Installed Building Products, In (IBP) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $2.91
- Estimate
- $2.56
- Surprise
- +13.6%
- Revenue (period 2026-06-30)
- $777.8M
- Score at report (before → after)
- 5.4 → 5.3/10
Revenue source: xbrl.
How the report landed
Installed Building Products, In (IBP) beat the $2.56 estimate with diluted EPS of $2.91 — a large 13.6% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.4/10) to Sell at 5.3/10 after the report — the engine's score fell despite the beat.
Where TrendMatrix's rating stands now
TrendMatrix currently rates IBP Sell at 5.3/10.
3 of the last 4 quarters beat the estimate; this quarter's +13.6% surprise compares with a +9.7% four-quarter average. Next scheduled report: 2026-11-04.
What supports the rating
- Strong earnings beat streak (3/4)
What argues against it
- Concentration risk — Product: insulation installation (58.0%)
- Analyst target reached - limited upside remaining
- Sector modifier (Consumer Cyclical): -1.5
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $238.57
- Price target
- $248.42
- Stop
- $221.87
- Upside to target
- +4.1%
The stock trades at 25.7× trailing but 20.9× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-05 — shown for context, not personalized investment advice.
IBP at TrendMatrix's latest read
Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.
- Industry
- Residential Construction
- Market cap
- $6.34B
- P/E (fwd)
- 20.9
- P/E (ttm)
- 25.7
- 52-week range
- $193.11–$349.00
- Off 52-week high
- 31.6%
- RSI (14)
- 45
- Volume vs avg
- 0.84×
- Score today
- 5.3/10