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Side-by-side financial comparison of Installed Building Products, Inc. (IBP) and UDR, Inc. (UDR). 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 $433.1M, roughly 1.7× UDR, Inc.). UDR, Inc. runs the higher net margin — 51.5% vs 10.2%, a 41.2% gap on every dollar of revenue. On growth, UDR, Inc. posted the faster year-over-year revenue change (2.5% vs -0.4%). UDR, Inc. produced more free cash flow last quarter ($650.0M vs $49.3M). Over the past eight quarters, Installed Building Products, Inc.'s revenue compounded faster (3.9% CAGR vs 2.3%).
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.
UDR, Inc. is a leading U.S.-headquartered real estate investment trust specializing in owning, operating, and redeveloping high-quality multifamily residential apartment communities. It operates across major U.S. metropolitan markets, catering to a diverse tenant base including young professionals, families, and middle-to-high income households.
IBP vs UDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $747.5M | $433.1M |
| Net Profit | $76.6M | $222.9M |
| Gross Margin | 35.0% | — |
| Operating Margin | 14.6% | 64.1% |
| Net Margin | 10.2% | 51.5% |
| Revenue YoY | -0.4% | 2.5% |
| Net Profit YoY | 14.5% | 4519.2% |
| EPS (diluted) | $2.81 | $0.67 |
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 | $433.1M | ||
| Q3 25 | $778.2M | $431.9M | ||
| Q2 25 | $760.3M | $425.4M | ||
| Q1 25 | $684.8M | $421.9M | ||
| Q4 24 | $750.2M | $422.7M | ||
| Q3 24 | $760.6M | $420.2M | ||
| Q2 24 | $737.6M | $415.3M | ||
| Q1 24 | $692.9M | $413.6M |
| Q4 25 | $76.6M | $222.9M | ||
| Q3 25 | $74.4M | $40.4M | ||
| Q2 25 | $69.0M | $37.7M | ||
| Q1 25 | $45.4M | $76.7M | ||
| Q4 24 | $66.9M | $-5.0M | ||
| Q3 24 | $68.6M | $22.6M | ||
| Q2 24 | $65.2M | $28.9M | ||
| Q1 24 | $55.9M | $43.1M |
| 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% | 64.1% | ||
| Q3 25 | 13.7% | 17.7% | ||
| Q2 25 | 13.3% | 18.2% | ||
| Q1 25 | 10.2% | 29.0% | ||
| Q4 24 | 13.1% | 15.7% | ||
| Q3 24 | 13.3% | 16.6% | ||
| Q2 24 | 12.9% | 16.5% | ||
| Q1 24 | 12.7% | 19.3% |
| Q4 25 | 10.2% | 51.5% | ||
| Q3 25 | 9.6% | 9.4% | ||
| Q2 25 | 9.1% | 8.9% | ||
| Q1 25 | 6.6% | 18.2% | ||
| Q4 24 | 8.9% | -220.5% | ||
| Q3 24 | 9.0% | 5.4% | ||
| Q2 24 | 8.8% | 7.0% | ||
| Q1 24 | 8.1% | 10.4% |
| Q4 25 | $2.81 | $0.67 | ||
| Q3 25 | $2.74 | $0.12 | ||
| Q2 25 | $2.52 | $0.11 | ||
| Q1 25 | $1.64 | $0.23 | ||
| Q4 24 | $2.39 | $-0.01 | ||
| Q3 24 | $2.44 | $0.06 | ||
| Q2 24 | $2.30 | $0.08 | ||
| Q1 24 | $1.97 | $0.13 |
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 | $1.2M |
| Total DebtLower is stronger | $886.6M | $5.8B |
| Stockholders' EquityBook value | $709.9M | $3.3B |
| Total Assets | $2.1B | $10.6B |
| Debt / EquityLower = less leverage | 1.25× | 1.77× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $321.9M | $1.2M | ||
| Q3 25 | $333.3M | $1.2M | ||
| Q2 25 | $305.2M | $1.5M | ||
| Q1 25 | $298.7M | $1.3M | ||
| Q4 24 | $327.6M | $1.3M | ||
| Q3 24 | $406.2M | $2.3M | ||
| Q2 24 | $380.3M | $2.8M | ||
| Q1 24 | $399.9M | $2.1M |
| Q4 25 | $886.6M | $5.8B | ||
| Q3 25 | $880.8M | $5.8B | ||
| Q2 25 | $876.1M | $5.8B | ||
| Q1 25 | $872.4M | $5.8B | ||
| Q4 24 | $874.8M | $5.8B | ||
| Q3 24 | $872.3M | $5.9B | ||
| Q2 24 | $875.8M | $5.8B | ||
| Q1 24 | $875.0M | $5.8B |
| Q4 25 | $709.9M | $3.3B | ||
| Q3 25 | $678.6M | $3.3B | ||
| Q2 25 | $664.5M | $3.3B | ||
| Q1 25 | $660.9M | $3.3B | ||
| Q4 24 | $705.3M | $3.4B | ||
| Q3 24 | $716.4M | $3.5B | ||
| Q2 24 | $685.3M | $3.7B | ||
| Q1 24 | $679.2M | $3.9B |
| Q4 25 | $2.1B | $10.6B | ||
| Q3 25 | $2.1B | $10.6B | ||
| Q2 25 | $2.0B | $10.6B | ||
| Q1 25 | $2.0B | $10.7B | ||
| Q4 24 | $2.1B | $10.9B | ||
| Q3 24 | $2.1B | $11.1B | ||
| Q2 24 | $2.0B | $11.1B | ||
| Q1 24 | $2.0B | $11.2B |
| Q4 25 | 1.25× | 1.77× | ||
| Q3 25 | 1.30× | 1.78× | ||
| Q2 25 | 1.32× | 1.74× | ||
| Q1 25 | 1.32× | 1.74× | ||
| Q4 24 | 1.24× | 1.69× | ||
| Q3 24 | 1.22× | 1.67× | ||
| Q2 24 | 1.28× | 1.55× | ||
| Q1 24 | 1.29× | 1.47× |
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 | $902.9M |
| Free Cash FlowOCF − Capex | $49.3M | $650.0M |
| FCF MarginFCF / Revenue | 6.6% | 150.1% |
| Capex IntensityCapex / Revenue | 2.1% | 58.4% |
| Cash ConversionOCF / Net Profit | 0.85× | 4.05× |
| TTM Free Cash FlowTrailing 4 quarters | $300.8M | $1.1B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.9M | $902.9M | ||
| Q3 25 | $124.0M | $234.9M | ||
| Q2 25 | $90.4M | $250.3M | ||
| Q1 25 | $92.1M | $156.2M | ||
| Q4 24 | $74.8M | $876.8M | ||
| Q3 24 | $101.4M | $230.3M | ||
| Q2 24 | $79.0M | $238.5M | ||
| Q1 24 | $84.8M | $167.6M |
| Q4 25 | $49.3M | $650.0M | ||
| Q3 25 | $104.8M | $164.6M | ||
| Q2 25 | $74.8M | $190.1M | ||
| Q1 25 | $71.9M | $103.2M | ||
| Q4 24 | $52.9M | $627.0M | ||
| Q3 24 | $77.3M | $161.3M | ||
| Q2 24 | $58.2M | $171.1M | ||
| Q1 24 | $63.0M | $115.0M |
| Q4 25 | 6.6% | 150.1% | ||
| Q3 25 | 13.5% | 38.1% | ||
| Q2 25 | 9.8% | 44.7% | ||
| Q1 25 | 10.5% | 24.5% | ||
| Q4 24 | 7.1% | 148.3% | ||
| Q3 24 | 10.2% | 38.4% | ||
| Q2 24 | 7.9% | 41.2% | ||
| Q1 24 | 9.1% | 27.8% |
| Q4 25 | 2.1% | 58.4% | ||
| Q3 25 | 2.5% | 16.3% | ||
| Q2 25 | 2.1% | 14.2% | ||
| Q1 25 | 2.9% | 12.6% | ||
| Q4 24 | 2.9% | 59.1% | ||
| Q3 24 | 3.2% | 16.4% | ||
| Q2 24 | 2.8% | 16.2% | ||
| Q1 24 | 3.1% | 12.7% |
| Q4 25 | 0.85× | 4.05× | ||
| Q3 25 | 1.67× | 5.81× | ||
| Q2 25 | 1.31× | 6.64× | ||
| Q1 25 | 2.03× | 2.04× | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.48× | 10.19× | ||
| Q2 24 | 1.21× | 8.26× | ||
| Q1 24 | 1.52× | 3.88× |
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% |
UDR
Segment breakdown not available.
