TopBuild Set to Announce Q4 Earnings on February 26
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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 fall
10 Analyst Rating
7 Buy
3 Hold
0 Sell
Moderate Buy
Current: 511.060
Low
410.00
Averages
486.75
High
536.00
Current: 511.060
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 Set to Announce Q4 Earnings on February 26
- 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.
See More
TopBuild Acquires Johnson Roofing for $29M in Revenue
- Acquisition Agreement: TopBuild has entered into an agreement to acquire Johnson Roofing, a commercial roofing installation company with approximately $29 million in annual revenue, which is expected to enhance TopBuild's market position in Texas and drive overall revenue growth.
- Market Expansion: Founded in 1941, Johnson Roofing specializes in commercial roofing projects across Texas, Louisiana, and Oklahoma, and this acquisition will enable TopBuild to better serve its general contractor customers, thereby increasing its competitive edge in the market.
- Strategic Focus: TopBuild's CEO Robert Buck stated that the acquisition will help build the company's commercial roofing services platform, focusing on compounding returns and enhancing shareholder value, demonstrating a commitment to long-term growth.
- Industry Outlook: Nick Hadden emphasized that the acquisition allows TopBuild to capitalize on the highly fragmented commercial roofing market, expanding its service capabilities in Central Texas, aligning with the company's strategic direction for growth amid changing housing cycles.
See More
TopBuild Acquires Johnson Roofing to Expand Commercial Services
- Acquisition Announcement: TopBuild Corp. has announced the acquisition of Johnson Roofing, one of Texas's largest commercial roofing installation companies with approximately $29 million in annual revenue, significantly enhancing its market share and service capabilities in Texas.
- Market Expansion: This acquisition allows TopBuild to expand its operations in Central Texas, capitalizing on the highly fragmented commercial roofing market in the region, thereby improving service delivery to general contractor customers.
- Cultural Alignment: The leader of Johnson Roofing expressed that the fundamental culture of safety and excellence aligns closely with TopBuild, ensuring the continuation of their legacy of customer service and enhancing overall customer satisfaction.
- Strategic Focus: TopBuild's CEO Robert Buck emphasized that this acquisition will build the company's commercial roofing services platform, aiming to compound returns and drive greater shareholder value, reflecting the company's confidence in future growth prospects.
See More
TopBuild Acquires Applied Coatings and Upstate Spray Foam to Expand Northeast Presence
- Acquisition Announcement: TopBuild Corp. has announced the acquisition of Applied Coatings and Upstate Spray Foam, based in New York, which together generate approximately $20 million in annual revenue, primarily providing spray foam and fireproofing services, thereby enhancing TopBuild's business footprint in the Northeast.
- Market Expansion: This acquisition will further solidify TopBuild's market position in the residential and commercial sectors across New York, Pennsylvania, and Massachusetts, and is expected to drive overall growth and profitability for the company.
- Management Insights: TopBuild's CEO Robert Buck stated that this acquisition exemplifies the company's strategic focus on driving growth and profitability, reflecting a strong recognition and trust in the teams of Applied Coatings and Upstate Spray Foam.
- Customer Relationships: Billy Gibson, co-owner of Applied Coatings and Upstate Spray Foam, emphasized that the alignment in customer relationships and values between the two companies will facilitate continued growth in Upstate New York and beyond, further enhancing TopBuild's competitive edge in the market.
See More
Kevin Simpson Invests in Building Materials Firms, Targeting AI Growth Opportunities
- Investment Opportunity: Kevin Simpson identified opportunities amid market volatility by acquiring Eagle Materials, a heavy construction materials manufacturer, anticipating benefits from the AI buildout, particularly in data center demand.
- Financial Performance: Eagle Materials trades at a forward P/E ratio of 17 and boasts substantial free cash flow, indicating strong financial health that supports future growth potential.
- Market Trends: Simpson noted that as tech companies build data centers, building material suppliers will be significant beneficiaries, with Eagle Materials' stock up over 7% year-to-date, despite a 4% decline this week.
- Industry Outlook: Another beneficiary, TopBuild, focuses on building insulation materials, and Simpson believes that the expansion in the construction sector over the next few years will yield tremendous benefits for suppliers, with TopBuild's stock up nearly 16% this year.
See More
Distillate Capital Announces Q4 2025 Portfolio Adjustments
- Portfolio Changes: Distillate Capital's Q4 2025 rebalancing saw the U.S. Fundamental Stability & Value Composite purchase Bristol-Myers Squibb (BMY), Vistra (VST), and TE Connectivity (TEL), while divesting from Elevance Health (ELV), HCA Healthcare (HCA), and Lowe's Companies (LOW), indicating a strategic shift in healthcare and consumer sectors.
- Increases and Reductions: The U.S. FSV Strategy increased stakes in Uber Technologies (UBER), T-Mobile US (TMUS), and Marathon Petroleum (MPC), while trimming positions in Johnson & Johnson (JNJ), Merck & Co. (MRK), and Cisco Systems (CSCO), reflecting changing confidence in technology and energy sectors.
- Small Cap Investments: The U.S. Small/Mid Cap Quality & Value Composite acquired CF Industries Holdings (CF), Molson Coors Beverage (TAP), and Toll Brothers (TOL), exiting Range Resources (RRC), Gap (GAP), and TopBuild (BLD), showcasing a proactive approach towards small-cap stocks.
- International Investment Dynamics: The International Fundamental Stability & Value Composite acquired Agnico Eagle Mines (AEM), HD HYUNDAI, and Rio Tinto (RIO), while divesting from SK Hynix (HXSC.F), LVMH (LVMHF), and Aluminum Corporation of China (ALMMF), highlighting a focus on international mining and consumer goods.
See More
TopBuild Set to Announce Q4 Earnings on February 26
- 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.
See More
TopBuild Acquires Johnson Roofing for $29M in Revenue
- Acquisition Agreement: TopBuild has entered into an agreement to acquire Johnson Roofing, a commercial roofing installation company with approximately $29 million in annual revenue, which is expected to enhance TopBuild's market position in Texas and drive overall revenue growth.
- Market Expansion: Founded in 1941, Johnson Roofing specializes in commercial roofing projects across Texas, Louisiana, and Oklahoma, and this acquisition will enable TopBuild to better serve its general contractor customers, thereby increasing its competitive edge in the market.
- Strategic Focus: TopBuild's CEO Robert Buck stated that the acquisition will help build the company's commercial roofing services platform, focusing on compounding returns and enhancing shareholder value, demonstrating a commitment to long-term growth.
- Industry Outlook: Nick Hadden emphasized that the acquisition allows TopBuild to capitalize on the highly fragmented commercial roofing market, expanding its service capabilities in Central Texas, aligning with the company's strategic direction for growth amid changing housing cycles.
See More
TopBuild Acquires Johnson Roofing to Expand Commercial Services
- Acquisition Announcement: TopBuild Corp. has announced the acquisition of Johnson Roofing, one of Texas's largest commercial roofing installation companies with approximately $29 million in annual revenue, significantly enhancing its market share and service capabilities in Texas.
- Market Expansion: This acquisition allows TopBuild to expand its operations in Central Texas, capitalizing on the highly fragmented commercial roofing market in the region, thereby improving service delivery to general contractor customers.
- Cultural Alignment: The leader of Johnson Roofing expressed that the fundamental culture of safety and excellence aligns closely with TopBuild, ensuring the continuation of their legacy of customer service and enhancing overall customer satisfaction.
- Strategic Focus: TopBuild's CEO Robert Buck emphasized that this acquisition will build the company's commercial roofing services platform, aiming to compound returns and drive greater shareholder value, reflecting the company's confidence in future growth prospects.
See More
TopBuild Acquires Applied Coatings and Upstate Spray Foam to Expand Northeast Presence
- Acquisition Announcement: TopBuild Corp. has announced the acquisition of Applied Coatings and Upstate Spray Foam, based in New York, which together generate approximately $20 million in annual revenue, primarily providing spray foam and fireproofing services, thereby enhancing TopBuild's business footprint in the Northeast.
- Market Expansion: This acquisition will further solidify TopBuild's market position in the residential and commercial sectors across New York, Pennsylvania, and Massachusetts, and is expected to drive overall growth and profitability for the company.
- Management Insights: TopBuild's CEO Robert Buck stated that this acquisition exemplifies the company's strategic focus on driving growth and profitability, reflecting a strong recognition and trust in the teams of Applied Coatings and Upstate Spray Foam.
- Customer Relationships: Billy Gibson, co-owner of Applied Coatings and Upstate Spray Foam, emphasized that the alignment in customer relationships and values between the two companies will facilitate continued growth in Upstate New York and beyond, further enhancing TopBuild's competitive edge in the market.
See More
Kevin Simpson Invests in Building Materials Firms, Targeting AI Growth Opportunities
- Investment Opportunity: Kevin Simpson identified opportunities amid market volatility by acquiring Eagle Materials, a heavy construction materials manufacturer, anticipating benefits from the AI buildout, particularly in data center demand.
- Financial Performance: Eagle Materials trades at a forward P/E ratio of 17 and boasts substantial free cash flow, indicating strong financial health that supports future growth potential.
- Market Trends: Simpson noted that as tech companies build data centers, building material suppliers will be significant beneficiaries, with Eagle Materials' stock up over 7% year-to-date, despite a 4% decline this week.
- Industry Outlook: Another beneficiary, TopBuild, focuses on building insulation materials, and Simpson believes that the expansion in the construction sector over the next few years will yield tremendous benefits for suppliers, with TopBuild's stock up nearly 16% this year.
See More
Distillate Capital Announces Q4 2025 Portfolio Adjustments
- Portfolio Changes: Distillate Capital's Q4 2025 rebalancing saw the U.S. Fundamental Stability & Value Composite purchase Bristol-Myers Squibb (BMY), Vistra (VST), and TE Connectivity (TEL), while divesting from Elevance Health (ELV), HCA Healthcare (HCA), and Lowe's Companies (LOW), indicating a strategic shift in healthcare and consumer sectors.
- Increases and Reductions: The U.S. FSV Strategy increased stakes in Uber Technologies (UBER), T-Mobile US (TMUS), and Marathon Petroleum (MPC), while trimming positions in Johnson & Johnson (JNJ), Merck & Co. (MRK), and Cisco Systems (CSCO), reflecting changing confidence in technology and energy sectors.
- Small Cap Investments: The U.S. Small/Mid Cap Quality & Value Composite acquired CF Industries Holdings (CF), Molson Coors Beverage (TAP), and Toll Brothers (TOL), exiting Range Resources (RRC), Gap (GAP), and TopBuild (BLD), showcasing a proactive approach towards small-cap stocks.
- International Investment Dynamics: The International Fundamental Stability & Value Composite acquired Agnico Eagle Mines (AEM), HD HYUNDAI, and Rio Tinto (RIO), while divesting from SK Hynix (HXSC.F), LVMH (LVMHF), and Aluminum Corporation of China (ALMMF), highlighting a focus on international mining and consumer goods.
See More
