Installed Building Products 과거 순이익 실적
과거 기준 점검 4/6
Installed Building Products은 연평균 13.7%의 비율로 수입이 증가해 온 반면, Consumer Durables 산업은 수입이 6.2% 감소했습니다. 매출은 연평균 8.5%의 비율로 증가했습니다. Installed Building Products의 자기자본이익률은 39.2%이고 순이익률은 8.5%입니다.
핵심 정보
13.71%
순이익 성장률
15.21%
주당순이익(EPS) 성장률
| Consumer Durables 산업 성장률 | 24.52% |
| 매출 성장률 | 8.49% |
| 자기자본이익률 | 39.20% |
| 순이익률 | 8.46% |
| 최근 순이익 업데이트 | 30 Jun 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • Aug 22
IBP: Future Returns Will Rely On Acquisitions Buybacks And Diversified End Markets
Analysts have nudged their price target for Installed Building Products higher to about $245 from roughly $233, citing updated assumptions for revenue growth, profit margins and a slightly lower discount rate, partly offset by a modestly lower future P/E multiple. What’s in the News for Installed Building Products Installed Building Products reported second quarter results that were ahead of Wall Street expectations, according to analyst questions discussed on the Q2 earnings call.Seeking Alpha • Aug 20
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 Alpha분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.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.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...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.매출 및 비용 세부 내역
매출 및 비용 세부 내역
Installed Building Products가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 30 Jun 26 | 2,964 | 251 | 584 | 0 |
| 31 Mar 26 | 2,947 | 255 | 579 | 0 |
| 31 Dec 25 | 2,971 | 265 | 580 | 0 |
| 30 Sep 25 | 2,974 | 256 | 580 | 0 |
| 30 Jun 25 | 2,956 | 250 | 578 | 0 |
| 31 Mar 25 | 2,933 | 246 | 570 | 0 |
| 31 Dec 24 | 2,941 | 257 | 562 | 0 |
| 30 Sep 24 | 2,912 | 255 | 557 | 0 |
| 30 Jun 24 | 2,858 | 254 | 541 | 0 |
| 31 Mar 24 | 2,812 | 250 | 529 | 0 |
| 31 Dec 23 | 2,779 | 244 | 515 | 0 |
| 30 Sep 23 | 2,744 | 248 | 498 | 0 |
| 30 Jun 23 | 2,757 | 241 | 485 | 0 |
| 31 Mar 23 | 2,742 | 239 | 470 | 0 |
| 31 Dec 22 | 2,670 | 223 | 452 | 0 |
| 30 Sep 22 | 2,517 | 184 | 429 | 0 |
| 30 Jun 22 | 2,308 | 158 | 405 | 0 |
| 31 Mar 22 | 2,119 | 135 | 381 | 0 |
| 31 Dec 21 | 1,969 | 119 | 362 | 0 |
| 30 Sep 21 | 1,876 | 117 | 347 | 0 |
| 30 Jun 21 | 1,787 | 110 | 332 | 0 |
| 31 Mar 21 | 1,693 | 99 | 322 | 0 |
| 31 Dec 20 | 1,653 | 97 | 317 | 0 |
| 30 Sep 20 | 1,613 | 89 | 314 | 0 |
| 30 Jun 20 | 1,589 | 82 | 310 | 0 |
| 31 Mar 20 | 1,567 | 75 | 302 | 0 |
| 31 Dec 19 | 1,512 | 68 | 287 | 0 |
| 30 Sep 19 | 1,464 | 65 | 274 | 0 |
| 30 Jun 19 | 1,416 | 60 | 265 | 0 |
| 31 Mar 19 | 1,377 | 57 | 256 | 0 |
| 31 Dec 18 | 1,336 | 55 | 250 | 0 |
| 30 Sep 18 | 1,283 | 49 | 241 | 0 |
| 30 Jun 18 | 1,229 | 46 | 231 | 0 |
| 31 Mar 18 | 1,179 | 41 | 226 | 0 |
| 31 Dec 17 | 1,133 | 41 | 219 | 0 |
| 30 Sep 17 | 1,067 | 41 | 208 | 0 |
| 30 Jun 17 | 997 | 41 | 197 | 0 |
| 31 Mar 17 | 927 | 39 | 184 | 0 |
| 31 Dec 16 | 863 | 38 | 173 | 0 |
| 30 Sep 16 | 821 | 37 | 164 | 0 |
| 30 Jun 16 | 777 | 35 | 156 | 0 |
| 31 Mar 16 | 724 | 31 | 147 | 0 |
| 31 Dec 15 | 663 | 27 | 136 | 0 |
| 30 Sep 15 | 616 | 22 | 129 | 0 |
양질의 수익: IBP는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: IBP의 현재 순 이익률 (8.5%)은 지난해 (8.5%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: IBP의 수익은 지난 5년 동안 연평균 13.7% 증가했습니다.
성장 가속화: 지난 1년간 IBP 의 수익 증가율(0.3%)은 5년 평균(연간 13.7%)보다 낮습니다.
수익 대 산업: IBP의 지난 1년 수익 증가율(0.3%)은 Consumer Durables 업계의 -11.4%를 상회했습니다.
자기자본이익률
높은 ROE: IBP의 자본 수익률(39.2%)은 높음이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/14 09:07 |
| 종가 | 2026/09/14 00:00 |
| 수익 | 2026/06/30 |
| 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 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Installed Building Products, Inc.는 17명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Daniel Wang | Berenberg |
| Kurt Yinger | D.A. Davidson & Co. |
| Collin Verron | Deutsche Bank |