IBP (Installed Building Products, Inc.) Stock Financials & Earnings | Market Cap Arena

IBP (Installed Building Products, Inc.) Stock Financials & Earnings | Market Cap Arena

IBPInstalled Building Products, Inc.

Mkt Cap$8B

Consumer Cyclical·Residential Construction·🇺🇸 United States·NYSE

Revenue (TTM)$3.0B

Net Income (TTM)$265M

EPS (TTM)$9.73

Free Cash Flow (TTM)$49M

Gross Margin34.0%

Op. Margin13.0%

Net Margin8.9%

FCF Margin1.7%

P/S Ratio (TTM)2.7x

P/E Ratio (TTM)30.5x

YoY Rev Growth+1.0%

Employees—

Earnings Reports

Revenue & Profitability

Quarter	Revenue	Gross Profit	Op. Income
Q1 23	$659M	$210M	$77M
Q2 23	$692M	$232M	$92M
Q3 23	$706M	$242M	$102M
Q4 23	$721M	$246M	$98M
Q1 24	$693M	$235M	$88M
Q2 24	$738M	$251M	$95M
Q3 24	$761M	$257M	$101M
Q4 24	$750M	$252M	$99M
Q1 25	$685M	$224M	$70M
Q2 25	$760M	$260M	$101M
Q3 25	$778M	$264M	$107M
Q4 25	$748M	$262M	$109M

Revenue Breakdown

Valuation

Quarter	P/S	P/E
Q1 23	3.0x	33.9x
Q2 23	2.9x	33.7x
Q3 23	3.0x	32.7x
Q4 23	2.9x	33.2x
Q1 24	2.9x	32.3x
Q2 24	2.8x	31.9x
Q3 24	2.8x	31.8x
Q4 24	2.8x	31.6x
Q1 25	2.8x	32.9x
Q2 25	2.7x	32.4x
Q3 25	2.7x	31.7x
Q4 25	2.7x	30.5x

Operating Cash Flow

Quarter	Operating CF	Free CF
Q1 23	$74M	$59M
Q2 23	$64M	$51M
Q3 23	$112M	$94M
Q4 23	$90M	$75M
Q1 24	$85M	$63M
Q2 24	$79M	$58M
Q3 24	$101M	$77M
Q4 24	$75M	$53M
Q1 25	$92M	$72M
Q2 25	$90M	$75M
Q3 25	-$183M	-$147M
Q4 25	$65M	$49M

Capital Expenditures

CapEx

Quarter	CapEx
Q1 23	$15M
Q2 23	$13M
Q3 23	$19M
Q4 23	$15M
Q1 24	$22M
Q2 24	$21M
Q3 24	$24M
Q4 24	$22M
Q1 25	$20M
Q2 25	$16M
Q3 25	$36M
Q4 25	$16M

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q1 23	+12.2%	+9.8%
Q2 23	+2.3%	+2.6%
Q3 23	-1.8%	-3.4%
Q4 23	+5.0%	+6.7%
Q1 24	+5.1%	+3.9%
Q2 24	+6.6%	+7.2%
Q3 24	+7.7%	+9.1%
Q4 24	+4.1%	+4.6%
Q1 25	-1.2%	+1.7%
Q2 25	+3.1%	+2.6%
Q3 25	+2.3%	+1.8%
Q4 25	-0.4%	-2.0%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q1 23	$3M	0.5%
Q2 23	$4M	0.5%
Q3 23	$4M	0.5%
Q4 23	$5M	0.7%
Q1 24	$4M	0.6%
Q2 24	$5M	0.6%
Q3 24	$5M	0.6%
Q4 24	$6M	0.8%
Q1 25	$6M	0.9%
Q2 25	$5M	0.7%
Q3 25	-$11M	-1.4%
Q4 25	$39M	5.2%

OpEx Breakdown

Quarter	G&A	S&M
Q1 23	$90M	$33M
Q2 23	$96M	$33M
Q3 23	$97M	$32M
Q4 23	$103M	$34M
Q1 24	$103M	$33M
Q2 24	$107M	$35M
Q3 24	$109M	$36M
Q4 24	$106M	$36M
Q1 25	$108M	$35M
Q2 25	$113M	$36M
Q3 25	—	$36M
Q4 25	—	$37M

Revenue Segments

Quarter

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 23	$219M	$0	$219M
Q2 23	$255M	$0	$255M
Q3 23	$340M	$0	$340M
Q4 23	$387M	$0	$387M
Q1 24	$400M	$0	$400M
Q2 24	$380M	$0	$380M
Q3 24	$406M	$0	$406M
Q4 24	$328M	$0	$328M
Q1 25	$299M	$0	$299M
Q2 25	$305M	$0	$305M
Q3 25	$333M	$0	$333M
Q4 25	$322M	$0	$322M

Shares Outstanding

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change
Q1 23	28M	-0.5%
Q2 23	28M	-0.0%
Q3 23	28M	+0.2%
Q4 23	28M	+0.1%
Q1 24	28M	+0.1%
Q2 24	28M	-0.2%
Q3 24	28M	-0.7%
Q4 24	28M	-0.6%
Q1 25	28M	-0.9%
Q2 25	27M	-1.1%
Q3 25	27M	-0.8%
Q4 25	27M	-0.5%

Revenue Per Employee

Revenue / Employee

Year	Revenue/Employee	Employees
FY 14	$144K	4K
FY 15	$147K	5K
FY 16	$163K	5K
FY 17	$164K	7K
FY 18	$174K	8K
FY 19	$178K	9K
FY 20	$185K	9K
FY 21	$207K	10K
FY 22	$259K	10K
FY 23	$262K	11K
FY 24	$272K	11K
FY 25	$286K	10K