公司概况 - 公司拥有全国规模的240多个分支机构，覆盖所有48个州和哥伦比亚特区[13] - 公司在安装领域主要收入来源为住宅新建、维修翻新和商业领域，其中住宅新建占比最高达73%[15] 盈利增长策略 - 公司通过收购和多元化产品推广策略实现盈利增长，同时保持资本支出和融资租赁支出在净收入的长期平均占比约为2.0%[16] - 公司长期战略是通过收购增加规模、产品多样性和市场份额，维持现有品牌和管理团队，并利用国家采购力和与国家房屋建筑商的关系[18] 财务表现 - 公司的财务模型表现稳健，预计有机收入增长率为5-25%，毛利率为28-31%，调整后的每股收益增长率为23-66%[19] - 公司的净收入从2019年到2023年的复合年增长率为20%[32] 营运数据 - 公司通过规模化的价值链结构直接连接制造商和建筑商，实现高效的价值链[20] - 公司在非绝缘产品市场具有多样化的服务和产品供应，包括淋浴门、壁橱架、车库门、雨水槽和窗帘等，进一步实现收入多元化和收购机会[21] 财务指标 - 公司的调整后毛利率分别为28.8%、30.9%、30.0%、31.0%和32.9%[33] - 公司的调整后销售和管理费用占净收入比例分别为18.4%、18.5%、17.7%、16.3%和17.6%[33] - 公司的调整后EBITDA占净收入比例分别为13.0%、14.9%、14.5%、16.5%和17.2%[33] 财务状况 - 公司的净债务与调整后EBITDA比率分别为1.83倍、1.38倍、1.87倍、1.46倍和1.13倍[43] - 公司的工作资本（不包括现金和短期投资）分别为152百万美元、156百万美元、218百万美元、327百万美元和335百万美元[43]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES ☒ EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES ☐ EXCHANGE ACT OF 1934 For the Transition Period From _________ To ________ Commission File Number: 001-36307 Installed Building Products, Inc. (Exact name of registrant as specified in its charter) Delaware 45-3707650 ...

Installed Building Products, Inc. (NYSE:IBP) Q2 2023 Earnings Conference Call August 2, 2023 10:00 AM ET Company Participants Darren Hicks - MD, IR Jeff Edwards - Chairman and CEO Michael Miller - CFO Jason Niswonger - Chief Administrative and Sustainability Officer Conference Call Participants Stephen Kim - Evercore Ken Zener - Seaport Research Partners Joe Ahlersmeyer - Deutsche Bank Susan Maklari - Goldman Sachs Trey Grooms - Stephens Adam Baumgarten - Zelman and Associates Phil Ng - Jefferies Jeffrey St ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES ☒ EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES ☐ EXCHANGE ACT OF 1934 For the Transition Period From _________ To ________ Commission File Number: 001-36307 Installed Building Products, Inc. (Exact name of registrant as specified in its charter) Delaware 45-3707650 (Stat ...

INSTALLED BUILDING PRODUCTS 1Q 2023 Reported May 4, 2023 Safe Harbor This presentation contains "forward-looking statements" as defined under U.S. federal securities laws. Forward -looking statements are generally identified by the use of the words "will," "may," "believes," "expects," "forecast," "intends," "anticipates," "projects," "outlook," "target," "plans" and "seeks," and, in each case their negative, and other variations or comparable terminology. Forward-looking statements are based on management' ...

Installed Building Products, Inc. (NYSE:IBP) Q1 2023 Earnings Conference Call May 4, 2023 10:00 AM ET Company Participants Darren Hicks - Managing Director, Investor Relations Jeff Edwards - Chairman and Chief Executive Officer Michael Miller - Chief Financial Officer Jason Niswonger - Chief Administrative and Sustainability Officer Conference Call Participants Susan Maklari - Goldman Sachs Mike Dahl - RBC Capital Markets Adam Baumgarten - Zelman & Associates Joe Ahlersmeyer - Deutsche Bank Noah Merkousko - ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES ☒ EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES ☐ EXCHANGE ACT OF 1934 For the Transition Period From _________ To ________ Commission File Number: 001-36307 Installed Building Products, Inc. (Exact name of registrant as specified in its charter) Delaware 45-3707650 (Sta ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________ FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From To Commission File Number: 001-36307 ___________________________ Installed Building Products, Inc. (Exact name of registrant as specified in its c ...

Installed Building Products, Inc. (NYSE:IBP) Q4 2022 Earnings Conference Call February 22, 2023 10:00 AM ET Company Participants Darren Hicks - Managing Director of Investor Relations Jeffrey Edwards - Chairman and CEO Michael Miller - CFO Jason Niswonger - Chief Administrative and Sustainability Officer Conference Call Participants Stephen Kim - Evercore Michael Rehaut - JPMorgan Susan Maklari - Goldman Sachs Mike Dahl - RBC Capital Markets Adam Baumgarten - Zelman and Associates Jeffrey Stevenson - Loop C ...

INSTALLED BUILDING PRODUCTS Fiscal 2022 Reported February 22, 2023 Disclaimer Fiscal 2022 IR Presentation This presentation contains "forward-looking statements" as defined under U.S. federal securities laws. Forward -looking statements are generally identified by the use of the words "will," "may," "believes," "expects," "forecast," "intends," "anticipates," "projects," "outlook," "target," "plans" and "seeks," and, in each case their negative, and other variations or comparable terminology. Forward-lookin ...