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Side-by-side financial comparison of Installed Building Products, Inc. (IBP) and Under Armour, Inc. (UAA). Click either name above to swap in a different company.
Under Armour, Inc. is the larger business by last-quarter revenue ($1.3B vs $747.5M, roughly 1.8× Installed Building Products, Inc.). Installed Building Products, Inc. runs the higher net margin — 10.2% vs -32.4%, a 42.7% gap on every dollar of revenue. On growth, Installed Building Products, Inc. posted the faster year-over-year revenue change (-0.4% vs -5.2%). Under Armour, Inc. produced more free cash flow last quarter ($261.9M vs $49.3M). Over the past eight quarters, Installed Building Products, Inc.'s revenue compounded faster (3.9% CAGR vs -0.2%).
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.
Under Armour, Inc. is an American sportswear company that manufactures footwear and apparel headquartered in Baltimore, Maryland, United States.
IBP vs UAA — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $747.5M | $1.3B |
| Net Profit | $76.6M | $-430.8M |
| Gross Margin | 35.0% | 44.4% |
| Operating Margin | 14.6% | -11.3% |
| Net Margin | 10.2% | -32.4% |
| Revenue YoY | -0.4% | -5.2% |
| Net Profit YoY | 14.5% | -35013.0% |
| EPS (diluted) | $2.81 | $-1.01 |
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 | $1.3B | ||
| Q3 25 | $778.2M | $1.3B | ||
| Q2 25 | $760.3M | $1.1B | ||
| Q1 25 | $684.8M | $1.2B | ||
| Q4 24 | $750.2M | $1.4B | ||
| Q3 24 | $760.6M | $1.4B | ||
| Q2 24 | $737.6M | $1.2B | ||
| Q1 24 | $692.9M | $1.3B |
| Q4 25 | $76.6M | $-430.8M | ||
| Q3 25 | $74.4M | $-18.8M | ||
| Q2 25 | $69.0M | $-2.6M | ||
| Q1 25 | $45.4M | $-67.5M | ||
| Q4 24 | $66.9M | $1.2M | ||
| Q3 24 | $68.6M | $170.4M | ||
| Q2 24 | $65.2M | $-305.4M | ||
| Q1 24 | $55.9M | $6.6M |
| Q4 25 | 35.0% | 44.4% | ||
| Q3 25 | 34.0% | 47.3% | ||
| Q2 25 | 34.2% | 48.2% | ||
| Q1 25 | 32.7% | 46.7% | ||
| Q4 24 | 33.6% | 47.5% | ||
| Q3 24 | 33.8% | 49.8% | ||
| Q2 24 | 34.1% | 47.5% | ||
| Q1 24 | 33.8% | 45.0% |
| Q4 25 | 14.6% | -11.3% | ||
| Q3 25 | 13.7% | 1.3% | ||
| Q2 25 | 13.3% | 0.3% | ||
| Q1 25 | 10.2% | -6.1% | ||
| Q4 24 | 13.1% | 1.0% | ||
| Q3 24 | 13.3% | 12.4% | ||
| Q2 24 | 12.9% | -25.3% | ||
| Q1 24 | 12.7% | -0.3% |
| Q4 25 | 10.2% | -32.4% | ||
| Q3 25 | 9.6% | -1.4% | ||
| Q2 25 | 9.1% | -0.2% | ||
| Q1 25 | 6.6% | -5.7% | ||
| Q4 24 | 8.9% | 0.1% | ||
| Q3 24 | 9.0% | 12.2% | ||
| Q2 24 | 8.8% | -25.8% | ||
| Q1 24 | 8.1% | 0.5% |
| Q4 25 | $2.81 | $-1.01 | ||
| Q3 25 | $2.74 | $-0.04 | ||
| Q2 25 | $2.52 | $-0.01 | ||
| Q1 25 | $1.64 | $-0.16 | ||
| Q4 24 | $2.39 | $0.00 | ||
| Q3 24 | $2.44 | $0.39 | ||
| Q2 24 | $2.30 | $-0.70 | ||
| Q1 24 | $1.97 | $0.02 |
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 | $464.6M |
| Total DebtLower is stronger | $886.6M | $989.7M |
| Stockholders' EquityBook value | $709.9M | $1.4B |
| Total Assets | $2.1B | $4.6B |
| Debt / EquityLower = less leverage | 1.25× | 0.69× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $321.9M | $464.6M | ||
| Q3 25 | $333.3M | $396.0M | ||
| Q2 25 | $305.2M | $911.0M | ||
| Q1 25 | $298.7M | $501.4M | ||
| Q4 24 | $327.6M | $726.9M | ||
| Q3 24 | $406.2M | $530.7M | ||
| Q2 24 | $380.3M | $884.6M | ||
| Q1 24 | $399.9M | $858.7M |
| Q4 25 | $886.6M | $989.7M | ||
| Q3 25 | $880.8M | $1.2B | ||
| Q2 25 | $876.1M | $989.2M | ||
| Q1 25 | $872.4M | $595.1M | ||
| Q4 24 | $874.8M | $595.2M | ||
| Q3 24 | $872.3M | $594.6M | ||
| Q2 24 | $875.8M | $595.4M | ||
| Q1 24 | $875.0M | $675.8M |
| Q4 25 | $709.9M | $1.4B | ||
| Q3 25 | $678.6M | $1.9B | ||
| Q2 25 | $664.5M | $1.9B | ||
| Q1 25 | $660.9M | $1.9B | ||
| Q4 24 | $705.3M | $2.0B | ||
| Q3 24 | $716.4M | $2.0B | ||
| Q2 24 | $685.3M | $1.8B | ||
| Q1 24 | $679.2M | $2.2B |
| Q4 25 | $2.1B | $4.6B | ||
| Q3 25 | $2.1B | $4.9B | ||
| Q2 25 | $2.0B | $4.9B | ||
| Q1 25 | $2.0B | $4.3B | ||
| Q4 24 | $2.1B | $4.6B | ||
| Q3 24 | $2.1B | $4.5B | ||
| Q2 24 | $2.0B | $4.9B | ||
| Q1 24 | $2.0B | $4.8B |
| Q4 25 | 1.25× | 0.69× | ||
| Q3 25 | 1.30× | 0.64× | ||
| Q2 25 | 1.32× | 0.53× | ||
| Q1 25 | 1.32× | 0.31× | ||
| Q4 24 | 1.24× | 0.30× | ||
| Q3 24 | 1.22× | 0.30× | ||
| Q2 24 | 1.28× | 0.33× | ||
| Q1 24 | 1.29× | 0.31× |
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 | $278.1M |
| Free Cash FlowOCF − Capex | $49.3M | $261.9M |
| FCF MarginFCF / Revenue | 6.6% | 19.7% |
| Capex IntensityCapex / Revenue | 2.1% | 1.2% |
| Cash ConversionOCF / Net Profit | 0.85× | — |
| TTM Free Cash FlowTrailing 4 quarters | $300.8M | $-45.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.9M | $278.1M | ||
| Q3 25 | $124.0M | $-69.8M | ||
| Q2 25 | $90.4M | $48.9M | ||
| Q1 25 | $92.1M | $-202.2M | ||
| Q4 24 | $74.8M | $311.3M | ||
| Q3 24 | $101.4M | $-321.4M | ||
| Q2 24 | $79.0M | $153.0M | ||
| Q1 24 | $84.8M | $-122.9M |
| Q4 25 | $49.3M | $261.9M | ||
| Q3 25 | $104.8M | $-90.3M | ||
| Q2 25 | $74.8M | $13.5M | ||
| Q1 25 | $71.9M | $-231.0M | ||
| Q4 24 | $52.9M | $262.9M | ||
| Q3 24 | $77.3M | $-367.2M | ||
| Q2 24 | $58.2M | $107.3M | ||
| Q1 24 | $63.0M | $-156.7M |
| Q4 25 | 6.6% | 19.7% | ||
| Q3 25 | 13.5% | -6.8% | ||
| Q2 25 | 9.8% | 1.2% | ||
| Q1 25 | 10.5% | -19.6% | ||
| Q4 24 | 7.1% | 18.8% | ||
| Q3 24 | 10.2% | -26.2% | ||
| Q2 24 | 7.9% | 9.1% | ||
| Q1 24 | 9.1% | -11.8% |
| Q4 25 | 2.1% | 1.2% | ||
| Q3 25 | 2.5% | 1.5% | ||
| Q2 25 | 2.1% | 3.1% | ||
| Q1 25 | 2.9% | 2.4% | ||
| Q4 24 | 2.9% | 3.5% | ||
| Q3 24 | 3.2% | 3.3% | ||
| Q2 24 | 2.8% | 3.9% | ||
| Q1 24 | 3.1% | 2.5% |
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.12× | 252.26× | ||
| Q3 24 | 1.48× | -1.89× | ||
| Q2 24 | 1.21× | — | ||
| Q1 24 | 1.52× | -18.71× |
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% |
UAA
| Apparel | $934.0M | 70% |
| Footwear | $265.1M | 20% |
| Accessories | $107.7M | 8% |
| License | $27.2M | 2% |
