Every material Form 8-K Installed Building Products filed with the SEC in 2026, 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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Installed Building Products filing is on SEC EDGAR ↗. 8-K briefs of other companies →