Recent 8-K filings for IBP

• 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).

• 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.

• 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 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.

• 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 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.

• 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%).

• 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.

• 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.

• 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