Installed Building Products (2IL) AI Stock Analysis
Installed Building Products
(XETRA:2IL)
No summary available
Installed Building Products (2IL) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 6.26B
- Dividend Yield
- 1.38%
- Average Volume (3M)
- 47
- Price to Earnings (P/E)
- 25.2
- Beta (1Y)
- 0.70
- Revenue Growth
- -6.46%
- EPS Growth
- -3.38%
- Country
- Germany
- Employees
- 10,400
- Sector
- Consumer Cyclical
- Sector Strength
- 61
- Industry
- Residential Construction
Installed Building Products Business Overview & Revenue Model
Company Description
Installed Building Products, Inc. (IBP) is a leading U.S. firm specializing in the provision and installation of a wide range of construction materials for both residential and commercial developers. The company's operations are divided into three co...
Installed Building Products Earnings Call Summary
The call portrayed a resilient and diversified business with modest consolidated revenue growth (+2%), strong commercial and other-segment performance, healthy liquidity, active M&A and continued shareholder returns. However, notable near-term challenges remain: weakness in new single-family volumes, margin pressure from fuel and mix shifts, rising medical costs, and potential short-term lumpiness from spray foam price pass-throughs. Overall, management emphasized execution, a strong acquisition pipeline and confidence in free cash flow to support returns, offsetting the cyclical headwinds.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management did not provide comprehensive earnings guidance but gave several specific expectations and balance‑sheet metrics: they expect to complete at least $100 million of annualized revenue in acquisitions in 2026; anticipate Q3 amortization of ~ $10M and full‑year amortization of ~ $42M (subject to change with future deals); expect an effective tax rate of 25–27% for FY2026 and Q3 net interest expense of ~ $10M; ended 6/30/26 with net debt / trailing‑12‑month adjusted EBITDA of 1.34x (vs. 1.15x a year earlier) — well below their stated 2.0x target (though they said they could flex toward ~3x for the right acquisition); had $395M cash and $374M working capital (ex‑cash); Q2 capex + finance leases were ~ $18M (~2% of revenue); repurchased ~365k shares for ~$76M in Q2 and had ~$398M remaining capacity under the repurchase program (expires 3/1/2027); the Board approved a Q3 dividend of $0.39/share (payable 9/30/26; record 9/15/26), a >5% increase year‑over‑year; and management expects continued positive free cash flow to support M&A, dividends and opportunistic buybacks.
Installed Building Products Risk Analysis
Installed Building Products disclosed 48 risk factors in its most recent earnings report. Installed Building Products reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
0 New RisksInstalled Building Products Peers Comparison
Overall Rating
LEGH80Outperform
SKY79Outperform
CVCO78Outperform
DHI69Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| LEGH | 80Outperform | $727.05M | 12.04 | 9.53% | ― | -2.62% | -6.08% |
| SKY | 79Outperform | $4.69B | 27.96 | 12.11% | ― | 3.45% | -12.78% |
| CVCO | 78Outperform | $4.95B | 28.46 | 16.60% | ― | 11.83% | -3.21% |
| DHI | 69Neutral | $39.42B | 15.47 | 12.22% | 1.15% | -3.52% | -12.68% |
| Sector * | 61Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
* Consumer Cyclical Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:2IL | Installed Building Products | 212.00 | -1.12 | -0.53% | |
| CVCO | Cavco Industries, Inc. | 678.73 | 104.85 | 18.27% | |
| DHI | D.R. Horton Inc | 156.99 | 13.49 | 9.40% | |
| SKY | Champion Homes, Inc. | 96.17 | 15.20 | 18.77% | |
| LEGH | Legacy Housing Corp | 31.78 | 9.16 | 40.50% | |
| BXBL | Boxabl Inc | 2.00 | -8.01 | -80.02% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.