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Side-by-side financial comparison of Installed Building Products, Inc. (IBP) and Mobileye Global Inc. (MBLY). 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 $558.0M, roughly 1.3× Mobileye Global Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs -0.4%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (12.7% 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.
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
IBP vs MBLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $747.5M | $558.0M |
| Net Profit | $76.6M | — |
| Gross Margin | 35.0% | 49.3% |
| Operating Margin | 14.6% | -647.5% |
| Net Margin | 10.2% | — |
| Revenue YoY | -0.4% | 27.4% |
| Net Profit YoY | 14.5% | — |
| EPS (diluted) | $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 | — | $558.0M | ||
| Q4 25 | $747.5M | $446.0M | ||
| Q3 25 | $778.2M | $504.0M | ||
| Q2 25 | $760.3M | $506.0M | ||
| Q1 25 | $684.8M | $438.0M | ||
| Q4 24 | $750.2M | $490.0M | ||
| Q3 24 | $760.6M | $486.0M | ||
| Q2 24 | $737.6M | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | $76.6M | $-127.0M | ||
| Q3 25 | $74.4M | $-96.0M | ||
| Q2 25 | $69.0M | $-67.0M | ||
| Q1 25 | $45.4M | $-102.0M | ||
| Q4 24 | $66.9M | $-71.0M | ||
| Q3 24 | $68.6M | $-2.7B | ||
| Q2 24 | $65.2M | $-86.0M |
| Q1 26 | — | 49.3% | ||
| Q4 25 | 35.0% | 45.3% | ||
| Q3 25 | 34.0% | 48.2% | ||
| Q2 25 | 34.2% | 49.8% | ||
| Q1 25 | 32.7% | 47.3% | ||
| Q4 24 | 33.6% | 49.2% | ||
| Q3 24 | 33.8% | 48.8% | ||
| Q2 24 | 34.1% | 47.6% |
| Q1 26 | — | -647.5% | ||
| Q4 25 | 14.6% | -31.4% | ||
| Q3 25 | 13.7% | -21.6% | ||
| Q2 25 | 13.3% | -14.6% | ||
| Q1 25 | 10.2% | -26.7% | ||
| Q4 24 | 13.1% | -17.6% | ||
| Q3 24 | 13.3% | -577.6% | ||
| Q2 24 | 12.9% | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | -28.5% | ||
| Q3 25 | 9.6% | -19.0% | ||
| Q2 25 | 9.1% | -13.2% | ||
| Q1 25 | 6.6% | -23.3% | ||
| Q4 24 | 8.9% | -14.5% | ||
| Q3 24 | 9.0% | -558.6% | ||
| Q2 24 | 8.8% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | $2.81 | $-0.15 | ||
| Q3 25 | $2.74 | $-0.12 | ||
| Q2 25 | $2.52 | $-0.08 | ||
| Q1 25 | $1.64 | $-0.13 | ||
| Q4 24 | $2.39 | $-0.09 | ||
| Q3 24 | $2.44 | $-3.35 | ||
| Q2 24 | $2.30 | $-0.11 |
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 | $1.2B |
| Total DebtLower is stronger | $886.6M | — |
| Stockholders' EquityBook value | $709.9M | $8.2B |
| Total Assets | $2.1B | $8.7B |
| Debt / EquityLower = less leverage | 1.25× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $321.9M | $1.8B | ||
| Q3 25 | $333.3M | $1.7B | ||
| Q2 25 | $305.2M | $1.7B | ||
| Q1 25 | $298.7M | $1.5B | ||
| Q4 24 | $327.6M | $1.4B | ||
| Q3 24 | $406.2M | $1.3B | ||
| Q2 24 | $380.3M | $1.2B |
| 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 | — | $8.2B | ||
| Q4 25 | $709.9M | $11.9B | ||
| Q3 25 | $678.6M | $11.9B | ||
| Q2 25 | $664.5M | $12.1B | ||
| Q1 25 | $660.9M | $12.0B | ||
| Q4 24 | $705.3M | $12.1B | ||
| Q3 24 | $716.4M | $12.1B | ||
| Q2 24 | $685.3M | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | $2.1B | $12.5B | ||
| Q3 25 | $2.1B | $12.5B | ||
| Q2 25 | $2.0B | $12.6B | ||
| Q1 25 | $2.0B | $12.5B | ||
| Q4 24 | $2.1B | $12.6B | ||
| Q3 24 | $2.1B | $12.6B | ||
| Q2 24 | $2.0B | $15.3B |
| 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 | $75.0M |
| 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 | — | $75.0M | ||
| Q4 25 | $64.9M | $113.0M | ||
| Q3 25 | $124.0M | $167.0M | ||
| Q2 25 | $90.4M | $213.0M | ||
| Q1 25 | $92.1M | $109.0M | ||
| Q4 24 | $74.8M | $204.0M | ||
| Q3 24 | $101.4M | $126.0M | ||
| Q2 24 | $79.0M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $49.3M | $86.0M | ||
| Q3 25 | $104.8M | $143.0M | ||
| Q2 25 | $74.8M | $199.0M | ||
| Q1 25 | $71.9M | $95.0M | ||
| Q4 24 | $52.9M | $191.0M | ||
| Q3 24 | $77.3M | $104.0M | ||
| Q2 24 | $58.2M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 19.3% | ||
| Q3 25 | 13.5% | 28.4% | ||
| Q2 25 | 9.8% | 39.3% | ||
| Q1 25 | 10.5% | 21.7% | ||
| Q4 24 | 7.1% | 39.0% | ||
| Q3 24 | 10.2% | 21.4% | ||
| Q2 24 | 7.9% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 6.1% | ||
| Q3 25 | 2.5% | 4.8% | ||
| Q2 25 | 2.1% | 2.8% | ||
| Q1 25 | 2.9% | 3.2% | ||
| Q4 24 | 2.9% | 2.7% | ||
| Q3 24 | 3.2% | 4.5% | ||
| Q2 24 | 2.8% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | — |
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% |
MBLY
Segment breakdown not available.
