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IBP as of Oct 30 · 22:23 ET
IBPNYSEGeneral Bldg Contractors - Residential Bldgs

Installed Building Products, Inc. · Brief

Next report

4 days

Nov 4 · before openest.Q3 FY26
Earnings

Expected move

Inputs

Implied vs realized

8 reportsHistory
2 of 8≥ implied
avg implied
±8.3%
avg realized
±8.2%
Nov 7 '24±7.0%▼−4.58%×0.65
Feb 27 '25±10.1%▼−1.13%×0.11
May 8 '25±6.7%▼−0.95%×0.14
Aug 7 '25±6.2%▲+20.48%×3.29
Q3 FY25±8.4%▲+3.28%×0.39
Q1 FY26±9.6%▲+7.07%×0.74
May 7 '26±8.3%▼−27.57%×3.32
Q2 FY26±10.2%▲+0.19%×0.02
quarterimplied−30%0+30%realized×
Q2 FY26±10.2%▲+0.19%×0.02
May '26±8.3%▼−27.57%×3.32
Q1 FY26±9.6%▲+7.07%×0.74
Q3 FY25±8.4%▲+3.28%×0.39
Aug '25±6.2%▲+20.48%×3.29
May '25±6.7%▼−0.95%×0.14
2 older reports
Feb '25±10.1%▼−1.13%×0.11
Nov '24±7.0%▼−4.58%×0.65
Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 4 report · est.

Bull2 of 4

428managers reporting a position in the latest quarterly filings13F · Jun 30 '26
+7.73%change in shares held by the ten largest reporting managers over the latest quarter13F · Jun 30 '26

Bear2 of 4

9 of 23of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26
6 of 8recent reports where the move came in under the options implied rangeEarnings history
AI captions · Sep 28 '26once per report · top 2 per case

Linked exposure

IBP report session

Suppliers 1

OCOwens Corning×0.42
× = co-movement · max 501dSource: SEC filings · market data

Latest changes

30 daysAll changes
Oct 278-KMaterial agreement: term loan credit agreement with Royal Bank of Canada.Source
Oct 21impliedImplied move: ±11.3% into Nov 4 earnings (Oct 21 close).Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.