Earning Analysis
Welcome to our in-depth analysis of TopBuild Corp(BLD) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of TopBuild Corp earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-11-04 | Pre-Market | 5.22 | 5.36 | +2.68 | 1.38B | 1.39B | +1.06 | -0.87 | +0.01 |
| FY2025Q2 | 2025-08-05 | Pre-Market | 5.07 | 5.31 | +4.73 | 1.31B | 1.30B | -0.69 | +5.40 | +7.29 |
| FY2025Q1 | 2025-05-06 | Pre-Market | 4.43 | 4.63 | +4.51 | 1.23B | 1.23B | +0.27 | -2.35 | +1.12 |
| FY2024Q4 | 2025-02-25 | Pre-Market | 5.08 | 5.13 | +0.98 | 1.31B | 1.31B | -0.15 | +2.75 | -1.96 |
| FY2024Q3 | 2024-11-05 | Pre-Market | 5.62 | 5.68 | +1.07 | 1.39B | 1.37B | -1.49 | +4.30 | +2.29 |
| FY2024Q2 | 2024-08-06 | - | 5.68 | 5.42 | -4.58 | 1.40B | 1.37B | -2.30 | -7.12 | -12.04 |
| FY2024Q1 | 2024-05-07 | - | 4.56 | 4.81 | +5.48 | 1.30B | 1.28B | -1.69 | -5.02 | -1.89 |
| FY2023Q4 | 2024-02-28 | - | 4.60 | 4.69 | +1.96 | 1.29B | 1.29B | -0.17 | -5.23 | -2.74 |
| FY2023Q3 | 2023-10-31 | - | 4.59 | 5.43 | +18.30 | 1.29B | 1.33B | +3.10 | +4.27 | +20.17 |
| FY2023Q2 | 2023-08-03 | - | 4.30 | 5.25 | +22.09 | 1.26B | 1.32B | +4.29 | +4.14 | +8.37 |
BLD Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, TopBuild Corp reported performance for FY2025Q3, announced on 2025-11-04. The company achieved an EPS of 5.36, compared to analyst estimates of 5.22 by 2.68% . Revenue for the quarter reached 1.39B compared to expectations of 1.38B by 1.06% .
The stock price reacted with a -0.87% one-day change and a 0.01% five-day change following the earnings release. These movements reflect market reaction in TopBuild Corp growth trajectory and strategic initiatives.
BLD Earnings Forecast
Looking ahead, TopBuild Corp(BLD) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 1.49B and an EPS of 4.57.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 3.33%, while EPS estimates have been Revise Downward by -1.14%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 11.32% . These revisions correlate with a 1.70% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in TopBuild Corp long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between BLD's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+3.33%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
-1.14%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+11.32%
In Past 3 Month
Stock Price
Go Up
+1.70%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:5.42B
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EPS Estimate-Annual FY 2025:19.85
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Stock Price442.81
BLD Revenue and EPS Performance: A Historical Perspective
TopBuild Corp revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-11-04,Pre-Market):
EPS: 5.36 (Actual) vs.5.22 (Estimate) (2.68%)
Revenue: 1.39B (Actual) vs. 1.38B (Estimate) (1.06%)
Price Reaction: -0.87%(1-Day), 0.01%(5-Day)
FY2025Q2 (2025-08-05,Pre-Market):
EPS: 5.31 (Actual) vs.5.07 (Estimate) (4.73%)
Revenue: 1.30B (Actual) vs. 1.31B (Estimate) (-0.69%)
Price Reaction: 5.40%(1-Day), 7.29%(5-Day)
FY2025Q1 (2025-05-06,Pre-Market):
EPS: 4.63 (Actual) vs.4.43 (Estimate) (4.51%)
Revenue: 1.23B (Actual) vs. 1.23B (Estimate) (0.27%)
Price Reaction: -2.35%(1-Day), 1.12%(5-Day)
Earnings Reaction
The chart below shows how BLD performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BLD sees a +1.83% change in stock price 10 days leading up to the earnings, and a +2.29% change 10 days following the report. On the earnings day itself, the stock moves by +0.03%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -3.15% on the day following the earnings release and then changed by -1.68% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
TopBuild Corp (BLD) Q3 2025 Earnings Call Summary
Neutral
2025-11-04
The earnings call summary presents mixed signals: strong performance in commercial sectors and successful M&A activities, but challenges in residential sales and margin pressures. The Q&A reveals solid backlogs and growth potential, yet concerns remain about residential market softness and unclear guidance for 2026. Overall, the sentiment is balanced, with positive commercial prospects offset by residential market challenges and margin pressures, leading to a neutral outlook.
TopBuild Corp (BLD) Q2 2025 Earnings Call Summary
Neutral
2025-08-05
The earnings call presents a mixed picture: strong free cash flow and effective cost management are positives, but declining EBITDA margins and lower EPS indicate challenges. The Q&A section reveals optimism in certain markets and strong backlog, yet concerns persist over residential softness and pricing headwinds. Management's unclear responses on price relief and backlog performance add uncertainty. Given the balanced positives and negatives, a neutral sentiment is appropriate for the stock price over the next two weeks.
TopBuild Corp (BLD) Q1 2025 Earnings Call Summary
Negative
2025-05-07
The earnings call reveals a decline in total sales and adjusted EBITDA margin, indicating profitability issues. The guidance suggests low single-digit volume declines, and the Q&A highlights uncertainties in the residential market and vague management responses. Despite a strong share buyback program, the negative financial performance and market uncertainties suggest a negative sentiment, likely leading to a stock price decline of -2% to -8%.
TopBuild Corp (BLD) Q1 2025 Earnings Call Summary
Neutral
2025-05-06
The earnings call presents mixed signals: a decline in sales and margins, yet a significant share buyback and positive guidance for commercial projects. The Q&A highlights management confidence in pricing and M&A prospects but acknowledges challenges in residential outlook and market conditions. The overall sentiment is neutral, as the negative aspects of sales decline and margin pressure are balanced by strategic initiatives and shareholder returns.
TopBuild Corp (BLD) Q4 2024 Earnings Call Summary
Negative
2025-02-25
The earnings call highlights pressure on gross margins and uncertainty in residential demand, coupled with a cautious outlook on market conditions. Despite a strong share repurchase program, the lack of M&A guidance and management's vague responses in the Q&A indicate potential risks. The positive financial metrics are offset by weak guidance and strategic pricing challenges, suggesting a negative sentiment.
TopBuild Corp (BLD) Q3 2024 Earnings Call Summary
Negative
2024-11-05
The earnings call reveals several concerns: reduced sales and EBITDA guidance, slowing multifamily demand, supply chain challenges, and financing issues. Despite some positive aspects like share buybacks and steady financial metrics, the overall sentiment is negative. The Q&A section highlights market uncertainties and vague management responses, particularly regarding multifamily and pricing dynamics. These factors, combined with the negative impact of interest rate fluctuations and economic conditions, suggest a negative stock price movement over the next two weeks.
TopBuild Corp. (BLD) Q2 2024 Earnings Call Summary
Neutral
2024-08-06
The earnings call reveals mixed signals: strong financial metrics and a share repurchase program suggest confidence, yet project delays and material supply constraints due to high interest rates pose risks. The Q&A highlights concerns over market 'choppiness' and unclear management responses. Raised guidance and improved profitability are positive, but choppy demand and supply issues temper enthusiasm. The lack of market cap data prevents precise impact assessment, but the overall sentiment is neutral, expecting limited stock movement.
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FAQ
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