FY2026 EPS Estimates for TopBuild Lifted by Zacks Research
Zacks Research has increased its FY2026 EPS estimate for TopBuild to $18.16, up from $18.09, and nudged its Q4 2026 EPS to $4.36, indicating slightly higher earnings expectations. Despite this positive revision and TopBuild beating recent quarterly earnings estimates, Wall Street analysts maintain a consensus "Hold" rating for the stock with an average price target of $466.77. The company's latest earnings report showed an EPS of $3.75 on revenue of $1.45 billion, surpassing consensus estimates and marking a 17.2% year-over-year revenue increase.
A Look at TopBuild Corp (BLD) After 3.6% Gain -- GF Value $447.10 vs Price $412.64
TopBuild Corp (BLD) saw its shares rise 3.6% to $412.64, despite a 15.8% drop over the last month, though it boasts a 41.7% gain over the past year. GuruFocus considers BLD undervalued with a GF Value of $447.10, yet its P/E ratio is higher than its historical median, suggesting potential overvaluation in the market's eyes. The company has a strong GF Score of 95/100, driven by excellent growth and valuation ranks, but with an average financial strength rating and no recent insider transactions.
QXO files financial statements related to recent acquisitions and TopBuild deal
QXO, Inc. has filed financial statements and pro forma financial information with the SEC regarding its recent acquisitions, including Kodiak Building Partners Inc., QXO Building Products, Inc., and the pending acquisition of TopBuild Corp. This filing provides historical and pro forma financial data to inform investors about the impact of these transactions, as QXO's stock trades near its 52-week low. Despite a recent loss, analysts forecast profitability for QXO this year.
QXO files financial statements related to recent acquisitions and TopBuild deal
QXO, Inc. has filed financial statements and pro forma financial information with the SEC regarding its recent acquisitions, including Kodiak Building Partners Inc. and QXO Building Products, Inc., as well as its pending deal to acquire TopBuild Corp. This filing aims to provide investors with financial data reflecting the impact of these transactions, amidst QXO's stock trading near its 52-week low. Despite previous losses, analysts forecast QXO to become profitable this year.
QXO (NYSE: BLD) files TopBuild and Kodiak financials for merger
QXO, Inc. has filed a Form 8-K to provide comprehensive financial disclosures related to its proposed acquisition of TopBuild Corp. and prior acquisition of Kodiak Building Partners Inc. The filing includes audited and unaudited financial statements for both Kodiak and TopBuild, as well as unaudited pro forma combined financial information for all entities. This action is crucial for regulatory compliance and shareholder evaluation as the merger progresses towards completion, which remains subject to customary conditions and approvals.
TopBuild Corp (BLD) Stock Down 3.0% -- Now Undervalued? GF Score: 95/100
TopBuild Corp (BLD) shares fell 3.0% to $400.76, but GuruFocus assesses the stock as "modestly undervalued" with a GF Value™ of $446.45. Despite trading above its 5-year median P/E, BLD boasts a strong GF Score™ of 95/100, driven by excellent growth prospects (10/10), though financial strength is moderate (5/10). No recent insider transactions suggest stable current perceptions of its future.
Capital Research discloses 14.6% stake in TopBuild (BLD) in Schedule 13G/A
Capital Research Global Investors has disclosed a 14.6% beneficial ownership stake in TopBuild Corp. (BLD) through a Schedule 13G/A filing. This includes 4,096,999 shares, with Capital Research holding sole voting power over 4,086,854 shares and sole dispositive power over all 4,096,999 shares. The filing indicates a passive investment and was signed on May 11, 2026, by a Vice President and Senior Counsel.
Capital World Investors reports 1.48M-share stake in TopBuild (BLD)
Capital World Investors has filed a Schedule 13G, disclosing a beneficial ownership of 1,483,387 shares, representing a 5.3% stake in TopBuild Corp. (BLD). This filing indicates that Capital World Investors holds sole voting and dispositive power over these shares, which are based on 28,145,137 shares believed to be outstanding as of March 31, 2026. The disclosure is a routine notification of passive institutional ownership.
TopBuild (BLD) — Capital International Investors reports 566,320 shares (2.0%)
Capital International Investors has reported beneficial ownership of 566,320 shares of TopBuild Corp. (BLD) common stock, representing a 2.0% stake in the company. This disclosure, made via an amended Schedule 13G/A filing, indicates passive institutional ownership with Capital International Investors holding sole voting and dispositive power over these shares. The filing specifies the ownership details and provides context on the regulatory definitions of beneficial ownership and dispositive power.
Did TopBuild’s (BLD) Profit Squeeze Amid Rising Sales Just Shift Its Investment Narrative?
TopBuild (BLD) reported increased sales but decreased net income in Q1 2026, indicating profit margin pressure despite revenue growth. This situation, along with the pending acquisition by QXO, Inc. for $14.3 billion, could change the investment outlook for the company. Analysts had already predicted shrinking margins, suggesting a cautious view on the company's profitability and future earnings.
Trading Systems Reacting to (BLD) Volatility
The article discusses the volatility of Topbuild Corp. (NYSE: BLD) and presents AI-generated trading strategies. It highlights weak near and mid-term sentiment but a strong long-term outlook, with specific entry, target, and stop-loss levels for different risk profiles. The analysis also includes multi-timeframe signal strength and support/resistance levels.
From Beacon to TopBuild, a QXO Q&A
QXO, now the largest publicly traded distributor of roofing materials and the second-largest in lumber and building materials in North America, shared an investor Q&A. Founder Brad Jacobs discussed their strategy of "flipping the supplier relationship" to become a prioritized customer for suppliers and the strong interest from regional builders in sourcing more from a single supplier. The document also detailed Kodiak Building Partners' revenue mix, showing a significant presence in traditional lumber, doors, windows, and manufactured components, primarily in the Sunbelt region.
Did TopBuild’s (BLD) Profit Squeeze Amid Rising Sales Just Shift Its Investment Narrative?
TopBuild (BLD) reported Q1 2026 results showing increased sales but decreased net income, indicating profit margin pressure despite top-line growth. This situation, combined with the pending US$14.3 billion acquisition by QXO, Inc., may alter TopBuild's investment narrative, shifting focus to profitability sustainability, integration complexities, and potential leverage associated with the deal. Analysts hold varied views on the company's future, with some projecting revenue growth but shrinking margins.
QXO releases investor Q&A on pending TopBuild acquisition By Investing.com
QXO, Inc. released an investor Q&A regarding its pending acquisition of TopBuild Corp., making it available on the company's website and detailing it in an SEC filing. The acquisition, valued at approximately $17 billion in a stock and cash deal, is subject to customary closing conditions, including shareholder approvals for both companies. The company expects to file a Form S-4 registration statement, which will include a joint proxy statement and prospectus, and has also recently announced a national sponsorship with the National Hispanic Contractors Association.
QXO Outlines Strategy for Transformative TopBuild Acquisition
QXO Inc. announced its strategy for acquiring TopBuild Corp., focusing on integrating TopBuild's insulation installation and distribution business into a single North American platform. The acquisition aims to generate value through revenue synergies, technology-enabled operations, and enhanced margins by "owning the job site" and expanding bundled offerings. This move is expected to position the combined entity as a preferred partner for large construction projects, driving mid- to high-single-digit organic growth.
QXO (NYSE: BLD) posts investor Q&A on TopBuild acquisition details
QXO, Inc. released an investor Q&A on May 11, 2026, regarding its pending acquisition of TopBuild Corp., detailing the procedural next steps including the filing of a Form S-4 registration statement and joint proxy statement/prospectus. The communication outlines customary forward-looking statements, potential risks, and conditions for the acquisition's closing, such as shareholder and regulatory approvals, and financing. Key metrics and terms related to the acquisition and its regulatory filings were also highlighted.
QXO (QXO) outlines TopBuild acquisition synergies, $50B revenue goal and 2030 EBITDA targets
QXO has detailed its strategy for the pending acquisition of TopBuild Corp., aiming to create an integrated North American platform for building products with Beacon and Kodiak. The company projects reaching $50 billion in revenue within a decade, driven by organic growth and synergistic cross-selling, and anticipates approximately $300 million in TopBuild-related synergies by 2030. QXO targets $4 billion in organic EBITDA and $5.5 billion including tuck-in acquisitions by 2030, emphasizing technology integration and customer proximity for value creation.
Gateway Investment Advisers LLC Has $2.64 Million Holdings in TopBuild Corp. $BLD
Gateway Investment Advisers LLC significantly reduced its stake in TopBuild Corp. (NYSE:BLD) by 59.7% in the fourth quarter, selling 9,399 shares and retaining 6,336 shares valued at $2.64 million. Despite the institutional selling, TopBuild reported strong Q1 results, with EPS of $3.75 and revenue of $1.45 billion, exceeding analyst expectations. Analysts, however, have a mixed sentiment, with a consensus "Hold" rating and an average price target of $466.77.
BLD SEC Filings - Topbuild Corp 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Topbuild Corp. (BLD) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K material events, and insider trading forms. It details the company's financial performance, capital structure, and significant corporate events related to its insulation, commercial roofing, and specialty distribution businesses. The platform also offers AI-powered summaries and impact analysis for easier understanding of complex disclosures and tracks various insider transactions.
TopBuild (NYSE:BLD) Upgraded by Zacks Research to "Hold" Rating
Zacks Research has upgraded TopBuild (NYSE:BLD) from a "strong sell" to a "hold" rating, indicating a less negative outlook. Despite mixed analyst sentiment and an average price target of $466.77, TopBuild surpassed its last quarter's earnings and revenue estimates. However, the company experienced a decline in EPS compared to the prior year.
TopBuild (NYSE:BLD) - Stock Analysis
This report provides a comprehensive stock analysis of TopBuild (NYSE:BLD), highlighting its financial performance, future growth prospects, and recent corporate developments. It details the company's Q1 2026 earnings, which exceeded analyst expectations for EPS and revenue, and discusses the ongoing acquisition by QXO, Inc. for $14.3 billion. The analysis also covers analyst price targets, insider transactions, and market sentiment updates concerning TopBuild's stock performance.
TopBuild Reports Sales Growth Driven by 2025 Acquisitions
TopBuild Corp. announced a 17.2% increase in sales for the first quarter of 2026, reaching $1.4 billion, primarily due to 2025 acquisitions offsetting challenges in residential construction. The company reported a net income of $104 million and an adjusted EBITDA margin of 16.5%. TopBuild also highlighted its integration with QXO and plans to acquire Comfort Pro, an insulation installation company.
Danske Bank A S Trims Stake in TopBuild Corp. $BLD
Danske Bank A/S significantly reduced its stake in TopBuild Corp. (NYSE:BLD) by 88% in the fourth quarter, selling 3,672 shares and retaining 500 worth $209,000. This divestment occurred while other major institutional investors like Capital Research Global Investors and Capital World Investors increased their positions, contributing to an overall institutional ownership of 95.67%. TopBuild recently surpassed Q1 earnings estimates, reporting $1.45 billion in revenue and $3.75 EPS, yet analyst sentiment remains mixed with a consensus "Hold" rating amid some recent downgrades.
Truist Securities Adjusts Price Target on TopBuild to $440 From $410, Maintains Hold Rating
Truist Securities has increased its price target for TopBuild (BLD) to $440 from the previous $410, while maintaining a Hold rating on the stock. This adjustment comes amidst other analyst actions, with DA Davidson downgrading TopBuild to Neutral and Loop Capital also downgrading to Hold. The article also notes TopBuild's recent Q1 2026 earnings report, which showed adjusted earnings falling but revenue rising.
TopBuild (NYSE:BLD) Rating Lowered to Hold at Loop Capital
Loop Capital downgraded TopBuild (NYSE:BLD) from "buy" to "hold," setting a $485 price target. This comes after TopBuild exceeded Q1 revenue and EPS estimates with $1.45 billion and $3.75 respectively, despite a year-over-year EPS decline. The company maintains strong profitability and institutional ownership, though analysts remain divided with a consensus "Hold" rating.
Earnings Flash (BLD) TopBuild Corp. Posts Q1 Adjusted EPS $3.75 per Share, Vs. FactSet Est of $3.64
TopBuild Corp. (BLD) announced strong first-quarter results, with adjusted earnings per share hitting $3.75, exceeding FactSet's estimate of $3.64. This indicates better-than-expected financial performance for the company during the quarter.
TopBuild Reports First Quarter 2026 Results
TopBuild Corp. (NYSE:BLD) announced its first quarter 2026 results, with sales growing 17.2% to $1.45 billion, largely driven by acquisitions. CEO Robert Buck highlighted strong performance despite challenges in residential markets, emphasizing successful integration of recent acquisitions and a robust M&A pipeline. The company also confirmed its excitement about joining QXO, expecting to accelerate cross-selling and leverage new technologies.
DA Davidson downgrades TopBuild stock rating on QXO acquisition By Investing.com
DA Davidson downgraded TopBuild Corp (NYSE:BLD) from Buy to Neutral and lowered its price target to $437 from $465, citing the company's acquisition by QXO. The downgrade reflects the current share price relative to QXO's offer and follows TopBuild's first-quarter results, which showed a sequential rebound in gross margin but challenges in installation pricing. InvestingPro analysis suggests TopBuild's stock is overvalued, trading at a price/book ratio of 5.19.
TopBuild Corp reports results for the quarter ended March 31 - Earnings Summary
TopBuild Corp has released its earnings summary for the quarter that concluded on March 31. The report contains financial results for the specified period.
TopBuild Releases Q1 2026 Financial Results
TopBuild Corp. reported strong financial results for Q1 2026, exceeding Wall Street expectations with adjusted earnings of $3.75 per share against an estimated $3.70. The company achieved $1.45 billion in revenue, a 17.2% increase from the previous year, driven by its Installation Services segment and strategic acquisitions. Wall Street analysts currently hold a balanced view on the stock, with an equal number of buy and hold ratings.
TopBuild Q1 Sales Jump 17% as Commercial Demand Offsets Housing Slowdown
TopBuild reported a 17% increase in Q1 sales to $1.45 billion, driven by recent acquisitions and strong performance in commercial and industrial markets. This growth helped to counteract a 10.9% decline in same-branch residential sales. While net income decreased due to tighter margins and higher costs, the company continues its expansion with new acquisitions and plans for a combination with QXO to enhance market position.
TopBuild (NYSE: BLD) grows Q1 2026 sales via M&A while EPS declines
TopBuild Corp. reported a 17.2% increase in Q1 2026 net sales, reaching $1.45 billion, primarily due to recent acquisitions like SPI and Progressive Roofing. However, GAAP net income and diluted EPS declined, with margins compressing, indicating that underlying residential and light commercial construction markets are soft despite overall sales growth. The company continues to focus on M&A, having completed four acquisitions year-to-date 2026 and signing an agreement to acquire Comfort Pro, while also planning a combination with QXO to leverage cross-selling and other synergies.
Montag A & Associates Inc. Trims Stock Holdings in TopBuild Corp. $BLD
Montag A & Associates Inc. significantly reduced its stake in TopBuild Corp. (BLD) by 64.7% in Q4, selling 2,445 shares and retaining 1,335 shares valued at $557,000. Despite this and mixed analyst ratings, with some downgrades, the consensus for TopBuild remains a "Moderate Buy" with an average price target of $447.21. The construction company recently surpassed Q4 EPS estimates and shows strong institutional ownership at 95.67%.
TopBuild: Q1 Earnings Snapshot
TopBuild Corp. (BLD) reported first-quarter net income of $104.8 million, or $3.73 per share, with adjusted earnings of $3.75 per share, surpassing Wall Street expectations of $3.64 per share. The insulation products company also exceeded revenue forecasts, posting $1.45 billion against an expected $1.42 billion. TopBuild's stock has seen a 3% increase since the year's start and a 43% climb over the past 12 months.
TopBuild: Q1 Earnings Snapshot
TopBuild Corp. (BLD) reported strong first-quarter 2026 earnings, with net income reaching $104.8 million, or $3.73 per share. Adjusted earnings of $3.75 per share surpassed Wall Street expectations, beating the average analyst estimate of $3.64 per share. The company also exceeded revenue forecasts, posting $1.45 billion against an expected $1.42 billion.
TopBuild (BLD) Reports Earnings Tomorrow: What To Expect
TopBuild (BLD) is set to announce its earnings results, with analysts expecting a 14.4% year-on-year revenue growth after previously missing some expectations. Despite past misses, the majority of analysts have reconfirmed their estimates, and strong investor sentiment in the home builders segment has seen TopBuild's stock rise significantly in the past month. The article highlights how TopBuild's previous quarter performed and what to anticipate based on peer results and analyst outlooks.
TopBuild Q1 2026 earnings preview
This article provides a Q1 2026 earnings preview for TopBuild. It indicates that the company's financial performance will be discussed, but no specific details about the earnings are available in this preview.
QXO TopBuild Merger Faces Antitrust Scrutiny Over Market Consolidation
The proposed $17 billion acquisition of TopBuild Corp. by QXO is facing significant antitrust scrutiny from advocates and regulators over concerns about market consolidation. Critics argue that the merger would further concentrate power in the building materials sector, potentially leading to fewer choices and higher costs for builders and consumers. QXO's strategy of rapid growth through acquisitions and leveraging scale for better manufacturer pricing is at the heart of these concerns.
UBS Group AG Sells 25,241 Shares of TopBuild Corp. $BLD
UBS Group AG reduced its stake in TopBuild Corp. by 10.2% in the fourth quarter, selling 25,241 shares and now owning 221,648 shares valued at approximately $92.47 million. TopBuild reported strong Q4 results, surpassing earnings per share estimates and showing a 13.2% year-over-year revenue increase. The company maintains a "Moderate Buy" consensus rating from analysts with an average price target of $447.21, reflecting its solid market position and institutional interest.
Vanguard Group Inc. Has $1.08 Billion Holdings in TopBuild Corp. $BLD
Vanguard Group Inc. reduced its stake in TopBuild Corp. by 1.8% in Q4 2025, selling 47,118 shares but still holding 2,578,960 shares valued at approximately $1.08 billion, representing 9.19% of the company. Other institutional investors like Orion Portfolio Solutions, Bank of America, UBS, and Nordea significantly increased their holdings. TopBuild (NYSE: BLD) exceeded Q4 earnings estimates with an EPS of $4.50 and revenue of $1.50 billion, contributing to a "Moderate Buy" consensus rating and a target price of $447.21 despite some price target adjustments from analysts.
Economic Liberties Calls for Investigation of QXO-TopBuild Building Materials Merger
The American Economic Liberties Project is urging the Federal Trade Commission and state attorneys general to investigate QXO's proposed $17 billion acquisition of TopBuild Corp. They argue that this merger is a "textbook roll-up" that would exacerbate housing affordability issues, squeeze out smaller businesses, and lead to higher costs for consumers due to increased leverage over suppliers. The organization highlights QXO's past M&A strategy and the general trend of consolidation in the building materials industry as reasons for their concern.
How Topbuild Corp. (BLD) Affects Rotational Strategy Timing
This article analyzes Topbuild Corp. (BLD) and its impact on rotational strategy timing, highlighting weak near-term sentiment that could precede shifts in its mid and long-term outlook. It presents institutional trading strategies, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis to guide investors. The analysis indicates specific entry, target, and stop-loss zones based on AI-generated signals.
Vanguard reports 1.47M shares in TopBuild (NYSE: BLD) — 5.23% stake
Vanguard Capital Management has reported a 5.23% stake in TopBuild Corp. (NYSE: BLD), holding 1,472,955 shares of common stock. While Vanguard exercises dispositive power over all these shares, its sole voting power is listed for 213,909 shares. This Schedule 13G filing indicates a passive investment by the institutional investor and clarifies the distribution of voting and dispositive authority within Vanguard's various entities.
Director at TopBuild (NYSE: BLD) granted 343 shares vesting 2027
TopBuild Corp. director Tina Donikowski was granted 343 shares of common stock at a price of $445.78 per share, which will fully vest on April 26, 2027. Following this award, Donikowski directly holds 4,123 shares of the company's common stock. This transaction is classified as a grant or award rather than an open-market purchase.
TopBuild (NYSE: BLD) director receives 343-share stock award vesting in 2027
TopBuild Corp. director Alec C. Covington was granted 343 shares of common stock on April 27, 2026, as an award rather than an open-market purchase, with a reference price of $445.78 per share. These shares are scheduled to vest on April 26, 2027. Following this transaction, Covington directly holds 15,068 shares of TopBuild common stock.
TopBuild stock jumps 20% overnight after QXO's $17B offer: Retail traders are paying close attention
TopBuild's stock surged 20% following a substantial $17 billion acquisition offer from QXO. This significant overnight jump has attracted considerable attention from retail traders, indicating strong market interest in the insulation company.
Director Nancy Taylor receives 343 TopBuild (BLD) shares in equity grant
TopBuild Corp. Director Nancy M. Taylor was granted 343 shares of common stock as an equity award, valued at $445.78 per share, totaling approximately $153,000. These shares will fully vest on April 26, 2027, bringing her direct ownership after this transaction to 6,431 shares. This transaction was part of her compensation and not an open-market purchase.
Director at TopBuild (NYSE: BLD) receives 343-share equity award
TopBuild director Deirdre Drake was granted 343 shares of common stock on April 27, 2026, as an equity award, valued at $445.78 per share. This grant increases her direct holdings to 2,103 shares, with all new shares vesting on April 26, 2027. The transaction is classified as a compensation-related award rather than an open-market purchase.
TopBuild (NYSE: BLD) sets May 5 Q1 2026 release, drops call
TopBuild Corp. (NYSE: BLD) has announced it will release its first-quarter 2026 financial results on May 5, 2026, before 7:00 a.m. Eastern time. The company stated that it will not host a conference call to discuss these results due to the recently announced acquisition by QXO on April 19, 2026. This information was disclosed in an 8-K filing, adhering to Regulation FD.
Teacher Retirement System of Texas Has $2.37 Million Holdings in TopBuild Corp. $BLD
The Teacher Retirement System of Texas reduced its stake in TopBuild Corp. (NYSE:BLD) by 36% in Q4, selling 3,203 shares, but still holds 5,682 shares valued at approximately $2.37 million. TopBuild recently outperformed quarterly earnings estimates and maintains a "Moderate Buy" consensus rating from analysts, with a target price of $447.21 amid high institutional ownership.
