| Installed Building Products, Inc. (IBP) Q1 2025 Earnings Call Transcript |
Installed Building Products, Inc. (NYSE:IBP ) Q1 2025 Earnings Conference Call May 8, 2025 10:00 AM ET Company Participants Darren Hicks - Vice President, Investor Relations Jeff Edwards - Chairman and CEO Michael Miller - Chief Financial Officer Jason Niswonger - Chief Administrative and Sustainability Officer Conference Call Participants Aatish Shah - Evercore ISI Stephen Kim - Evercore ISI Alex Isaac - JPMorgan Susan Maklari - Goldman Sachs Michael Dahl - RBC Capital Markets. Trey Grooms - Stephens Inc. Maggie Grady Miller - Jefferies Ken Zener - KeyBanc Capital Markets Adam Baumgarten - Zelman & Associates Jeffrey Stevenson - Loop Capital Markets Collin Verron - Deutsche Bank Securities Inc. Operator Greetings, and welcome to the Installed Building Products First Quarter 2025 Financial Results Conference Call. |
seekingalpha.com |
2025-05-09 20:49:41 |
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| Installed Building Products (IBP) Misses Q1 Earnings Estimates |
Installed Building Products (IBP) came out with quarterly earnings of $2.08 per share, missing the Zacks Consensus Estimate of $2.18 per share. This compares to earnings of $2.47 per share a year ago. |
zacks.com |
2025-05-08 13:45:38 |
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| Installed Building Products Reports First Quarter 2025 Results; Declares Regular Quarterly Cash Dividend |
COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the "Company" or "IBP") (NYSE: IBP), an industry-leading installer of insulation and complementary building products, today announced results for the first quarter ended March 31, 2025. First Quarter 2025 Highlights (Comparisons are to Prior Year Period) Net revenue decreased 1.2% to $684.8 million Installation revenue decreased 1.3% to $647.2 million, including sales from IBP's recent acquisitions Other revenue, net of elimina. |
businesswire.com |
2025-05-08 11:30:00 |
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| Installed Building Products, Inc. (IBP) Q4 2024 Earnings Call Transcript |
Installed Building Products, Inc. (NYSE:IBP ) Q4 2024 Earnings Conference Call February 27, 2025 10:00 AM ET Company Participants Darren Hicks - Vice President, Investor Relations Jeff Edwards - Chairman and CEO Michael Miller - Chief Financial Officer Jason Niswonger - Chief Administrative and Sustainability Officer Conference Call Participants Keith Hughes - Truist Securities Stephen Kim - Evercore ISI Alex Isaac - JPMorgan Susan Maklari - Goldman Sachs Phil Ng - Jefferies Ethan Roberts - Stephens, Inc. Ken Zener - KeyBanc Capital Markets Kurt Yinger - D.A. Davidson Operator Greetings. |
seekingalpha.com |
2025-02-27 18:35:46 |
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| Installed Building Products (IBP) Misses Q4 Earnings and Revenue Estimates |
Installed Building Products (IBP) came out with quarterly earnings of $2.90 per share, missing the Zacks Consensus Estimate of $2.91 per share. This compares to earnings of $2.72 per share a year ago. |
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2025-02-27 11:45:24 |
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| Baron Small Cap Fund: Q4 2024 Top Contributors And Detractors |
Vertiv Holdings Co. excels with strong AI-related data center demand, projecting 16%-18% organic revenue growth for 2025, and increased profit margins. Chart Industries, Inc. shows robust fundamentals with record revenue and margins, expecting 12% revenue and 18% EBITDA growth in 2025. Intapp, Inc. benefits from strong quarterly results, 17% revenue growth, and a record pipeline, driven by AI product demand and favorable M&A activity. |
seekingalpha.com |
2025-01-31 00:10:00 |
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| A Quest That Has Translated Into New Investments |
Focus on companies with proven business models, strong management, and potential for long-term market share growth in large industries. M&T Bank, Ashtead Group, Installed Building Products, Fiserv, Ferguson, Kinsale Capital Group, Align Technologies, and Medpace Holdings are highlighted investments. Emphasis on conservative financial practices, market dominance, and strategic capital deployment to drive future growth and shareholder value. |
seekingalpha.com |
2025-01-30 01:00:00 |
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| Installed Building Products Expands Reach With Capital Acquisition |
The acquisition of Capital strengthens IBP's position in the greater Houston building products installation market. |
zacks.com |
2024-12-17 14:11:09 |
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| Installed Building Products Announces the Acquisition of Capital Insulation, LLC |
COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the “Company” or “IBP”) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, today announced the acquisition of Capital Insulation, LLC and CBS & Mirror, LLC (collectively “Capital”). Capital is located in Houston, Texas and serves the single-family, multifamily, and commercial end markets. Capital focuses on installation opportunities in new construction projects and primarily insta. |
businesswire.com |
2024-12-16 18:15:00 |
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| Installed Building Products Announces Successful Repricing of Term Loan B Facility and a Share Repurchase Update |
COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the “Company”) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, today announced that the Company successfully repriced its $500 million term loan (the “Term Loan”). Also, during the month of November, IBP repurchased 250 thousand shares of its common stock at a total cost of approximately $52 million, including commissions. To date in 2024, the Company has repurchased 565 thousand sh. |
businesswire.com |
2024-11-26 18:15:00 |
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| Installed Building Products Publishes 2024 Environmental, Social and Governance Report |
COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the “Company” or “IBP”) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, announced today the release of the Company's 2024 Environmental, Social and Governance (“ESG”) report, which highlights important milestones the Company achieved during the past year, as well as the Company's ongoing ESG policies and commitment to the environment, its employees, and its communities by promoting. |
businesswire.com |
2024-11-13 18:05:00 |
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| Installed Building Products Expands Reach With Tatum Acquisition |
Installed Building Products, Inc. IBP, a top U.S. installer of insulation and complementary building products, announced its acquisition of Tatum Insulation III, LLC, an installer based outside Wilmington, NC. With Tatum's strong presence across new residential and commercial markets in the state, IBP gains increased geographic reach and additional revenue streams. |
zacks.com |
2024-11-13 15:30:29 |
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| Installed Building Products Announces the Acquisition of Tatum Insulation III, LLC |
COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the “Company” or “IBP”) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, today announced the acquisition of Tatum Insulation III, LLC (“Tatum”). Tatum is headquartered just outside of Wilmington, North Carolina, and serves new residential and new commercial end markets throughout the state. Tatum installs multiple building products including fiberglass insulation, shower doors, shelv. |
businesswire.com |
2024-11-12 11:25:00 |
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| Installed Building Products, Inc. (IBP) Q3 2024 Earnings Call Transcript |
Installed Building Products, Inc. (NYSE:IBP ) Q3 2024 Earnings Conference Call November 7, 2024 10:00 AM ET Company Participants Darren Hicks - MD-IR Jeffrey Edwards - Chairman and CEO Michael Miller - CFO Conference Call Participants Stephen Kim - Evercore ISI Susan Maklari - Goldman Sachs Michael Rehaut - JPMorgan Chase & Co Adam Baumgarten - Zelman & Associates Margaret Grady - Jefferies Trey Grooms - Stephens Inc. Keith Hughes - Truist Securities Michael Dahl - RBC Capital Markets Jeffrey Stevenson - Loop Capital Markets Reuben Garner - The Benchmark Company Kurt Yinger - D.A. Davidson & Co. Ken Zener - Seaport Research Partners Operator Greetings and welcome to Installed Building Products Third Quarter 2024 Conference Call. |
seekingalpha.com |
2024-11-09 23:02:09 |
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| Installed Building Products (IBP) Lags Q3 Earnings Estimates |
Installed Building Products (IBP) came out with quarterly earnings of $2.85 per share, missing the Zacks Consensus Estimate of $2.98 per share. This compares to earnings of $2.79 per share a year ago. |
zacks.com |
2024-11-07 11:45:37 |
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| Installed Building Products Reports Record Third Quarter 2024 Results; Declares Regular Quarterly Cash Dividend |
COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the "Company" or "IBP") (NYSE: IBP), an industry-leading installer of insulation and complementary building products, today announced results for the third quarter ended September 30, 2024. Third Quarter 2024 Highlights (Comparisons are to Prior Year Period) Net revenue increased 7.7% to an all-time record of $760.6 million Installation revenue increased 7.9% to $713.7 million, as growth across all end markets combined with sal. |
businesswire.com |
2024-11-07 09:30:00 |
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| Installed Building Products (IBP) Earnings Expected to Grow: What to Know Ahead of Next Week's Release |
Installed Building Products (IBP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. |
zacks.com |
2024-10-31 13:06:53 |
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| Installed Building Products: Rising Institutional Pessimism Despite Strong Market Tailwinds |
Installed Building Products' stock price jumped 145% last year but has been stuck in a sideways pattern since March 2024, with more institutional investors turning cautious. The company relies heavily on new single-family home construction, which grew strongly in late 2023 and early 2024, driving solid revenue and profit increases. Valuation looks high but reasonable compared to competitors, especially given the company's solid cash flow and industry growth potential. |
seekingalpha.com |
2024-10-24 05:32:24 |
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| Installed Building Expands With Insulation Supplies Buyout |
IBP expands its footprint across Minnesota and the upper Midwest with the acquisition of Insulation Supplies. |
zacks.com |
2024-10-08 19:32:09 |
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| Installed Building Products Announces the Acquisition of Wholesale Insulation Supply, Inc. DBA Insulation Supplies |
COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the “Company” or “IBP”) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, today announced the acquisition of Wholesale Insulation Supply, Inc. doing business as Insulation Supplies. Insulation Supplies was established in 1986 and is headquartered in New Hope, Minnesota, near Minneapolis. Insulation Supplies generates over $22 million of annual revenue throughout Minnesota and the uppe. |
businesswire.com |
2024-10-07 20:15:00 |
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| Top 3 Homebuilder Stocks to Watch as Rates Drop |
The Federal Reserve launched the first of several expected interest rate cuts in its September meeting, making a larger-than-anticipated half-percentage-point reduction. The real estate market, plagued by issues including insufficient supply relative to surging demand and mortgage rates that have risen dramatically since their COVID-era lows, stands to benefit from the rate cut. |
marketbeat.com |
2024-09-27 11:00:21 |
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| IBP to Benefit From Production Capacity Expansion in Bucyrus |
Installed Building expands its production capacity with the opening of a second manufacturing plant in Bucyrus, OH, under its subsidiary AFT. |
zacks.com |
2024-09-18 14:21:10 |
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| Prediction: 4 Stocks That Will Pop If Kamala Harris Wins |
24/7 Wall St. Insights A Kamala Harris victory in the 2024 presidential election could provide a boost for stocks in a variety of sectors. |
247wallst.com |
2024-09-10 13:15:45 |
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| Installed Building Products: Downgrade To Hold As Valuation Has Priced In Near-Term Upside |
I downgraded my rating from buy to hold. IBP reported 7% revenue growth, with strong single-family sales offset by declining commercial sales. Housing starts trend supports bullish outlook for IBP, but multi-family volume growth may pose a y/y growth headwind. |
seekingalpha.com |
2024-08-06 21:49:25 |
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| Installed Building Products, Inc. (IBP) Q2 2024 Earnings Call Transcript |
Installed Building Products, Inc. (NYSE:IBP ) Q2 2024 Earnings Conference Call August 1, 2024 10:00 AM ET Company Participants Darren Hicks - MD-IR Jeff Edwards - Chairman and CEO Michael Miller - CFO Jason Niswonger - Chief Administrative and Sustainability Officer Conference Call Participants Stephen Kim - Evercore ISI Adam Baumgarten - Zelman & Associates Michael Rehaut - JPMorgan Mike Dahl - RBC Capital Markets Reuben Garner - Benchmark Company Ken Zener - Seaport Research Partners Philip Ng - Jefferies Susan Maklari - Goldman Sachs Keith Hughes - Truist Securities Operator Greetings, and welcome to Installed Building Products Fiscal 2024 Second Quarter Financial Results Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. |
seekingalpha.com |
2024-08-04 08:38:08 |
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| Installed Building Products (IBP) Beats Q2 Earnings Estimates |
Installed Building Products (IBP) came out with quarterly earnings of $3.02 per share, beating the Zacks Consensus Estimate of $2.89 per share. This compares to earnings of $2.62 per share a year ago. |
zacks.com |
2024-08-01 13:56:08 |
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| Installed Building Products (IBP) Surges 7.9%: Is This an Indication of Further Gains? |
Installed Building Products (IBP) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term. |
zacks.com |
2024-07-12 15:02:42 |
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