Update shared on 06 Nov 2025
Fair value Increased 2.03%Analysts have raised their price target for TopBuild from $475.41 to $485.08. They cite increased revenue growth and improved profit margins as key drivers behind the upward revision.
What's in the News
- TopBuild raised its earnings guidance for the full year ending December 31, 2025, expecting sales between $5,350 million and $5,450 million and net income of $497.0 million to $542.0 million (Key Developments).
- The company completed a share repurchase of 723,272 shares, representing 2.54% of shares outstanding, for a total of $229.09 million under its ongoing buyback program (Key Developments).
- TopBuild is seeking acquisitions and reported the pricing of a $750 million private offering of senior notes due 2034. The intended use of proceeds is for general corporate purposes, including acquisitions (Key Developments).
- An upcoming Analyst/Investor Day will cover the company's business model, growth drivers, capital allocation, and long-term targets (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, increasing from $475.41 to $485.08.
- Discount Rate has moved up moderately, from 8.63% to 8.92%.
- Revenue Growth expectations have increased from 9.40% to 10.81%.
- Net Profit Margin is projected to rise modestly, moving from 8.56% to 8.82%.
- Future P/E has decreased, from 25.04x to 23.94x.
Disclaimer
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