NYSE$IBP

Installed Building Products Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Installed Building Products reported Q3 2025, revenue of $721.1M, net income of $74.4M, diluted EPS of $2.45.

For Q3 2025, Installed Building Products reported revenue of $721.1M, net income of $74.4M, diluted EPS was $2.45. Management discusses segment performance, capital allocation, and sector risks in the quarterly filing.

  • Revenue $721.1M.
  • Net income $74.4M.
  • Diluted EPS $2.45.

Headline financials

Total Revenue

$778M

Previous: $761M+2.3%
EPS (adj)

$2.45

Previous: $2.44+0.4%
Consolidated Sales Growth

2.3%

Previous: 7.7%-70.1%
Consolidated Same Branch Sales Growth

0.4%

Previous: 5.2%-92.3%
Installation Sales Growth

1.0%

Previous: 7.9%-87.3%
Installation Same Branch Sales Growth

-0.1%

Previous: 5.4%-101.9%
Single-Family Sales Growth

-0.3%

Previous: 8.8%-103.4%
Single-Family Same Branch Sales Growth

-1.9%

Previous: 5.7%-133.3%
Multi-Family Sales Growth

-6.4%

Previous: 3.6%-277.8%
Multi-Family Same Branch Sales Growth

-6.5%

Previous: 2.4%-370.8%
Residential Sales Growth

-1.5%

Previous: 7.7%-119.5%
Residential Same Branch Sales Growth

-2.8%

Previous: 5.0%-156.0%
Commercial Sales Growth

12.2%

Previous: 7.7%+58.4%
Commercial Same Branch Sales Growth

11.7%

Previous: 6.1%+91.8%
Other Sales Growth

41.9%

Previous: 9.1%+360.4%
Other Same Branch Sales Growth

29.8%

Previous: 7.2%+313.9%
Installation Volume Growth

-4.8%

Previous: 3.0%-260.0%
Installation Price/Mix Growth

1.5%

Previous: 2.7%-44.4%
Gross Profit Margin

34.0%

Previous: 33.8%+0.6%
Net Profit Margin

9.6%

Previous: 9.0%+6.7%
Adjusted EBITDA Margin

18.0%

Previous: 17.4%+3.4%
Capital Expenditures

-$55M

Previous: -$66.7M+17.5%
Net Income

$74.4M

Previous: $68.6M+8.5%
Operating Income

$107M

Previous: $101M+5.4%
Gross Profit

$264M

Previous: $257M+2.9%

Revenue & EPS history

Installed Building Products · Revenue · Quarterly

$778M

Q3 2025+2.3%vs Q3 2024
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Installed Building Products · $1.32B total across 4 segments · Q3 2023

  • Installation
    $661M
  • Residential new construction
    $518M-2.7%
  • Commercial
    $105M+3.7%
  • Repair and remodel
    $37.8M-3.3%

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity and core business trends.
  • Management commentary on segment performance.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect YoY comparability.

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 Q3 2025

Historical avgQ3 2025

+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

Earnings price reactions
QuarterReport dateReaction (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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