Every material Form 8-K Installed Building Products has filed with the SEC since August 01, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Installed Building Products reported third quarter 2026 net revenue up 3.9% to a record $808.4 million, but net income fell to $59.4 million, or $2.24 per diluted share, from $74.4 million, or $2.74, a year earlier. The company also declared a quarterly dividend of $0.39 per share, which it said is an increase of more than 5% over the prior year period, so shareholders get higher payouts while profit per share declined.
Net revenue rose 3.9% to $808.4 million; same branch revenue rose 0.6% on a consolidated basis.
Net income was $59.4 million, or $2.24 per diluted share, versus $74.4 million, or $2.74, in the prior year quarter.
Gross profit margin was 31.8% versus 34.0%; the company cited a higher mix of its Other segment and cost inflation in fuel and aluminum.
Quarterly dividend of $0.39 per share is payable December 31, 2026, to holders of record on December 15, 2026.
Installed Building Products, Inc. (NYSE: IBP) closed a $250 million increase to its Tranche B-3 term loans on October 27, 2026, under Amendment No. 5 to its credit agreement with Royal Bank of Canada as administrative agent. After the funding, the company says total term loans outstanding are approximately $737.5 million, and the loans mature March 28, 2031. The filing says net proceeds are expected to fund general corporate purposes and associated fees.
$250 million of incremental term loans, funded October 27, 2026, with terms identical to the existing Tranche B-3 Term Loans
Approximately $737.5 million of term loans outstanding after funding, per the 8-K
Interest at adjusted term SOFR plus 1.75% per annum or an alternative base rate plus 0.75%; maturity March 28, 2031
Royal Bank of Canada served as term administrative agent; RBC Capital Markets was lead left arranger and bookrunner
Installed Building Products, Inc. said it intends to seek a $250 million increase to its existing Term Loan B facility, which is about $500 million. The company expects the add-on to carry the same terms as the existing loan, with net proceeds for general corporate purposes and associated fees, but says completion is subject to market conditions and is not assured. For shareholders, the filing signals additional borrowing, and the company has not yet disclosed completion or final terms.
Seeks to increase the approximately $500 million Term Loan B by $250 million (Add-On)
Net proceeds expected to fund general corporate purposes and associated fees
Add-On expected to have the same terms as the existing Term Loan B; completion not assured
Lender presentation to be posted to the investor relations section of the website on October 19, 2026
Installed Building Products reported second quarter 2026 net revenue up 2.3% to a record $777.8 million, while net income fell to $64.9 million ($2.43 per diluted share) from $69.0 million ($2.52) a year earlier. The company also declared a $0.39 quarterly dividend, more than 5% above the prior year's payment, and repurchased about 365 thousand shares for $76.2 million.
Net revenue $777.8 million, up 2.3% from $760.3 million; same branch revenue down 0.6%
Net income $64.9 million, or $2.43 per diluted share, versus $2.52 a year earlier; adjusted net income $77.8 million, or $2.91 per diluted share, versus $2.95
Adjusted EBITDA $130.9 million, down 2.3% from $134.0 million; gross margin 33.3% versus 34.2%
Quarterly dividend of $0.39 per share payable September 30, 2026 to holders of record on September 15, 2026
Installed Building Products reported first-quarter 2026 net revenue of $660.5 million, down 3.5% from a year earlier, with net income of $34.8 million, or $1.29 per diluted share, versus $1.64 a year earlier. The Board also declared a quarterly cash dividend of $0.39 per share, payable June 30, 2026 to holders of record on June 15, 2026.
Net revenue fell 3.5% to $660.5 million from $684.8 million; Installation revenue fell 5.8% to $609.8 million
Net income was $34.8 million, or $1.29 per diluted share, compared with $45.4 million, or $1.64, in Q1 2025
Adjusted EBITDA was $92.1 million, down 10.1% from $102.4 million; residential same branch sales fell 11.2%
Dividend of $0.39 per share payable June 30, 2026 to stockholders of record June 15, 2026; Ryan Ricketts named Director of Investor Relations effective May 6, 2026
Installed Building Products reported fourth-quarter 2025 net income of $76.6 million, up 14.5% and a record, with diluted EPS of $2.83, up 18.4%. Net revenue fell 0.4% to $747.5 million, while full-year net revenue rose 1.0% to a record $3.0 billion and full-year diluted EPS rose to $9.71 from $9.10. The board also approved a $0.39 quarterly dividend and a $1.80 annual variable dividend, both payable March 31, 2026, and a new $500 million buyback program.
Q4 net income $76.6 million, up from $66.9 million; diluted EPS $2.83 versus $2.39 a year earlier
Q4 net revenue $747.5 million, down 0.4%; residential same branch sales fell 9.3% while commercial rose 22.9%
Dividends: $0.39 quarterly and $1.80 annual variable, payable March 31, 2026 to holders of record March 13, 2026
New $500 million buyback replaces the prior program and runs through March 1, 2027
Installed Building Products completed a $500 million private offering of 5.625% senior unsecured notes due 2034 and amended its asset-based revolving credit facility, raising commitments to $375.0 million and extending maturity to January 21, 2031. Net proceeds of about $490 million were used to fund the redemption of the company's 5.75% notes due 2028, with the remainder for fees, expenses and general corporate purposes. For shareholders, the filing describes a debt refinancing that extends maturities; it does not include new operating results.
$500 million of 5.625% senior unsecured notes due February 1, 2034, issued January 21, 2026
Net proceeds of about $490 million; $308.2 million used to fund the redemption of the 5.75% notes due 2028
The $300.0 million 2028 notes were fully redeemed on January 22, 2026 at 100.00% of principal plus accrued interest
ABL revolver commitments increased to $375.0 million and maturity extended to January 21, 2031; the press release says it is currently undrawn
Installed Building Products agreed on November 24, 2025 to repurchase 150,000 shares of its common stock from PJAM IBP Holdings, Inc., an Edwards family entity, as part of its previously announced buyback program. The filing says CEO Jeff Edwards has beneficial ownership of the shares held by that entity, and the Board of Directors and Audit Committee approved the transaction. The purchase is funded from cash on hand and is a related-party transaction that the company has described as part of its existing buyback program.
Shares repurchased: 150,000 shares of common stock at $250.96 per share, for a total purchase price of $37,643,760
Price is the November 21, 2025 last reported sales price of $258.72, less a 3% discount
Seller is PJAM IBP Holdings, Inc., an Edwards family entity; CEO Jeff Edwards has beneficial ownership of the shares
Funded from cash on hand; approved by the Board of Directors and Audit Committee
Installed Building Products reported third quarter 2025 net revenue of $778.2 million, up 2.3%, and net income of $74.4 million, or $2.74 per diluted share, up 12.3%. Job volumes fell 4.8% in the quarter, and the company said some acquisition targets may slip to 2026, which could leave 2025 acquired revenue below its $100 million goal.
Net revenue $778.2 million vs. $760.6 million a year earlier; same branch basis up 0.4%
Net income $74.4 million, or $2.74 per diluted share, vs. $68.6 million, or $2.44, a year earlier
Price/mix rose 1.5% while job volumes fell 4.8% in the quarter
Board declared a fourth quarter dividend of $0.37 per share, payable December 31, 2025
On August 19, 2025, Installed Building Products agreed to buy back 200,000 shares of its common stock from PJAM IBP Holdings, an Edwards family entity whose beneficial owner is CEO Jeff Edwards. The price is $257.38 per share, a 3% discount to the $265.34 last reported sale on August 18, 2025, for a total of $51,476,000, funded from cash on hand. The purchase is a repurchase from a related party, and the Board of Directors and Audit Committee approved it.
200,000 shares at $257.38 per share, for a total purchase price of $51,476,000
Price is 3% below the $265.34 last reported sales price on August 18, 2025
Seller is PJAM IBP Holdings, an Edwards family entity; CEO Jeff Edwards has beneficial ownership of the shares
Transaction is part of the previously announced stock buyback program and is funded from cash on hand
Installed Building Products reported second-quarter 2025 net revenue of $760.3 million, up 3.1% from a year earlier, and net income of $69.0 million, or $2.52 per diluted share, compared with $2.30 a year earlier. The company also declared a $0.37 quarterly dividend, and same-branch residential sales fell 1.1% in the quarter, which shareholders may weigh against the profit gain.
Net revenue of $760.3 million, up 3.1% from $737.6 million; consolidated same-branch net revenue rose 0.7%
Net income of $69.0 million, or $2.52 per diluted share, versus $2.30 per diluted share a year earlier
Quarterly cash dividend of $0.37 per share, payable September 30, 2025, to holders of record on September 15, 2025
Repurchased 300,000 shares for $49.2 million in the quarter; about $416.5 million remained under the repurchase program at June 30, 2025
Installed Building Products reported first-quarter 2025 results with net revenue down 1.2% to $684.8 million, net income down to $45.4 million, and diluted EPS of $1.64 versus $1.97 a year earlier. Management cited housing affordability challenges and a slower-than-expected spring selling season, and the board declared a $0.37 quarterly dividend, so shareholders see lower earnings alongside continued capital returns.
Net revenue $684.8 million, down 1.2% from $692.9 million; same branch net revenue down 4.2%
Net income $45.4 million, or $1.64 per diluted share, versus $55.9 million, or $1.97, a year earlier
Adjusted EBITDA $102.4 million, down 12.7% from $117.3 million
Quarterly dividend of $0.37 per share payable June 30, 2025 to holders of record June 13, 2025; repurchased 200,000 shares for $34.3 million in the quarter
On March 7, 2025, Installed Building Products agreed to repurchase 100,000 shares of its common stock from PJAM IBP Holdings, Inc., an Edwards family entity, for $16,875,000 as part of a previously announced buyback program. The price of $168.75 per share is a 3% discount to the March 6, 2025 last reported sale price, and the purchase will be funded from cash on hand. Because the seller is linked to CEO Jeff Edwards, the privately negotiated trade is a related-party transaction, which the Board of Directors and Audit Committee approved.
Agreement dated March 7, 2025 covers 100,000 shares of common stock in a privately negotiated transaction
Price of $168.75 per share, a 3% discount to the March 6, 2025 last reported sale price, for a total of $16,875,000
Seller is PJAM IBP Holdings, Inc.; CEO Jeff Edwards has beneficial ownership of the shares held by it
Funded from cash on hand; approved by the Board of Directors and Audit Committee
Installed Building Products reported fourth-quarter 2024 net revenue up 4.1% to a record $750.2 million, with net income up 3.1% to $66.9 million, or $2.39 per diluted share. For the full year, net revenue rose 5.9% to a record $2.9 billion and diluted EPS rose to $9.10 from $8.61, and the Board approved a 6% higher quarterly dividend and a $1.70 annual variable dividend payable March 31, 2025.
Q4 2024 net income $66.9 million, or $2.39 per diluted share, versus $64.9 million, or $2.29, a year earlier
Full-year 2024 net income $256.6 million, or $9.10 per diluted share, versus $8.61 in 2023
Quarterly cash dividend of $0.37 per share and annual variable dividend of $1.70 per share, payable March 31, 2025 to holders of record March 14, 2025
New stock repurchase program of up to $500 million, expiring March 1, 2026
Installed Building Products amended its $500 million term loan, reducing the interest margin from 2.00% to 1.75% over adjusted term SOFR while keeping the March 28, 2031 maturity. The company estimates the change will save over $1 million in cash interest expense annually. It also repurchased 250 thousand shares for about $52 million in November, with about $182 million remaining under its buyback authorization.
Repricing covers about $497.5 million of existing term loans, replaced by new Tranche B-3 term loans in the same amount
Interest rate is adjusted term SOFR plus 1.75%, down from 2.00%, or an alternative base rate plus 0.75%
Company estimates over $1 million in annual cash interest expense savings
November buybacks of 250 thousand shares for about $52 million; about $182 million remains under the authorization expiring March 1, 2025
Installed Building Products reported third-quarter 2024 net revenue of $760.6 million, up 7.7% from a year earlier, and net income of $68.6 million, up 0.9%. Diluted earnings per share rose 1.7% to $2.44, and the board declared a $0.35 quarterly dividend. Margins narrowed, which the company attributed to a shift toward production builders and higher insurance expense.
Net revenue of $760.6 million, up 7.7% from $706.5 million; same branch revenue up 5.2%
Net income of $68.6 million, or $2.44 per diluted share, versus $68.0 million, or $2.40, a year earlier
Quarterly cash dividend of $0.35 per share, payable December 31, 2024, to holders of record on December 15, 2024
In October 2024, the company acquired Insulation Supplies, with annual revenue of over $22 million
On August 14, 2024, Installed Building Products entered into a share repurchase agreement to buy 100,000 shares of its common stock from PJAM IBP Holdings, an Edwards family entity, in a privately negotiated deal under its previously announced buyback program. The purchase totals $20.7 million, funded from cash on hand, and was approved by the board and audit committee because CEO Jeff Edwards has beneficial ownership of the shares.
Price of $206.90 per share, a 3% discount to the August 13, 2024 last reported sale price
Total purchase price of $20,690,000, funded from the company's cash on hand
Seller is PJAM IBP Holdings, Inc.; CEO Jeff Edwards has beneficial ownership of the shares
Approved by the Board of Directors and Audit Committee; agreement filed as Exhibit 10.1
Installed Building Products reported second-quarter 2024 net revenue of $737.6 million, up 6.6%, and net income of $65.2 million, up 5.8%, both reported as second-quarter records. The company declared a $0.35 per share quarterly dividend and said it repurchased $46 million of stock in the quarter. Results include a $4.9 million asset impairment from winding down one commercial branch, and management said its 2024 outlook remains positive without giving new figures.
Net revenue rose 6.6% to $737.6 million; net income rose 5.8% to $65.2 million, or $2.30 per diluted share.
Adjusted EBITDA rose 6.3% to $129.8 million, a second-quarter record.
Quarterly dividend of $0.35 per share is payable September 30, 2024, to holders of record on September 15, 2024.
Repurchased about 215 thousand shares for $46 million; a $4.9 million asset impairment tied to closing one branch was recorded.
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