Installed Building Products (IBP) Q3 Earnings and Revenues Beat Estimates

Core Insights - Installed Building Products (IBP) reported quarterly earnings of $3.18 per share, exceeding the Zacks Consensus Estimate of $2.69 per share, and up from $2.85 per share a year ago, representing an earnings surprise of +18.22% [1] - The company achieved revenues of $778.2 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.67% and increasing from $760.6 million year-over-year [2] - IBP's stock has increased by approximately 35.8% since the beginning of the year, outperforming the S&P 500's gain of 15.1% [3] Earnings Outlook - The future performance of IBP's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is $2.45 on revenues of $693.73 million, and for the current fiscal year, it is $10.16 on revenues of $2.88 billion [7] Industry Context - The Zacks Industry Rank indicates that the Building Products - Miscellaneous sector is currently in the bottom 35% of over 250 Zacks industries, which may negatively impact stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]