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Side-by-side financial comparison of Installed Building Products, Inc. (IBP) and Noble Corp plc (NE). Click either name above to swap in a different company.
Noble Corp plc is the larger business by last-quarter revenue ($764.4M vs $747.5M, roughly 1.0× Installed Building Products, Inc.). Noble Corp plc runs the higher net margin — 11.3% vs 10.2%, a 1.1% gap on every dollar of revenue. On growth, Installed Building Products, Inc. posted the faster year-over-year revenue change (-0.4% vs -17.6%). Installed Building Products, Inc. produced more free cash flow last quarter ($49.3M vs $35.4M). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% 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.
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
IBP vs NE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $747.5M | $764.4M |
| Net Profit | $76.6M | $86.6M |
| Gross Margin | 35.0% | — |
| Operating Margin | 14.6% | 5.6% |
| Net Margin | 10.2% | 11.3% |
| Revenue YoY | -0.4% | -17.6% |
| Net Profit YoY | 14.5% | -10.4% |
| EPS (diluted) | $2.81 | $0.54 |
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 | $764.4M | ||
| Q3 25 | $778.2M | $798.0M | ||
| Q2 25 | $760.3M | $848.7M | ||
| Q1 25 | $684.8M | $874.5M | ||
| Q4 24 | $750.2M | $927.3M | ||
| Q3 24 | $760.6M | $800.5M | ||
| Q2 24 | $737.6M | $692.8M | ||
| Q1 24 | $692.9M | $637.1M |
| Q4 25 | $76.6M | $86.6M | ||
| Q3 25 | $74.4M | $-21.1M | ||
| Q2 25 | $69.0M | $42.9M | ||
| Q1 25 | $45.4M | $108.3M | ||
| Q4 24 | $66.9M | $96.6M | ||
| Q3 24 | $68.6M | $61.2M | ||
| Q2 24 | $65.2M | $195.0M | ||
| Q1 24 | $55.9M | $95.5M |
| Q4 25 | 35.0% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 34.2% | — | ||
| Q1 25 | 32.7% | — | ||
| Q4 24 | 33.6% | — | ||
| Q3 24 | 33.8% | — | ||
| Q2 24 | 34.1% | — | ||
| Q1 24 | 33.8% | — |
| Q4 25 | 14.6% | 5.6% | ||
| Q3 25 | 13.7% | 6.3% | ||
| Q2 25 | 13.3% | 15.9% | ||
| Q1 25 | 10.2% | 21.4% | ||
| Q4 24 | 13.1% | 18.4% | ||
| Q3 24 | 13.3% | 14.4% | ||
| Q2 24 | 12.9% | 30.3% | ||
| Q1 24 | 12.7% | 16.9% |
| Q4 25 | 10.2% | 11.3% | ||
| Q3 25 | 9.6% | -2.6% | ||
| Q2 25 | 9.1% | 5.1% | ||
| Q1 25 | 6.6% | 12.4% | ||
| Q4 24 | 8.9% | 10.4% | ||
| Q3 24 | 9.0% | 7.6% | ||
| Q2 24 | 8.8% | 28.1% | ||
| Q1 24 | 8.1% | 15.0% |
| Q4 25 | $2.81 | $0.54 | ||
| Q3 25 | $2.74 | $-0.13 | ||
| Q2 25 | $2.52 | $0.27 | ||
| Q1 25 | $1.64 | $0.67 | ||
| Q4 24 | $2.39 | $0.56 | ||
| Q3 24 | $2.44 | $0.40 | ||
| Q2 24 | $2.30 | $1.34 | ||
| Q1 24 | $1.97 | $0.66 |
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 | $471.4M |
| Total DebtLower is stronger | $886.6M | — |
| Stockholders' EquityBook value | $709.9M | $4.5B |
| Total Assets | $2.1B | $7.5B |
| Debt / EquityLower = less leverage | 1.25× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $321.9M | $471.4M | ||
| Q3 25 | $333.3M | $477.9M | ||
| Q2 25 | $305.2M | $338.2M | ||
| Q1 25 | $298.7M | $303.8M | ||
| Q4 24 | $327.6M | $247.3M | ||
| Q3 24 | $406.2M | $391.9M | ||
| Q2 24 | $380.3M | $162.9M | ||
| Q1 24 | $399.9M | $212.5M |
| 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 24 | $875.0M | — |
| Q4 25 | $709.9M | $4.5B | ||
| Q3 25 | $678.6M | $4.5B | ||
| Q2 25 | $664.5M | $4.6B | ||
| Q1 25 | $660.9M | $4.7B | ||
| Q4 24 | $705.3M | $4.7B | ||
| Q3 24 | $716.4M | $4.7B | ||
| Q2 24 | $685.3M | $4.0B | ||
| Q1 24 | $679.2M | $3.9B |
| Q4 25 | $2.1B | $7.5B | ||
| Q3 25 | $2.1B | $7.6B | ||
| Q2 25 | $2.0B | $7.7B | ||
| Q1 25 | $2.0B | $7.9B | ||
| Q4 24 | $2.1B | $8.0B | ||
| Q3 24 | $2.1B | $8.0B | ||
| Q2 24 | $2.0B | $5.6B | ||
| Q1 24 | $2.0B | $5.4B |
| 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× | — | ||
| Q1 24 | 1.29× | — |
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 | $187.1M |
| Free Cash FlowOCF − Capex | $49.3M | $35.4M |
| FCF MarginFCF / Revenue | 6.6% | 4.6% |
| Capex IntensityCapex / Revenue | 2.1% | 19.9% |
| Cash ConversionOCF / Net Profit | 0.85× | 2.16× |
| TTM Free Cash FlowTrailing 4 quarters | $300.8M | $432.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.9M | $187.1M | ||
| Q3 25 | $124.0M | $277.1M | ||
| Q2 25 | $90.4M | $216.4M | ||
| Q1 25 | $92.1M | $271.1M | ||
| Q4 24 | $74.8M | $136.2M | ||
| Q3 24 | $101.4M | $283.8M | ||
| Q2 24 | $79.0M | $106.8M | ||
| Q1 24 | $84.8M | $128.7M |
| Q4 25 | $49.3M | $35.4M | ||
| Q3 25 | $104.8M | $139.5M | ||
| Q2 25 | $74.8M | $99.8M | ||
| Q1 25 | $71.9M | $157.5M | ||
| Q4 24 | $52.9M | $-4.4M | ||
| Q3 24 | $77.3M | $156.8M | ||
| Q2 24 | $58.2M | $-34.3M | ||
| Q1 24 | $63.0M | $-37.9M |
| Q4 25 | 6.6% | 4.6% | ||
| Q3 25 | 13.5% | 17.5% | ||
| Q2 25 | 9.8% | 11.8% | ||
| Q1 25 | 10.5% | 18.0% | ||
| Q4 24 | 7.1% | -0.5% | ||
| Q3 24 | 10.2% | 19.6% | ||
| Q2 24 | 7.9% | -4.9% | ||
| Q1 24 | 9.1% | -6.0% |
| Q4 25 | 2.1% | 19.9% | ||
| Q3 25 | 2.5% | 17.3% | ||
| Q2 25 | 2.1% | 13.7% | ||
| Q1 25 | 2.9% | 13.0% | ||
| Q4 24 | 2.9% | 15.2% | ||
| Q3 24 | 3.2% | 15.9% | ||
| Q2 24 | 2.8% | 20.4% | ||
| Q1 24 | 3.1% | 26.2% |
| Q4 25 | 0.85× | 2.16× | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 1.31× | 5.05× | ||
| Q1 25 | 2.03× | 2.50× | ||
| Q4 24 | 1.12× | 1.41× | ||
| Q3 24 | 1.48× | 4.64× | ||
| Q2 24 | 1.21× | 0.55× | ||
| Q1 24 | 1.52× | 1.35× |
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% |
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
