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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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Earnings history
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Earnings history
last 4 reports each · paired by recency
Method
›
IBP
1 of 4
at or beyond implied
Report
implied
realized
× implied
Q3 FY26
±9.7%
▼
−5.24%
×0.54
Q2 FY26
±10.2%
▲
+0.19%
×0.02
May 7 '26
±8.3%
▼
−27.57%
×3.33
Q1 FY26
±9.6%
▲
+7.07%
×0.74
LEN
1 of 4
at or beyond implied
Report
implied
realized
× implied
Q3 FY26
±5.4%
▲
+1.71%
×0.31
Q2 FY26
±4.8%
▼
−4.90%
×1.02
= implied
IBP realized, solid
LEN realized, hatched
One scale, both sides: full bar = 28%
× = |realized| ÷ implied
Source: market data
Q1 FY26
±3.7%
▲
+2.62%
×0.70
Dec 17 '25
±4.7%
▼
−4.54%
×0.96
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
$21.1B
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
$21.1B
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