IBP(US:IBP)2022-08-05 19:35Strategy Overview - IBP's growth strategy focuses on capitalizing on new residential and commercial construction markets in the Installation segment [8] - IBP aims to outpace market completions with organic revenue growth [10] - Acquisitions are a primary use of capital, contributing to profitability in year one [13] - IBP has a national platform of over 210 locations serving all 48 continental states and the District of Columbia [17] - IBP's long-term strategy involves pursuing value-enhancing strategic acquisitions to expand scale, product diversification, and market presence [19] Financial Performance - IBP's revenue CAGR from 2014 to LTM 6/30/2022 was 205%, reaching $2308 million [44, 45] - Consolidated sales growth for the three months ended June 30, 2022, was 387% [47] - Same branch consolidated sales growth for the three months ended June 30, 2022, was 273% [47] - Adjusted EBITDA for LTM 6/30/2022 was $357 million, representing 155% of net revenue [50] ESG Highlights - IBP is committed to reducing its environmental impact, including a 50% reduction in carbon-producing electricity usage by 2030 [34]