NYSE$IBP
Installed Building Products Inc · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
Installed Building Products reported record fourth quarter and fiscal year results.
Installed Building Products announced record results for the fourth quarter ended December 31, 2021, with net revenue increasing 20.9% to $533.7 million and net income increasing 5.5% to $29.4 million.
- Net revenue increased 20.9% to a record $533.7 million
- Net income increased 5.5% to $29.4 million
- Adjusted EBITDA increased 11.5% to $74.8 million
- Price/mix growth increased by a record 12.9% during the fourth quarter
Headline financials
Revenue & EPS history
Installed Building Products · Revenue · Quarterly
$534M
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
While new housing construction is expected to remain supportive, inflation and material supply chain issues are likely to persist throughout the year. The company will continue to proactively work with suppliers and customers to offset any potential impact on operations and profitability and remain focused on creating value for customers, employees, communities, and shareholders.
Tailwinds
- New housing construction expected to remain supportive
- Proactive work with suppliers and customers to offset potential impact
- Focus on creating value for customers
- Focus on creating value for employees
- Focus on creating value for communities and shareholders
Headwinds
- Inflation likely to persist throughout the year
- Material supply chain issues likely to persist throughout the year
- Purchases outside of typical supply chain channels continued to impact results
- Supply chain disruptions reduced gross profit by approximately $1.8 million
- Inflationary pressure contributed to year-over-year margin compression
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 Q4 2021
+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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