公司业绩表现 - 季度每股收益4.63美元 超出Zacks共识预期4.43美元 但低于去年同期4.81美元 [1] - 本季度盈利超预期幅度4.51% 上一季度超预期幅度0.98% [1] - 最近四个季度中有三次超过EPS预期 [2] - 季度营收12.3亿美元 低于Zacks共识预期0.56% 且低于去年同期12.8亿美元 [2] - 最近四个季度中仅有一次超过营收预期 [2] 市场表现与预期 - 年初至今股价下跌6.2% 同期标普500指数下跌3.9% [3] - 当前Zacks评级为4级(卖出) 预计短期内表现将弱于市场 [6] - 下季度共识预期为每股收益5.13美元 营收13.2亿美元 本财年共识预期为每股收益20.02美元 营收51.9亿美元 [7] 行业情况 - 所属建筑产品-杂项行业在Zacks行业排名中处于后36% [8] - 同行业公司DIRTT Environmental Solutions预计季度每股收益0.01美元 与去年同期持平 营收预计4515万美元 同比增长10.5% [9][10]

Exhibit 99.1 TopBuild Reports First Quarter 2025 Results; Confirms Full Year Outlook First quarter sales declined 3.6% to $1.23 billion Installation sales declined 6.7%, offset in part by Specialty Distribution growth of 2.6% Delivered adjusted gross margin of 29.6% and adjusted EBITDA margin of 19.0% DAYTONA BEACH, Fla. – May 6, 2025 — 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 Ca ...

First quarter sales declined 3.6% to $1.23 billion Installation sales declined 6.7%, offset in part by Specialty Distribution growth of 2.6% Delivered adjusted gross margin of 29.6% and adjusted EBITDA margin of 19.0% DAYTONA BEACH, Fla., May 06, 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 reported results for the first quarter ended March 31, 2 ...

Since the start of 2025, the United States construction sector has been navigating through choppy waters, hit by several unfavorable market factors, including a still-high mortgage rate scenario and an unhinged interest rate environment. With the 30-year mortgage rate lingering between 6.9% and 6.7% (during the January-March 2025 period), reaching as high as 7.04% for the week ending on Jan. 16, 2025, the residential construction market is likely to have remained soft, mainly for the multi-family starts. Ho ...

The market expects TopBuild (BLD) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May ...

DAYTONA BEACH, Fla., April 25, 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 that it has earned certification by Great Place to Work® for the third consecutive year. Great Place to Work is a global authority on workplace culture, employee experience, and effective leadership, providing independent company assessments based employees' d ...

Conference Call and Webcast at 9:00 A.M. ETDAYTONA BEACH, Fla., April 08, 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, will release its first quarter 2025 results prior to 7:00 a.m. on Tuesday, May 6. The Company will host a conference call at 9:00 a.m. Eastern time that same day to review its financial results. To participate in the live call, dial ...

文章核心观点 - 自托普建造公司（TopBuild）上次财报发布已过去一个月 期间股价上涨约2.3% 跑赢标普500指数 近期积极趋势能否延续待察 最新盈利预测呈下降趋势 综合VGM评分为B 但Zacks评级为4（卖出） 预计未来几个月回报低于平均水平 [1][2][3][4] 股价表现 - 自上次财报发布过去一个月 公司股价上涨约2.3% 跑赢标普500指数 [1] 盈利预测 - 过去一个月新的盈利预测呈下降趋势 共识预测下降了9% [2] VGM评分 - 公司增长评分为B 动量评分较差为F 价值评分为C 处于该投资策略的中间20% 综合VGM评分为B [3] 前景展望 - 公司盈利预测普遍呈下降趋势 幅度显示向下调整 Zacks评级为4（卖出） 预计未来几个月回报低于平均水平 [4]

文章核心观点 - 公司收购Seal - Rite Insulation加强保温业务，虽股价近期有波动且面临住房市场挑战，但战略收购利于长期增长，同时介绍了相关股票评级及其他建筑股情况 [1][5][10] 收购情况 - 公司收购专注玻璃纤维和喷涂泡沫安装的Seal - Rite Insulation，其年营收约1500万美元，服务内布拉斯加州客户超25年，交易预计二季度完成 [1] - 公司总裁兼首席执行官强调收购可加强在内布拉斯加州的安装业务，Seal - Rite与公司增长战略契合，利于提升盈利能力和扩展服务 [3] - Seal - Rite所有者兼总裁表示在公司旗下有提升客户价值的机会 [4] 股价表现 - 公司股票在交易时段下跌0.3%，盘后交易时段上涨0.3% [2] - 过去六个月公司股价下跌9.5%，表现逊于Zacks建筑产品 - 杂项行业4.3%的跌幅 [10] 盈利预期 - 2025年每股收益估计从22.53美元降至22.02美元，较2024年增长4.7% [11] 战略与前景 - 收购延续公司通过小规模收购进行有针对性扩张的战略，整合Seal - Rite专业知识可加强在中西部的业务，投资者或视为积极举措 [5][6] - 2024年公司优先进行并购，完成八笔收购，年销售额达1.531亿美元，还通过股票回购向股东返还9.664亿美元 [7] - 公司因能源效率需求增长、美国住房供应短缺、家庭组建增加和利率可能降低而保持乐观 [12] 股票评级与其他建筑股 - 公司目前Zacks评级为3（持有） [13] - Sterling Infrastructure, Inc.（STRL）Zacks评级为1（强力买入），过去六个月股价上涨13%，2025年销售额预计下降4.1%，每股收益预计增长20.5% [13][14] - Gibraltar Industries, Inc.（ROCK）Zacks评级为2（买入），过去六个月股价下跌1.2%，2025年销售额和每股收益预计分别增长9.8%和15.5% [14] - Hillman Solutions Corp.（HLMN）Zacks评级为2，过去六个月股价下跌4.6%，2025年销售额和每股收益预计分别增长4%和18.4% [15]

文章核心观点 - 美国和加拿大建筑行业领先的保温材料安装及专业分销商TopBuild公司宣布将收购Seal - Rite Insulation，交易预计二季度完成 [1] 收购信息 - TopBuild公司宣布达成收购内布拉斯加州奥马哈市Seal - Rite Insulation的协议，该公司年营收约1500万美元，在奥马哈和林肯地区为住宅和商业终端市场安装玻璃纤维和喷涂泡沫材料超25年，交易预计二季度完成 [1] - TopBuild总裁兼首席执行官Robert Buck表示很高兴Seal - Rite团队加入，将加强公司在内布拉斯加州的安装业务，期待推动业务增长和盈利 [2] - Seal - Rite所有者兼总裁Gil Bittner称期待加入TopBuild，继续为客户提供优质体验和高价值服务 [2] 公司介绍 TopBuild公司 - 总部位于佛罗里达州代托纳比奇，是美国和加拿大建筑行业领先的保温材料安装及专业分销商 [3] - 通过安装部门在全美提供保温安装服务，约有250个分支机构 [3] - 通过专业分销业务为住宅、商业和工业终端市场分销建筑和机械保温材料、保温配件及其他建筑产品材料，其分销网络覆盖美国和加拿大约190个分支机构 [3] Seal - Rite公司 - 位于内布拉斯加州奥马哈市，家族企业，25年来一直为奥马哈和林肯地区的家庭提供保温解决方案 [4] - 作为保温承包商有良好记录，使用高品质产品应对能源成本上升，目标是为客户提供优质体验和高价值服务 [4]