TopBuild Corp.

TopBuild Corp.

BLDยทNYSE

$408.50

+0.35%
IndustrialsEngineering & Construction

TopBuild Corp., together with its subsidiaries, engages in the installation and distribution of insulation and other building products to the construction industry. The company operates in two segments, Installation and Specialty Distribution. It provides insulation products and accessories, glass and windows, rain gutters, afterpaint products, fireproofing products, garage doors, fireplaces, closet shelving, roofing materials, and other products; and insulation installation services. The company also offers various services and tools to assist builders in applying the principles of building science to new home construction, which include pre-construction plan reviews, diagnostic testing, and various inspection services; and home energy rating services. In addition, it distributes building and mechanical insulation, insulation accessories, and other building product materials for the residential, commercial, and industrial end markets. The company serves single-family homebuilders, single-family custom builders, multi-family builders, commercial general contractors, remodelers, and individual homeowners, as well as insulation contractors, gutter contractors, weatherization contractors, other contractors, dealers, metal building erectors, and modular home builders. It operates approximately 235 installation branches and 175 distribution centers in the United States and Canada. The company was formerly known as Masco SpinCo Corp. and changed its name to TopBuild Corp. in March 2015. TopBuild Corp. was incorporated in 2015 and is headquartered in Daytona Beach, Florida.

At a Glance

Live Snapshot
Market Cap$11.50B
EPS18.3900
P/E Ratio22.21
Earnings Date08/04/2026
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TopBuild Corp. Street Expectations Map

BLD ยท NYSE

Wall Street analysts project that BLD stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 519.67, with estimates ranging from a low of 437.00 to a high of 620.00.

Lowest Target
437.00
6.98%
Consensus Target
519.67
27.21%
Highest Target
620.00
51.77%

The consensus 1-year price target stands at 519.67, with estimates ranging from a low of 437.00 to a high of 620.00.

Analyst Consensus Analysis

Upside Potential

+27.2%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

35.2% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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TopBuild Corp. Forward Estimates of Revenue

BLD ยท NYSE
Latest Revenue
5.41B
FY 2025
Avg Estimate
6.16B
FY 2026
Estimate Range
6.10B - 6.26B
Analyst Spread

Forward Growth Analysis

Projected Growth+14.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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TopBuild Corp. Forward Estimates of Net Income

BLD ยท NYSE
Latest Net Income
521.73M
FY 2025
Avg Estimate
634.16M
FY 2026
Estimate Range
583.04M - 685.28M
Analyst Spread

Forward Growth Analysis

Projected Growth+21.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread16%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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TopBuild Corp. Forward Estimates of EPS

BLD ยท NYSE
Latest EPS
18.39
FY 2025
Avg Estimate
$20.94
FY 2026
Estimate Range
$19.00 - $22.34
Analyst Spread

Forward Growth Analysis

Projected Growth+13.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread16%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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TopBuild Corp. Forward Estimates of EBIT

BLD ยท NYSE
Latest EBIT
914.85M
FY 2025
Avg Estimate
946.45M
FY 2026
Estimate Range
937.08M - 960.50M
Analyst Spread

Forward Growth Analysis

Projected Growth+3.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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TopBuild Corp. Forward Estimates of EBITDA

BLD ยท NYSE
Latest EBITDA
1.08B
FY 2025
Avg Estimate
1.10B
FY 2026
Estimate Range
1.09B - 1.11B
Analyst Spread

Forward Growth Analysis

Projected Growth+1.2%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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TopBuild Corp. Forward Estimates of SG&A Expense

BLD ยท NYSE
Latest SG&A Expense
777.07M
FY 2025
Avg Estimate
859.73M
FY 2026
Estimate Range
851.21M - 872.49M
Analyst Spread

Forward Growth Analysis

Projected Growth+10.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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TopBuild Corp. Insider Positioning

BLD ยท NYSE

During the last 12 months, insiders have sold $10.93M worth of BLD shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

5.0K

2.27M

Net Activity

-2.3M

-$2.27M

6-9 Months

Bought

0

0.00

Sold

6.1K

2.60M

Net Activity

-2.6M

-$2.60M

9-12 Months

Bought

0

0.00

Sold

14.5K

6.06M

Net Activity

-6.1M

-$6.06M

Top Buyers

No buying activity

Top Sellers

1
BRM

Buck Robert M

Director, Officer: President And Ceo

17.4K sharesโ€ข3 transactions

$7.41M

2
KRM

Kuhns Robert M

Officer: Vice President And Cfo

5.0K sharesโ€ข3 transactions

$2.09M

3
MLF

Machado Luis Francisco

Officer: Vp, Gen. Counsel, Corp Sec.

2.0K sharesโ€ข2 transactions

$861K

4
VJM

Viselli Joey M

Officer: Vp And Chief Growth Officer

467 sharesโ€ข1 transactions

$194K

5
DT

Donikowski Tina

Director

370 sharesโ€ข1 transactions

$158K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $10.93M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.