Birmingham, MI, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Angle Advisors is pleased to announce that Thermo-Tech Mechanical Insulation, Inc. a leading provider of mechanical insulation services, has been acquired by Installed Building Products, Inc. (“IBP”). Angle Advisors acted as the exclusive investment banking advisor to Thermo-Tech in completing the transaction. Installed Building Products acquired Thermo-Tech Mechanical Insulation “Angle Advisors played a critical role in the successful sale of Thermo-Tech, ...

Investors looking for stocks in the Building Products - Miscellaneous sector might want to consider either Holcim Ltd Unsponsored ADR (HCMLY) or Installed Building Products (IBP) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best r ...

Installed Building Products (IBP) shares soared 5.7% in the last trading session to close at $303.31. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 4.7% gain over the past four weeks.Shares of Installed Building Products or IBP have surged after the company announced three acquisitions—Thermo-Tech Mechanical Insulation, Biomax Spray Foam Insulation, and CKV Finished Products. The deals expanded IBP’s national footprint, strengt ...

Biomax was acquired on January 19, 2026, with annual revenue of approximately $5 million. COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the "Company†or "IBP†) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, today announced three recent acquisitions, Thermo-Tech Mechanical Insulation, Inc. ("Thermo-Tech†), Biomax Spray Foam Insulation, LLC ("Biomax†), and CKV Finished Products LLC ("CKV†). Together, these acquisitions continue to exp ...

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. The Portfolio returned 0.01% compared to 2.66% for the S&P 500. YTD, the fund returned 12.58% compared to 17.88% for the Index. The firm faced a challenging fourth quarter and calendar year, despite solid appreciation. The outperformance of a few large technology companies has negatively impacted performance, given the portfolio's und ...

Industry Overview - The Zacks Building Products - Miscellaneous industry is under pressure from tariffs, high input and labor costs, and persistent inflation, leading to slowed commercial activity and challenges in housing affordability [1][4][6] - Supply-chain disruptions and high energy expenses are contributing to these challenges, with mortgage rates remaining above 6%, which dampens demand for new construction [1][6] Long-term Prospects - Despite current challenges, long-term prospects are positive due to federal investments in infrastructure and global supply-chain reinvestment, which provide a strong growth backdrop [2][7] - Companies are focusing on efficiency through cost-saving initiatives, digital solutions, and acquisitions to capitalize on these trends [2][9] Key Trends - Tariff policies are reshaping the industry by increasing costs and disrupting supply chains, which is expected to slow commercial construction activity [4] - Rising costs related to transportation, materials, and labor are compressing margins and affecting operating performance [5] Market Performance - The Zacks Building Products - Miscellaneous industry has underperformed the broader Zacks S&P 500 Composite and the Zacks Construction sector over the past year, gaining only 4.7% compared to the sector's 7.8% and the S&P 500's 22.1% [10][14] - The industry's Zacks Industry Rank is 159, placing it in the bottom 35% of over 250 Zacks industries, indicating bleak near-term prospects [10][11] Earnings Outlook - Analysts have reduced the earnings estimates for the industry, with projections for 2026 decreasing from $4.67 to $4.50 per share [12] - The industry's earnings outlook is closely tied to the U.S. housing and renovation markets, which are facing challenges due to high mortgage rates and supply constraints [6] Company Highlights - **Argan, Inc. (AGX)**: Positioned for growth in power and renewable energy projects, with a 79% gain over the past year and upward earnings estimate revisions indicating strong future growth [20][21] - **Installed Building Products, Inc. (IBP)**: A leading installer of residential insulation, with a 60.3% gain over the past year and a focus on operational efficiency and market resilience [26][27] - **Frontdoor, Inc. (FTDR)**: Offers home warranties and is benefiting from a scalable platform, with a 6.6% gain over the past year and increasing earnings estimates [30][32] - **Gibraltar Industries, Inc. (ROCK)**: Focused on residential building products, with a long-term constructive outlook despite a 9.6% loss over the past year, and upward earnings estimate revisions [35][36]

Group 1: Company Overview - Installed Building Products (IBP) is a member of the Construction sector, which includes 93 individual stocks and currently holds a Zacks Sector Rank of 16 [2] - IBP has a Zacks Rank of 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] Group 2: Performance Metrics - Over the past 90 days, the Zacks Consensus Estimate for IBP's full-year earnings has increased by 7.3%, reflecting improving analyst sentiment [4] - IBP has returned approximately 5.7% since the start of the calendar year, outperforming the average gain of 5.6% for stocks in the Construction group [4] - IBP belongs to the Building Products - Miscellaneous industry, which has gained an average of 2.9% this year, further indicating IBP's strong performance [6] Group 3: Comparison with Peers - MasTec (MTZ), another stock in the Construction sector, has a year-to-date return of 7% and also holds a Zacks Rank of 2 (Buy) [5] - MasTec belongs to the Building Products - Heavy Construction industry, which has seen a significant increase of 52.5% this year, although it is ranked lower at 191 [7]

Following my coverage on Installed Building Products ( IBP ) in August, I recommended a hold rating as the outlook wasn’t great. The housing market remains soft, and the IBP pace of acquisition was also lagging. FastI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be dra ...

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Group 1: Company Overview - Installed Building Products (IBP) currently holds a Momentum Style Score of B, indicating a favorable position in momentum investing [2] - IBP has a Zacks Rank of 1 (Strong Buy), suggesting strong potential for outperformance in the market [3] Group 2: Price Performance - Over the past week, IBP shares increased by 1.6%, matching the performance of the Zacks Building Products - Miscellaneous industry [5] - The monthly price change for IBP is 8.77%, significantly outperforming the industry's 4.04% [5] - In the last quarter, IBP shares rose by 4.95%, and over the past year, they gained 37.26%, while the S&P 500 only increased by 4% and 14.09%, respectively [6] Group 3: Trading Volume - IBP's average 20-day trading volume is 304,213 shares, which serves as a baseline for price-to-volume analysis [7] Group 4: Earnings Outlook - In the past two months, four earnings estimates for IBP have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $10.16 to $11.03 [9] - For the next fiscal year, four estimates have also moved upwards without any downward revisions [9] Group 5: Conclusion - Considering all factors, IBP is positioned as a 1 (Strong Buy) stock with a Momentum Score of B, making it a strong candidate for near-term investment [11]

Core Insights - U.S. stock markets are experiencing a significant bull run in 2023, with major indexes near all-time highs [1] - Small-cap and mid-cap benchmarks have shown notable gains, with Russell 2000 up 14.3% and S&P 400 up 7.6% year to date [2] - Mid-cap stocks are seen as a good diversification strategy, combining benefits of both small and large-cap stocks [2][3] Mid-Cap Stocks Overview - Top-ranked mid-cap stocks have high potential for profitability and market share growth, with less exposure to international risks compared to large caps [3] - In a thriving economy, mid-cap stocks are expected to outperform small caps due to established management and access to capital [4] Recommended Mid-Cap Stocks - Five mid-cap stocks with favorable Zacks Ranks for 2026 are FirstCash Holdings Inc. (FCFS), Lyft Inc. (LYFT), Installed Building Products Inc. (IBP), Lumen Technologies Inc. (LUMN), and Advanced Energy Industries Inc. (AEIS) [5][9] - Each stock carries a Zacks Rank of 1 (Strong Buy) or 2 (Buy) [5] Company-Specific Insights FirstCash Holdings Inc. (FCFS) - Operates pawn stores and payment solutions in the U.S. and Latin America, with expected revenue and earnings growth rates of 5.7% and 21.8% respectively for next year [8][10] Lyft Inc. (LYFT) - Engages in ridesharing in the U.S. and Canada, with expected revenue and earnings growth rates of 14.6% and 25.9% respectively for next year [11][13] - Aims to enter the robotaxi market through partnerships, avoiding high R&D costs [12] Installed Building Products Inc. (IBP) - Operates as a residential insulation installer, with expected revenue and earnings growth rates of 1.1% and 0.1% respectively for next year [14][15] Lumen Technologies Inc. (LUMN) - Focused on AI opportunities, with $10 billion in Private Connectivity Fabric deals and plans to eliminate $1 billion in costs [16][17] - Expected revenue and earnings growth rates of -5.2% and -71.9% respectively for next year [18] Advanced Energy Industries Inc. (AEIS) - Benefits from semiconductor and data center demand, with expected revenue growth of approximately 20% and earnings growth of 20.2% for next year [19][20][21]