Company Overview - TopBuild (BLD) shares have increased by approximately 1.4% over the past month, underperforming the S&P 500 [1] - The most recent earnings report is crucial for understanding the catalysts affecting the stock [1] Earnings Estimates - Estimates for TopBuild have trended downward in the past month, indicating a negative outlook [2][4] - The stock currently holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [4] VGM Scores - TopBuild has a Growth Score of A, but a low Momentum Score of F, resulting in an overall VGM Score of B [3] - The stock is positioned in the second quintile for the value strategy, indicating moderate value potential [3] Industry Performance - TopBuild is part of the Zacks Building Products - Miscellaneous industry, where competitor Masco (MAS) has seen a 4.9% increase in the past month [5] - Masco reported revenues of $1.8 billion for the last quarter, reflecting a year-over-year decline of 6.5% [5] - Masco's expected earnings for the current quarter are $1.07 per share, down 10.8% year-over-year, with a Zacks Rank 4 (Sell) [6]

Core Viewpoint - TopBuild Corp. has successfully extended and increased its senior secured credit facilities to $2.25 billion, enhancing its liquidity and financial flexibility to support its capital allocation strategy [1][2]. Group 1: Financial Details - The new credit facilities consist of a $1.0 billion term loan, a $1.0 billion revolving credit facility, and a $250.0 million delayed draw term loan, all maturing in May 2030 [1]. - The amended credit facilities will incur interest at the Secured Overnight Financing Rate (SOFR) plus 1.25% per annum, subject to adjustments based on a leverage-based pricing grid [2]. Group 2: Company Overview - TopBuild Corp. is a leading installer and specialty distributor of insulation and building material products in the construction industry across the United States and Canada [3]. - The company operates more than 200 branches for insulation installation services and over 150 branches for its Specialty Distribution business, which includes building and mechanical insulation and related products [3].

Company Overview - 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 [1] Business Segments - The company operates through two primary segments: Installation and Distribution, which allows it to maintain a nationwide footprint [1]

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]