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Dec 31, 2020

Installed Building Products Q4 2020 Earnings Report

Installed Building Products reported record results for the fourth quarter 2020.

Key Takeaways

Installed Building Products announced record results for the fourth quarter and fiscal year ended December 31, 2020. Net revenue increased 10.0% to a quarterly record of $441.5 million and Net income increased 45.0% to $27.8 million.

Net revenue increased 10.0% to a quarterly record of $441.5 million

Large commercial construction revenue grew 40.4%, and was up 6.4% on a same branch basis

Net income increased 45.0% to $27.8 million

Net income per diluted share increased 46.9% to $0.94

Total Revenue
$441M
Previous year: $401M
+10.0%
EPS
$1.23
Previous year: $0.92
+33.7%
Consolidated Same Branch Sales Growth
2.8%
Previous year: 9.7%
-71.1%
Residential Same Branch Sales Growth
5.5%
Previous year: 5.5%
+0.0%
Gross Profit
$135M
Previous year: $120M
+12.4%
Cash and Equivalents
$232M
Previous year: $178M
+30.1%
Free Cash Flow
$28.8M
Previous year: $3.65M
+689.9%
Total Assets
$1.19B
Previous year: $1.1B
+8.0%

Installed Building Products

Installed Building Products

Installed Building Products Revenue by Geographic Location

Forward Guidance

The company believes most of their markets will remain strong in 2021 and they expect 2021 will be another good year of growth and profitability for IBP, despite the continued effects of the COVID-19 pandemic.

Positive Outlook

  • Markets will remain strong in 2021
  • 2021 will be another good year of growth
  • 2021 will be another good year of profitability
  • Executing on acquisition strategy
  • Commitment to create long-term value for shareholders

Challenges Ahead

  • Continued effects of the COVID-19 pandemic
  • Risk of reducing, suspending, or eliminating dividend payments
  • General economic and industry conditions
  • Material price environment
  • Timing of increases in selling prices