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Side-by-side financial comparison of Element Solutions Inc (ESI) and Installed Building Products, Inc. (IBP). Click either name above to swap in a different company.
Element Solutions Inc is the larger business by last-quarter revenue ($840.0M vs $747.5M, roughly 1.1× Installed Building Products, Inc.). Installed Building Products, Inc. runs the higher net margin — 10.2% vs 6.7%, a 3.6% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs -0.4%). Installed Building Products, Inc. produced more free cash flow last quarter ($49.3M vs $-74.2M). Over the past eight quarters, Element Solutions Inc's revenue compounded faster (17.1% CAGR vs 3.9%).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
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.
ESI vs IBP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $747.5M |
| Net Profit | $56.0M | $76.6M |
| Gross Margin | 38.4% | 35.0% |
| Operating Margin | 13.3% | 14.6% |
| Net Margin | 6.7% | 10.2% |
| Revenue YoY | 41.0% | -0.4% |
| Net Profit YoY | -43.0% | 14.5% |
| EPS (diluted) | $0.23 | $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 | $840.0M | — | ||
| Q4 25 | $676.2M | $747.5M | ||
| Q3 25 | $656.1M | $778.2M | ||
| Q2 25 | $625.2M | $760.3M | ||
| Q1 25 | $593.7M | $684.8M | ||
| Q4 24 | $624.2M | $750.2M | ||
| Q3 24 | $645.0M | $760.6M | ||
| Q2 24 | $612.7M | $737.6M |
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $76.6M | ||
| Q3 25 | $39.3M | $74.4M | ||
| Q2 25 | $47.4M | $69.0M | ||
| Q1 25 | $98.0M | $45.4M | ||
| Q4 24 | $54.7M | $66.9M | ||
| Q3 24 | $40.3M | $68.6M | ||
| Q2 24 | $93.2M | $65.2M |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | 35.0% | ||
| Q3 25 | 42.2% | 34.0% | ||
| Q2 25 | 42.6% | 34.2% | ||
| Q1 25 | 42.2% | 32.7% | ||
| Q4 24 | 41.0% | 33.6% | ||
| Q3 24 | 41.5% | 33.8% | ||
| Q2 24 | 43.6% | 34.1% |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | 14.6% | ||
| Q3 25 | 15.4% | 13.7% | ||
| Q2 25 | 15.1% | 13.3% | ||
| Q1 25 | 13.0% | 10.2% | ||
| Q4 24 | 12.0% | 13.1% | ||
| Q3 24 | 14.7% | 13.3% | ||
| Q2 24 | 15.7% | 12.9% |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | 10.2% | ||
| Q3 25 | 6.0% | 9.6% | ||
| Q2 25 | 7.6% | 9.1% | ||
| Q1 25 | 16.5% | 6.6% | ||
| Q4 24 | 8.8% | 8.9% | ||
| Q3 24 | 6.2% | 9.0% | ||
| Q2 24 | 15.2% | 8.8% |
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | $2.81 | ||
| Q3 25 | $0.16 | $2.74 | ||
| Q2 25 | $0.20 | $2.52 | ||
| Q1 25 | $0.40 | $1.64 | ||
| Q4 24 | $0.22 | $2.39 | ||
| Q3 24 | $0.17 | $2.44 | ||
| Q2 24 | $0.39 | $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 | $177.3M | $321.9M |
| Total DebtLower is stronger | — | $886.6M |
| Stockholders' EquityBook value | $2.7B | $709.9M |
| Total Assets | $5.7B | $2.1B |
| Debt / EquityLower = less leverage | — | 1.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $321.9M | ||
| Q3 25 | $594.3M | $333.3M | ||
| Q2 25 | $529.9M | $305.2M | ||
| Q1 25 | $499.2M | $298.7M | ||
| Q4 24 | $359.4M | $327.6M | ||
| Q3 24 | $376.0M | $406.2M | ||
| Q2 24 | $309.3M | $380.3M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $886.6M | ||
| Q3 25 | $1.6B | $880.8M | ||
| Q2 25 | $1.6B | $876.1M | ||
| Q1 25 | $1.6B | $872.4M | ||
| Q4 24 | $1.8B | $874.8M | ||
| Q3 24 | $1.9B | $872.3M | ||
| Q2 24 | $1.9B | $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 | $2.5B | $660.9M | ||
| Q4 24 | $2.4B | $705.3M | ||
| Q3 24 | $2.4B | $716.4M | ||
| Q2 24 | $2.4B | $685.3M |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $2.1B | ||
| Q3 25 | $5.0B | $2.1B | ||
| Q2 25 | $5.0B | $2.0B | ||
| Q1 25 | $4.8B | $2.0B | ||
| Q4 24 | $4.9B | $2.1B | ||
| Q3 24 | $5.1B | $2.1B | ||
| Q2 24 | $5.0B | $2.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 1.25× | ||
| Q3 25 | 0.61× | 1.30× | ||
| Q2 25 | 0.62× | 1.32× | ||
| Q1 25 | 0.64× | 1.32× | ||
| Q4 24 | 0.76× | 1.24× | ||
| Q3 24 | 0.78× | 1.22× | ||
| Q2 24 | 0.81× | 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 | $-74.2M | $49.3M |
| FCF MarginFCF / Revenue | -8.8% | 6.6% |
| Capex IntensityCapex / Revenue | 3.0% | 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 | — | $64.9M | ||
| Q3 25 | $100.1M | $124.0M | ||
| Q2 25 | — | $90.4M | ||
| Q1 25 | $26.0M | $92.1M | ||
| Q4 24 | — | $74.8M | ||
| Q3 24 | $98.5M | $101.4M | ||
| Q2 24 | — | $79.0M |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $49.3M | ||
| Q3 25 | $83.6M | $104.8M | ||
| Q2 25 | — | $74.8M | ||
| Q1 25 | $15.0M | $71.9M | ||
| Q4 24 | — | $52.9M | ||
| Q3 24 | $85.9M | $77.3M | ||
| Q2 24 | — | $58.2M |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | 6.6% | ||
| Q3 25 | 12.7% | 13.5% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | 2.5% | 10.5% | ||
| Q4 24 | — | 7.1% | ||
| Q3 24 | 13.3% | 10.2% | ||
| Q2 24 | — | 7.9% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 2.1% | ||
| Q3 25 | 2.5% | 2.5% | ||
| Q2 25 | 2.8% | 2.1% | ||
| Q1 25 | 1.9% | 2.9% | ||
| Q4 24 | 3.6% | 2.9% | ||
| Q3 24 | 2.0% | 3.2% | ||
| Q2 24 | 2.4% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.85× | ||
| Q3 25 | 2.55× | 1.67× | ||
| Q2 25 | — | 1.31× | ||
| Q1 25 | 0.27× | 2.03× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | 2.44× | 1.48× | ||
| Q2 24 | — | 1.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
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% |
