TopBuild Corp.

Informe acción NYSE:BLD

Capitalización de mercado: US$11.4b

TopBuild Dirección

Dirección controles de criterios 4/4

El CEO de TopBuild es Robert Buck , nombrado en Jan 2021, tiene una permanencia de 5.33 años. compensación anual total es $7.87M, compuesta por 13.7% salario y 86.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.14% de las acciones de la empresa, por valor de $16.47M. La antigüedad media del equipo directivo y de la junta directiva es de 2.5 años y 8.1 años, respectivamente.

Información clave

Robert Buck

Chief Executive Officer (CEO)

US$7.9m

Compensación total

Porcentaje del salario del CEO13.68%
Permanencia del CEO5.3yrs
Participación del CEO0.1%
Permanencia media de la dirección2.5yrs
Promedio de permanencia en la Junta Directiva8.1yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 03

BLD: Fair Deal Outlook Will Rely On QXO Merger And 2026 Guidance

Analysts have increased their price target on TopBuild by about $4, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that are now slightly different from prior estimates. What's in the News QXO, Inc.
Seeking Alpha Apr 20

QXO And TopBuild Tie The Knot But Don't Earn The Upgrade

Summary QXO is acquiring TopBuild in a $16.89 billion cash and stock deal, accelerating its expansion strategy. The transaction offers TopBuild shareholders a strong exit price and positions QXO for significant scale and market leadership in building products distribution. Combined pro forma revenue will reach $18.1 billion with $2.1 billion EBITDA, excluding $300 million in expected annual synergies by 2030. Despite operational optimism, valuation remains fair, justifying a continued "Hold" rating for both QXO and BLD. Read the full article on Seeking Alpha
Actualización de narrativa Apr 18

BLD: Ongoing Buybacks And 2026 Earnings Outlook Will Support Future Upside

Analysts have trimmed their average price target on TopBuild from about $498 to roughly $475. They cited updated views on fair value, a slightly different discount rate, modestly adjusted revenue growth expectations, a small change in projected profit margin, and a lower assumed future P/E multiple.
Actualización de narrativa Apr 04

BLD: Completed Buybacks And Higher Future P/E Will Support Upside Potential

Analysts now set a slightly higher TopBuild price target of $498.07, reflecting small tweaks to assumptions around the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News TopBuild issued earnings guidance for the year ending December 31, 2026, with expected sales of $5.925b to $6.225b and estimated net income of $446.0 million to $507.0 million (company guidance).
Actualización de narrativa Mar 20

BLD: Higher Future P/E And Completed Buybacks Will Support Upside Potential

Analysts have modestly trimmed their average price target on TopBuild to about $498 from roughly $499, reflecting slightly lower profit margin assumptions, along with a somewhat higher future P/E multiple and discount rate. What's in the News Issued earnings guidance for the year ending December 31, 2026, with expected sales between $5,925.0m and $6,225.0m and estimated net income between $446.0m and $507.0m (company guidance).
Actualización de narrativa Mar 06

BLD: Higher Future P/E And Buybacks Will Support Upside Potential

Analysts have trimmed their price target on TopBuild by about $4. This reflects updated assumptions for slightly lower revenue growth, reduced profit margins, a marginally higher discount rate, and a higher future P/E multiple.
Actualización de narrativa Feb 19

BLD: Updated P/E And Margin Assumptions Will Support Measured Fair Value

Analysts have raised their price target for TopBuild to $503.80 from $491.80, reflecting updated assumptions related to the discount rate, revenue growth, profit margin, and future P/E expectations. Valuation Changes Fair Value: Updated to $503.80 from $491.80, reflecting a modest upward revision in the assessed intrinsic value per share.
Nueva narrativa Feb 16

Acquisition Risks And Rising Leverage Will Pressure Margins And Future Earnings

Catalysts About TopBuild TopBuild provides insulation installation and specialty distribution services across residential, commercial and industrial construction end markets. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Feb 04

BLD: Share Repurchases And 2025 Outlook Will Maintain Measured Fair Value Expectations

Analysts have raised their price target on TopBuild by about $3, reflecting slightly adjusted views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Valuation Changes Fair Value: Adjusted slightly from $488.60 to $491.80 per share.
Artículo de análisis Jan 29

A Look At The Fair Value Of TopBuild Corp. (NYSE:BLD)

Key Insights The projected fair value for TopBuild is US$408 based on 2 Stage Free Cash Flow to Equity TopBuild's...
Actualización de narrativa Jan 20

BLD: Share Repurchases And 2025 Outlook Will Support Steady Forward Expectations

Analysts have adjusted their price target on TopBuild slightly higher to $488.60 from $482.13, citing updated assumptions around discount rates, profit margins near 10.1% and a forward P/E of about 23x. What's in the News TopBuild completed a share repurchase tranche, buying 177,983 shares, or about 0.63% of shares, for US$65.53 million between July 1 and September 30, 2025, under its existing buyback plan (Key Developments).
Actualización de narrativa Jan 06

BLD: Share Repurchases And Updated 2025 Guidance Will Support Balanced Outlook

Analysts now hold their price target for TopBuild steady at about US$482, reflecting largely unchanged views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News TopBuild completed a share repurchase of 177,983 shares, or 0.63% of the company, for US$65.53 million between July 1, 2025 and September 30, 2025, as part of its ongoing buyback program.
Artículo de análisis Jan 05

TopBuild (NYSE:BLD) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Actualización de narrativa Dec 23

BLD: Share Repurchases And Higher Earnings Guidance Will Support Bullish Outlook

Analysts have raised their price target on TopBuild by approximately 1 dollar per share, citing slightly faster expected revenue growth and a modestly higher future earnings multiple, which more than offsets a small reduction in anticipated profit margins. What's in the News TopBuild completed a share repurchase tranche, buying back 177,983 shares, or 0.63 percent of outstanding shares, for 65.53 million dollars between July 1 and September 30, 2025, under its existing buyback program (Key Developments).
Actualización de narrativa Dec 09

BLD: Future Buybacks And M&A Activity Will Support Balanced Outlook

Analysts have modestly lifted their price target on TopBuild to approximately 481 dollars per share from prior levels, citing slightly higher expected revenue growth that more than offsets a marginally lower projected profit margin and a modestly reduced future valuation multiple. What's in the News Raised full year 2025 guidance, now expecting sales between 5,350 million dollars and 5,450 million dollars and estimated net income between 497 million dollars and 542 million dollars (corporate guidance).
Actualización de narrativa Nov 24

BLD: Share Repurchases And Higher Profit Margins Will Drive Upside

Narrative Update on TopBuild: Analyst Price Target Adjustment Analysts have slightly reduced their price target for TopBuild from $485.08 to $480.93. This adjustment is attributed to a moderation in projected revenue growth, even though higher profit margin expectations remain.
Actualización de narrativa Nov 06

BLD: Rising Earnings Guidance And Buybacks Will Support Share Momentum

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.
Actualización de narrativa Oct 23

Analysts Raise TopBuild Price Target as Revenue Outlook Improves and Acquisition Plans Advance

Analysts have raised TopBuild’s price target from $452.58 to $475.41, citing improved revenue growth outlook as the primary driver of their upward revision. What's in the News TopBuild will host an Analyst and Investor Day to discuss the company's business model, growth drivers, capital allocation, and long-term financial targets.
Actualización de narrativa Oct 08

Commercial And Industrial Expansion And Retrofit Demand Will Fuel Opportunity

Narrative Update on TopBuild: Analyst Price Target Revision Analysts have raised their fair value estimate for TopBuild from $446.83 to $452.58, citing slightly improved revenue growth projections despite marginal shifts in other key metrics. What's in the News TopBuild will host an Analyst/Investor Day to discuss its business model, growth drivers, capital allocation strategy, and long-term financial targets.
Artículo de análisis Sep 09

A Look At The Intrinsic Value Of TopBuild Corp. (NYSE:BLD)

Key Insights The projected fair value for TopBuild is US$420 based on 2 Stage Free Cash Flow to Equity Current share...
Artículo de análisis Aug 08

TopBuild Corp. (NYSE:BLD) Just Reported And Analysts Have Been Lifting Their Price Targets

NYSE:BLD 1 Year Share Price vs Fair Value Explore TopBuild's Fair Values from the Community and select yours It's been...
Actualización de narrativa Aug 07

Commercial And Industrial Expansion And Retrofit Demand Will Fuel Opportunity

With no changes observed in TopBuild's discount rate or future P/E, there is no substantive adjustment to valuation, and the consensus Analyst Price Target remains steady at $426.75. What's in the News Completed repurchase of 545,289 shares (1.9%) for $163.58 million under announced buyback plan.
Artículo de análisis Aug 04

Should You Think About Buying TopBuild Corp. (NYSE:BLD) Now?

Today we're going to take a look at the well-established TopBuild Corp. ( NYSE:BLD ). The company's stock led the NYSE...
Artículo de análisis Jul 02

Is TopBuild (NYSE:BLD) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Jun 16

Little Excitement Around TopBuild Corp.'s (NYSE:BLD) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
Seeking Alpha Feb 26

TopBuild's Pop Doesn't Justify An Upgrade Just Yet

Summary TopBuild's Q4 2024 results showed solid revenue growth, driven by the Specialty Distribution segment, with earnings per share exceeding analyst expectations. Despite a 16% stock rise since July 2023, TopBuild underperformed the broader market, leading me to maintain a 'hold' rating. Management's 2025 guidance is lackluster, with anticipated revenue declines and uncertain demand, justifying a cautious investment approach. While TopBuild is attractively priced compared to peers, the stock isn't cheap enough to warrant a bullish outlook amid 2025 uncertainties. Read the full article on Seeking Alpha
Seeking Alpha Dec 11

TopBuild: Warming Up To This Insulator Supplier

Summary TopBuild Corp. has tripled sales to over $5 billion in under a decade, driven by strong execution, solid positioning, and continued M&A efforts. Despite a challenging housing market, TopBuild's shares have benefited from valuation multiple inflation, though recent corrections increase appeal again. Shares now trade in my neutral zone, as the sound positioning and track record make me willing to buy shares on dips from here. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Robert Buck en comparación con los beneficios de TopBuild?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$503m

Dec 31 2025US$8mUS$1m

US$522m

Sep 30 2025n/an/a

US$568m

Jun 30 2025n/an/a

US$594m

Mar 31 2025n/an/a

US$594m

Dec 31 2024US$7mUS$1m

US$623m

Sep 30 2024n/an/a

US$618m

Jun 30 2024n/an/a

US$617m

Mar 31 2024n/an/a

US$631m

Dec 31 2023US$8mUS$971k

US$614m

Sep 30 2023n/an/a

US$612m

Jun 30 2023n/an/a

US$598m

Mar 31 2023n/an/a

US$577m

Dec 31 2022US$6mUS$883k

US$556m

Sep 30 2022n/an/a

US$491m

Jun 30 2022n/an/a

US$432m

Mar 31 2022n/an/a

US$379m

Dec 31 2021US$5mUS$800k

US$324m

Sep 30 2021n/an/a

US$316m

Jun 30 2021n/an/a

US$291m

Mar 31 2021n/an/a

US$256m

Dec 31 2020US$2mUS$582k

US$247m

Sep 30 2020n/an/a

US$222m

Jun 30 2020n/an/a

US$207m

Mar 31 2020n/an/a

US$204m

Dec 31 2019US$2mUS$564k

US$191m

Compensación vs. Mercado: La compensación total de Robert($USD7.87M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD14.79M).

Compensación vs. Ingresos: La compensación de Robert ha sido consistente con los resultados de la empresa en el último año.


CEO

Robert Buck (55 yo)

5.3yrs
Permanencia
US$7,873,810
Compensación

Mr. Robert M. Buck is Independent Director of Core & Main, Inc. from September 2022. He has been Chief Executive Officer and Director of TopBuild Corp. since January 1, 2021 and served as its President sin...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Robert Buck
CEO & Director5.3yrsUS$7.87m0.14%
$ 16.5m
Robert Kuhns
Chief Financial Officer4.2yrsUS$2.47m0.030%
$ 3.4m
Luis Machado
VP, General Counsel & Corporate Secretary5.8yrsUS$1.55m0.030%
$ 3.4m
Steven Raia
President of Special Operations & Executive Adviser2.3yrsUS$1.85m0.013%
$ 1.4m
Joseph Viselli
VP & Chief Growth Officer1.6yrsUS$1.74m0.023%
$ 2.6m
John Achille
President & COO1yrsin datos0.023%
$ 2.6m
Madeline Ortero
Chief Accounting Officer & VP2.6yrssin datos0.0036%
$ 410.5k
Sridhara Pullareddy
Chief Information Officer4.3yrssin datossin datos
P.I. Aquino
Vice President of Investor Relations2.3yrssin datossin datos
Jennifer Shoffner
Chief Human Resources Officer5.8yrssin datos0.044%
$ 5.0m
Jeffrey Krestancic
President of TruTeam2.3yrssin datos0.018%
$ 2.0m
David Fischer
President of Specialty Distribution1yrsin datos0.0052%
$ 599.2k
2.5yrs
Permanencia media
52yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de BLD se considera experimentado (2.5 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Robert Buck
CEO & Director5.3yrsUS$7.87m0.14%
$ 16.5m
Nancy Taylor
Independent Director8.1yrsUS$270.28k0.023%
$ 2.6m
Alec Covington
Independent Chairman of the Board10.8yrsUS$395.28k0.054%
$ 6.1m
Ernesto Bautista
Independent Director4.7yrsUS$255.28k0.0098%
$ 1.1m
Joseph Cantie
Independent Director10.8yrsUS$280.28k0.085%
$ 9.7m
Mark Petrarca
Independent Director10.8yrsUS$275.28k0.054%
$ 6.1m
Deirdre Drake
Independent Director3.3yrsUS$255.28k0.0075%
$ 857.6k
Tina Donikowski
Independent Director8.1yrsUS$255.28k0.015%
$ 1.7m
8.1yrs
Permanencia media
61yo
Promedio de edad

Junta con experiencia: La junta directiva de BLD se considera experimentada (8.1 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 18:03
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

TopBuild Corp. está cubierta por 18 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Reuben GarnerBenchmark Company
Daniel WangBerenberg
Rafe JadrosichBofA Global Research