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Installed Building Products, Inc. (IBP) Q1 2026 Earnings Call Transcript

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Q1: 2026-05-07 Earnings Summary

EPS of $1.79 misses by $0.17

 | Revenue of $660.50M (-3.55% Y/Y) misses by $8.43M

Installed Building Products, Inc. (IBP) Q1 2026 Earnings Call May 7, 2026 10:00 AM EDT

Company Participants

Ryan Ricketts – Director of Investor Relations & Financial Planning
Jeffrey Edwards – Chairman, CEO & President
Michael Miller – CFO, Executive VP of Finance & Director

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Conference Call Participants

Sam Reid
Stephen Kim – Evercore ISI Institutional Equities, Research Division
Michael Rehaut – JPMorgan Chase & Co, Research Division
Susan Maklari – Goldman Sachs Group, Inc., Research Division
Philip Ng – Jefferies LLC, Research Division
Michael Dahl – RBC Capital Markets, Research Division
Trey Grooms – Stephens Inc., Research Division
Adam Baumgarten
Kenneth Zener – Seaport Research Partners
Collin Verron

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Presentation

Operator

Greetings, and welcome to the Installed Building Products First Quarter 2026 Financial Results Conference [Operator Instructions]. As a reminder, this conference is being recorded.

I would now like to turn the conference over to your host, Ryan Ricketts, Director of Investor Relations and Financial Planning and Analysis. You may begin.

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Ryan Ricketts
Director of Investor Relations & Financial Planning

Good morning, and welcome to Installed Building Products First Quarter 2026 Earnings Conference Call. Earlier today, we issued a press release on our financial results for the 2026 first quarter, which can be found in the Investor Relations section of our website. On today’s call, management’s prepared remarks and answers to your questions may contain forward-looking statements within the meaning of federal securities laws. These forward-looking statements are based on management’s current beliefs and expectations and are subject to factors that could cause actual results to differ materially from those described today.

Please refer to our SEC filings for cautionary statements and risk factors. We undertake no duty or obligation to update any forward-looking statement as a result of new information or future events, except as required by federal securities laws. In addition, management refers to certain non-GAAP and adjusted financial measures on this

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