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It has been about a month since the last earnings report for TopBuild (BLD) . Shares have added about 1.4% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is TopBuild due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It turns ...

Increases Borrowing Capacity to $2.25 Billion and Extends Maturities to May 2030DAYTONA BEACH, Fla., May 19, 2025 (GLOBE NEWSWIRE) -- TopBuild Corp. (NYSE: BLD), a leading installer and specialty distributor of insulation and building material products to the construction industry in the United States and Canada, today announced the extension and upsizing of its existing senior secured credit facilities. The new $2.25 billion facilities include a $1.0 billion term loan, a $1.0 billion revolving credit facil ...

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. With a nationwide footprint, the company operates through two primary segments, Installation Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or op ...

Tomas Riba is an economist and former Chief Financial Officer. He invests in high-quality companies that can compound their cash flow at double-digits.His journey in financial markets started at a young age, and he has been investing since 2007. Following his studies in economics, Tomas initially built his career in accounting.After taking on the role of CFO for a holding company operating in the pharma, medical device, textile, food, and real estate industries, he pursued an academic career. Currently, he ...

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 ...

业绩总结 - 2025年第一季度销售额为1,233,278千美元，同比下降3.6%[7] - 调整后的营业利润为194,147千美元，同比下降9.5%[7] - 调整后的EBITDA为157,556千美元，同比下降10.2%[61] - 2025年第一季度报告的运营利润为177,489千美元，同比下降17.3%[62] - 2025年第一季度整体净销售额为1,233,278千美元，同比下降3.6%[61] 用户数据 - 2025年第一季度安装业务销售额为745,533千美元，同比下降6.7%[61] - 2025年第一季度特种分销业务销售额为559,804千美元，同比增长2.6%[61] 财务状况 - 现金及现金等价物为308.8百万美元，净债务为1,067.4百万美元，净杠杆率为1.00倍[19] - 预计2025年销售额在5,050百万至5,350百万美元之间[48] - 调整后的EBITDA预计在850百万至950百万美元之间[48] - 2025年预计调整后的EBITDA范围为925,000千美元至1,075,000千美元[64] 市场表现 - 住宅市场需求疲软，受经济不确定性和消费者信心低迷影响[6] - 商业和工业市场实现稳健增长[6] 股东回报 - 第一季度向股东返还215.6百万美元，通过股票回购计划[6][23] 未来展望 - 继续保持并购优先策略，健康的并购管道[6][22] - 2025年第一季度调整后的EBITDA利润率为19.0%[62] - 2025年第一季度报告的运营利润率为14.4%[62]

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 ...