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Installed Building Products IBP Installation — Business combinations

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$0

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Other financials

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

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Market cap$6.52B+11.4%
Enterprise value$7.32B+12.2%
P/E26×+2.6×
P/S2.2×+0.2×

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 ratio+0.1×

Where this comes from

Reported directly by Installed Building Products in its filing.

Tagged under the XBRL concept us-gaap:GoodwillAcquiredDuringPeriod.

The source filing: Installed Building Products’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 3:05 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001580905-26-000045
Line itemInstallationOtherConsolidated
Goodwill (gross) - January 1, 2026$409.7$110.7$520.4
Business combinations18.718.7
Other adjustments0.70.00.7
Goodwill (gross) - June 30, 2026429.1110.7539.8
Accumulated impairment losses(70.0)(70.0)
Goodwill (net) - June 30, 2026$359.1$110.7$469.8

Item 1. Financial Statements

FAQ

What is Installed Building Products's installation — business combinations?
Installed Building Products (IBP) reported installation — business combinations of $8.3M in Q2 2026.
How has Installed Building Products's installation — business combinations changed year-over-year?
Installed Building Products's installation — business combinations increased by 937.5% year-over-year, from $800K to $8.3M.
What is the long-term trend for Installed Building Products's installation — business combinations?
Over 3 years (2022 to 2025), Installed Building Products's installation — business combinations has grown at a -33.4% compound annual growth rate (CAGR), from $21.7M to $6.4M.
What does installation — business combinations mean?
Reflects the total capital expenditure or investment value attributed to acquisitions specifically integrated into the installation segment during the reporting period. This metric tracks the company's inorganic growth strategy and its ability to scale operations through the purchase of complementary businesses. It is a key indicator of expansion activity within the core installation market.

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