The earnings call reflected a mix of achievements and challenges. While the company reported record sales and strong performance in the heavy commercial segment, headwinds in the single-family and multifamily residential markets, along with price/mix challenges, were notable. The company's focus on sustainability and shareholder returns were positive highlights.

Company Guidance

During the third quarter of 2025, Installed Building Products reported consolidated sales growth of 2% year-over-year, with same-branch sales remaining flat. The company experienced a 12% increase in commercial sales on a same-branch basis, which offset a 3% decline in residential sales. Heavy commercial sales were a significant driver, growing over 30%. Adjusted gross margin increased slightly to 34%, while adjusted EBITDA reached a record $140 million, reflecting an 18% margin. The company returned $213 million to shareholders through dividends and stock repurchases and maintained a strong balance sheet with a net debt to EBITDA ratio of 1.09x. Looking forward, IBP anticipates flat residential housing starts in 2026, leveraging its national scale and strong customer relationships to navigate market challenges and opportunities.

Record Sales and Profitability

Consolidated net revenue for the third quarter increased 2% to a record $778 million compared to the same period last year. Adjusted EBITDA for the quarter also reached a record $140 million.

Strong Cash Flow and Shareholder Returns

Cash flow from operating activities increased 16% to $307 million year-to-date. Nearly $213 million was returned to shareholders through dividends and stock repurchases.

Heavy Commercial Segment Growth

Heavy commercial same-branch sales growth exceeded 30% during the third quarter. This segment continued to drive sales growth, offsetting weakness in the light commercial market.

Complementary Product Sales Growth

Complementary product sales grew by a double-digit percentage relative to the same period last year, contributing to overall sales growth.

ESG Report and Sustainability Efforts

IBP published its 2025 ESG report highlighting efforts in environmental sustainability, employee well-being, and community engagement.

Installed Building Products (IBP) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

IBP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 25, 2026	2025 (Q4)	2.72 / -	2.88	―	―	―
Nov 05, 2025	2025 (Q3)	2.74 / 3.18	2.85	11.58% (+0.33)
Aug 07, 2025	2025 (Q2)	2.40 / 2.95	2.84	3.87% (+0.11)
May 08, 2025	2025 (Q1)	2.19 / 2.08	2.47	-15.79% (-0.39)
Feb 27, 2025	2024 (Q4)	2.85 / 2.88	2.72	5.88% (+0.16)
Nov 07, 2024	2024 (Q3)	2.98 / 2.85	2.79	2.15% (+0.06)
Aug 01, 2024	2024 (Q2)	2.89 / 2.84	2.62	8.40% (+0.22)
May 09, 2024	2024 (Q1)	2.30 / 2.47	2.15	14.88% (+0.32)
Feb 22, 2024	2023 (Q4)	2.44 / 2.72	2.43	11.93% (+0.29)
Nov 08, 2023	2023 (Q3)	2.39 / 2.79	2.51	11.16% (+0.28)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

IBP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 05, 2025	$238.02	$245.83	+3.28%
Aug 07, 2025	$211.53	$254.86	+20.48%
May 08, 2025	$163.65	$162.09	-0.95%
Feb 27, 2025	$169.29	$167.38	-1.13%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Installed Building Products (IBP) report earnings?

Installed Building Products (IBP) is schdueled to report earning on Feb 25, 2026, Before Open (Confirmed).

What is Installed Building Products (IBP) earnings time?

Installed Building Products (IBP) earnings time is at Feb 25, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is IBP EPS forecast?

IBP EPS forecast for the fiscal quarter 2025 (Q4) is 2.72.

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