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Side-by-side financial comparison of Grocery Outlet Holding Corp. (GO) and Installed Building Products, Inc. (IBP). Click either name above to swap in a different company.
Grocery Outlet Holding Corp. is the larger business by last-quarter revenue ($1.2B vs $747.5M, roughly 1.6× Installed Building Products, Inc.). Installed Building Products, Inc. runs the higher net margin — 10.2% vs -18.5%, a 28.8% gap on every dollar of revenue. On growth, Grocery Outlet Holding Corp. posted the faster year-over-year revenue change (10.7% vs -0.4%). Over the past eight quarters, Grocery Outlet Holding Corp.'s revenue compounded faster (8.3% CAGR vs 3.9%).
Grocery Outlet Holding Corp. is an American discount closeout retailer consisting exclusively of supermarket locations that offer discounted, overstocked, and closeout products from name-brand and private-label suppliers. The company has stores in California, Oregon, Washington, Idaho, Nevada, Maryland, Pennsylvania, New Jersey, Ohio, and Delaware.
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.
GO vs IBP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $747.5M |
| Net Profit | $-224.9M | $76.6M |
| Gross Margin | 29.7% | 35.0% |
| Operating Margin | — | 14.6% |
| Net Margin | -18.5% | 10.2% |
| Revenue YoY | 10.7% | -0.4% |
| Net Profit YoY | -669.9% | 14.5% |
| EPS (diluted) | $-2.22 | $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 | $1.2B | — | ||
| Q4 25 | — | $747.5M | ||
| Q3 25 | $1.2B | $778.2M | ||
| Q2 25 | $1.2B | $760.3M | ||
| Q1 25 | $1.1B | $684.8M | ||
| Q4 24 | $1.1B | $750.2M | ||
| Q3 24 | $1.1B | $760.6M | ||
| Q2 24 | $1.1B | $737.6M |
| Q1 26 | $-224.9M | — | ||
| Q4 25 | — | $76.6M | ||
| Q3 25 | $11.6M | $74.4M | ||
| Q2 25 | $5.0M | $69.0M | ||
| Q1 25 | $-23.3M | $45.4M | ||
| Q4 24 | $2.3M | $66.9M | ||
| Q3 24 | $24.2M | $68.6M | ||
| Q2 24 | $14.0M | $65.2M |
| Q1 26 | 29.7% | — | ||
| Q4 25 | — | 35.0% | ||
| Q3 25 | 30.4% | 34.0% | ||
| Q2 25 | 30.6% | 34.2% | ||
| Q1 25 | 30.4% | 32.7% | ||
| Q4 24 | 29.5% | 33.6% | ||
| Q3 24 | 31.1% | 33.8% | ||
| Q2 24 | 30.9% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 14.6% | ||
| Q3 25 | 2.0% | 13.7% | ||
| Q2 25 | 1.1% | 13.3% | ||
| Q1 25 | -2.0% | 10.2% | ||
| Q4 24 | 1.0% | 13.1% | ||
| Q3 24 | 3.6% | 13.3% | ||
| Q2 24 | 2.3% | 12.9% |
| Q1 26 | -18.5% | — | ||
| Q4 25 | — | 10.2% | ||
| Q3 25 | 1.0% | 9.6% | ||
| Q2 25 | 0.4% | 9.1% | ||
| Q1 25 | -2.1% | 6.6% | ||
| Q4 24 | 0.2% | 8.9% | ||
| Q3 24 | 2.2% | 9.0% | ||
| Q2 24 | 1.2% | 8.8% |
| Q1 26 | $-2.22 | — | ||
| Q4 25 | — | $2.81 | ||
| Q3 25 | $0.12 | $2.74 | ||
| Q2 25 | $0.05 | $2.52 | ||
| Q1 25 | $-0.24 | $1.64 | ||
| Q4 24 | $0.03 | $2.39 | ||
| Q3 24 | $0.24 | $2.44 | ||
| Q2 24 | $0.14 | $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 | $69.6M | $321.9M |
| Total DebtLower is stronger | $15.0M | $886.6M |
| Stockholders' EquityBook value | $983.7M | $709.9M |
| Total Assets | $3.1B | $2.1B |
| Debt / EquityLower = less leverage | 0.02× | 1.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $69.6M | — | ||
| Q4 25 | — | $321.9M | ||
| Q3 25 | $52.1M | $333.3M | ||
| Q2 25 | $55.2M | $305.2M | ||
| Q1 25 | $50.9M | $298.7M | ||
| Q4 24 | $62.8M | $327.6M | ||
| Q3 24 | $68.7M | $406.2M | ||
| Q2 24 | $67.1M | $380.3M |
| Q1 26 | $15.0M | — | ||
| Q4 25 | — | $886.6M | ||
| Q3 25 | $500.3M | $880.8M | ||
| Q2 25 | $473.9M | $876.1M | ||
| Q1 25 | $475.7M | $872.4M | ||
| Q4 24 | $477.5M | $874.8M | ||
| Q3 24 | $429.3M | $872.3M | ||
| Q2 24 | $379.2M | $875.8M |
| Q1 26 | $983.7M | — | ||
| Q4 25 | — | $709.9M | ||
| Q3 25 | $1.2B | $678.6M | ||
| Q2 25 | $1.2B | $664.5M | ||
| Q1 25 | $1.2B | $660.9M | ||
| Q4 24 | $1.2B | $705.3M | ||
| Q3 24 | $1.2B | $716.4M | ||
| Q2 24 | $1.2B | $685.3M |
| Q1 26 | $3.1B | — | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $3.4B | $2.1B | ||
| Q2 25 | $3.3B | $2.0B | ||
| Q1 25 | $3.3B | $2.0B | ||
| Q4 24 | $3.2B | $2.1B | ||
| Q3 24 | $3.1B | $2.1B | ||
| Q2 24 | $3.1B | $2.0B |
| Q1 26 | 0.02× | — | ||
| Q4 25 | — | 1.25× | ||
| Q3 25 | 0.42× | 1.30× | ||
| Q2 25 | 0.40× | 1.32× | ||
| Q1 25 | 0.40× | 1.32× | ||
| Q4 24 | 0.40× | 1.24× | ||
| Q3 24 | 0.35× | 1.22× | ||
| Q2 24 | 0.31× | 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 | $222.1M | $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 | $222.1M | — | ||
| Q4 25 | — | $64.9M | ||
| Q3 25 | $17.3M | $124.0M | ||
| Q2 25 | $73.6M | $90.4M | ||
| Q1 25 | $58.9M | $92.1M | ||
| Q4 24 | $39.5M | $74.8M | ||
| Q3 24 | $23.0M | $101.4M | ||
| Q2 24 | $41.6M | $79.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $49.3M | ||
| Q3 25 | $-21.6M | $104.8M | ||
| Q2 25 | $14.4M | $74.8M | ||
| Q1 25 | $-1.5M | $71.9M | ||
| Q4 24 | $-19.6M | $52.9M | ||
| Q3 24 | $-19.3M | $77.3M | ||
| Q2 24 | $2.7M | $58.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.6% | ||
| Q3 25 | -1.8% | 13.5% | ||
| Q2 25 | 1.2% | 9.8% | ||
| Q1 25 | -0.1% | 10.5% | ||
| Q4 24 | -1.8% | 7.1% | ||
| Q3 24 | -1.7% | 10.2% | ||
| Q2 24 | 0.2% | 7.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.1% | ||
| Q3 25 | 3.3% | 2.5% | ||
| Q2 25 | 5.0% | 2.1% | ||
| Q1 25 | 5.4% | 2.9% | ||
| Q4 24 | 5.4% | 2.9% | ||
| Q3 24 | 3.8% | 3.2% | ||
| Q2 24 | 3.4% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.85× | ||
| Q3 25 | 1.49× | 1.67× | ||
| Q2 25 | 14.84× | 1.31× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | 17.09× | 1.12× | ||
| Q3 24 | 0.95× | 1.48× | ||
| Q2 24 | 2.97× | 1.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GO
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% |
