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Side-by-side financial comparison of Dexcom (DXCM) and Installed Building Products, Inc. (IBP). Click either name above to swap in a different company.
Dexcom is the larger business by last-quarter revenue ($1.3B vs $747.5M, roughly 1.7× Installed Building Products, Inc.). Dexcom runs the higher net margin — 21.2% vs 10.2%, a 11.0% gap on every dollar of revenue. On growth, Dexcom posted the faster year-over-year revenue change (21.6% vs -0.4%). Over the past eight quarters, Dexcom's revenue compounded faster (12.0% CAGR vs 3.9%).
Dexcom, Inc. is an American multinational healthcare company that develops, manufactures, produces and distributes a line of continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with global headquarters and R&D center in San Diego, California, U.S.A. and manufacturing facilities in Mesa, Arizona, U.S.A.; Batu Kawan, Malaysia and Athenry, County Galway, Ireland.
Installed Building Products, Inc. is a leading US-based provider of professional installation services for building products. Core offerings include insulation, gutters, garage doors, fire protection systems and window treatments, serving residential new construction, repair & remodel, and commercial construction segments across most US regions.
DXCM vs IBP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $747.5M |
| Net Profit | $267.3M | $76.6M |
| Gross Margin | 62.9% | 35.0% |
| Operating Margin | 25.6% | 14.6% |
| Net Margin | 21.2% | 10.2% |
| Revenue YoY | 21.6% | -0.4% |
| Net Profit YoY | 153.6% | 14.5% |
| EPS (diluted) | $0.67 | $2.81 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $747.5M | ||
| Q3 25 | $1.2B | $778.2M | ||
| Q2 25 | $1.2B | $760.3M | ||
| Q1 25 | $1.0B | $684.8M | ||
| Q4 24 | $1.1B | $750.2M | ||
| Q3 24 | $994.2M | $760.6M | ||
| Q2 24 | $1.0B | $737.6M |
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $76.6M | ||
| Q3 25 | $283.8M | $74.4M | ||
| Q2 25 | $179.8M | $69.0M | ||
| Q1 25 | $105.4M | $45.4M | ||
| Q4 24 | $151.7M | $66.9M | ||
| Q3 24 | $134.6M | $68.6M | ||
| Q2 24 | $143.5M | $65.2M |
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | 35.0% | ||
| Q3 25 | 60.5% | 34.0% | ||
| Q2 25 | 59.5% | 34.2% | ||
| Q1 25 | 56.9% | 32.7% | ||
| Q4 24 | 58.9% | 33.6% | ||
| Q3 24 | 59.7% | 33.8% | ||
| Q2 24 | 62.4% | 34.1% |
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | 14.6% | ||
| Q3 25 | 20.1% | 13.7% | ||
| Q2 25 | 18.4% | 13.3% | ||
| Q1 25 | 12.9% | 10.2% | ||
| Q4 24 | 17.0% | 13.1% | ||
| Q3 24 | 15.3% | 13.3% | ||
| Q2 24 | 15.7% | 12.9% |
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 10.2% | ||
| Q3 25 | 23.5% | 9.6% | ||
| Q2 25 | 15.5% | 9.1% | ||
| Q1 25 | 10.2% | 6.6% | ||
| Q4 24 | 13.6% | 8.9% | ||
| Q3 24 | 13.5% | 9.0% | ||
| Q2 24 | 14.3% | 8.8% |
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $2.81 | ||
| Q3 25 | $0.70 | $2.74 | ||
| Q2 25 | $0.45 | $2.52 | ||
| Q1 25 | $0.27 | $1.64 | ||
| Q4 24 | $0.37 | $2.39 | ||
| Q3 24 | $0.34 | $2.44 | ||
| Q2 24 | $0.35 | $2.30 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $917.7M | $321.9M |
| Total DebtLower is stronger | — | $886.6M |
| Stockholders' EquityBook value | $2.7B | $709.9M |
| Total Assets | $6.3B | $2.1B |
| Debt / EquityLower = less leverage | — | 1.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $321.9M | ||
| Q3 25 | $1.8B | $333.3M | ||
| Q2 25 | $1.2B | $305.2M | ||
| Q1 25 | $904.9M | $298.7M | ||
| Q4 24 | $606.1M | $327.6M | ||
| Q3 24 | $621.2M | $406.2M | ||
| Q2 24 | $939.2M | $380.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $886.6M | ||
| Q3 25 | — | $880.8M | ||
| Q2 25 | — | $876.1M | ||
| Q1 25 | — | $872.4M | ||
| Q4 24 | — | $874.8M | ||
| Q3 24 | — | $872.3M | ||
| Q2 24 | — | $875.8M |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $709.9M | ||
| Q3 25 | $2.7B | $678.6M | ||
| Q2 25 | $2.6B | $664.5M | ||
| Q1 25 | $2.3B | $660.9M | ||
| Q4 24 | $2.1B | $705.3M | ||
| Q3 24 | $2.0B | $716.4M | ||
| Q2 24 | $2.4B | $685.3M |
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $2.1B | ||
| Q3 25 | $7.5B | $2.1B | ||
| Q2 25 | $7.3B | $2.0B | ||
| Q1 25 | $6.8B | $2.0B | ||
| Q4 24 | $6.5B | $2.1B | ||
| Q3 24 | $6.4B | $2.1B | ||
| Q2 24 | $6.8B | $2.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 1.32× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | — | 1.24× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 1.28× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $64.9M |
| Free Cash FlowOCF − Capex | — | $49.3M |
| FCF MarginFCF / Revenue | — | 6.6% |
| Capex IntensityCapex / Revenue | — | 2.1% |
| Cash ConversionOCF / Net Profit | — | 0.85× |
| TTM Free Cash FlowTrailing 4 quarters | — | $300.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $64.9M | ||
| Q3 25 | $659.9M | $124.0M | ||
| Q2 25 | $303.0M | $90.4M | ||
| Q1 25 | $183.8M | $92.1M | ||
| Q4 24 | $301.4M | $74.8M | ||
| Q3 24 | $199.5M | $101.4M | ||
| Q2 24 | $279.4M | $79.0M |
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $49.3M | ||
| Q3 25 | $579.4M | $104.8M | ||
| Q2 25 | $208.9M | $74.8M | ||
| Q1 25 | $96.8M | $71.9M | ||
| Q4 24 | $176.8M | $52.9M | ||
| Q3 24 | $88.3M | $77.3M | ||
| Q2 24 | $213.3M | $58.2M |
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 6.6% | ||
| Q3 25 | 47.9% | 13.5% | ||
| Q2 25 | 18.1% | 9.8% | ||
| Q1 25 | 9.3% | 10.5% | ||
| Q4 24 | 15.9% | 7.1% | ||
| Q3 24 | 8.9% | 10.2% | ||
| Q2 24 | 21.2% | 7.9% |
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 2.1% | ||
| Q3 25 | 6.7% | 2.5% | ||
| Q2 25 | 8.1% | 2.1% | ||
| Q1 25 | 8.4% | 2.9% | ||
| Q4 24 | 11.2% | 2.9% | ||
| Q3 24 | 11.2% | 3.2% | ||
| Q2 24 | 6.6% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 0.85× | ||
| Q3 25 | 2.33× | 1.67× | ||
| Q2 25 | 1.69× | 1.31× | ||
| Q1 25 | 1.74× | 2.03× | ||
| Q4 24 | 1.99× | 1.12× | ||
| Q3 24 | 1.48× | 1.48× | ||
| Q2 24 | 1.95× | 1.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DXCM
Segment breakdown not available.
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
