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IBPInstalled Building Products, InSell5.1·$221.24

Installed Building Products, In (IBP) Q3 2026 earnings — TrendMatrix coverage

MISS-2.5% vs estimateEPS $2.76 vs $2.83 estVerdict Hold → Sell

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy

Event detail · Q3 2026

Key numbers

Adjusted EPS
$2.76
Estimate
$2.83
Surprise
-2.5%
Revenue (period 2026-09-30)
$808.4M
Score at report (before → after)
5.3 → 5.3/10

Revenue source: xbrl.

Report record · Q3 2026

How the report landed

Installed Building Products, In (IBP) missed the $2.83 estimate with adjusted EPS of $2.76 — a modest 2.5% shortfall. TrendMatrix's engine moved from Hold (5.3/10) to Sell at 5.3/10 after the report.

Around the report

Coverage in the report window

  • Installed Building Prods Q3 Adj. EPS $2.76 Misses $2.81 Estimate, Sales $808.400M Beat $787.273M Estimate — benzinga, 2026-11-05
Current read · as of 2026-11-06

Where TrendMatrix's rating stands now

TrendMatrix currently rates IBP Sell at 5.1/10.

2 of the last 4 quarters beat the estimate; this quarter's -2.5% surprise compares with a +5.1% four-quarter average.

What supports the rating

  • Earnings estimates trending UP

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.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$221.24
Stop
$205.75

The stock trades at 25.4× trailing but 20.8× forward earnings — consensus estimates already build in a substantial earnings recovery.

Risk check: RSI 70 — a level conventionally read as overbought; gains at these levels often lean on momentum.

Model outputs from TrendMatrix’s engine as of 2026-11-06 — shown for context, not personalized investment advice.

Consumer Cyclical context

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
$5.93B
P/E (fwd)
20.8
P/E (ttm)
25.4
52-week range
$176.15–$349.00
Off 52-week high
36.6%
RSI (14)
70
Volume vs avg
0.20×
Score today
5.1/10

EPS and the estimate come from Yahoo Finance’s earnings calendar, captured around the report date. That EPS is the adjusted figure analysts forecast, so it can differ from the GAAP diluted EPS in the company’s filing, and consensus estimates vary between data providers. Revenue comes from SEC XBRL company facts where available, yfinance-provisional otherwise. Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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