Installed Building Products (IBP) — Research Summary as of August 28, 2026

Recent Catalysts (Last ~1–3 Months)

Q2 2026 Earnings Beat (August 6, 2026): IBP delivered a strong earnings surprise. Revenue came in at $777.8 million, up 2.3% year-over-year, beating Wall Street estimates by 4.4% [4]. EPS of $2.91 topped the consensus estimate of $2.55 by $0.36 — a significant 14% beat [9]. Adjusted EBITDA was $130.9 million [2]. The revenue figure was described as a "record second quarter" [2], which is notable given broader housing market headwinds.