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 ...

Financial Data and Key Metrics Changes - Net sales for Q1 2021 reached a record $437.1 million, up 10% from $397.3 million in Q1 2020, driven by higher job volumes and contributions from acquisitions [27] - Adjusted EBITDA for Q1 2021 improved to $54.5 million, a 10.8% increase from $49.2 million in the prior year, with an adjusted EBITDA margin of 12.5% [34][35] - Net income increased by 8.1% to $17.3 million, or $0.58 per diluted share, while adjusted net income rose 15.3% to $26.8 million, or $0.90 per diluted share [32] Business Line Data and Key Metrics Changes - Multi-family revenue increased nearly 19% year-over-year, with same branch sales up nearly 7% [15] - Large commercial operations saw a same branch sales decline of 13.1%, impacted by pandemic-related volatility and production delays due to winter storms [28] - The commercial construction end-market increased by 2.3% due to recent acquisitions, despite a 14.5% decline in same branch sales [16] Market Data and Key Metrics Changes - Total U.S. residential completions grew by 11.4% year-over-year, with single-family completions up 14.1% [11] - The shift towards higher volume production builders and entry-level homes resulted in a lower average insulation selling price, negatively impacting Q1 price mix results [12] - Backlogs increased by over $90 million, indicating strong bidding activity in the large commercial construction market [29] Company Strategy and Development Direction - The company continues to prioritize profitable growth through acquisitions of well-run installers of insulation and complementary building products, with three acquisitions completed in Q1 2021 representing approximately $65 million in annual revenues [19] - The company is focused on geographic diversification and enhancing its market position in the multi-family and commercial sectors [10][17] - Management expressed confidence in navigating the inflationary environment and maintaining margins due to the relatively small portion of installation costs in total home building expenses [24] Management's Comments on Operating Environment and Future Outlook - Management noted that supply chain constraints and material shortages impacted Q1 performance, but improvements in supply chain efficiencies were observed in April and May [22] - The company anticipates continued strong demand for entry-level housing and expects favorable pricing conditions to persist as the housing market stabilizes [20][23] - Management remains optimistic about the second half of 2021, expecting improvements in revenue and profitability as economies reopen and the impact of COVID-19 subsides [25][26] Other Important Information - The company initiated a cash dividend of $0.30 per share for Q2 2021, reflecting strong financial flexibility [38] - Total cash and short-term investments were $207.3 million as of March 31, 2021, with total debt at $568.9 million [37] Q&A Session Summary Question: Concerns about pricing and supply chain issues - Management clarified that the current environment is different from 2018, with confidence in realizing price increases despite supply chain challenges [44][45] Question: Impact of increased cycle times on price mix - Management acknowledged that cycle times have extended, impacting price mix realization, but noted that larger builders are managing cycle times better than smaller ones [59][64] Question: Regional trends and performance - Management reported strong demand in the top half of the country, with positive trends observed in both East and West Coast regions [70] Question: Expectations for gross margin and EBITDA margin expansion - Management expressed confidence in improving gross margins and EBITDA margins in 2021, supported by strong demand and pricing trends [79][80]

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 March 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) Delaware 45-3707650 (Sta ...

Installed Building Products Fiscal 2020 Reported February 24, 2021 Disclaimer Fiscal 2020 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-lookin ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________ 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, 2020 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. ( ...

Installed Building Products, Inc. (NYSE:IBP) Q4 2020 Earnings Conference Call February 24, 2021 10:00 AM ET Company Participants Jason Niswonger - SVP, Finance & IR Jeffrey Edwards - Chairman, CEO & President Michael Miller - CFO, EVP, Finance & Director Conference Call Participants Michael Dahl - RBC Capital Markets Kenneth Zener - KeyBanc Capital Markets Adam Baumgarten - Crédit Suisse Susan Maklari - Goldman Sachs Group Michael Rehaut - JPMorgan Chase & Co. Philip Ng - Jefferies Keith Hughes - Truist Sec ...

Installed Building Products, Inc. (NYSE:IBP) Q3 2020 Earnings Conference Call November 5, 2020 10:00 AM ET Company Participants Jason Niswonger - Senior Vice President Finance & Investor Relations Jeff Edwards - Chairman & Chief Executive Officer Michael Miller - Chief Financial Officer Conference Call Participants Marius Morar - Crédit Suisse Ken Zener - KeyBanc Trey Grooms - Stephens Stephen Kim - Evercore ISI Seldon Clarke - Deutsche Bank Justin Speer - Zelman & Associates Josh Large - Truist Securities ...

Installed Building Products Q3 2020 Reported November 5, 2020 Disclaimer Q3 2020 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," "plans" and "seeks," and, in each case their negative, and other variations or comparable terminology. Forward-looking statements are based on mana ...

Table of Contents 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, 2020 OR Installed Building Products, Inc. (Exact name of registrant as specified in its charter) Delaware 45-3707650 (State or other jurisdiction of incorporation or organization) 495 South High Street, Suite 50 Columbus, Ohio 43215 (Address of principal executive offices) (Zi ...