Installed Building Products, Inc.

NYSE:IBP Aktierapport

Börsvärde: US$5.5b

Installed Building Products Framtida tillväxt

Future kriterier kontrolleras 1/6

Installed Building Products förväntas öka intäkter och intäkter med 2.3% respektive 3.4% per år. EPS förväntas tillväxt med 0.9% per år. Avkastningen på eget kapital förväntas bli 37.5% om 3 år.

Viktig information

2.3%

Tillväxttakt i vinsten

0.90%

Tillväxttakt för EPS

Consumer Durables vinsttillväxt8.0%
Intäkternas tillväxttakt3.4%
Framtida avkastning på eget kapital37.53%
Bevakning av analytiker

Good

Senast uppdaterad13 May 2026

Senaste uppdateringarna om framtida tillväxt

Analysartikel 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...
Analysartikel 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...

Recent updates

Analysartikel 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...
Uppdatering av berättelse 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).
Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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 Alpha
Seeking 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 Alpha

Prognoser för vinst- och omsättningstillväxt

NYSE:IBP - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20283,300N/AN/AN/A3
12/31/20273,08426330536814
12/31/20262,95923629536213
3/31/20262,947255315382N/A
12/31/20252,971265301371N/A
9/30/20252,974256304381N/A
6/30/20252,956250277359N/A
3/31/20252,933246260347N/A
12/31/20242,941257251340N/A
9/30/20242,912255274355N/A
6/30/20242,858254290366N/A
3/31/20242,812250283351N/A
12/31/20232,779244279340N/A
9/30/20232,744248272330N/A
6/30/20232,757241267317N/A
3/31/20232,742239253303N/A
12/31/20222,670223232278N/A
9/30/20222,517184176221N/A
6/30/20222,308158113154N/A
3/31/20222,119135112149N/A
12/31/20211,969119101138N/A
9/30/20211,876117117153N/A
6/30/20211,787110121159N/A
3/31/20211,69399148182N/A
12/31/20201,65397147181N/A
9/30/20201,61389122160N/A
6/30/20201,58982127176N/A
3/31/20201,5677592143N/A
12/31/20191,51268N/A123N/A
9/30/20191,46465N/A134N/A
6/30/20191,41660N/A116N/A
3/31/20191,37757N/A106N/A
12/31/20181,33655N/A97N/A
9/30/20181,28349N/A84N/A
6/30/20181,22946N/A73N/A
3/31/20181,17941N/A59N/A
12/31/20171,13341N/A69N/A
9/30/20171,06741N/A72N/A
6/30/201799741N/A66N/A
3/31/201792739N/A69N/A
12/31/201686338N/A73N/A
9/30/201682137N/A60N/A
6/30/201677735N/A55N/A
3/31/201672431N/A48N/A
12/31/201566327N/A35N/A
9/30/201561622N/A34N/A
6/30/201557519N/A27N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: IBP s prognostiserade vinsttillväxt ( 2.3% per år) ligger under sparkvoten ( 3.5% ).

Resultat vs marknad: IBP s intäkter ( 2.3% per år) förväntas växa långsammare än marknaden för US ( 16.8% per år).

Höga tillväxtresultat: IBP s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: IBP s intäkter ( 3.4% per år) förväntas växa långsammare än marknaden för US ( 11.6% per år).

Hög tillväxtintäkter: IBP s intäkter ( 3.4% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: IBP s avkastning på eget kapital förväntas bli hög om 3 år ( 37.5 %)


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/20 19:41
Aktiekurs vid dagens slut2026/05/20 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Installed Building Products, Inc. bevakas av 18 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Reuben GarnerBenchmark Company
Daniel WangBerenberg
Kurt YingerD.A. Davidson & Co.