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Installed Building Products vs GEO Group: IBP and GEO compared
Installed Building Products is the larger company: $808M of revenue in its latest quarter (Q3 2026) against $761M for GEO Group (Q3 2026). GEO Group is growing faster (+12% against +4% a year earlier). GEO Group is more profitable, with an operating margin of 13.5% against 11.3%.
Where the money goes: IBP and GEO
Installed Building Products (IBP) · Q3 2026
Installed Building Products, Q3 2026: revenue $808M (+4% year over year), operating margin 11.3%, net earnings $59.4M, operating cash flow $74.8M. The chart follows the revenue to costs, profit and cash.
GEO Group (GEO) · Q3 2026
GEO Group, Q3 2026: revenue $761M (+12% year over year), operating margin 13.5%, net earnings $49.2M, operating cash flow $209M. The chart follows the revenue to costs, profit and cash.
| Installed Building Products (IBP) | GEO Group (GEO) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $808M | $761M |
| Revenue growth, Y/Y | +4% | +12% |
| Gross margin | 31.8% | — |
| Operating margin | 11.3% | 13.5% |
| Net earnings | $59.4M | $49.2M |
| Net margin | 7.3% | 6.5% |
| Operating cash flow | $74.8M | $209M |
| Free cash flow | $58.3M | $177M |
| Market value | $5.8B | $3.7B |
| P/E | 24.7× | 22.4× |
| Analysts’ mean target | $215.79 | $39.00 |
Where the revenue comes from
Installed Building Products
- Net revenue, Installation: $738M (91%)
- Waterproofing: $50.7M (6%)
- Window blinds: $19.3M (2%)
GEO Group
- GEO Secure Services: $605M (79%)
- Electronic Monitoring and Supervision Services: $81.8M (11%)
- Reentry Services: $74.3M (10%)
Questions
Which is bigger, Installed Building Products or GEO Group?
Installed Building Products is the larger company: $808M of revenue in its latest quarter (Q3 2026) against $761M for GEO Group (Q3 2026).
Is Installed Building Products or GEO Group growing faster?
GEO Group is growing faster (+12% against +4% a year earlier).
Which is more profitable, Installed Building Products or GEO Group?
GEO Group is more profitable, with an operating margin of 13.5% against 11.3%.
More: Installed Building Products earnings · how Installed Building Products makes money · GEO Group earnings · how GEO Group makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Nov 6, 2026). Fiscal quarters can end on different dates. Not investment advice.