How often does Installed Building Products move more than the options market prices?

2 of the last 8 reports moved at least as far as the implied move.

IBPNYSEGeneral Bldg Contractors - Residential Bldgs

Installed Building Products, Inc. (IBP) earnings date, market-implied expected move, and options open interest by expiry

234.36

+21.90 · +10.31%

post 223.00 −4.85%

Closed18:21 ET

Open211.50Volume492,076Mkt cap$5.6BP/E23.93EPS9.32Div yield1.57%

Day211.50 – 236.9845%52-wk176.15 – 344.8728%

IBP

Installed Building Products, Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Expected move

Inputs

News

Next report

Last report

+0.19%

vs ±10.2% implied · ×0.02

shaded = implied · ▲▼ = realized

Aug 6 '26 · confirmed

Implied vs realized

Linked news

21hOC · supplierOwens Corning posts Q3 net loss of $250 million; net sales $2,489 million

News

Largest filed tie

13F top-10 QoQ

+7.73%

shares held · 10 largest managers

13F · Jun 30 '26128d lag

428 managers

Top fund weight

0.17%

IBP weight · IWM

N-PORTJun 30 '26

4 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Installed Building Products (IBP) is expected to report on Nov 5 before open (estimated date).

Implied vs realized

8 reports

2 of 8≥ implied

avg implied: ±8.3%
avg realized: ±8.2%

Nov 7 '24Nov 7 '24confirmed±7.0%▼−4.58%×0.65

Feb 27 '25Feb 27 '25confirmed±10.1%▼−1.13%×0.11

May 8 '25May 8 '25confirmed±6.7%▼−0.95%×0.14

Aug 7 '25Aug 7 '25confirmed±6.2%▲+20.48%×3.29

Q3 FY25Nov 5 '25confirmed±8.4%▲+3.28%×0.39

Q1 FY26Feb 26 '26confirmed±9.6%▲+7.07%×0.74

May 7 '26May 7 '26confirmed±8.3%▼−27.57%×3.32

Q2 FY26Aug 6 '26confirmed±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

Implied vs realized

Positioning

OI · 3 expiries · Nov 3 close

0.72OI · 3 expiries · Nov 3 closeP/C open interest · Nov 20 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

280%Nov 2015d39−2%

2500%Dec 1843d1.95128−1%1.95

340%Mar 19134d1.2128+4%1.21

ExpiryPutsCallsP/C

Nov 2015d280%39−2%0.72

Dec 1843d2500%128−1%1.95

Mar 19134d340%28+4%1.21

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ2 FY26

8.34%as filednet margin · revenue +17.76% QoQ · +2.30% YoY

Revenue

$778M+17.76% QoQ

Gross profit

$259M+21.95% QoQ

33.29% margin

Operating income

$95M+64.24% QoQ

12.16% margin

Pre-tax income

$85M+80.68% QoQ

Net income

$65M+86.49% QoQ

8.34% margin

Cost of revenue

$519M+15.77% QoQ

Operating expenses

$164M+6.21% QoQ

SG&A $154M

Other operating $11M

Other expense

$10M

Tax

$20M+64.23% QoQ

Revenue$778M+17.76%

Gross profit

$259M+21.95%

33.29% margin

Operating income

$95M+64.24%

12.16% margin

Pre-tax income

$85M+80.68%

Net income

$65M+86.49%

8.34% margin

Cost of revenue

$519M+15.77%

Operating expenses

$164M+6.21%

SG&A $154M

Other operating $11M

Other expense

$10M

Tax$20M+64.23%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Jun 30 '26 · width = $

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 18:15 ET

Intraday

Event sensitivity

FOMC ×1.14· ±2.4% vs ±2.1% · 24 releases

eventrelease day|move|up · n×base

FOMCrate decision±2.4%10 of 24×1.14

PPIproducer prices±2.4%5 of 10×1.12

CPIconsumer prices±2.3%6 of 10×1.08

NFPjobs report±2.0%6 of 10×0.93

GDPgross domestic product±1.9%7 of 19×0.89

CPROFcorporate profits±1.5%4 of 12×0.70

PCEpersonal income & outlays±1.3%7 of 19×0.62

Bar = avg |move| to ±3% · tick = ±2.1% avg day · ×base = |move| ÷ ±2.1% · min 6 releases

Earnings history

EPS 2.43 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Aug 6 '26 · confirmed	2.43	—
Q1 FY26	Feb 26 '26 · confirmed	1.29	—
Q3 FY25	Nov 5 '25 · confirmed	2.74	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod