Installed Building Products Inc. (IBP) Next Earnings Date & Expected ±9.3% Move

IBP scores 67 out of 100, a C+ grade, with the verdict "Roarable Hold — Upper Neutral / Watch for Breakout." The five pillars break down as follows. Fundamental Cash Engine scores 19 of 20, anchored by a 24.7% ROIC and a 5.33% FCF yield; this is the strongest pillar and the core of the bull case. Forensic Balance Sheet scores 16 of 20, supported by an Altman Z-Score of 5.66, a Piotroski F-Score of 6/9, and a Debt/Equity ratio of 1.2. Insider Conviction scores 16 of 20, reflecting SEC Form 4 and Congressional PTR cluster flow. Whale/13F Flow scores 9 of 20, indicating weaker institutional accumulation and options positioning. Macro Regime Fit scores 7 of 20, reflecting a beta of 1.05 and sector sensitivity, which is the weakest pillar.

For a prospective investor, the profile suggests a financially sturdy business whose stock has been priced at a moderate multiple, with upside tied to a possible re-rating if institutional flow improves, and limited macro-regime support at present. The valuation tradeoff is that a 21.3x trailing P/E and 13.8x EV/EBITDA leave less margin for error if earnings growth slows. The rating's "Watch for Breakout" language signals that the verdict is conditional on confirmation rather than an endorsement of current momentum. This is an analytical framing, not personalized advice.

Installed Building Products Inc. (IBP) is a NYSE-listed issuer classified under Consumer Discretionary, in the Homebuilding industry..6B.

Per the market data, gross margin is 34%, operating margin 13%, and net margin 8.9%, with ROIC of 24.7%. The Altman Z-Score is 5.66 and the Piotroski F-Score is 6/9, both consistent with a sound balance sheet posture. Debt rose from $780.2M to $850.0M across the reported periods while revenue grew from $2.78B to $2.97B. Cash of $321.9M against $850.0M of debt and a Debt/Equity ratio of 1.2 defines the leverage profile.

• 🐂 Primary Bull Case: Cash engine is top-tier, with 24.7% ROIC and a 5.33% FCF yield supporting the 19/20 fundamental score. With Fundamental Cash Engine at 19/20 (ROIC 24.7%, FCF yield 5.33%) and Institutional Whale Flow at 9/20, sustained execution supports upside toward the top of the $176.15 – $349.00 52-week range.
• 🐻 Primary Bear Case: Macro regime fit is weak at 7/20 with beta 1.05, and institutional flow is thin at 9/20. Investors must weigh 21.3x trailing P/E and 13.8x EV/EBITDA against 13.0% operating margins and a 1.05 macro beta if sector demand softens.

The supply chain is recorded as "NONE," with no upstream or downstream links and no sector-correlation edges provided. —: specific upstream suppliers, downstream customers, and second-order bottlenecks. The Consumer Discretionary / Homebuilding classification is the only sector context available, and the rating's Macro Regime Fit pillar (7/20, beta 1.05) is the closest available proxy for sector sensitivity.

• Key Question #1: What are the EPS figures for FY 2023 through FY 2025, which are recorded as N/A in the financials?
• Key Question #2: What caused the increase in debt from $780.2M to $850.0M, and what is the associated interest and maturity profile?
• Key Question #3: What are the identities and sizes of the 13F institutional holders and the Form 4 insider transactions behind the insider conviction score?