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Filing-based analysis. Market pricing is not included. Fundamentals from SEC filings; economic data from FRED and the BLS. About our data

Fundamentals

Installed Building Products, Inc. IBP

· Construction · General Bldg Contractors - Residential Bldgs

FY2025 10-K, filed 2026-02-26
SEC EDGAR

Filing evidence summary

Constructive evidenceCoverage 5/5 core metrics

Latest reported annual revenue changed +1.0% from the prior reported annual observation.

Backward-looking filed evidence under visible rules - not a rating, forecast or investment advice. Missing data is never scored.

Evidence signals

  • Revenue was broadly stable

    Latest reported annual revenue changed +1.0% from the prior reported annual observation.

    Why this surfaced

    Direction threshold: above +2% constructive; below -2% caution; otherwise monitor. This is not labeled one-year growth when filing periods have a gap. Period end 2025-12-31.

  • Operating margin was stable

    Operating margin changed +0.0 percentage points from the prior annual period.

    Why this surfaced

    Direction threshold: more than +1 percentage point constructive; below -1 point caution. Period end 2025-12-31.

  • No current rule-based risk flags

    11 filing-based checks were evaluable.

    Why this surfaced

    The full financial analysis shows each value, threshold, and sector limitation.

  • Free cash flow was positive

    Latest reported free cash flow was $301M.

    Why this surfaced

    Free cash flow = operating cash flow minus capital expenditures; positive is supporting evidence, not a valuation conclusion. Period end 2025-12-31.

Core trend metrics

Latest annual revenue growth
+1.0%
as of 2025-12-31
Latest annual operating margin
13.0%
as of 2025-12-31
Free cash flow
$301M
as of 2025-12-31
Debt / equity
1.25x
as of 2025-12-31
ROIC snapshot
18.3%
period varies

Hover a tile for its exact definition; the Statements tab carries per-cell filing citations.

Where to look next

Risk checks

0of 11 rule-based checks flagged

Financial movement

  • Cash→ flat
  • Long-term debt→ flat
  • Inventory→ flat
  • Receivables→ flat
  • Current assets→ flat

Source & freshness

Source
SEC EDGAR XBRL
Fetched
2026-09-06
Latest period end
2025-12-31
Filings
EDGAR ↗

Reported segment mix

figures as filed · share of the filed sum · change vs the prior period in the same filing
Fiscal year ending 2025-12-3110-K filed 2026-02-26prior period 2024-12-31 from the same filingView filing
By business segment
Revenue
  • Installation Segment$2.76B
    100.0%
    +0.1% yoy

Members sum to $2.76B against $2.97B consolidated (residual $207M) - eliminations or corporate lines the filer did not tag on this axis.

By product or service
Revenue
  • Product Installation$2.76B
    share n/a
    +0.1% yoy
  • Insulation$1.71B
    share n/a
    -3.3% yoy
  • Shower Doors Shelving And Mirrors$219M
    share n/a
    +4.2% yoy
  • Other Product Installation$207M
    share n/a
    +15.5% yoy
  • Other Building Products$184M
    share n/a
    +3.8% yoy
  • Garage Doors$173M
    share n/a
    -1.8% yoy
  • Waterproofing$161M
    share n/a
    +13.0% yoy
  • Rain Gutters$125M
    share n/a
    -1.2% yoy
  • +2 more members in the filing

member sum exceeds the consolidated figure: this axis carries more than one breakdown, so shares are not computed.

Latest quarter
Quarter ending 2026-03-3110-Q filed 2026-05-07prior period 2025-03-31 from the same filingView filing
  • Installation Segment$610M
    100.0%
    -5.8% yoy

Change is against the same quarter a year earlier, as reported in the same 10-Q.

Source: SEC DERA Financial Statement and Notes data sets. Dimensional XBRL facts on the business-segment, product/service and geographic axes; the engine keeps the accession of every figure. Descriptive and educational, not advice.

Peer percentiles

latest fiscal year ending 2025-12-31 · among 4,122 US-listed filers · 322 in Industrials
MetricValuevs all filersvs sector
Revenue
latest fiscal-year revenue as filed
$3.0B
73rdof 3,301
top third
61stof 305
middle third
Revenue growth
latest fiscal-year revenue vs the prior fiscal year
1.0%
32ndof 3,135
bottom third
40thof 294
middle third
Gross margin
gross profit ÷ revenue
34.0%
43rdof 1,603
middle third
73rdof 167
top third
Operating margin
operating income ÷ revenue
13.0%
74thof 2,819
top third
79thof 280
top third
Net margin
net income ÷ revenue
8.9%
68thof 3,263
top third
78thof 299
top third
Free-cash-flow margin
(operating cash flow − |capex|) ÷ revenue
10.1%
67thof 2,679
middle third
77thof 276
top third
Return on equity
net income ÷ stockholders' equity (positive equity only)
37.4%
95thof 3,577
top third
93rdof 281
top third
Stock comp ÷ revenue
stock-based compensation ÷ revenue · lower is ranked higher
0.7%
77thof 2,895
top third
56thof 266
middle third
Days sales outstanding
receivables ÷ revenue × 365 · lower is ranked higher
55 days
43rdof 2,398
middle third
39thof 238
middle third
Net debt ÷ operating cash flow
net debt ÷ operating cash flow (OCF > 0) · lower is ranked higher
1.5×
57thof 1,547
middle third
56thof 149
middle third
Cash conversion
operating cash flow ÷ net income (net income > 0)
1.4×
45thof 2,183
middle third
42ndof 200
middle third
Cash-flow accrual ratio
(net income − operating cash flow) ÷ average total assets · lower is ranked higher
-5.1%
53rdof 3,577
middle third
56thof 282
middle third
Balance-sheet accrual ratio
change in net operating assets ÷ average net operating assets · lower is ranked higher
1.8%
56thof 3,059
middle third
53rdof 223
middle third

Each filer's latest fiscal year as stored by the nightly crawl; fiscal year ends differ across the universe. A metric ranks only filers for which it is computable from filed facts. Ties split; a rank reads "better than N% of filers" in the metric's own direction. Descriptive and educational, not a rating.

Earnings quality

latest fiscal year ending 2025-12-31 · accruals and cash conversion as filed
Cash conversion
1.40×
operating cash flow ÷ net income, latest fiscal year
Cash-flow accrual ratio
-5.1%
(net income − operating cash flow) ÷ average total assets
Balance-sheet accrual ratio
1.7%
change in net operating assets ÷ average net operating assets
Cash-backed years
5 of 5
fiscal years where operating cash flow met or exceeded net income
Mean cash conversion
1.31×
across the stored fiscal years with positive net income

Per fiscal year from filed facts: cash conversion = operating cash flow / net income (net income > 0); cash-flow accrual ratio = (net income - operating cash flow) / average total assets; balance-sheet accrual ratio = change in net operating assets / average net operating assets, NOA = (assets - cash) - (liabilities - debt). Descriptive; a missing input yields a missing ratio. High accrual ratios and cash conversion well below one are the measures the accruals literature associates with less persistent earnings; they are screens to read the cash-flow statement with, not conclusions. The per-year series is part of Pro risk analysis.

Point-in-time ledger

first-reported vs latest filing · periods since 2020-01-01 · 4 changed periods
Line itemPeriodFirst reportedLatest filingChangeFilings
Goodwill
Goodwill
balance at 2020-03-31$199M
10-Q 2020-05-08
$3.22M
10-Q 2021-05-07
-98.4%first · latest
Goodwill
Goodwill
balance at 2023-03-31$393M
10-Q 2023-05-04
$14M
10-Q 2024-05-09
-96.4%first · latest
Goodwill
Goodwill
balance at 2023-06-30$393M
10-Q 2023-08-02
$14.6M
10-Q 2024-08-01
-96.3%first · latest
Stock-based compensation
ShareBasedCompensation
quarter 2023-03-31$3.44M
10-Q 2023-05-04
$3.4M
10-Q 2024-05-09
-1.1%first · latest

First filing reporting each period vs the latest filing carrying it (10-K and 10-Q only, periods since 2020, the extractor's winning tag per concept); a change under 0.5% is treated as rounding. A change can be a restatement, a reclassification or a re-tagging in a later comparative column; the two filings are linked so the reader can see which. Descriptive, not a verdict.

Notes by disclosure type

Not available for IBP yet: no footnote text blocks on file for this filer in the ingested DERA files.

Fundamentals from SEC EDGAR. Scores, the DCF, and every model shown are educational analysis, not investment advice or price predictions.

Educational content only. Not financial advice. TrendNalysis provides educational and informational financial analysis built from public SEC filings and economic data (FRED, BLS). It is not financial, investment, tax, or legal advice and is not a recommendation to buy or sell any security. Market pricing is not currently included. Past performance does not guarantee future results. Always do your own research and consult a licensed financial professional before investing.