Key Takeaways Sustained headwinds in key housing and acquisition markets may limit revenue and earnings growth, with margin pressures persisting from higher labor and administrative costs. Strong current cash flow is primarily driven by working capital improvements, raising concerns about the sustainability of future cash generation if fundamentals do not improve.Read more
Key Takeaways Structural shifts in housing demand, affordability challenges, and slowing acquisitions threaten long-term revenue growth and heighten exposure to market cycles. Rising regulatory, material, and labor costs will pressure margins and profitability, increasing operational risks and complicating earnings sustainability.Read more
Key Takeaways Diversification, acquisitions, and a unique position in energy efficiency are set to fuel above-industry revenue and margin growth across both residential and commercial markets. Strong cash flow, potential for capital returns, and market consolidation present significant upside, with growth drivers and profitability not fully reflected in forecasts.Read more
Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation for residential and commercial builders in the United States. It operates through three segments: Installation, Distribution, and Manufacturing Operations. The company offers a range of insulation materials, such as fiberglass and cellulose, and spray foam insulation materials. It is also involved in the installation of insulation and sealant materials in various areas of a structure, which includes basement and crawl space, building envelope, attic, and acoustical applications. In addition, the company installs a range of caulk and sealant products that control air infiltration in residential and commercial buildings; basic sliding door and complex custom designs; and custom designed mirrors, as well as closet shelving systems. Further, it installs and services garage doors and openers, including steel, aluminum, wood, and vinyl garage doors, as well as opener systems; installs waterproofing and caulking and moisture protection systems; offers sheet and hot applied waterproofing membrane, deck coating, bentonite, and air and vapor systems; and provides rain gutters installation services. Additionally, the company provides fire-stopping systems, including fire-rated joint assemblies, perimeter fire containment, and smoke and fire containment systems installation services; and cordless blinds, shades, and shutters installation services, as well as other complementary building products. It also distributes products and materials purchased wholesale from manufacturers, such as spray foam insulation, metal building insulation, residential insulation, and mechanical and fabricated Styrofoam insulation; and insulation products, including equipment, machines, and services. The company was formerly known as CCIB Holdco, Inc. Installed Building Products, Inc. was founded in 1977 and is based in Columbus, Ohio.
