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IBP compared with LEN: revenue, margins and what each company keeps, and the suppliers and customers both name
IBP
Installed Building Products, Inc.
Change
Mkt cap
Revenue
Revenue
LEN
Lennar Corp
Change
Mkt cap
Revenue
Revenue
vs
Compare
IBP
Installed Building Products, Inc.
vs
LEN
Lennar Corp
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Supply-chain overlap
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IBP
Installed Building Products, Inc.
Change
220.81
▼
−1.02%
· post 220.33
Mkt cap
$5.9B
Revenue
$808M
Q3 FY26
Revenue
$3.0B
FY25
LEN
Lennar Corp
Change
88.85
▼
−2.99%
· post 88.73
Closed
Nov 6 '26
Mkt cap
$21.8B
Revenue
$8.0B
Q3 FY26
Revenue
$34.2B
FY25
vs
Compare
Closed
Nov 6 '26
IBP
Installed Building Products, Inc.
vs
LEN
Lennar Corp
220.81
▼
−1.02%
post 220.33
Price
88.85
▼
−2.99%
post 88.73
$5.9B
Mkt cap
$21.8B
Q3 FY26
$808M
Revenue
$8.0B
Q3 FY26
FY25
$3.0B
Revenue
$34.2B
FY25
Change
Change
IBP
220.81
▼
−1.02%
vs
LEN
88.85
▼
−2.99%
Closed
Nov 6 '26
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only IBP
6
OC
Owens Corning
supplier
—
Moody's Investor Service
unlisted
supplier
—
Standard & Poor's
unlisted
supplier
—
CertainTeed
unlisted
supplier
2 more · IBP chain
›
Shared
0
No shared counterparties.
Only LEN
4
GFF
Griffon
supplier
AII
American Integrity Insurance
supplier
MRP
Millrose Properties
supplier
PCYO
Pure Cycle
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR