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Investment Analysis: Installed Building Products, Inc. (NYSE: IBP)

Author
Lukasz Tomicki and LRT Capital Management LLC
Published
Wed 13 Aug 2025
Episode Link
https://gemini.tomicki.net/investment-analysis-installed-building-products-inc-nyse-ibp/

Executive Summary This report provides a comprehensive investment analysis of Installed Building Products, Inc. (IBP), a leading installer of insulation and complementary building products in the United States. The company has established a significant market position, primarily through a disciplined and aggressive acquisition-led growth strategy, effectively consolidating a highly fragmented industry. IBP’s business model is […]

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