Installed Building Products Q3 2026 Revenue Tops Estimates at $808.4M, but EPS Misses at $2.76

Installed Building Products (IBP) posted mixed third-quarter 2026 results, with revenue above the estimate and adjusted EPS below it. Revenue was $808.4 million, up 3.9% from a year earlier, above the $787.7 million estimate, and adjusted EPS was $2.76, down 13% from a year earlier, below the $2.83 estimate.

Shares fell 0.8% in premarket trading as of 7:30 a.m. ET, to $233.61 from a $235.42 close.

Q3 2026 scorecard

By our calculation, revenue was $20.7 million above the estimate and adjusted EPS was $0.07 below it. The QoQ column compares with the previous quarter's revenue of $777.8 million and adjusted EPS of $2.91. The YoY column compares with $778.2 million and $3.18 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 4 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 4 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $778.2 million, $747.5 million, $660.5 million, $777.8 million and $808.4 million.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $2.77 and revenue of $761.9 million next quarter, based on 8 analysts.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 3.9% increase to $808.4 million.
• Estimate record. Whether Installed Building Products extends a record of beating EPS estimates in 4 of its last 8 reports.
• Related coverage. See our reports on Payoneer Global, NetScout Systems, Cummins and Parker-Hannifin.

Sources: Results are from Installed Building Products's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Installed Building Products's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.