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 5.4/10.
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 argues against it
- Concentration risk — Product: insulation installation (58.0%)
- Risk below floor (2.7 < 3.0)
- Momentum score 2.6/10 — below 4.5 minimum
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
- $204.28
- Price target
- $212.99
- Stop
- $190.16
- Upside to target
- +4.3%
- Reward-to-risk
- 0.5:1
The stock trades at 22.0× trailing but 17.9× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: RSI 20 — a level conventionally read as oversold; trading volume is running 1.6× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-09-14 — 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
- $5.43B
- P/E (fwd)
- 17.9
- P/E (ttm)
- 22.0
- 52-week range
- $193.11–$349.00
- Off 52-week high
- 41.5%
- RSI (14)
- 20
- Volume vs avg
- 1.59×
- Score today
- 5.4/10