Core Insights - TopBuild Corp. has expanded its presence in the Northeast through the acquisition of Applied Coatings and Upstate Spray Foam, which together generate nearly $20 million in annual revenues [1][8] - The acquisition strengthens TopBuild's installer network and enhances its service offerings in insulation and fireproofing, targeting both residential and commercial markets [2][3] Group 1: Acquisition Details - The deal adds local scale and established customer relationships, supporting deeper penetration in regional construction markets [2] - Management views the acquisition as part of a strategy to drive growth and improve profitability, creating more opportunities in housing and commercial segments [3][4] - The transaction aligns with TopBuild's strategy of using targeted acquisitions to build density in key markets [4] Group 2: Financial Performance - In Q3 2025, consolidated net sales increased by 1.5% year-over-year, with sales from acquisitions rising by 7.9%, offsetting slower residential activity [6] - TopBuild has completed 49 acquisitions since its 2015 spin-off, demonstrating a consistent focus on strategic deals to support growth [5] Group 3: Stock Performance and Valuation - TopBuild's shares have gained 14.7% over the past three months, outperforming the Zacks Building Products - Miscellaneous industry, which rose by 2.8% [7] - The company trades at a forward price-to-earnings (P/E) multiple of 23.93, above the industry average of 18.59 [10] - The Zacks Consensus Estimate for TopBuild's earnings for 2026 remains unchanged at $19.86 per share, implying a year-over-year growth of 1% [13]

Core Insights - TopBuild Corp. has acquired Applied Coatings and Upstate Spray Foam, which together generate approximately $20 million in annual revenue, focusing on spray foam and fireproofing installations in the Northeast [1][2] Company Overview - TopBuild Corp. is a leading installer of insulation and commercial roofing, as well as a specialty distributor of insulation and related building products in the U.S. and Canada [3] - The company operates over 200 branches for installation services and more than 250 branches for specialty distribution across the U.S. and Canada [3]

Conference Call and Webcast at 9:00 A.M. EasternDAYTONA BEACH, Fla., Jan. 27, 2026 (GLOBE NEWSWIRE) -- TopBuild Corp. (NYSE:BLD), a leading installer of insulation and commercial roofing and a specialty distributor of insulation and related building material products to the construction industry in the United States and Canada, announced it will release its fourth quarter 2025 results prior to 7:00 a.m. Eastern time on Thursday, February 26. The Company will host a conference call at 9:00 a.m. that same day ...

You're leaning in to that, Mr. . Simpson. You have a new buy.It is Eagle Materials, EXP. Let's show the chart. >> So, this is a building manufacturing company, Scott.So, from a material standpoint, we've had Home Depot for a long time. That's more, I think, residential. This is something where we're thinking about branching out into multif family commercial does have some residential for sure but also when you think of the data centers talking about concrete there's so much in the way of the supply business ...

Core Insights - Holcim Ltd Unsponsored ADR (HCMLY) is currently rated as a 2 (Buy) by Zacks Rank, while TopBuild (BLD) holds a 3 (Hold) rating, indicating a more favorable earnings estimate revision trend for HCMLY [3] - Value investors utilize various traditional metrics to identify undervalued companies, with a focus on key financial ratios [3][4] Valuation Metrics - HCMLY has a forward P/E ratio of 22.10, compared to BLD's forward P/E of 24.66, suggesting that HCMLY is more attractively priced [5] - The PEG ratio for HCMLY is 2.09, while BLD's PEG ratio is significantly higher at 8.08, indicating better expected earnings growth relative to its price for HCMLY [5] - HCMLY's P/B ratio stands at 2.97, whereas BLD has a P/B ratio of 6.18, further supporting HCMLY's more favorable valuation metrics [6] Conclusion - Given the stronger estimate revision activity and more attractive valuation metrics, HCMLY is positioned as the superior option for value investors compared to BLD [7]

Group 1 - TopBuild (BLD) shares increased by 5.6% to close at $465.73, supported by higher trading volume compared to normal sessions, contrasting with a 0.7% loss over the past four weeks [1] - The stock's rise is attributed to optimism regarding housing affordability improvements in the U.S., following a meeting between U.S. Commerce Secretary Howard Lutnick and major homebuilding executives, highlighting the administration's efforts to address housing concerns [2] - TopBuild, as an installer and distributor of insulation and building products, is closely linked to new housing starts and renovation volumes, which is expected to positively influence investor sentiment and stock performance [2] Group 2 - TopBuild is projected to report quarterly earnings of $4.36 per share, reflecting a year-over-year decline of 15%, while revenues are anticipated to reach $1.48 billion, marking a 12.9% increase from the previous year [3] - The consensus EPS estimate for TopBuild has remained stable over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] - TopBuild holds a Zacks Rank of 3 (Hold), while another company in the same industry, Crawford & Company B, has a Zacks Rank of 4 (Sell) [5]

Core Insights - The construction sector is experiencing a boom, with significant demand for insulation and building materials, benefiting companies like TopBuild, Installed Building Products (IBP), and Owens Corning [5][16]. Company Summaries - **TopBuild** is the largest installer and distributor of insulation in the U.S., operating hundreds of branches and serving both residential and commercial sectors. The company has shown strong financial performance, with a 47.6% return over the past year and a market cap of $13.1 billion [4][6][9]. - **Installed Building Products (IBP)** focuses on residential new construction and has expanded through acquisitions. The company is sensitive to housing starts, which directly impacts its performance [2][15]. - **Owens Corning** manufactures insulation materials and other products, facing challenges related to raw material costs and manufacturing overhead. Despite generating more revenue than TopBuild, Owens Corning has a lower market cap of $10.24 billion and has experienced negative earnings recently [3][10][15]. Financial Performance - TopBuild has consistently outperformed earnings estimates, with a nearly tripled annual EPS from $7.30 in 2020 to $21.04 in 2024. The company reported a Q3 2025 operating margin of 16.4% on revenue of $1.39 billion [7][13]. - Owens Corning's operating margin is at 18.1%, but it has faced negative trailing earnings of $0.86, indicating recent operational challenges despite a year-over-year growth of 31.2% [7][15]. - TopBuild's return on equity stands at 26.2%, showcasing its effective conversion of revenue into shareholder value, while Owens Corning's lower valuation reflects investor concerns about its manufacturing-heavy model [8][10]. Market Positioning - TopBuild's installer-distributor model allows it to capture value from both product markup and labor, providing superior margins compared to pure manufacturers like Owens Corning [14][16]. - The company has a strong negotiating position with suppliers due to its scale and extensive branch network, enabling it to efficiently serve large national builders [14]. - IBP, while benefiting from similar market dynamics, operates on a smaller scale and is more concentrated in residential construction, which may limit its growth compared to TopBuild [15]. Stock Performance - TopBuild's stock has gained 11.63% in the first nine trading days of 2026, trading near its 52-week high, reflecting strong market confidence in its business model [9][10]. - Owens Corning's stock has also seen a year-to-date increase of 10.14%, but its one-year return is negative at 25.84%, indicating a divergence in market sentiment between the two companies [9]. Conclusion - The ongoing construction boom is expected to continue driving demand for insulation, with TopBuild positioned as the primary beneficiary due to its operational model, scale, and consistent execution [16].

Core Viewpoint - TopBuild's revenue growth has been negatively affected by a slowdown in the housing market due to high-interest rates, but the reversal of the interest rate cycle may present new opportunities for recovery in the housing sector [1]. Group 1: Company Performance - TopBuild has experienced revenue growth challenges in recent quarters linked to the housing market slowdown [1]. - The current high-interest rate environment has been a significant factor impacting the housing market and, consequently, TopBuild's performance [1]. Group 2: Market Outlook - The reversal of the interest rate cycle is anticipated to positively influence the housing market, potentially benefiting companies like TopBuild [1].

Core Viewpoint - TopBuild's revenue growth has been negatively affected by a slowdown in the housing market due to high-interest rates, but the reversal of the interest rate cycle may present new opportunities for growth [1]. Group 1: Company Performance - TopBuild's recent revenue growth has been impacted by a slowdown in the housing market [1]. - The company is expected to benefit from the reversal of the interest rate cycle, which could stimulate housing market activity [1]. Group 2: Market Environment - The housing market has been experiencing a slowdown primarily due to a high-interest rate environment [1]. - As interest rates begin to decline, there is potential for recovery in the housing market, which may positively influence companies like TopBuild [1].

Group 1 - The article discusses the role of buy-side hedge professionals who conduct fundamental, income-oriented, long-term analysis across various sectors in developed markets globally [1] - It emphasizes the importance of engaging in discussions about investment ideas and strategies among professionals in the hedge fund industry [1] Group 2 - The article does not provide specific financial data or performance metrics related to any companies or sectors [2][3]