It has been about a month since the last earnings report for TopBuild (BLD) . Shares have added about 1.4% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is TopBuild due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It turns ...

Increases Borrowing Capacity to $2.25 Billion and Extends Maturities to May 2030DAYTONA BEACH, Fla., May 19, 2025 (GLOBE NEWSWIRE) -- TopBuild Corp. (NYSE: BLD), a leading installer and specialty distributor of insulation and building material products to the construction industry in the United States and Canada, today announced the extension and upsizing of its existing senior secured credit facilities. The new $2.25 billion facilities include a $1.0 billion term loan, a $1.0 billion revolving credit facil ...

TopBuild Corp. (NYSE: BLD ) is a leading installer and specialty distributor of insulation and building material products, serving the construction industry across residential, commercial, and industrial markets. With a nationwide footprint, the company operates through two primary segments, Installation Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or op ...

Group 1 - Tomas Riba is an economist and former CFO who focuses on investing in high-quality companies capable of compounding cash flow at double-digit rates [1] - His investment journey began in 2007, and he has a background in accounting and finance [1] - Riba has experience in various industries including pharma, medical devices, textiles, food, and real estate [1] Group 2 - Currently, Riba teaches courses on "Derivatives for risk management" and "Investment analysis" at a Master's Degree program in Financial Management [1] - He adopts a long-term investment approach, targeting companies with strong competitive advantages, growing industries, expanding margins, low debt, and aligned management [1]

TopBuild Corp. (BLD) reported mixed results for the first quarter of 2025, wherein its adjusted earnings topped the Zacks Consensus Estimate and the net sales missed the same. Year over year, both metrics declined.The quarterly performance reflects lower sales volume in the Installation segment, mainly due to softened housing demand caused by affordability concerns. Also, increased selling, general and administrative (SG&A) expenses and the lingering inflation added to the performance decline. However, stre ...

Table of Contents ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 193 For the transition period from to Commission file number: 001-36870 TopBuild Corp. (Exact name of Registrant as Specified in its Charter) Delaware UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period March 31, 2025 (State or Other Jurisdiction of In ...

Statements contained herein reflect our views about future periods, including our future plans and performance, constitute "forward- looking statements" under the Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by words such as "will," "would," "anticipate," "expect," "believe," "designed," "plan," or "intend," the negative of these terms, and similar references to future periods. These views involve risks and uncertainties that are difficult to predict and, ac ...

TopBuild (BLD) Q1 2025 Earnings Call May 06, 2025 09:00 AM ET Company Participants PI Aquino - Vice President - Investor RelationsRobert Buck - President & CEORobert Kuhns - CFOAatish Shah - Equity ResearchStephen Kim - Senior Managing DirectorMichael Rehaut - Executive DirectorAdam Baumgarten - Managing DirectorPhilip Ng - Managing DirectorTrey Grooms - Managing DirectorKeith Hughes - Managing DirectorJeffrey Stevenson - Vice PresidentCollin Verron - Director Conference Call Participants Susan Maklari - Se ...

TopBuild (BLD) Q1 2025 Earnings Call May 06, 2025 09:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by. Greetings, and welcome to TopBuild's First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow today's formal presentation. Please note this conference is being recorded. At this time, I'll now turn the conference over to your host, Pia Ichino, Vice President, Investor Relations. Pia, you m ...

Core Viewpoint - TopBuild reported quarterly earnings of $4.63 per share, exceeding the Zacks Consensus Estimate of $4.43 per share, but down from $4.81 per share a year ago, indicating a 3.74% year-over-year decline in earnings [1][2] Financial Performance - The company posted revenues of $1.23 billion for the quarter ended March 2025, missing the Zacks Consensus Estimate by 0.56% and down from $1.28 billion year-over-year, reflecting a 3.91% decrease [2] - Over the last four quarters, TopBuild has surpassed consensus EPS estimates three times, but has only topped consensus revenue estimates once [2] Stock Performance - TopBuild shares have declined approximately 6.2% since the beginning of the year, compared to a 3.9% decline in the S&P 500 [3] - The current Zacks Rank for TopBuild is 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $5.13 on revenues of $1.32 billion, and for the current fiscal year, it is $20.02 on revenues of $5.19 billion [7] - The trend for estimate revisions ahead of the earnings release was unfavorable, which may impact future stock performance [6] Industry Context - The Building Products - Miscellaneous industry, to which TopBuild belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, suggesting potential challenges for stocks in this sector [8]