IBP INSTALLED BUILDING PRODUCTS Fiscal 2021 Reported February 24, 2022 Disclaimer Fiscal 2021 IR Presentation This presentation contains "forward-looking statements" as defined under U.S. federal securities laws. Forward-looking statements are generally identified by the use of the words "will," "may," "believes," "expects," "forecasts," "intends," "anticipates," "projects," "outlook," "target," "plans" and "seeks," and, in each case their negative, and other variations or comparable terminology. Forward-lo ...

Financial Data and Key Metrics Changes - For 2021, revenue increased by 19.1% to nearly $2 billion, net income per diluted share rose by 22.6% to $4.01, and adjusted EBITDA increased by 16.2% to $285.4 million [11][12][35] - Fourth quarter net sales reached a record of $533.7 million, a 20.9% year-over-year improvement, driven by price/mix increases, higher job volumes, and contributions from recent acquisitions [31][35] - Adjusted gross profit margin declined by 130 basis points to 29.3% due to inflationary pressures and material supply shortages [33] Business Line Data and Key Metrics Changes - Residential same-branch sales increased by 12.8%, with single-family same-branch sales growing by 14% [16] - Same-branch multifamily revenue increased by 6% despite a 12.5% decrease in U.S. multifamily completions [19] - Same-branch commercial sales decreased by 7.3%, with large commercial same-branch sales declining by 2.7% [32] Market Data and Key Metrics Changes - The backlog of total units authorized but not started was up 45% from December 2020, indicating strong demand in the housing market [18] - The company anticipates positive trends in the U.S. housing industry to support further growth in 2022 [18] - The commercial end market continues to be impacted by supply chain disruptions, but bidding activity remains stable [21] Company Strategy and Development Direction - The company focuses on profitable growth through acquisitions, having completed 12 acquisitions in 2021, representing approximately $211 million in annual revenues [25][43] - The acquisition of AMD Distribution is expected to enhance the company's supply chain flexibility and cost structure for insulation accessories [24] - The company plans to manage supply chain challenges effectively while continuing to expand its product offerings and geographic presence [26][27] Management's Comments on Operating Environment and Future Outlook - Management expects supply chain challenges to persist throughout 2022 but believes the company is well-positioned to navigate the inflationary environment [27][28] - The company is optimistic about the demand for insulation products, particularly in the fiberglass segment, while acknowledging challenges in the spray foam market [60][61] - Management anticipates mid-single-digit growth in completions for 2022, supported by a strong backlog [111][116] Other Important Information - The company announced a 5% increase in its quarterly dividend and a $0.90 per share annual variable dividend [44][45] - The share repurchase program was increased to $200 million, reflecting the company's commitment to return excess capital to shareholders [45] Q&A Session Summary Question: Will supply chain disruptions continue to impact gross margin? - Management anticipates slight improvement but expects supply chain issues to persist throughout 2022 [50][51] Question: How is pricing growth expected to continue? - The company is working hard to keep up with material price inflation and has seen improvements in fiberglass margins [53][54] Question: Can you elaborate on the AMD acquisition and its implications? - The acquisition aims to enhance supply chain flexibility and diversify revenue streams [68][69] Question: What are the dynamics with private builders compared to public builders? - Private builders are facing challenges in completing homes compared to production builders, but demand remains constructive [72][73] Question: How does the company view M&A opportunities in 2022? - The acquisition pipeline remains robust, with a focus on insulation contractors and complementary products [103][104] Question: What is the outlook for organic volume growth in 2022? - Management expects mid-single-digit growth in completions due to supply constraints, despite a strong backlog [111][112]

___________________________ FORM 10-K ___________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From To Commission File Number: 001-36307 ___________________________ Installed Building Products, Inc. (Exact name of registrant as specified in its charter) ___________________________ UNITED S ...

IBP INSTALLED BUILDING PRODUCTS Q3 2021 Reported November 4, 2021 Disclaimer Q3 2021 IR Presentation This presentation contains "forward-looking statements" as defined under U.S. federal securities laws. Forward-looking statements are generally identified by the use of the words "will," "may," "believes," "expects," "forecasts," "intends," "anticipates," "projects," "outlook," "target," "plans" and "seeks," and, in each case their negative, and other variations or comparable terminology. Forward-looking sta ...

Installed Building Products, Inc. (NYSE:IBP) Q3 2021 Results Conference Call November 4, 2021 10:00 AM ET Company Participants Jason Niswonger - SVP, Finance and IR Jeff Edwards - Chairman and CEO Michael Miller - CFO Conference Call Participants Mike Rehaut - JP Morgan Susan Maklari - Goldman Sachs Joe Ahlersmeyer - Evercore ISI Adam Baumgarten - Zelman & Associates Chris Kalata - RBC Capital Markets Noah Merkousko - Stephens, Inc. Maggie Grady - Jefferies Ken Zener - KeyBanc Capital Management Operator Gr ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From _________ To ________ Commission File Number: 001-36307 Installed Building Products, Inc. (Exact name of registrant as specified in its charter) Delaware 45-3707650 ...

Installed Building Products Inc. (NYSE:IBP) Q2 2021 Earnings Conference Call August 5, 2021 10:00 AM ET Company Participants Jason Niswonger - Senior Vice President, Finance and Investor Relations Jeff Edwards - Chairman and Chief Executive Officer Michael Miller - Chief Financial Officer Conference Call Participants Michael Rehaut - JPMorgan Susan Maklari - Goldman Sachs Noah Merkousko - Stephens Adam Baumgarten - Zelman Ken Zener - KeyBanc Capital Markets Mike Dahl - RBC Capital Markets Reuben Garner - Be ...

IBP INSTALLED BUILDING PRODUCTS Q2 2021 Reported August 5, 2021 Disclaimer Q2 2021 IR Presentation This presentation contains "forward-looking statements" as defined under U.S. federal securities laws. Forward-looking statements are generally identified by the use of the words "will," "may," "believes," "expects," "forecasts," "intends," "anticipates," "projects," "outlook," "target," "plans" and "seeks," and, in each case their negative, and other variations or comparable terminology. Forward-looking state ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From _________ To ________ Commission File Number: 001-36307 Installed Building Products, Inc. (Exact name of registrant as specified in its charter) Delaware 45-3707650 (Stat ...

IBP INSTALLED BUILDING PRODUCTS Q1 2021 Reported May 7, 2021 Disclaimer Q1 2021 IR Presentation This presentation contains "forward-looking statements" as defined under U.S. federal securities laws. Forward-looking statements are generally identified by the use of the words "will," "may," "believes," "expects," "forecasts," "intends," "anticipates," "projects," "outlook," "target," "plans" and "seeks," and, in each case their negative, and other variations or comparable terminology. Forward-looking statemen ...