Summary of TopBuild 2025 Investor Day Company Overview - **Company**: TopBuild (NYSE: BLD) - **Market Cap**: Increased from $3.8 billion in 2017 to $12.5 billion in 2025, more than doubling in value [15] - **Employees**: Over 15,000 employees and more than 450 branches across the U.S. and Canada [15] Key Themes and Strategies 1. **Best-in-Class Industrial Compounder**: TopBuild positions itself as a leading industrial compounder with a clear strategy for profitable growth, driven by strong free cash flow [8] 2. **Market Expansion**: The company has expanded its total addressable market from approximately $16 billion in 2022 to over $90 billion in 2025, focusing on non-discretionary, non-cyclical revenue streams [19][24] 3. **M&A Competency**: TopBuild has completed 24 acquisitions since 2022, totaling 49 acquisitions in the last eight years, contributing to $1.5 billion in revenue [22][19] 4. **Operational Excellence**: Emphasis on leveraging technology and operational excellence to improve customer experience and drive growth [11][12] Financial Performance - **Sales Growth**: Achieved a compounded annual growth rate of over 16% since 2022, maintaining margins in line with long-term targets [19] - **Revenue Diversification**: Increased non-discretionary revenue from 11% in 2022 to 22% in 2025, enhancing revenue resilience [19] Culture and Talent Management 1. **People-First Culture**: TopBuild emphasizes a people-first approach, focusing on employee engagement, safety, and local empowerment [30][31] 2. **Talent Development**: Programs like Manager in Training and leadership academies are in place to develop future leaders, with an 80% success rate of graduates moving into management roles [38][39] 3. **Employee Engagement**: Recent surveys show 85% of employees are engaged, and 93% understand how their roles contribute to the company's success [44] Community Engagement - **Habitat for Humanity Partnership**: TopBuild has a long-standing partnership with Habitat for Humanity, contributing both material and financial resources to support community housing initiatives [2] Future Outlook - **Commercial Roofing Expansion**: TopBuild is entering the commercial roofing market, which is seen as a natural adjacency to its existing insulation business, with a focus on local relationships and operational excellence [24][26] - **Commitment to Safety**: The company has reduced its safety incident rate from 3.58 in 2017 to 1.95 in 2024, reflecting its commitment to employee safety [50] Conclusion TopBuild is positioned for continued growth through strategic market expansion, operational excellence, and a strong focus on its people and community engagement. The company aims to leverage its proven competencies and culture to drive long-term shareholder value.

Core Insights - CarMax has been recognized for the 11th consecutive year in Fortune magazine's 2025 Best Workplaces in Retail™, ranking 6 in the large company category [1] - The company was also honored by Great Place To Work® and PEOPLE magazine as one of the 2025 PEOPLE® Companies that Care, ranking 38, marking its fifth appearance on this list [1] - These accolades reflect CarMax's commitment to a people-first culture and its dedication to community support [1][2] Awards and Recognition - CarMax has been recognized in multiple categories, including: - Fortune's "100 Best Companies to Work For®" for 21 consecutive years, ranked 69th in 2025 [9] - US Veteran's and Military Magazine's "Top Veteran-Friendly Employer" [9] - Military Friendly designation for its commitment to the military community [9] - Top Workplaces recognition by the Atlanta Journal-Constitution and Richmond Times-Dispatch based on employee feedback [9] Company Culture - CarMax emphasizes a supportive and welcoming environment, driven by a people-first culture [2][10] - The company offers extensive career paths, training, and support for associate growth, highlighting its integrity and community impact [10] - CarMax's innovative approach to employee investment is seen as a driver of productivity and revenue [4]

Core Insights - TTEC Holdings, Inc. has received multiple prestigious workplace awards in 2025 across seven countries, highlighting its commitment to a people-first culture that drives engagement and customer outcomes [1][2] - The company utilizes AI-driven tools such as TTEC RealSkill and TTEC Let Me Know to enhance employee learning and improve both employee and customer experiences [2][3] - TTEC emphasizes the importance of employee well-being and growth, believing that when employees thrive, clients and their customers benefit as well [3] Company Overview - TTEC is a leading global innovator in customer experience (CX) technology and services, focusing on AI-enabled digital CX solutions [3] - The company's services include omnichannel contact center technology, CRM, AI, and analytics solutions, aimed at improving the customer journey [3] - Founded in 1982, TTEC has a strong track record of achieving high client, customer, and employee satisfaction scores globally [3] Industry Recognition - The awards received by TTEC are seen as a reflection of its culture and commitment to innovation, inclusion, and purpose [2] - Brandon Hall Group™ recognizes TTEC's achievements in human capital management, with its awards being referred to as the "Academy Awards of Human Capital Management" [4]