Installed Building Products, Inc. (IBP) AI Stock Summary

Snapshot

IBP is a profitable insulation installer: FY 2025 revenue of $2.97B grew just 1.0% YoY, with $265.4M in net income and $300.8M in free cash flow. Gross margin held at 34%, but growth has slowed sharply as new-home demand softened, even as commercial work picked up the slack. The stock sits right at its 52-week low, down 44.5% from its high.

What's Happening Right Now

• Thu 1st Oct '26 · Price action: IBP hit a fresh 52-week low on Oct 1, 2026, trading as low as $191.19 before closing near $192.
• Thu 20th Aug '26 · Analyst view: An analyst kept a Hold rating on IBP on Aug 20, 2026, citing unclear residential recovery and a valuation around 22.5x forward earnings despite commercial and data-center strength.
• Thu 6th Aug '26 · Earnings: Q2 2026 revenue rose 2.3% to $777.8M on acquisitions and commercial strength, but residential same-branch sales fell 6.1% and Adjusted EBITDA margin slipped to 16.9%; the company still raised its dividend 5% and bought back $76.2M of stock.
• Thu 6th Aug '26 · Earnings: IBP reported record second-quarter net revenue of $777.8M, up 2.3% YoY, while installation revenue dipped slightly, and declared its regular quarterly cash dividend.

Bottom Line

IBP remains a solidly profitable business with real free cash flow and a growing dividend, but growth has slowed to a crawl as new single-family construction softens, and the most recent quarter missed earnings and revenue estimates. The stock has been sliding and now sits at a fresh 52-week low, with short interest up sharply in the past three months. A reader would want to watch whether residential demand stabilizes before forming a view on where this goes next.