NYSE$IBP
Installed Building Products Inc · Q1 2026 earnings
Q1 2026 earnings · · Investor relations
Briefing
Installed Building Products reported Q1 2026 net revenue of $660.5M and net income of $34.8M, with diluted EPS of $1.29.
IBP delivered Q1 2026 net revenue of $660.5 million versus $684.8 million a year ago, with gross profit of $212.3 million and operating income of $57.6 million. Net income was $34.8 million, or $1.29 diluted EPS, down from $45.4 million and $1.64 on softer residential demand and higher interest expense. The company paid a $2.19 per share dividend in the quarter.
- Net revenue $660.5M; operating income $57.6M.
- Net income $34.8M; diluted EPS $1.29.
- Gross margin held despite lower volume.
- Share repurchases and acquisitions continue.
- Single-family and R&R end markets mixed.
Headline financials
Revenue & EPS history
Installed Building Products · Revenue · Quarterly
$661M
Revenue by segment
Installed Building Products · $1.32B total across 4 segments · Q3 2023
- Installation$661M—50.0%
- Residential new construction$518M-2.7%39.2%
- Commercial$105M+3.7%8.0%
- Repair and remodel$37.8M-3.3%2.9%
Forward guidance
Management focuses on acquisition pipeline, installer capacity, and housing starts rather than quarterly EPS guidance.
Tailwinds
- Strong installer footprint and cash generation.
- Dividend growth track record.
Headwinds
- Revenue down YoY on housing softness.
- Higher interest expense on debt stack.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2026
+0.4%
Avg return
Earnings day
+0.0%
Avg return
5 days after
+2.2%
Avg return
30 days after
59%
29 / 49 earnings
Positive
+18.5%
Q1 2016
Best reaction
-28.0%
Q1 2026
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -28.0% | -32.4% | -34.6% | |
| Q4 2025 | +6.9% | +8.3% | -12.8% | |
| Q3 2025 | +2.8% | +8.2% | +12.7% | |
| Q1 2025 | -0.6% | +4.2% | +0.5% | |
| Q4 2024 | -1.1% | -3.4% | -0.8% | |
| Q3 2024 | -7.7% | -8.8% | -5.9% | |
| Q2 2024 | -14.3% | -17.1% | -17.8% | |
| Q1 2024 | +0.7% | -0.2% | -9.4% | |
| Q4 2023 | +15.6% | +17.5% | +27.4% | |
| Q3 2023 | -0.3% | +2.0% | +32.7% | |
| Q2 2023 | +1.0% | +5.5% | -1.6% | |
| Q1 2023 | -4.5% | -6.8% | -7.2% | |
| Q4 2022 | +10.7% | +12.0% | +4.6% | |
| Q3 2022 | +1.6% | -1.1% | +10.6% | |
| Q2 2022 | +1.1% | +0.2% | -8.6% | |
| Q1 2022 | +3.4% | +0.5% | +13.8% | |
| Q4 2021 | -3.0% | +4.7% | -9.6% | |
| Q3 2021 | +0.3% | -0.2% | -0.6% | |
| Q2 2021 | +3.6% | +4.8% | +3.8% | |
| Q1 2021 | -6.8% | -16.0% | -13.2% | |
| Q4 2020 | -12.8% | -6.4% | -7.9% | |
| Q3 2020 | -8.2% | -8.8% | -9.9% | |
| Q2 2020 | +1.3% | +2.2% | +4.9% | |
| Q1 2020 | +1.9% | -7.6% | +43.4% | |
| Q4 2019 | -5.2% | -5.7% | -36.5% | |
| Q3 2019 | +10.1% | +8.4% | +9.9% | |
| Q2 2019 | +3.5% | +5.4% | +2.7% | |
| Q1 2019 | +13.5% | +13.3% | +6.2% | |
| Q4 2018 | +3.2% | +1.7% | +6.7% | |
| Q3 2018 | +15.4% | +18.4% | +27.2% | |
| Q2 2018 | -6.4% | -0.9% | -14.0% | |
| Q1 2018 | +2.2% | +6.0% | +6.0% | |
| Q4 2017 | -18.3% | -15.8% | -11.7% | |
| Q3 2017 | -3.5% | -10.0% | +14.0% | |
| Q2 2017 | +7.2% | +9.3% | +6.1% | |
| Q1 2017 | -9.3% | -9.8% | -1.9% | |
| Q4 2016 | +14.8% | +21.1% | +27.0% | |
| Q3 2016 | +2.0% | +7.7% | +28.1% | |
| Q2 2016 | -10.4% | -10.0% | +0.3% | |
| Q1 2016 | +18.5% | — | — | |
| Q4 2015 | +5.0% | — | — | |
| Q3 2015 | -17.4% | — | — | |
| Q2 2015 | +6.1% | — | — | |
| Q1 2015 | -4.1% | — | — | |
| Q4 2014 | +5.1% | — | — | |
| Q3 2014 | +9.9% | — | — | |
| Q2 2014 | -0.5% | — | — | |
| Q1 2014 | +4.6% | — | — | |
| Q4 2013 | +9.8% | — | — | |
| Q3 2013 | — | — | — | |
| Q2 2013 | — | — | — | |
| Q1 2013 | — | — | — | |
| Q4 2012 | — | — | — | |
| Q3 2012 | — | — | — |
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