TopBuild Set to Announce Q4 Earnings on February 26
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 25 2026
0mins
Should l Buy BLD?
Source: seekingalpha
- Earnings Announcement Timing: TopBuild is set to announce its Q4 earnings on February 26 before market open, with a consensus EPS estimate of $4.54, reflecting an 11.5% year-over-year decline, indicating potential challenges in the current economic environment.
- Revenue Expectations: The anticipated Q4 revenue is $1.49 billion, representing a 13.7% year-over-year increase, suggesting that despite pressures, TopBuild is still able to achieve revenue growth, demonstrating resilience in the market.
- Historical Performance Review: Over the past two years, TopBuild has beaten EPS estimates 75% of the time and revenue estimates 63% of the time, indicating a degree of stability and reliability in its financial performance.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and four downward revisions, while revenue estimates have experienced one upward revision and three downward revisions, reflecting analyst divergence on the company's future performance and market uncertainty.
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Analyst Views on BLD
Wall Street analysts forecast BLD stock price to rise
10 Analyst Rating
7 Buy
3 Hold
0 Sell
Moderate Buy
Current: 369.160
Low
410.00
Averages
486.75
High
536.00
Current: 369.160
Low
410.00
Averages
486.75
High
536.00
About BLD
TopBuild Corp. is an installer and specialty distributor of insulation and related building material products to the construction industry in the United States and Canada. The Company’s segments include Installation and Specialty Distribution. The Installation segment primarily installs insulation and other building products. Installation sells primarily to the residential new construction market, commercial/industrial construction market, along with repair/remodel of residential housing. In addition to insulation, it installs other building products, including glass and windows, rain gutters, garage doors, closet shelving, and fireplaces, among other items. The Specialty Distribution segment distributes building and mechanical insulation, insulation accessories and other building product materials for the residential and commercial/industrial end markets. In addition to insulation and accessories, it distributes rain gutters, closet shelving, and roofing materials, among other items.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
TopBuild Appoints New President and COO
- Executive Appointment: TopBuild has promoted John Achille to President and COO, effective immediately, marking a strategic shift in leadership aimed at enhancing operational efficiency and execution.
- Operational Responsibilities: In his new role, Achille will oversee the day-to-day operations of TopBuild's Installation Services and Specialty Distribution businesses, which is expected to drive growth and optimization in these critical areas.
- Background Overview: Achille joined TopBuild in 2021 after the acquisition of American Building Systems, where he served as VP of their Coastal Insulation business, bringing valuable industry experience that will provide new perspectives and management capabilities to the company.
- Future Outlook: TopBuild outlines a revenue midpoint of $6.075 billion for 2026, and Achille's appointment is seen as a crucial step in driving the company's outlook through M&A and operational discipline.
See More
TopBuild Appoints New President and COO
- Executive Appointment: TopBuild has announced the promotion of John Achille to President and COO, responsible for the company's daily operations and growth strategies, indicating ongoing leadership optimization and development within the company.
- Leadership Recognition: CEO Robert Buck praised Achille as a “purpose-driven leader,” whose outstanding performance across various business areas has laid the foundation for TopBuild's success, reflecting the company's confidence in its future development.
- Growth Potential: Achille stated that TopBuild has a flexible business model and generates strong free cash flow, showcasing the company's optimistic outlook for long-term growth and commitment to enhancing shareholder returns, which highlights the clarity of its strategic direction.
- Extensive Industry Experience: Since joining TopBuild in 2021, Achille has accumulated extensive experience in various key positions, particularly after the acquisition of American Building Systems, further strengthening the company's market competitiveness.
See More
TopBuild Shares Enter Oversold Territory
- Oversold Signal: TopBuild Corp (Ticker: BLD) saw its RSI drop to 27.8 during Thursday's trading, indicating an oversold condition that suggests the recent heavy selling may be exhausting, prompting investors to consider buying opportunities.
- Price Fluctuation: BLD shares hit a low of $346.785, significantly above the 52-week low of $266.26, while the 52-week high stands at $559.4684, indicating notable price volatility and potential rebound space.
- Market Comparison: Compared to the current RSI of 32.2 for the S&P 500 ETF (SPY), BLD's 27.8 RSI further emphasizes its oversold status, likely attracting investors looking for low-entry points.
- Investor Sentiment: Despite the current low share price, investor sentiment may turn optimistic due to the oversold signal, indicating potential for future rebounds and investment opportunities.
See More
Analysis of BLD Stock's 52-Week Highs and Lows
- Price Fluctuation Analysis: BLD's stock has a 52-week low of $266.26 and a high of $559.4684, with the last trade at $408.49, indicating significant volatility in its price reflecting varying market perceptions.
- Market Trend Observation: The current price of $408.49 shows a potential upside of $142.23 from the 52-week low, yet it is $150.9784 away from the high, suggesting investors should monitor shifts in market sentiment closely.
- Technical Indicator Focus: BLD's performance is closely tied to its 200-day moving average, with several stocks recently crossing below this line, potentially signaling a market trend shift, prompting investors to assess their holding risks carefully.
- Investor Sentiment Analysis: Despite the stock's fluctuations within the 52-week range, market opinions on BLD remain mixed, urging investors to stay informed about relevant market dynamics for more informed investment decisions.
See More
Worst Performing Large-Cap Stocks Last Week
- Novo Nordisk Decline: Novo Nordisk (NYSE:NVO) fell 6.59% this week after announcing disappointing topline results from a Chinese Phase 2 trial of UBT251, alongside reports of planned price cuts for Ozempic and Wegovy, which could negatively impact future sales performance.
- First Solar Earnings Miss: First Solar, Inc. saw an 18.59% drop this week due to worse-than-expected Q4 EPS results and FY26 sales guidance falling below estimates, prompting multiple analysts to lower their price targets, reflecting concerns over the company's growth prospects.
- Zoom's Mixed Results: Zoom Communications, Inc. (NASDAQ:ZM) declined 17.38% this week after reporting mixed Q4 financial results and issuing Q1 and FY27 adjusted EPS guidance below estimates, indicating challenges in a competitive market.
- Donaldson's Performance Drop: Donaldson Company, Inc. (NYSE:DCI) fell 13.28% this week after reporting disappointing Q2 financial results and cutting its FY26 adjusted EPS guidance, which may undermine investor confidence.
See More
TopBuild Corp. Q4 2025 Earnings Call Insights
- Performance Growth Highlight: TopBuild reported Q4 2025 net sales of $1.49 billion, a 13.2% year-over-year increase, with acquisitions contributing 23%, demonstrating the company's resilience and growth potential in a challenging market environment.
- Ongoing Acquisition Strategy: The company completed seven acquisitions in 2025, including SPI, which is expected to add approximately $1.2 billion in annual revenue, further solidifying its position in the $95 billion market.
- Market Challenges and Responses: Despite weak demand in residential and light commercial sectors and low consumer confidence, TopBuild maintains strength in commercial and industrial markets, with management emphasizing disciplined pricing and local decision-making to navigate market fluctuations.
- Cautious Future Outlook: CFO Kuhns set 2026 sales guidance at $5.925 billion to $6.225 billion, anticipating mid-single-digit declines in residential sales, reflecting uncertainty about market recovery while emphasizing that acquisitions will continue to drive revenue growth.
See More
TopBuild Appoints New President and COO
- Executive Appointment: TopBuild has promoted John Achille to President and COO, effective immediately, marking a strategic shift in leadership aimed at enhancing operational efficiency and execution.
- Operational Responsibilities: In his new role, Achille will oversee the day-to-day operations of TopBuild's Installation Services and Specialty Distribution businesses, which is expected to drive growth and optimization in these critical areas.
- Background Overview: Achille joined TopBuild in 2021 after the acquisition of American Building Systems, where he served as VP of their Coastal Insulation business, bringing valuable industry experience that will provide new perspectives and management capabilities to the company.
- Future Outlook: TopBuild outlines a revenue midpoint of $6.075 billion for 2026, and Achille's appointment is seen as a crucial step in driving the company's outlook through M&A and operational discipline.
See More
TopBuild Appoints New President and COO
- Executive Appointment: TopBuild has announced the promotion of John Achille to President and COO, responsible for the company's daily operations and growth strategies, indicating ongoing leadership optimization and development within the company.
- Leadership Recognition: CEO Robert Buck praised Achille as a “purpose-driven leader,” whose outstanding performance across various business areas has laid the foundation for TopBuild's success, reflecting the company's confidence in its future development.
- Growth Potential: Achille stated that TopBuild has a flexible business model and generates strong free cash flow, showcasing the company's optimistic outlook for long-term growth and commitment to enhancing shareholder returns, which highlights the clarity of its strategic direction.
- Extensive Industry Experience: Since joining TopBuild in 2021, Achille has accumulated extensive experience in various key positions, particularly after the acquisition of American Building Systems, further strengthening the company's market competitiveness.
See More
TopBuild Shares Enter Oversold Territory
- Oversold Signal: TopBuild Corp (Ticker: BLD) saw its RSI drop to 27.8 during Thursday's trading, indicating an oversold condition that suggests the recent heavy selling may be exhausting, prompting investors to consider buying opportunities.
- Price Fluctuation: BLD shares hit a low of $346.785, significantly above the 52-week low of $266.26, while the 52-week high stands at $559.4684, indicating notable price volatility and potential rebound space.
- Market Comparison: Compared to the current RSI of 32.2 for the S&P 500 ETF (SPY), BLD's 27.8 RSI further emphasizes its oversold status, likely attracting investors looking for low-entry points.
- Investor Sentiment: Despite the current low share price, investor sentiment may turn optimistic due to the oversold signal, indicating potential for future rebounds and investment opportunities.
See More
Analysis of BLD Stock's 52-Week Highs and Lows
- Price Fluctuation Analysis: BLD's stock has a 52-week low of $266.26 and a high of $559.4684, with the last trade at $408.49, indicating significant volatility in its price reflecting varying market perceptions.
- Market Trend Observation: The current price of $408.49 shows a potential upside of $142.23 from the 52-week low, yet it is $150.9784 away from the high, suggesting investors should monitor shifts in market sentiment closely.
- Technical Indicator Focus: BLD's performance is closely tied to its 200-day moving average, with several stocks recently crossing below this line, potentially signaling a market trend shift, prompting investors to assess their holding risks carefully.
- Investor Sentiment Analysis: Despite the stock's fluctuations within the 52-week range, market opinions on BLD remain mixed, urging investors to stay informed about relevant market dynamics for more informed investment decisions.
See More
Worst Performing Large-Cap Stocks Last Week
- Novo Nordisk Decline: Novo Nordisk (NYSE:NVO) fell 6.59% this week after announcing disappointing topline results from a Chinese Phase 2 trial of UBT251, alongside reports of planned price cuts for Ozempic and Wegovy, which could negatively impact future sales performance.
- First Solar Earnings Miss: First Solar, Inc. saw an 18.59% drop this week due to worse-than-expected Q4 EPS results and FY26 sales guidance falling below estimates, prompting multiple analysts to lower their price targets, reflecting concerns over the company's growth prospects.
- Zoom's Mixed Results: Zoom Communications, Inc. (NASDAQ:ZM) declined 17.38% this week after reporting mixed Q4 financial results and issuing Q1 and FY27 adjusted EPS guidance below estimates, indicating challenges in a competitive market.
- Donaldson's Performance Drop: Donaldson Company, Inc. (NYSE:DCI) fell 13.28% this week after reporting disappointing Q2 financial results and cutting its FY26 adjusted EPS guidance, which may undermine investor confidence.
See More
TopBuild Corp. Q4 2025 Earnings Call Insights
- Performance Growth Highlight: TopBuild reported Q4 2025 net sales of $1.49 billion, a 13.2% year-over-year increase, with acquisitions contributing 23%, demonstrating the company's resilience and growth potential in a challenging market environment.
- Ongoing Acquisition Strategy: The company completed seven acquisitions in 2025, including SPI, which is expected to add approximately $1.2 billion in annual revenue, further solidifying its position in the $95 billion market.
- Market Challenges and Responses: Despite weak demand in residential and light commercial sectors and low consumer confidence, TopBuild maintains strength in commercial and industrial markets, with management emphasizing disciplined pricing and local decision-making to navigate market fluctuations.
- Cautious Future Outlook: CFO Kuhns set 2026 sales guidance at $5.925 billion to $6.225 billion, anticipating mid-single-digit declines in residential sales, reflecting uncertainty about market recovery while emphasizing that acquisitions will continue to drive revenue growth.
See More
