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5 Insightful Analyst Questions From Installed Building Products’s Q2 Earnings Call

By: StockStory

IBP Cover Image

Installed Building Products delivered results in Q2 that were well received by the market, as management cited a combination of improved product mix, strong execution with regional and local builders, and strong performance in its heavy commercial segment. CEO Jeffrey Edwards highlighted how the company’s relationships with homebuilders and focus on operational discipline helped offset broader market pressures, particularly within single-family housing. CFO Michael Miller pointed to margin resilience, noting that gross margin strength was aided by complementary product categories and robust regional demand, especially in the Midwest and South.

Is now the time to buy IBP? Find out in our full research report (it’s free).

Installed Building Products (IBP) Q2 CY2025 Highlights:

  • Revenue: $760.3 million vs analyst estimates of $712.4 million (3.1% year-on-year growth, 6.7% beat)
  • Adjusted EPS: $2.95 vs analyst estimates of $2.40 (23% beat)
  • Adjusted EBITDA: $134 million vs analyst estimates of $114.1 million (17.6% margin, 17.4% beat)
  • Operating Margin: 13.3%, in line with the same quarter last year
  • Organic Revenue was flat year on year 
  • Market Capitalization: $7.40 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Installed Building Products’s Q2 Earnings Call

  • Stephen Kim (Evercore ISI) asked about the specific customer and product mix improvements. CFO Michael Miller explained the outperformance was due to regional builder strength and margin gains in complementary products.
  • Alexander Isaac (JPMorgan) inquired about fiberglass pricing trends and the potential impact of tariffs. Miller replied that the environment remains stable but expects tariffs to affect costs later in the year.
  • Michael Dahl (RBC Capital Markets) pressed for more detail on IBP’s outperformance against peers and industry trends. Miller attributed it to strong execution and outsized growth with regional builders, particularly in the Midwest and South.
  • Susan Maklari (Goldman Sachs) questioned the sustainability of gross margin strength. Miller noted that heavy commercial tailwinds and complementary product margin gains were key, but acknowledged ongoing weakness in light commercial.
  • Collin Verron (Deutsche Bank) asked about share gains within outperforming geographies. Miller said share gains were achieved through partnerships with leading customers, but cautioned on the sustainability of these trends given market uncertainties.

Catalysts in Upcoming Quarters

Looking ahead, the StockStory team will be monitoring (1) the trajectory of single-family and multifamily housing starts and how IBP manages through affordability and interest rate pressures; (2) sustained momentum in the heavy commercial segment and whether backlogs translate into revenue growth; and (3) the company’s ability to navigate emerging tariff-related cost headwinds. We will also track progress on M&A execution and the impact of product diversification initiatives.

Installed Building Products currently trades at $272.55, up from $211.69 just before the earnings. Is the company at an inflection point that warrants a buy or sell? Find out in our full research report (it’s free).

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The smart money is already positioning for the next leg up. Don’t miss out on the recovery - check out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).

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