NYSE:BLD A leading installer and specialty distributor of insulation and related building material products to the construction industry in the United States and Canada Fourth Quarter Highlights · Sales increase 1.7% to $1.3 billion · Gross margin expands 70 basis points to 30.4% · Adjusted EBITDA margin expands 80 basis points to 19.6% Provides 2024 Sales and Adjusted EBITDA Outlook | --- | --- | --- | |--------------------------------------|------------|------------| | 3 Months Ended 12/31/23 | Reported | ...

Shares of TopBuild (BLD) have been strong performers lately, with the stock up 12.3% over the past month. The stock hit a new 52-week high of $414.11 in the previous session. TopBuild has gained 9.9% since the start of the year compared to the 6.1% move for the Zacks Construction sector and the 9.7% return for the Zacks Building Products - Miscellaneous industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensus estimate ...

财务表现 - TopBuild（BLD）即将发布的报告预计每股收益为4.60美元，较去年同期增长4.6%[1] - 分析师预测营收将达到12.8亿美元，同比增长1.5%[1] - 过去30天，季度每股收益的共识预期上调了0.2%[2] - 在公司披露收益前，重要考虑收益预期的变化[3] - 多项实证研究一致表明，收益预期修订趋势与股票短期价格表现之间存在强关联[4] - 投资者通常将共识收益和营收预期作为季度业绩的指标，探索分析师对特定关键指标的预测可以提供有价值的见解[5] 销售预测 - 分析师预测“净销售-专业分销”将达到5.471亿美元，同比下降2.8%[7] - 根据分析师的综合评估，“净销售-安装”应达到7.9186亿美元，同比增长4%[8] 利润预测 - 分析师预测“营业利润，按报告-安装”将达到1.5001亿美元，与去年同期的1.4196亿美元形成对比[9] - 根据分析师的综合判断，“营业利润，按报告-专业分销”应为7.893万美元，与去年同期的8.069万美元相比[10] 股票表现 - TopBuild股票过去一个月的回报率为+9.7%，预计将在未来表现优于整体市场[11]

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TopBuild业绩预期 - TopBuild (BLD) 预计在2023年12月报告的季度业绩中，盈利将同比增长，而收入也将增加[1] - 分析师们对TopBuild的季度盈利预期为每股$4.60，同比增长4.6%，预计收入为12.8亿美元，同比增长1.5%[4] - 如果关键数字超过预期，股价可能会上涨，反之则可能下跌[2]

TopBuild公司 - TopBuild (BLD)股价在过去一个月上涨了5.7%[1] - TopBuild在过去四个季度中没有错过盈利预期，表现出色[2] - TopBuild预计本财年每股收益为20.77美元，下一财年预计每股收益为22.88美元[3] - TopBuild的价值评分为B，成长和动量评分为B，综合VGM评分为A[7] - TopBuild目前的股价相对于同行业平均值处于溢价状态[8] - TopBuild目前的Zacks Rank为2（买入），因为盈利预期上升[9] - TopBuild符合投资建议标准，可能仍有进一步增长空间[10] Installed Building Products, Inc.（IBP） - TopBuild的行业同行Installed Building Products, Inc.（IBP）也表现不错，具有强劲的增长潜力[11] - IBP上一季度盈利强劲，预计本财年每股收益为10.84美元[12] - IBP股价在过去一个月上涨了11%，前瞻市盈率为18.96X，现金流市盈率为15.98X[13] 建筑产品-杂项行业 - 建筑产品-杂项行业处于所有行业的前19%，为BLD和IBP提供了良好的增长动力[14]

估值比较 - TopBuild (BLD) 和 Advanced Drainage Systems (WMS) 都被评为Zacks Rank 2 (买入)[3] - BLD 的前瞻市盈率为18.26，而 WMS 的前瞻市盈率为24.51[6] - BLD 的市净率为5，而 WMS 的市净率为10.26[7] - 根据估值指标，BLD 被评为B级价值股，而 WMS 被评为C级价值股[8] - 综合考虑估值指标，公司认为BLD目前是更具价值的选择[9]

Zacks Premium - Zacks Premium提供了多种方式帮助投资者更加聪明和自信地投资[1] Zacks Style Scores - Zacks Style Scores是一组辅助指标，帮助投资者挑选未来30天内市场表现最佳的股票[3] - Style Scores分为价值评分、成长评分、动量评分和VGM评分，分别帮助投资者找到具有吸引力的股票[5][6][7][8] Zacks Rank - Zacks Rank利用盈利预期修订的力量帮助投资者创建成功的投资组合[9] - 拥有Zacks Rank 1或2以及A或B的Style Scores的股票具有最高成功概率[12] TopBuild (BLD) - TopBuild (BLD)是一家在纽约证券交易所上市的公司，拥有Zacks Rank 2和VGM评分为A[15] - BLD的动量评分为A，股价在过去四周上涨了3.5%[16] - BLD在过去60天内有一位分析师上调了2023财年的盈利预期，Zacks Consensus Estimate为每股19.66美元，平均盈利惊喜率为14.3%[17] - BLD拥有稳固的Zacks Rank和顶级的动量和VGM Style Scores，值得投资者关注[18]

TopBuild Corp. (BLD) has entered into an agreement to acquire Pest Control Insulation company, a specialty distributor focusing on blended, customized insulation products, accessories and equipment.Pest Control Insulation’s customer base, comprising several blue-chip pest control companies and diversified product offerings, will strengthen the product portfolio and market reach of BLD. Furthermore, Pest Control Insulation’s 2023 revenues of about $24 million are encouraging, showcasing an uptick in TopBuild ...

TopBuild公司 - TopBuild是建筑股票中表现优秀的公司之一[1] - TopBuild目前在Zacks Sector Rank中排名第一[2] - TopBuild目前的Zacks Rank为2（买入）[3] - TopBuild今年迄今为止的回报率为1.1%，高于建筑行业的平均回报率0.9%[4] - TopBuild所属的Building Products - Miscellaneous行业今年迄今为止的平均回报率为3.6%，略低于行业平均水平[7] Howmet公司 - Howmet是另一家在今年迄今为止表现优秀的建筑股票，回报率为6%[5] - Howmet目前的Zacks Rank为2（买入）[6] - Howmet所属的Engineering - R and D Services行业今年迄今为止的回报率为-2.5%[8] 投资建议 - 投资者应继续关注TopBuild和Howmet，这两家公司将继续保持良好的表现[9]