IBP (IBP) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.

DATE

Thursday, Aug. 6, 2026 astatine 10 a.m. ET

CALL PARTICIPANTS

• Managing Director, Investor Relations - Ryan Ricketts

• Chairman and Chief Executive Officer - Jeffrey Edwards

• Executive Vice President and Chief Financial Officer - Michael Miller

• Chief Administrative and Sustainability Officer - Jason Niswonger

• Chief Operating Officer - Brad Wheeler

Full Conference Call Transcript

Operator: Greetings. Welcome to the Installed Building Products Second Quarter 2026 Financial Results Conference Call. [Operator Instructions] Please note, this league is being recorded. I volition present crook the league implicit to Ryan Ricketts, Managing Director, Investor Relations. Thank you, Ryan. You whitethorn begin.

Ryan Ricketts: Good morning, and invited to Installed Building Products 2nd 4th 2026 net league call. Earlier today, we issued a property merchandise connected our fiscal results for the 2026 2nd quarter, which tin beryllium recovered successful the Investor Relations conception of our website. On today's call, management's prepared remarks and answers to your questions whitethorn incorporate forward-looking statements wrong the meaning of national securities laws. These forward-looking statements are based connected management's existent beliefs and expectations and are taxable to factors that could origin existent results to disagree materially from those described today. Please notation to our SEC filings for cautionary statements and hazard factors.

We undertake nary work oregon work to update immoderate forward-looking connection arsenic a effect of caller accusation oregon aboriginal events, but arsenic required by national securities laws. In addition, absorption refers to definite non-GAAP and adjusted fiscal measures connected this call. You tin find a reconciliation of specified non-GAAP measures to the nearest GAAP equivalent successful the company's net merchandise and capitalist presentation, some of which are disposable successful the Investor Relations conception of our website. This morning's league telephone is hosted by Jeff Edwards, our Chairman and Chief Executive Officer; Michael Miller, our Chief Financial Officer; and we are besides joined by Jason Niswonger, our Chief Administrative and Sustainability Officer; and Brad Wheeler, our Chief Operating Officer.

Jeff, I volition present crook the telephone implicit to you.

Jeffrey Edwards: Thanks, Ryan, and bully greeting to everyone joining america today. As usual, I volition commencement the telephone with immoderate highlights and past crook the telephone implicit to Michael, who volition sermon our fiscal results successful much item earlier we instrumentality your questions. Our squad continued to execute good during the 2nd quarter, moving intimately with our customers to navigate a challenging residential lodging backdrop portion maintaining the precocious level of work they expect from IBP. We delivered affirmative consolidated gross growth, supported by the publication from caller acquisitions and maturation wrong our commercialized installation, manufacturing and organisation businesses. These results show the worth of our diversified operating level and the aggregate avenues disposable to enactment maturation crossed varying marketplace conditions.