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