Installed Building Products, Inc.

NYSE:IBP Stok Raporu

Piyasa değeri: US$8.1b

Installed Building Products Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Installed Building Products kazanç ve gelirin sırasıyla yıllık 4.9% ve 4% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 7.8% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 38.2% olacağı tahmin edilmektedir.

Anahtar bilgiler

4.9%

Kazanç büyüme oranı

7.83%

EPS büyüme oranı

Consumer Durables kazanç büyümesi7.7%
Gelir büyüme oranı4.0%
Gelecekteki özkaynak getirisi38.22%
Analist kapsamı

Good

Son güncelleme07 May 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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...
Analiz Makalesi • May 11

Installed Building Products, Inc. Just Missed EPS By 12%: Here's What Analysts Think Will Happen Next

Last week, you might have seen that Installed Building Products, Inc. ( NYSE:IBP ) released its first-quarter result to...

Recent updates

Analiz Güncellemesi • 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).
Analiz Güncellemesi • 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
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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).
Analiz Güncellemesi • 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).
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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).
Analiz Makalesi • 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...
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • May 14

Why We Think Shareholders May Be Considering Bumping Up Installed Building Products, Inc.'s (NYSE:IBP) CEO Compensation

Key Insights Installed Building Products to hold its Annual General Meeting on 20th of May Salary of US$883.8k is part...
Analiz Makalesi • May 11

Installed Building Products, Inc. Just Missed EPS By 12%: Here's What Analysts Think Will Happen Next

Last week, you might have seen that Installed Building Products, Inc. ( NYSE:IBP ) released its first-quarter result 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
Seeking Alpha • Oct 24

Installed Building Products: Rising Institutional Pessimism Despite Strong Market Tailwinds

Summary Installed Building Products' stock price jumped 145% last year but has been stuck in a sideways pattern since March 2024, with more institutional investors turning cautious. The company relies heavily on new single-family home construction, which grew strongly in late 2023 and early 2024, driving solid revenue and profit increases. Valuation looks high but reasonable compared to competitors, especially given the company’s solid cash flow and industry growth potential. Risks include possible delays in interest rate cuts, which could keep mortgage rates high and slow down new home construction in 2025, leading to a decline in revenue. I believe interest rate cuts in 2025 are highly likely, which should improve homebuyer confidence and increase demand for new homes as mortgage rates cool off. Therefore, I maintain a buy rating for this stock. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:IBP - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20283,352N/AN/AN/A3
12/31/20273,11927531938914
12/31/20262,98922932139114
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: IBP 'nin tahmini kazanç büyümesi (yıllık 4.9% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: IBP şirketinin kazançlarının (yıllık 4.9% ) US pazarından (yıllık 16.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: IBP şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: IBP şirketinin gelirinin (yıllık 4% ) US pazarından (yıllık 11.5% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: IBP şirketinin gelirinin (yıllık 4% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: IBP 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 38.2 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 11:06
Gün Sonu Hisse Fiyatı2026/05/07 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Installed Building Products, Inc. 18 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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