TopBuild (BLD) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - TopBuild reported $1.3 billion in revenue for the quarter ended June 2025, reflecting a year-over-year decline of 5% [1] - The EPS for the same period was $5.31, down from $5.42 a year ago, but exceeded the consensus estimate of $5.07 by 4.73% [1] - The revenue surpassed the Zacks Consensus Estimate of $1.29 billion by 0.21% [1] Financial Performance Metrics - Net Sales in Specialty Distribution reached $599 million, exceeding the average estimate of $589.99 million, with a year-over-year increase of 1% [4] - Net Sales in Installation amounted to $781 million, slightly above the estimated $774.74 million, but showed a decline of 8.2% compared to the previous year [4] - Intercompany eliminations reported a figure of $-82.46 million, worse than the average estimate of $-73.93 million, but improved by 5.5% year-over-year [4] Operating Profit Analysis - Operating profit for Installation was reported at $155.44 million, surpassing the average estimate of $145.26 million [4] - Operating profit for Specialty Distribution was $87.48 million, slightly above the average estimate of $86.58 million [4] - General corporate expense netted $-9.5 million, better than the estimated $-14.6 million [4] Stock Performance - TopBuild shares have returned +12.7% over the past month, outperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]