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 ...

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 ...

Financial Data and Key Metrics Changes - Revenues for Q3 2020 increased to a record $420.5 million, up 6.1% year-over-year from $396.4 million [32] - Adjusted EBITDA for Q3 2020 improved to a record $66.2 million, representing an increase of 18.4% from $55.9 million in the prior year [36] - Net income increased 32.4% year-over-year to a record $28.1 million, or $0.95 per diluted share [34] - Adjusted net income improved 20.9% to $35.9 million, or $1.21 per diluted share compared to $29.7 million, or $0.99 per diluted share in the prior year [34] - Adjusted gross profit margin was 31.4%, a 160 basis point increase over the prior year [33] Business Line Data and Key Metrics Changes - Multifamily sales increased by 36.6%, contributing to a 6.2% increase in total residential sales during Q3 [32] - Same-branch residential sales grew by 1.7% from the prior year quarter [32] - Sales in the large commercial construction business increased by 2% [32] Market Data and Key Metrics Changes - Single-family completions in the U.S. increased by 2.6% [18] - New home sales year-to-date were up 17%, with a 49% increase in homes sold but not started in September [86] - The commercial backlog at September 30 was up 5% compared to the prior year [25] Company Strategy and Development Direction - The company is focused on geographic, end market, and end product diversification strategies to support long-term growth [14] - The acquisition strategy has accelerated, with eight installers acquired in 2020, generating approximately $94 million in revenue [27] - The company aims to navigate the deflationary environment and maintain strong relationships with customers and suppliers [23][24] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving record results in 2020 and anticipates another strong year in 2021 [30] - The company is well-positioned to handle the impacts of COVID-19 and other disruptions, with all branches remaining open during the quarter [15] - The lag between starts and completions is expected to impact business in 2021, but demand for services remains strong [20][24] Other Important Information - The company announced a material price increase for fiberglass insulation materials effective January 2021 [23] - The effective tax rate for Q3 was approximately 25.8%, with expectations for a full-year rate of 25% to 27% [36] - The company has $144.5 million in working capital, excluding cash and short-term investments [40] Q&A Session Summary Question: Acquisition pace and valuation levels - Management noted that there has not been a significant change in multiples or valuation levels in the commercial space [55] Question: Insulation price increase realization - Management indicated that the September insulation price increase realization was expected to be sticky, with a tight material market affecting supply [56][58] Question: Drivers of gross margin benefits - Management highlighted that gross margin expansion was driven by pricing actions and product diversification strategies [66] Question: Pricing inputs for FY 2021 - Management discussed the strategy to avoid margin degradation seen in previous years, emphasizing the importance of maintaining good relationships with customers [70][72] Question: Commercial growth and margin degradation - Management expressed confidence that the strong performance in residential markets would offset any temporary softness in the commercial side [78] Question: Flow-through and demand outlook - Management confirmed that the demand is strong, with expectations for mid to high single-digit growth in 2021 [90][92] Question: M&A pipeline dynamics - Management stated that there is no significant difference in appetite for residential versus commercial acquisitions at this time [102] Question: Weather impact on growth - Management indicated that the growth in orders and sales activity is expected to outweigh any negative impacts from weather conditions [120]

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 ...