HIGHBuilt-inProduct / Revenue mix
58%
insulation installation
“10-K Item 1: 'Insulation installation comprised approximately 58%, 60% and 60% of our net revenue of $3.0 billion'”
IBP · Concentration risk · 10-K extracted
Installed Building Products, In (IBP) concentration risks
Updated
The most significant concentration Installed Building Products, In discloses is insulation installation at 58%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Installed Building Products, In’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH1
MEDIUM1
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMOutside partySupplier
painted aluminum single supplier
“10-K Item 1: 'CAS purchases the majority of its finished painted aluminum from a single supplier'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's concentration profile is defined by a structural product-mix exposure and a moderate supply-side dependency in one of its subsidiary operations. Insulation installation comprised approximately 58% of net revenue of $3.0 billion in the most recent period — a high-share structural concentration that reflects the company's position as the leading national installer of insulation in residential new construction. The character is structural because insulation is a required component of every new home, and the company's scale and geographic reach make this a deliberate and durable core business rather than a reliance on any specific customer or contract. Within the complementary products side of the business, one subsidiary purchases the majority of its finished painted aluminum from a single supplier — a medium-share dependency that introduces supply-chain risk for that product line. If that single supplier were unable to fulfill orders due to capacity constraints, financial difficulties, or logistical disruption, it could limit the subsidiary's ability to serve customers and affect revenue from that product offering. Taken together, the profile is straightforward: a dominant structural concentration in insulation at the company level, and a more targeted single-supplier dependency at the subsidiary level. The insulation share is the primary driver of consolidated results and reflects the company's strategic positioning, while the painted aluminum supply dependency is more idiosyncratic and limited in scope. There are no disclosed customer concentration risks layered alongside these exposures.
For the engine’s reasoning on IBP’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Residential Construction
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| CVCO | Cavco Industries, Inc. | 3 | 2 | 0 | 5 |
| KBH | KB Home | 2 | 2 | 0 | 4 |
| DHI | D.R. Horton, Inc. | 2 | 0 | 0 | 2 |
| IBP● | Installed Building Products, In | 1 | 1 | 0 | 2 |
| GRBK | Green Brick Partners, Inc. | 0 | 1 | 0 | 1 |
| LEN | Lennar Corporation | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.