insulation, now generating 40% of sales from adjacent products, while maintaining a 30% market share in insulation. Despite solid long-term demand trends and above-average margins, concerns about rates, tariffs, and economic growth create near-term shadows over the shares. I'm gradually more attracted to the shares but prefer to start buying around the $150 mark for better insulation and protection. Read the full article on Seeking AlphaSeeking Alpha • Dec 26
Installed Building Products: Near-Term Demand Outlook Has Turned Negative
Summary I downgraded Installed Building Products to a sell due to the Fed's hawkish stance, which negatively impacts US housing demand and mortgage rates. Elevated mortgage rates reduce housing affordability and supply, leading to poor demand and no signs of growth inflection in housing permits. IBP faces gross margin headwinds from a higher mix of lower-margin products and persistent negative fiberglass price/cost spread. Despite recent valuation de-rating, further downside is expected due to poor earnings growth outlook and macroeconomic pressures. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$255m |
| Dec 31 2025 | US$7m | US$900k | US$265m |
| Sep 30 2025 | n/a | n/a | US$256m |
| Jun 30 2025 | n/a | n/a | US$250m |
| Mar 31 2025 | n/a | n/a | US$246m |
| Dec 31 2024 | US$6m | US$884k | US$257m |
| Sep 30 2024 | n/a | n/a | US$255m |
| Jun 30 2024 | n/a | n/a | US$254m |
| Mar 31 2024 | n/a | n/a | US$250m |
| Dec 31 2023 | US$6m | US$829k | US$244m |
| Sep 30 2023 | n/a | n/a | US$248m |
| Jun 30 2023 | n/a | n/a | US$241m |
| Mar 31 2023 | n/a | n/a | US$239m |
| Dec 31 2022 | US$5m | US$787k | US$223m |
| Sep 30 2022 | n/a | n/a | US$184m |
| Jun 30 2022 | n/a | n/a | US$158m |
| Mar 31 2022 | n/a | n/a | US$135m |
| Dec 31 2021 | US$4m | US$742k | US$119m |
| Sep 30 2021 | n/a | n/a | US$117m |
| Jun 30 2021 | n/a | n/a | US$110m |
| Mar 31 2021 | n/a | n/a | US$99m |
| Dec 31 2020 | US$4m | US$721k | US$97m |
| Sep 30 2020 | n/a | n/a | US$89m |
| Jun 30 2020 | n/a | n/a | US$82m |
| Mar 31 2020 | n/a | n/a | US$75m |
| Dec 31 2019 | US$3m | US$674k | US$68m |
보상 대 시장: Jeff의 총 보수(USD7.10M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.38M) 수준입니다.
보상과 수익: Jeff의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Jeff Edwards (62 yo)
22.4yrs
재임 기간
US$7,096,835
보수
Mr. Jeffrey W. Edwards, also known as Jeff, has been the Chairman and Director of Installed Building Products, Inc. since 1999 and has been its Chief Executive Officer 2004 and has been its President since...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Chairman | 22.4yrs | US$7.10m | 13.12% $ 687.5m | |
| CFO, Executive VP of Finance & Director | 12.9yrs | US$2.96m | 0.22% $ 11.7m | |
| Chief Operating Officer | 2.4yrs | US$2.66m | 0.056% $ 2.9m | |
| Chief Administrative & Sustainability Officer | 4.3yrs | US$1.98m | 0.064% $ 3.3m | |
| President of External Affairs | 12.5yrs | US$1.01m | 0.12% $ 6.2m | |
| Chief Accounting Officer & Treasurer | 12.2yrs | US$460.71k | 0.029% $ 1.5m | |
| Chief Information Officer | 4.4yrs | 데이터 없음 | 데이터 없음 | |
| Director of Investor Relations & Financial Planning | less than a year | 데이터 없음 | 데이터 없음 | |
| General Counsel & Secretary | 21.4yrs | 데이터 없음 | 데이터 없음 | |
| Vice President of Communications and Community Relations | 3.1yrs | 데이터 없음 | 데이터 없음 | |
| Executive Vice President of Business Strategy and Development | 2.4yrs | US$2.13m | 데이터 없음 | |
| Regional President | 19.7yrs | 데이터 없음 | 데이터 없음 |
8.3yrs
평균 재임 기간
62yo
평균 나이
경험이 풍부한 관리: IBP의 경영진은 노련하고 경험이 풍부합니다(평균 재임 8.3 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Chairman | 27.4yrs | US$7.10m | 13.12% $ 687.5m | |
| CFO, Executive VP of Finance & Director | 22.3yrs | US$2.96m | 0.22% $ 11.7m | |
| Independent Non-Executive Director | 12.3yrs | US$237.50k | 0.11% $ 5.7m | |
| Presiding Independent Director | 12.3yrs | US$250.00k | 0.031% $ 1.6m | |
| Independent Director | 3.9yrs | US$210.00k | 0.015% $ 808.4k | |
| Independent Director | 6.3yrs | US$220.00k | 0.025% $ 1.3m | |
| Independent Director | 12.3yrs | US$215.70k | 0.034% $ 1.8m | |
| Independent Non Executive Director | 12.3yrs | US$235.00k | 0.023% $ 1.2m | |
| Independent Director | 3.1yrs | US$227.50k | 0.012% $ 618.7k |
12.3yrs
평균 재임 기간
68yo
평균 나이
경험이 풍부한 이사회: IBP의 이사회는 노련하고 경험이 풍부합니다(평균 재임 12.3 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/11 06:01 |
| 종가 | 2026/06/11 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Installed Building Products, Inc.는 18명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Reuben Garner | Benchmark Company |
| Daniel Wang | Berenberg |
| Kurt Yinger | D.A. Davidson & Co. |