Recent 8-K filings for IBP

• May 20, 2026, 4:33 PM ET other material materiality 0.15 neutral item 5.07

  Installed Building Products shareholders elect three directors, ratify auditor, approve say-on-pay

  Directors elected for terms to 2029: Michael T. Miller (21.6M for), Marchelle E. Moore (20.3M for), Robert H. Schottenstein (21.1M for).

• May 19, 2026, 8:00 AM ET M&A materiality 0.45 positive item 7.01item 9.01

  IBP completes acquisition of Diamond Energy Systems (~$12M revenue) and announces share repurchase of 240k shares

  Acquired Diamond Energy Systems (St. Joseph, MN), a mechanical insulation firm adding ~$12M in annual revenue.

• May 7, 2026, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 7.01item 9.01 ◈ Earnings Releases

  IBP Q1 revenue down 3.5% to $660.5M, adj. EPS $1.79; declares $0.39 dividend (+5%)

  Net revenue $660.5M (-3.5% YoY); installation revenue $609.8M (-5.8%) driven by residential weakness.

• February 26, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  IBP reports record Q4 net income $76.6M, EPS $2.83; raises dividends and authorizes $500M buyback

  Net revenue down 0.4% to $747.5M; adjusted EBITDA up 7.7% to record $142.2M (19.0% margin).

• February 2, 2026, 6:59 PM ET M&A materiality 0.55 neutral item 7.01item 9.01

  Installed Building Products acquires Thermo-Tech, Biomax, CKV; adds >$22M revenue

  Thermo-Tech (Feb 2, 2026): $13M annual revenue, mechanical insulation for commercial/industrial in WI, IA, MN, MI, IL.

• January 22, 2026, 6:59 PM ET debt materiality 0.65 neutral item 1.01item 1.02item 2.03item 7.01item 9.01 ◈ Material Agreements ×2◈ Debt Financings

  IBP closes $500M 5.625% notes due 2034 and upsizes ABL facility to $375M, extends to 2031

  Issued $500M aggregate principal of 5.625% senior notes due Feb 1, 2034; net proceeds ~$490M.

• January 7, 2026, 6:59 PM ET debt materiality 0.55 positive item 7.01item 9.01

  IBP prices $500M of 5.625% senior notes due 2034 to refinance 5.75% notes due 2028

  $500M aggregate principal of 5.625% senior notes due 2034 priced on Jan 7, 2026, expected to close Jan 21, 2026.

• January 6, 2026, 6:59 PM ET debt materiality 0.55 neutral item 7.01item 9.01

  IBP announces $500M senior notes offering to redeem $300M 5.75% notes due 2028

  Launch of $500M senior unsecured notes due 2034 in private placement; proceeds to redeem all outstanding $300M 5.75% senior notes due 2028.

• November 24, 2025, 6:59 PM ET other material materiality 0.65 neutral item 1.01item 9.01

  IBP to buy 150K shares from CEO's entity at $250.96 each (3% discount)

  150,000 shares repurchased from PJAM IBP Holdings (Beneficially owned by CEO Jeff Edwards) for $37.6M.

• November 5, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Installed Building Products Q3: record revenue $778.2M, EPS $2.74, dividend raised 6%

  Record Q3 revenue $778.2M, up 2.3% YoY; net income $74.4M (+8.5%); adjusted EPS $3.18.

• October 29, 2025, 7:59 PM ET dividend materiality 0.55 positive item 7.01item 9.01

  IBP declares Q4 dividend of $0.37/share, up 6% YoY

  Quarterly cash dividend of $0.37 per share, payable Dec 31, 2025 to holders of record Dec 15, 2025.

• October 14, 2025, 7:59 PM ET M&A materiality 0.65 positive item 7.01item 9.01

  IBP acquires Echols Glass & Mirror and Vanderkoy Bros, adding >$16M annual revenue

  Acquired Echols Glass & Mirror (Buford, GA) – wholesale glass design/fabrication and retail sales, serving Southeastern U.S. residential customers.

• October 10, 2025, 7:59 PM ET other material materiality 0.40 positive item 7.01item 9.01

  Installed Building Products publishes 2025 ESG report with CO2 reduction, scholarship milestones

  Spray foam CO2 emissions decreased ~89% from 2020 baseline; industry phaseout of high-GHG materials expected by end of 2025.

• September 8, 2025, 7:59 PM ET M&A materiality 0.55 positive item 7.01item 9.01

  IBP acquires Carolina Precision Fibers, adding over $20M in annual revenue

  Acquired Carolina Precision Fibers ACP, LLC, a manufacturer of cellulose-based insulation, hydromulch, and composite materials.

• August 20, 2025, 7:59 PM ET other material materiality 0.65 positive item 1.01item 9.01

  Installed Building Products repurchases 200k shares from CEO's entity for $51.5M at 3% discount

  Repurchased 200,000 shares at $257.38/share (3% discount to Aug 18 close of $265.34) for total $51.476 million.

• August 7, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  IBP reports record Q2 revenue $760.3M; EPS $2.52 up 9.6%; dividend raised 6%

  Net revenue record $760.3M (+3.1% YoY); installation revenue $715.6M (+2.6%).

• May 21, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07

  Installed Building Products shareholders elect three directors, ratify auditor, approve say-on-pay

  Jeffrey W. Edwards, Lawrence H. Hilsheimer, Janet E. Jackson elected with 22.7M, 17.9M, 22.4M votes for, respectively.

• May 8, 2025, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 7.01item 9.01

  Installed Building Products Q1 2025 net revenue down 1.2% to $684.8M; diluted EPS $1.64

  Net revenue $684.8M (down 1.2% YoY); net income $45.4M ($1.64 diluted EPS) vs $55.9M ($1.97) in prior year.

• March 10, 2025, 7:59 PM ET other material materiality 0.55 neutral item 1.01item 9.01

  Installed Building Products repurchases 100,000 shares from CEO's family entity at $168.75 per share

  Company buys 100,000 shares from PJAM IBP Holdings (Edwards family entity) for $16.875M.

• February 27, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  IBP Q4 revenue record $750.2M (+4.1%), EPS $2.39 (+4.4%); dividend raised 6%

  Q4 2024 net revenue $750.2M record (+4.1% YoY); net income $66.9M (+3.1%); diluted EPS $2.39 (+4.4%).

• December 16, 2024, 6:59 PM ET M&A materiality 0.35 positive item 7.01item 9.01

  IBP acquires Capital Insulation adding over $12M annual revenue

  Completed acquisition of Capital Insulation, LLC; adds over $12M of annual revenue.

• November 26, 2024, 6:59 PM ET debt materiality 0.50 positive item 1.01item 2.03item 7.01item 9.01

  IBP reprices $497.5M term loan to SOFR+1.75%; repurchases 250k shares for $52M in Nov

  Repriced ~$497.5M term loan facility; interest rate reduced to SOFR + 1.75% from previous SOFR + 2.00%.

• November 13, 2024, 6:59 PM ET other material materiality 0.40 positive item 7.01item 9.01

  IBP publishes 2024 ESG report with 55% CO2 cut from spray foam, zero fatalities

  CO2 emissions from spray foam decreased ~55% vs 2020 baseline despite 20% increase in spray foam volume.

• November 12, 2024, 6:59 PM ET M&A materiality 0.55 positive item 7.01item 9.01

  IBP acquires Tatum Insulation III, adding $17M+ annual revenue in North Carolina

  Acquisition of Tatum Insulation III, LLC, headquartered near Wilmington, NC, serving residential and commercial markets.

• November 7, 2024, 6:59 PM ET earnings materiality 0.82 positive item 2.02item 7.01item 9.01

  IBP reports record Q3 revenue $760.6M (+7.7% YoY), EPS $2.44; dividend raised 6%

  Record net revenue $760.6M, up 7.7% YoY; net income $68.6M (+0.9%), diluted EPS $2.44.

• October 8, 2024, 7:59 PM ET M&A materiality 0.50 positive item 7.01item 9.01

  Installed Building Products acquires Wholesale Insulation Supply for over $22M annual revenue

  Adds over $22M in annual revenue from insulation distribution across Minnesota and upper Midwest.

• August 14, 2024, 7:59 PM ET other material materiality 0.55 neutral item 1.01item 9.01

  IBP to repurchase 100,000 shares from CEO entity at $206.90/share, total $20.7M

  Repurchases 100,000 shares from PJAM IBP Holdings, Inc., an entity beneficially owned by CEO Jeff Edwards.

• August 1, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  IBP Q2 record revenue $737.6M, EPS $2.30; declares $0.35 dividend (6% increase)

  Net revenue up 6.6% YoY to $737.6M; installation revenue up 7.0% to $697.3M.

• July 29, 2024, 7:59 PM ET M&A materiality 0.55 positive item 7.01item 9.01

  IBP acquires Euroview Enterprises for ~$20M annual revenue; expands in Midwest

  Acquisition of Euroview Enterprises, Contract Mirror and Supply Co., and CLM Solutions (collectively 'Euroview').

• June 17, 2024, 7:59 PM ET M&A materiality 0.55 positive item 7.01item 9.01

  IBP acquires Thrice and Gutter Pro; repurchases $46M stock in June

  Two acquisitions add combined annual revenue of ~$14 million.

• May 24, 2024, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  Installed Building Products shareholders elect three directors, ratify auditor at 2024 annual meeting

  Margot L. Carter, David R. Meuse, and Michael H. Thomas elected to three-year terms with >23.5M votes for each.

• May 9, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  IBP Q1 record net income $55.9M, EPS $1.97; revenue +5.1% to $692.9M; dividend raised 6%

  Net revenue $692.9M (+5.1% YoY); net income $55.9M (+13.4%); diluted EPS $1.97 (+13.2%) - all Q1 records.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.82 · Median 0.55 · Most common event m_and_a

21 positive 1 negative 10 neutral

source · IBP on sec.gov