Q2 FY2026 EarningsQ2 FY26 results beat consensus across key profitability metrics despite a challenging residential housing market. Revenue of $777.8M exceeded expectations by 4.63%, driven by a 50.4% surge in 'Other' segment (manufacturing/distribution) and commercial growth. Adjusted EPS of $2.91 outperformed the $2.56 consensus, supported by disciplined cost control and a lower-than-expected share count due to aggressive repurchases of 365k shares.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Installed Building Products(IBP) the Revenue is 777.8 M (+2.3%), Beat estimate;the EBIT is 94.6 M (-6.34%), Beat estimate;the EPS is 2.43 (-3.57%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.78B2.30%
0.74B2.23%
+0.03B4.53%
EBITExceed expectations
0.09B6.34%
0.09B11.73%
+0.01B5.39%
EPSExceed expectations
2.433.57%
2.063718.11%
+0.366314.54%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf