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Reported August 6, 2026 · Before market open

Revenue$777.8MBeat by $34.5M
EPS$2.91Beat by $0.36
Revenue estimate$743.3M
EPS estimate$2.55
“Our team continued to execute well during the second quarter, working closely with our customers to navigate a challenging residential housing backdrop, while maintaining the high level of service they expect from IBP. We delivered positive consolidated revenue growth, supported by the contribution from recent acquisitions and growth within our heavy and light commercial business. These results demonstrate the value of our diversified operating platform and the multiple avenues available to support growth across varying market conditions. We also continued to deploy capital in a disciplined manner to support returns to shareholders, while advancing our growth-oriented acquisition strategy. Although we expect affordability and consumer confidence to continue to weigh on the U.S. residential housing market, we remain focused on controlling what we can control, serving our customers, and positioning IBP for continued long-term growth.”
Jeff Edwards

Next report

Nov 4, 2026 (in a month)
Revenue estimate$790.4M
EPS estimate$2.88

Financials

Q2 2026

Income statement

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Revenue$777.8M+2.3%
Gross profit$258.9M-0.4%
Operating income$94.6M-6.3%
Net income$64.9M-5.9%
EPS (diluted)$2.43-3.6%

Balance sheet

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Cash & equivalents$394.5M+29.3%
Total debt$1.2B+21.7%
Total equity$639.5M-3.8%
Total assets$2.3B+11.4%

Cash flow

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Operating cash flow$68.8M-23.9%
CapEx$16.9M+8.3%
Free cash flow$51.9M-30.6%

Valuation & ratios

Valuation

as of 10/02/26
See full
Market cap$5.12B-22.6%
Enterprise value$5.92B-18.5%
P/E20.4×-5.5×
P/S1.7×-0.5×

Profitability

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Gross margin33.6%+0.1pp
Operating margin12.4%-0.1pp
Net margin8.5%0.0pp
FCF margin9.8%+0.5pp

Returns & leverage

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Return on equity38.5%+1.4pp
Debt / equity1.9×+0.4×
Current ratio3×+0.1×

Segments

By product

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Insulation$430.5M-3.6%
Shower doors, shelving and mirrors$55.8M-1.9%
Other building products$50.3M+6.6%
Waterproofing$45.3M+10.8%
Garage doors$43.7M-1.1%

By segment

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Installation$710.7M-0.7%

FAQ

When did Installed Building Products report Q2 2026 earnings?
Installed Building Products (IBP) reported Q2 2026 earnings on August 6, 2026 before market open.
What were Installed Building Products's Q2 2026 revenue and EPS?
Installed Building Products reported revenue of $777.8M and eps of $2.91 for Q2 2026.
Did Installed Building Products beat estimates in Q2 2026?
Revenue beat the consensus estimate of $743.3M by $34.5M. EPS beat the consensus estimate of $2.55 by $0.36.
How did Installed Building Products's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 2.3% from $760.3M a year earlier and eps declined 1.4% from $2.95.
Where can I find Installed Building Products's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001628280-26-053848) and the 10-Q periodic report (0001580905-26-000045) directly on SEC EDGAR. The filing index links above go to sec.gov.