文章核心观点 - 美国和加拿大建筑行业绝缘及建筑材料产品的领先安装商和专业分销商TopBuild公司将收购阿肯色州的Insulation Works公司，预计5月完成交易，此次收购将增强其业务并符合其并购战略 [1][2][3] 收购信息 - TopBuild公司已达成协议收购位于阿肯色州威克斯的Insulation Works公司 [1] - Insulation Works服务阿肯色州及周边州的住宅和轻型商业终端市场以及全国农业建筑市场，在阿肯色州有三个地点，年营收约2800万美元，交易预计5月完成 [2] - TopBuild总裁兼首席执行官表示收购Insulation Works将增强其住宅和商业业务，提供农业绝缘市场专业知识，符合其并购战略，欢迎Insulation Works团队 [3] - Iron Creek Business Advisors, LLC担任Insulation Works的顾问 [3] TopBuild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绝缘及相关建筑材料产品的领先安装商和专业分销商 [4] - 公司通过安装部门在全国提供绝缘安装服务，该部门在美国约有240个分支机构；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绝缘材料、绝缘配件及其他建筑产品材料，其专业分销网络约有170个分支机构 [5] - 可访问公司网站www.topbuild.com了解更多信息 [5]

文章核心观点 - 投资者寻找财报季有望超预期的股票，TopBuild Corp.可能是这样的公司，近期盈利预估修正活动向好，即将公布的财报可能超预期 [1][2][6] 盈利预估情况 - 近期TopBuild盈利预估修正活动向好，是财报超预期的先兆，分析师临近财报发布上调预估，表明公司存在积极趋势 [2] - 当前季度TopBuild最准确预估为每股4.63美元，而Zacks普遍共识预估为每股4.56美元，分析师近期上调了预估，使该股票在财报季前的Zacks盈利ESP为+1.47% [3] 盈利ESP的重要性 - 正的Zacks盈利ESP在带来正向惊喜和跑赢市场方面表现强劲，过去10年回测显示，盈利ESP为正且Zacks评级为3（持有）或更高的股票，近70%的时间有正向惊喜，平均年回报率超28% [4] 投资建议 - TopBuild的Zacks评级为2（买入）且盈利ESP为正，投资者可在财报发布前考虑该股票 [5]

文章核心观点 华尔街分析师预测TopBuild即将发布的季度财报中每股收益为4.56美元，同比增长4.6%，营收将达13.1亿美元，同比增长3.2%，分析公司关键指标预测能更全面评估公司季度表现 [1][4] 盈利预测 - 未来发布的季度财报中每股收益预计为4.56美元，同比增长4.6% [1] - 过去30天该季度共识每股收益预估上调0.1%至当前水平 [2] 营收预测 - 预计营收将达13.1亿美元，同比增长3.2% [1] 关键指标预测 - “专业分销净销售额”预计达5.617亿美元，同比变化+0.6% [6] - “安装净销售额”预计达8.0324亿美元，较上年同期变化+4.7% [7] - “安装业务报告的营业利润”预计达1.5535亿美元，去年同期为1.469亿美元 [8] - “专业分销业务报告的营业利润”共识预估为7679万美元，去年同期为7333万美元 [9] 股价表现与评级 - 过去一个月TopBuild股价回报率为 -7.6%，而Zacks标准普尔500综合指数变化为 -4.2% [10] - 公司Zacks评级为2（买入），预计近期将跑赢整体市场表现 [10]

文章核心观点 - 投资者可通过对比建筑股年初至今表现寻找优质公司，TopBuild和Toll Brothers表现出色，值得关注 [1][9] 行业情况 - 建筑板块在Zacks板块排名中位列第1，该排名涵盖16个不同板块组，通过衡量板块内个股平均Zacks排名从优到劣进行排序 [2] - TopBuild所属的建筑产品-杂项行业包含28只个股，在Zacks行业排名中位列第61，今年以来平均涨幅7.2% [7] - Toll Brothers所属的建筑产品-住宅建筑商行业包含16只个股，在Zacks行业排名中位列第16，今年以来涨幅1.7% [8] 公司情况 TopBuild - 是建筑板块95家公司之一，目前Zacks排名为2（买入） [2][3] - 过去三个月，Zacks对其全年收益的共识预期上调1.6%，表明分析师情绪改善，盈利前景更积极 [3] - 年初至今涨幅约8.1%，跑赢建筑板块整体的5.7%和所属行业平均水平 [4][7] Toll Brothers - 年初至今涨幅15.9%，跑赢建筑板块整体 [5] - 过去三个月，当前年度的共识每股收益预期增长12.1%，目前Zacks排名为1（强力买入） [6]

Two factors often determine stock prices in the long run: earnings and interest rates. Investors can't control the latter, but they can focus on a company's earnings results every quarter.Life and the stock market are both about expectations, and rising above what is expected is often rewarded, while falling short can come with negative consequences. Investors might want to try to capture stronger returns by finding positive earnings surprises.Hunting for 'earnings whispers' or companies poised to beat thei ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? TopBuild (BLD) , which belongs to the Zacks Building Products - Miscellaneous industry, could be a great candidate to consider.When looking at the last two reports, this insulation products company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 10.13%, on average, in the last two quarters.For the most ...

TopBuild's Total Addressable Market is >$18 Billion; Significant Opportunity to Continue Driving Growth Organically and through Acquisitions DAYTONA BEACH, Fla., April 22, 2024 (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 mutual termination of its agreement to acquire Specialty Products and Insulation ("SPI"), originally announced on J ...

DAYTONA BEACH, Fla., April 11, 2024 (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 results prior to 7:00 a.m. on Tuesday, May 7. The Company will host a conference call at 9:00 a.m. Eastern time that same day to review its financial results. Live Call: US/Canada callers dial (877) 407-9037 A live, listen-only webcast can be ac ...

DAYTONA BEACH, Fla., April 11, 2024 (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 results prior to 7:00 a.m. on Tuesday, May 7. The Company will host a conference call at 9:00 a.m. Eastern time that same day to review its financial results. Live Call: US/Canada callers dial (877) 407-9037 A live, listen-only webcast can be ac ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...