IBP at a glance
Installed Building Products, Inc. (IBP, SEC CIK 1580905) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 1, 2026 and Form 4 insider filings as recently as September 11, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Installed Building Products, Inc. (IBP) reported revenue of $3.0 billion (up 1.0% from FY2024) and net income of $265.4 million. Diluted EPS was $9.71.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding Installed Building Products, Inc. (IBP) shares worth $3.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Jackson Janet E. on September 3, 2026 of 1,086 shares at $237.06 per share.
- In the last 90 days, IBP insiders reported 0 open-market purchases ($0) and 1 open-market sale ($257K) on Form 4, a net sale of $257K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.0B
- +1.0% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$257K
- 13F holders
- 34 funds
- $3.2B · −2 vs prior quarter
- Latest 8-K
- Oct 1, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: National installer of insulation and complementary building products for residential and commercial construction across 48 states and DC
- New emphasis on manufacturing with acquisition of Carolina Precision Fibers in 2025, expanding cellulose insulation production capabilities
- Strategic shift towards increased product and end market diversification, insulation revenue down to 58% of $3.0B total revenue in 2025 from 74% in 2013
- Employee count stable with ~800 sales professionals, average tenure 11 years; installation segment largest contributor with over 90% of revenue
- Noteworthy 2025 quantitative highlights: $3.0B net revenue, distribution and manufacturing segments constitute 7% combined revenue, and commercial market revenue increased to 17% of total
Risk Factors
- Regulatory risk involving cybersecurity oversight by Audit Committee chaired by CERT-certified director, ensuring compliance with NIST and CIS Control frameworks
- Operational risk from reliance on third-party suppliers and cloud technologies with cybersecurity evaluations to mitigate vendor-related threats
- Cybersecurity incident risk managed by Incident Response Team led by CIO, with escalation to senior management and Audit Committee for material events
- Financial risk of material impact from potential cybersecurity breaches requiring Board-level incident reporting and coordinated cross-functional response
- Competitive risk from evolving cybersecurity threats potentially undermining client trust and market position if incident response fails
Management Discussion & Analysis
- Revenue $2,970.8M in 2025, up 1.0% ($29.5M) YoY driven by 10.4% commercial end market same branch sales growth and acquisitions
- Gross profit $1,009.3M in 2025, up 1.5%; gross margin 34.0% vs 33.8% in 2024, aided by selling price and product mix improvements
- Best performing segment: Commercial end market with 11.2% sales growth and 10.4% same branch sales growth in 2025; Worst: Residential end market -4.4% same branch sales decline
- Operating cash flow $371.4M in 2025; capital returned via $87.6M dividends (6% increase) and $172.6M share repurchases; invested $51.5M in acquisitions
- 2026 outlook: Stable residential market, housing starts flat; risks from elevated mortgage rates and macro volatility; long-term growth supported by housing shortages and demographic trends
AI summary of the IBP 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material changes from 2025 Form 10-K risk factors
- Carried-forward risks not detailed in provided excerpt
AI summary of the IBP 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- 2026 ESG report released, adding investor visibility into Installed Building Products’ sustainability practices
- Report available under the company’s Sustainability section at installedbuildingproducts.com
Item 2.02: Results of Operations and Financial Condition
- Q2 and first-half 2026 financial results released for periods ended June 30, 2026
- Full operating metrics and management commentary contained in Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Quarterly cash dividend of $0.39 per share payable September 30, 2026
- September 15, 2026 record date determines dividend eligibility
Item 5.07: Submission of Matters to a Vote of Security Holders
- Michael T. Miller, Marchelle E. Moore, and Robert H. Schottenstein elected to director terms expiring 2029
- Deloitte & Touche LLP ratified as independent auditor for fiscal 2026, with 24,112,054 votes supporting
AI summaries of IBP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IBP
Don't miss the next IBP filing
- Alerts as it files. A push when IBP files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut IBP, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Edwards Jeffrey W. | G | Sep 9, 2026 | 2,500 | - |
| Jackson Janet E. | Sell | Sep 3, 2026 | 1,086 | $237.06 |
| Miller Michael Thomas | Buy | Jun 11, 2026 | 80 | $205.52 |
| Miller Michael Thomas | Buy | Jun 11, 2026 | 133 | $201.91 |
| Miller Michael Thomas | Buy | Jun 11, 2026 | 65 | $195.89 |
| Miller Michael Thomas | Buy | Jun 11, 2026 | 20 | $204.32 |
| Miller Michael Thomas | Buy | Jun 11, 2026 | 145 | $197.55 |
| Miller Michael Thomas | Buy | Jun 11, 2026 | 278 | $196.95 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.9B | $3.0B |
| Gross Profit | - | $994.5M | $1.0B |
| Operating Income | - | $382.5M | $386.4M |
| Net Income | - | $256.6M | $265.4M |
| Gross Margin | - | 33.8% | 34.0% |
| Op. Margin | - | 13.0% | 13.0% |
| Net Margin | - | 8.7% | 8.9% |
| Balance Sheet | |||
| Total Assets | $2.0B | $2.1B | $2.1B |
| Equity | $670.3M | $705.3M | $709.9M |
| ROE | - | 36.4% | 37.4% |
| Per Share | |||
| EPS | - | $9.10 | $9.71 |
| Cash Flow | |||
| Operating CF | - | $340.0M | $371.4M |
| CapEx | - | $88.6M | $70.6M |
Source: XBRL data in Installed Building Products, Inc. (IBP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IBP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $3.17B |
| Q1 2026 | 36 | $3.46B |
| Q4 2025 | 33 | $3.27B |
| Q3 2025 | 32 | $3.14B |
| Q2 2025 | 29 | $2.28B |
| Q1 2025 | 26 | $1.40B |
| Q4 2024 | 22 | $1.21B |
| Q3 2024 | 19 | $896.0M |
- BlackRock+832.0K (+22%)
- FMR LLC (Fidelity)+336.7K (+95%)
- State Street Corp+165.6K (+16%)
- Citigroup+70.1K (+58%)
- Dimensional Fund Advisors+41.7K (+8%)
- T. Rowe Price Group−268.2K (-19%)
- Goldman Sachs Group−102.0K (-26%)
- Franklin Resources−101.1K (-44%)
- Invesco Ltd−81.3K (-26%)
- JPMorgan Chase & Co−46.1K (-54%)
- Millennium Management+2.7K
- StoneX Group Inc.+1.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 231 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IBP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 1, 2026 | - | Analysis | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | May 20, 2026 | - | - | |
| 8-K | May 20, 2026 | - | Analysis | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 8-K | May 19, 2026 | - | Analysis | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 21, 2026 | - | - | - |
| 4 | Apr 21, 2026 | - | - | - |
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IBP SEC filings: frequently asked questions
Are IBP insiders buying or selling?
In the last 90 days, Installed Building Products, Inc. (IBP) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $257,447 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold IBP stock?
As of June 30, 2026, the largest Installed Building Products, Inc. (IBP) holders among the 13F filers tracked by SignalX were BlackRock ($1.1 billion), Vanguard Portfolio Management LLC ($321.5 million), State Street Corp ($281.7 million), T. Rowe Price Group ($267.0 million), Vanguard Capital Management LLC ($236.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IBP's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Installed Building Products, Inc. (IBP) reported revenue of $3.0 billion (up 1.0% from FY2024) and net income of $265.4 million. Diluted EPS was $9.71. The figures come from the XBRL data in the 10-K.
What are the main risks in IBP's latest 10-K?
In the 10-K filed February 26, 2026, Installed Building Products, Inc. (IBP) flagged: Regulatory risk involving cybersecurity oversight by Audit Committee chaired by CERT-certified director, ensuring compliance with NIST and CIS Control frameworks. Operational risk from reliance on third-party suppliers and cloud technologies with cybersecurity evaluations to mitigate vendor-related threats. (AI summary of the Risk Factors section.)
What did IBP report in its latest 8-K?
Installed Building Products, Inc. (IBP) filed an 8-K on October 1, 2026 reporting Item 7.01 (Regulation FD Disclosure). 2026 ESG report released, adding investor visibility into Installed Building Products’ sustainability practices.
What are the latest IBP SEC filings?
Installed Building Products, Inc. (IBP) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 1, 2026 and a Form 4 insider filing on September 11, 2026.
What is IBP's SEC CIK number?
Installed Building Products, Inc. (IBP)'s SEC Central Index Key (CIK) is 1580905. EDGAR lists every IBP filing under that number.
Ask anything about IBP
The research agent reads IBP's filings, financials, insider trades and 13F holders, then answers with sources.