TopBuild (NYSE:BLD) Issues Earnings Results, Beats Expectations By $0.11 EPS

TopBuild (NYSE:BLD) posted its earnings results on Tuesday. The construction company reported $3.75 earnings per share for the quarter, beating the consensus estimate of $3.64 by $0.11, FiscalAI reports. TopBuild had a net margin of 9.65% and a return on equity of 25.66%. The firm had revenue of $1.45 billion during the quarter, compared to the consensus estimate of $1.41 billion. During the same period last year, the firm posted $4.63 EPS. The firm’s revenue for the quarter was up 17.2% on a year-over-year basis.

TopBuild Trading Up 3.3%

Shares of BLD stock traded up $14.24 during mid-day trading on Wednesday, hitting $443.02. 272,780 shares of the company’s stock were exchanged, compared to its average volume of 503,216. The stock has a 50-day simple moving average of $401.60 and a two-hundred day simple moving average of $436.65. TopBuild has a fifty-two week low of $273.87 and a fifty-two week high of $559.47. The stock has a market cap of $12.47 billion, a price-to-earnings ratio of 24.19, a PEG ratio of 5.41 and a beta of 1.85. The company has a quick ratio of 1.34, a current ratio of 1.94 and a debt-to-equity ratio of 1.21.

Wall Street Analysts Forecast Growth

BLD has been the subject of a number of recent research reports. Loop Capital cut shares of TopBuild from a “buy” rating to a “hold” rating and set a $485.00 price objective for the company. in a research note on Wednesday. Royal Bank Of Canada increased their target price on TopBuild from $410.00 to $433.00 and gave the company a “sector perform” rating in a report on Friday, February 27th. Weiss Ratings cut TopBuild from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, February 27th. Benchmark reduced their price objective on TopBuild from $515.00 to $500.00 and set a “buy” rating on the stock in a research report on Friday, February 27th. Finally, Zacks Research lowered TopBuild from a “hold” rating to a “strong sell” rating in a research note on Tuesday, March 3rd. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $456.28.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the stock. Canada Pension Plan Investment Board increased its position in TopBuild by 80.0% during the second quarter. Canada Pension Plan Investment Board now owns 900 shares of the construction company’s stock worth $291,000 after purchasing an additional 400 shares during the last quarter. EP Wealth Advisors LLC acquired a new stake in shares of TopBuild during the 4th quarter worth $234,000. Sig Brokerage LP purchased a new position in shares of TopBuild in the 3rd quarter worth $205,000. Kestra Advisory Services LLC acquired a new position in TopBuild in the fourth quarter valued at $199,000. Finally, UMB Bank n.a. grew its position in TopBuild by 6.1% during the fourth quarter. UMB Bank n.a. now owns 384 shares of the construction company’s stock valued at $160,000 after acquiring an additional 22 shares during the period. Institutional investors and hedge funds own 95.67% of the company’s stock.

More TopBuild News

Here are the key news stories impacting TopBuild this week:

• Positive Sentiment: Q1 results beat expectations — TopBuild reported revenue of $1.45 billion (up 17.2% year-over-year) and adjusted EPS of $3.75, ahead of consensus estimates, signaling stronger-than-expected demand and margin resilience. Read More.
• Positive Sentiment: Acquisition-driven growth — Management cited acquisitions as a driver of the 17% sales increase, supporting near-term topline expansion and inorganic growth optionality. Read More.
• Neutral Sentiment: Key profitability and balance-sheet metrics — Net margin (~9.65%) and ROE (~25.7%) remain solid, but leverage (debt-to-equity ~1.21) and P/E (~24.2) suggest investors should watch financing costs and capital allocation. Read More.
• Neutral Sentiment: Analyst modeling — Wall Street still projects robust full-year earnings (consensus cited ~18.12 EPS), leaving room for multiple re-ratings if growth or margin trends change. Read More.
• Negative Sentiment: Loop Capital downgrade — Loop Capital cut TopBuild from Buy to Hold (new $485 price target), signaling reduced conviction and potentially limiting upside momentum despite the beat. Read More.
• Negative Sentiment: EPS declined year-over-year — While the quarter beat estimates, EPS fell from $4.63 a year ago to $3.75, reflecting margin pressure and putting focus on whether management can restore prior profitability levels. Read More.

TopBuild Company Profile

TopBuild Corp. (NYSE: BLD) is a leading installer and distributor of insulation and building material products serving primarily the U.S. construction market. Headquartered in Daytona Beach, Florida, the company was formed in 2011 as a spin-off from ABF Freight System and has since grown through a combination of organic expansion and targeted acquisitions. TopBuild’s core mission is to enhance energy efficiency and comfort in new residential and light commercial construction projects by providing comprehensive insulation solutions and related services.

The company operates through two main segments.