vs
Side-by-side financial comparison of Installed Building Products, Inc. (IBP) and Microchip Technology (MCHP). Click either name above to swap in a different company.
Microchip Technology 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 5.3%, a 5.0% gap on every dollar of revenue. On growth, Microchip Technology posted the faster year-over-year revenue change (15.6% vs -0.4%). Microchip Technology produced more free cash flow last quarter ($318.9M vs $49.3M). Over the past eight quarters, Installed Building Products, Inc.'s revenue compounded faster (3.9% CAGR vs -5.4%).
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.
Microchip Technology Incorporated is an American publicly traded semiconductor corporation that manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits.
IBP vs MCHP — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $747.5M | $1.2B |
| Net Profit | $76.6M | $62.7M |
| Gross Margin | 35.0% | 59.6% |
| Operating Margin | 14.6% | 12.8% |
| Net Margin | 10.2% | 5.3% |
| Revenue YoY | -0.4% | 15.6% |
| Net Profit YoY | 14.5% | 217.0% |
| EPS (diluted) | $2.81 | $0.06 |
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 | $1.2B | ||
| Q3 25 | $778.2M | $1.1B | ||
| Q2 25 | $760.3M | $1.1B | ||
| Q1 25 | $684.8M | $970.5M | ||
| Q4 24 | $750.2M | $1.0B | ||
| Q3 24 | $760.6M | $1.2B | ||
| Q2 24 | $737.6M | $1.2B | ||
| Q1 24 | $692.9M | $1.3B |
| Q4 25 | $76.6M | $62.7M | ||
| Q3 25 | $74.4M | $41.7M | ||
| Q2 25 | $69.0M | $-18.6M | ||
| Q1 25 | $45.4M | $-154.6M | ||
| Q4 24 | $66.9M | $-53.6M | ||
| Q3 24 | $68.6M | $78.4M | ||
| Q2 24 | $65.2M | $129.3M | ||
| Q1 24 | $55.9M | $154.7M |
| Q4 25 | 35.0% | 59.6% | ||
| Q3 25 | 34.0% | 55.9% | ||
| Q2 25 | 34.2% | 53.6% | ||
| Q1 25 | 32.7% | 51.6% | ||
| Q4 24 | 33.6% | 54.7% | ||
| Q3 24 | 33.8% | 57.4% | ||
| Q2 24 | 34.1% | 59.4% | ||
| Q1 24 | 33.8% | 59.6% |
| Q4 25 | 14.6% | 12.8% | ||
| Q3 25 | 13.7% | 7.8% | ||
| Q2 25 | 13.3% | 3.0% | ||
| Q1 25 | 10.2% | -10.3% | ||
| Q4 24 | 13.1% | 3.0% | ||
| Q3 24 | 13.3% | 12.6% | ||
| Q2 24 | 12.9% | 17.7% | ||
| Q1 24 | 12.7% | 19.1% |
| Q4 25 | 10.2% | 5.3% | ||
| Q3 25 | 9.6% | 3.7% | ||
| Q2 25 | 9.1% | -1.7% | ||
| Q1 25 | 6.6% | -15.9% | ||
| Q4 24 | 8.9% | -5.2% | ||
| Q3 24 | 9.0% | 6.7% | ||
| Q2 24 | 8.8% | 10.4% | ||
| Q1 24 | 8.1% | 11.7% |
| Q4 25 | $2.81 | $0.06 | ||
| Q3 25 | $2.74 | $0.03 | ||
| Q2 25 | $2.52 | $-0.09 | ||
| Q1 25 | $1.64 | $-0.29 | ||
| Q4 24 | $2.39 | $-0.10 | ||
| Q3 24 | $2.44 | $0.14 | ||
| Q2 24 | $2.30 | $0.24 | ||
| Q1 24 | $1.97 | $0.29 |
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 | $250.7M |
| Total DebtLower is stronger | $886.6M | $5.4B |
| Stockholders' EquityBook value | $709.9M | $6.6B |
| Total Assets | $2.1B | $14.3B |
| Debt / EquityLower = less leverage | 1.25× | 0.82× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $321.9M | $250.7M | ||
| Q3 25 | $333.3M | $236.8M | ||
| Q2 25 | $305.2M | $566.5M | ||
| Q1 25 | $298.7M | $771.7M | ||
| Q4 24 | $327.6M | $586.0M | ||
| Q3 24 | $406.2M | $286.1M | ||
| Q2 24 | $380.3M | $315.1M | ||
| Q1 24 | $399.9M | $319.7M |
| Q4 25 | $886.6M | $5.4B | ||
| Q3 25 | $880.8M | $5.4B | ||
| Q2 25 | $876.1M | $5.5B | ||
| Q1 25 | $872.4M | $5.6B | ||
| Q4 24 | $874.8M | $6.7B | ||
| Q3 24 | $872.3M | $6.4B | ||
| Q2 24 | $875.8M | $6.2B | ||
| Q1 24 | $875.0M | $6.0B |
| Q4 25 | $709.9M | $6.6B | ||
| Q3 25 | $678.6M | $6.7B | ||
| Q2 25 | $664.5M | $6.9B | ||
| Q1 25 | $660.9M | $7.1B | ||
| Q4 24 | $705.3M | $6.0B | ||
| Q3 24 | $716.4M | $6.3B | ||
| Q2 24 | $685.3M | $6.4B | ||
| Q1 24 | $679.2M | $6.7B |
| Q4 25 | $2.1B | $14.3B | ||
| Q3 25 | $2.1B | $14.5B | ||
| Q2 25 | $2.0B | $15.0B | ||
| Q1 25 | $2.0B | $15.4B | ||
| Q4 24 | $2.1B | $15.6B | ||
| Q3 24 | $2.1B | $15.6B | ||
| Q2 24 | $2.0B | $15.8B | ||
| Q1 24 | $2.0B | $15.9B |
| Q4 25 | 1.25× | 0.82× | ||
| Q3 25 | 1.30× | 0.80× | ||
| Q2 25 | 1.32× | 0.80× | ||
| Q1 25 | 1.32× | 0.80× | ||
| Q4 24 | 1.24× | 1.12× | ||
| Q3 24 | 1.22× | 1.02× | ||
| Q2 24 | 1.28× | 0.96× | ||
| Q1 24 | 1.29× | 0.90× |
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 | $341.4M |
| Free Cash FlowOCF − Capex | $49.3M | $318.9M |
| FCF MarginFCF / Revenue | 6.6% | 26.9% |
| Capex IntensityCapex / Revenue | 2.1% | 1.9% |
| Cash ConversionOCF / Net Profit | 0.85× | 5.44× |
| TTM Free Cash FlowTrailing 4 quarters | $300.8M | $819.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.9M | $341.4M | ||
| Q3 25 | $124.0M | $88.1M | ||
| Q2 25 | $90.4M | $275.6M | ||
| Q1 25 | $92.1M | $205.9M | ||
| Q4 24 | $74.8M | $271.5M | ||
| Q3 24 | $101.4M | $43.6M | ||
| Q2 24 | $79.0M | $377.1M | ||
| Q1 24 | $84.8M | $430.0M |
| Q4 25 | $49.3M | $318.9M | ||
| Q3 25 | $104.8M | $51.6M | ||
| Q2 25 | $74.8M | $257.7M | ||
| Q1 25 | $71.9M | $191.7M | ||
| Q4 24 | $52.9M | $253.4M | ||
| Q3 24 | $77.3M | $22.8M | ||
| Q2 24 | $58.2M | $304.2M | ||
| Q1 24 | $63.0M | $389.9M |
| Q4 25 | 6.6% | 26.9% | ||
| Q3 25 | 13.5% | 4.5% | ||
| Q2 25 | 9.8% | 24.0% | ||
| Q1 25 | 10.5% | 19.8% | ||
| Q4 24 | 7.1% | 24.7% | ||
| Q3 24 | 10.2% | 2.0% | ||
| Q2 24 | 7.9% | 24.5% | ||
| Q1 24 | 9.1% | 29.4% |
| Q4 25 | 2.1% | 1.9% | ||
| Q3 25 | 2.5% | 3.2% | ||
| Q2 25 | 2.1% | 1.7% | ||
| Q1 25 | 2.9% | 1.5% | ||
| Q4 24 | 2.9% | 1.8% | ||
| Q3 24 | 3.2% | 1.8% | ||
| Q2 24 | 2.8% | 5.9% | ||
| Q1 24 | 3.1% | 3.0% |
| Q4 25 | 0.85× | 5.44× | ||
| Q3 25 | 1.67× | 2.11× | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.48× | 0.56× | ||
| Q2 24 | 1.21× | 2.92× | ||
| Q1 24 | 1.52× | 2.78× |
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% |
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |
