Installed Building Products, Inc.(IBP)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #738 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
IBP Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Installed Building Products, Inc. (IBP), a Industrials sector company. 13F Pro's AI-powered ranking engine scores IBP at 62.4/100 on a 32-signal composite quality model, placing it at rank #738 of 2,879 stocks — the top half of the AI-ranked universe. IBP scores in the top quartile across balance sheet strength (88.1). Areas of concern include earnings quality (35.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Installed Building Products, Inc. reports quarterly revenue of $660.5M, net income of $34.8M, an operating margin of 8.7%. Top institutional holders of IBP by reported 13-F value include BlackRock,, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. IBP trades on the NYSE exchange and files with the SEC under CIK 1580905. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IBP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Installed Building Products, Inc. directly from SEC EDGAR. Installed Building Products, Inc.'s 13F Pro composite quality score has ranged between 55 and 73 since 2021, currently 62.4 — a stable long-term trajectory across 30 quarterly and live scoring snapshots.
Revenue
Q1 2026
$660.5M
Net Income
Q1 2026
$34.8M
Free Cash Flow
Q1 2026
$85.7M
Operating Margin
Q1 2026
8.7%
D/E Ratio
Q1 2026
1.66
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+1.0% YoYNet Income
+3.4% YoYOperating Income
+1.0% YoYEPS (Diluted)
+6.7% YoYTotal Assets
+0.4% YoYTotal Debt
+1.8% YoYOp. Cash Flow
+9.2% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.97B +1.0% | $2.94B +5.9% | $2.78B +4.1% | $2.67B +35.6% | $1.97B +19.1% | $1.65B |
| Net Income | $265.4M +3.4% | $256.6M +5.3% | $243.7M +9.1% | $223.4M +88.0% | $118.8M +22.2% | $97.2M |
| Operating Income | $386.4M +1.0% | $382.5M +3.6% | $369.1M +6.9% | $345.4M +83.8% | $187.9M +16.1% | $161.9M |
| EPS (Diluted) | $9.71 +6.7% | $9.10 +5.7% | $8.61 +11.2% | $7.74 +93.0% | $4.01 +22.6% | $3.27 |
| Total Assets | $2.07B +0.4% | $2.06B +4.0% | $1.98B +11.4% | $1.78B +7.6% | $1.65B +39.2% | $1.19B |
| Total Debt | $923.2M +1.8% | $907.2M +0.9% | $899.5M +0.8% | $892.2M -0.2% | $893.9M +51.8% | $588.7M |
| Operating Cash Flow | $371.4M +9.2% | $340.0M -0.1% | $340.2M +22.4% | $277.9M +100.9% | $138.3M -23.5% | $180.8M |
AI Insight: IBP Financial Trends
IBP's Q1 2026 revenue collapsed 18% YoY to $660M and operating income halved, while debt surged $200M in a single quarter.
• Operating margin compressed to 8.8% in Q1 2026 from 10.2% in Q4 2025, reversing three quarters of consistent 13%+ margins.
• Total debt jumped $184M sequentially (Q4 2025 to Q1 2026) to $1.107B, the highest level in the dataset.
• Operating cash flow recovered to $102M in Q1 2026 after Q4 2025's $65M, but net income fell 55% YoY to $35M.
⚠ Leverage spike unprecedented: debt-to-equity jumped from 1.30x (Q4 2025) to 1.65x (Q1 2026). Investigate refinancing/acquisition.
⚠ Revenue trajectory now negative YoY for two consecutive quarters. Q1 2025 was $685M; Q1 2026 is $660M.
AI Insight: IBP Ratio Trends
Q1 2026 profitability collapsed across all metrics, with operating margin falling to 8.7% and ROIC halving to 13.0%, while leverage spiked to 1.66x D/E.
• Operating margin deteriorated from 14.6% in Q4 2025 to 8.7% in Q1 2026; NPM fell from 10.2% to 5.3% in same period.
• ROIC declined sharply from 26.7% in Q4 2025 to 13.0% in Q1 2026, erasing nearly two years of consistent 24–27% returns.
• Debt-to-equity ratio increased to 1.66x in Q1 2026, highest level in dataset, up from 1.30x in Q4 2025.
⚠ Q1 2026 represents severe seasonal or operational deterioration—confirm whether temporary cyclicality or structural headwind.
⚠ ROE plummeted from 43.2% in Q4 2025 to 20.8% in Q1 2026; first quarter to underperform 25% threshold since Q1 2025.
Get alerted when IBP's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for Installed Building Products, Inc. including:
Top Institutional Holders of IBP
BlackRock, Inc.
$996.5M3,758,298 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$480.7M1,812,801 shVANGUARD PORTFOLIO MANAGEMENT LLC
$362.8M1,368,128 shSTATE STREET CORP
$281.1M1,060,295 shVANGUARD CAPITAL MANAGEMENT LLC
$272.2M1,026,762 shTIMUCUAN ASSET MANAGEMENT INC/FL
$219.2M826,867 shGEODE CAPITAL MANAGEMENT, LLC
$180.7M681,549 shMORGAN STANLEY
$172.9M652,040 shDIMENSIONAL FUND ADVISORS LP
$139.7M526,794 shGiverny Capital Inc.
$107.0M403,665 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $996.5M | 3,758,298 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $480.7M | 1,812,801 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $362.8M | 1,368,128 |
| STATE STREET CORP | $281.1M | 1,060,295 |
| VANGUARD CAPITAL MANAGEMENT LLC | $272.2M | 1,026,762 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | $219.2M | 826,867 |
| GEODE CAPITAL MANAGEMENT, LLC | $180.7M | 681,549 |
| MORGAN STANLEY | $172.9M | 652,040 |
| DIMENSIONAL FUND ADVISORS LP | $139.7M | 526,794 |
| Giverny Capital Inc. | $107.0M | 403,665 |
More Industrials Companies
View all Industrials →Put IBP on your watchlist
Track score changes the day Installed Building Products, Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is IBP a good stock to buy?
13F Pro's AI-powered analysis of Installed Building Products, Inc. (IBP) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for IBP are available on the IBP stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own IBP?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling IBP. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Installed Building Products, Inc.'s investment landscape.