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Side-by-side financial comparison of Installed Building Products, Inc. (IBP) and Life Time Group Holdings, Inc. (LTH). Click either name above to swap in a different company.
Installed Building Products, Inc. is the larger business by last-quarter revenue ($747.5M vs $745.1M, roughly 1.0× Life Time Group Holdings, Inc.). Life Time Group Holdings, Inc. runs the higher net margin — 16.5% vs 10.2%, a 6.3% gap on every dollar of revenue. On growth, Life Time Group Holdings, Inc. posted the faster year-over-year revenue change (12.3% vs -0.4%). Installed Building Products, Inc. produced more free cash flow last quarter ($49.3M vs $-64.6M). Over the past eight quarters, Life Time Group Holdings, Inc.'s revenue compounded faster (11.7% CAGR vs 3.9%).
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.
Life Time Group Holdings, Inc. operates a network of premium athletic, fitness and wellness destinations across the United States. It offers diverse services including state-of-the-art gym facilities, group exercise classes, personal training, spa treatments, nutrition coaching, youth programs and co-working spaces for consumers pursuing holistic healthy lifestyles.
IBP vs LTH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $747.5M | $745.1M |
| Net Profit | $76.6M | $123.0M |
| Gross Margin | 35.0% | 49.1% |
| Operating Margin | 14.6% | 17.4% |
| Net Margin | 10.2% | 16.5% |
| Revenue YoY | -0.4% | 12.3% |
| Net Profit YoY | 14.5% | 231.0% |
| EPS (diluted) | $2.81 | $0.55 |
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.
| Q4 25 | $747.5M | $745.1M | ||
| Q3 25 | $778.2M | $782.6M | ||
| Q2 25 | $760.3M | $761.5M | ||
| Q1 25 | $684.8M | $706.0M | ||
| Q4 24 | $750.2M | $663.3M | ||
| Q3 24 | $760.6M | $693.2M | ||
| Q2 24 | $737.6M | $667.8M | ||
| Q1 24 | $692.9M | $596.7M |
| Q4 25 | $76.6M | $123.0M | ||
| Q3 25 | $74.4M | $102.4M | ||
| Q2 25 | $69.0M | $72.1M | ||
| Q1 25 | $45.4M | $76.1M | ||
| Q4 24 | $66.9M | $37.2M | ||
| Q3 24 | $68.6M | $41.4M | ||
| Q2 24 | $65.2M | $52.8M | ||
| Q1 24 | $55.9M | $24.9M |
| Q4 25 | 35.0% | 49.1% | ||
| Q3 25 | 34.0% | 47.1% | ||
| Q2 25 | 34.2% | 47.0% | ||
| Q1 25 | 32.7% | 47.5% | ||
| Q4 24 | 33.6% | 48.2% | ||
| Q3 24 | 33.8% | 46.5% | ||
| Q2 24 | 34.1% | 46.8% | ||
| Q1 24 | 33.8% | 46.1% |
| Q4 25 | 14.6% | 17.4% | ||
| Q3 25 | 13.7% | 17.3% | ||
| Q2 25 | 13.3% | 14.2% | ||
| Q1 25 | 10.2% | 15.2% | ||
| Q4 24 | 13.1% | 13.1% | ||
| Q3 24 | 13.3% | 13.5% | ||
| Q2 24 | 12.9% | 15.7% | ||
| Q1 24 | 12.7% | 12.1% |
| Q4 25 | 10.2% | 16.5% | ||
| Q3 25 | 9.6% | 13.1% | ||
| Q2 25 | 9.1% | 9.5% | ||
| Q1 25 | 6.6% | 10.8% | ||
| Q4 24 | 8.9% | 5.6% | ||
| Q3 24 | 9.0% | 6.0% | ||
| Q2 24 | 8.8% | 7.9% | ||
| Q1 24 | 8.1% | 4.2% |
| Q4 25 | $2.81 | $0.55 | ||
| Q3 25 | $2.74 | $0.45 | ||
| Q2 25 | $2.52 | $0.32 | ||
| Q1 25 | $1.64 | $0.34 | ||
| Q4 24 | $2.39 | $0.17 | ||
| Q3 24 | $2.44 | $0.19 | ||
| Q2 24 | $2.30 | $0.26 | ||
| Q1 24 | $1.97 | $0.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $321.9M | $204.8M |
| Total DebtLower is stronger | $886.6M | $1.5B |
| Stockholders' EquityBook value | $709.9M | $3.1B |
| Total Assets | $2.1B | $8.0B |
| Debt / EquityLower = less leverage | 1.25× | 0.48× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $321.9M | $204.8M | ||
| Q3 25 | $333.3M | $218.9M | ||
| Q2 25 | $305.2M | $175.5M | ||
| Q1 25 | $298.7M | $59.0M | ||
| Q4 24 | $327.6M | $10.9M | ||
| Q3 24 | $406.2M | $120.9M | ||
| Q2 24 | $380.3M | $34.5M | ||
| Q1 24 | $399.9M | $18.6M |
| Q4 25 | $886.6M | $1.5B | ||
| Q3 25 | $880.8M | $1.5B | ||
| Q2 25 | $876.1M | $1.5B | ||
| Q1 25 | $872.4M | $1.5B | ||
| Q4 24 | $874.8M | $1.5B | ||
| Q3 24 | $872.3M | $1.7B | ||
| Q2 24 | $875.8M | $1.8B | ||
| Q1 24 | $875.0M | $2.0B |
| Q4 25 | $709.9M | $3.1B | ||
| Q3 25 | $678.6M | $3.0B | ||
| Q2 25 | $664.5M | $2.9B | ||
| Q1 25 | $660.9M | $2.7B | ||
| Q4 24 | $705.3M | $2.6B | ||
| Q3 24 | $716.4M | $2.6B | ||
| Q2 24 | $685.3M | $2.4B | ||
| Q1 24 | $679.2M | $2.3B |
| Q4 25 | $2.1B | $8.0B | ||
| Q3 25 | $2.1B | $7.8B | ||
| Q2 25 | $2.0B | $7.6B | ||
| Q1 25 | $2.0B | $7.3B | ||
| Q4 24 | $2.1B | $7.2B | ||
| Q3 24 | $2.1B | $7.2B | ||
| Q2 24 | $2.0B | $7.1B | ||
| Q1 24 | $2.0B | $7.1B |
| Q4 25 | 1.25× | 0.48× | ||
| Q3 25 | 1.30× | 0.51× | ||
| Q2 25 | 1.32× | 0.53× | ||
| Q1 25 | 1.32× | 0.56× | ||
| Q4 24 | 1.24× | 0.59× | ||
| Q3 24 | 1.22× | 0.64× | ||
| Q2 24 | 1.28× | 0.78× | ||
| Q1 24 | 1.29× | 0.87× |
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 | $239.9M |
| Free Cash FlowOCF − Capex | $49.3M | $-64.6M |
| FCF MarginFCF / Revenue | 6.6% | -8.7% |
| Capex IntensityCapex / Revenue | 2.1% | 40.9% |
| Cash ConversionOCF / Net Profit | 0.85× | 1.95× |
| TTM Free Cash FlowTrailing 4 quarters | $300.8M | $-21.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.9M | $239.9M | ||
| Q3 25 | $124.0M | $251.1M | ||
| Q2 25 | $90.4M | $195.7M | ||
| Q1 25 | $92.1M | $183.9M | ||
| Q4 24 | $74.8M | $163.1M | ||
| Q3 24 | $101.4M | $151.1M | ||
| Q2 24 | $79.0M | $170.4M | ||
| Q1 24 | $84.8M | $90.4M |
| Q4 25 | $49.3M | $-64.6M | ||
| Q3 25 | $104.8M | $28.6M | ||
| Q2 25 | $74.8M | $-26.3M | ||
| Q1 25 | $71.9M | $41.4M | ||
| Q4 24 | $52.9M | $26.8M | ||
| Q3 24 | $77.3M | $64.0M | ||
| Q2 24 | $58.2M | $26.1M | ||
| Q1 24 | $63.0M | $-66.4M |
| Q4 25 | 6.6% | -8.7% | ||
| Q3 25 | 13.5% | 3.7% | ||
| Q2 25 | 9.8% | -3.5% | ||
| Q1 25 | 10.5% | 5.9% | ||
| Q4 24 | 7.1% | 4.0% | ||
| Q3 24 | 10.2% | 9.2% | ||
| Q2 24 | 7.9% | 3.9% | ||
| Q1 24 | 9.1% | -11.1% |
| Q4 25 | 2.1% | 40.9% | ||
| Q3 25 | 2.5% | 28.4% | ||
| Q2 25 | 2.1% | 29.2% | ||
| Q1 25 | 2.9% | 20.2% | ||
| Q4 24 | 2.9% | 20.6% | ||
| Q3 24 | 3.2% | 12.6% | ||
| Q2 24 | 2.8% | 21.6% | ||
| Q1 24 | 3.1% | 26.3% |
| Q4 25 | 0.85× | 1.95× | ||
| Q3 25 | 1.67× | 2.45× | ||
| Q2 25 | 1.31× | 2.71× | ||
| Q1 25 | 2.03× | 2.41× | ||
| Q4 24 | 1.12× | 4.39× | ||
| Q3 24 | 1.48× | 3.65× | ||
| Q2 24 | 1.21× | 3.23× | ||
| Q1 24 | 1.52× | 3.63× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
LTH
| Membership | $535.1M | 72% |
| In Center | $191.2M | 26% |
| Other | $18.8M | 3% |
