TopBuild Resultados de beneficios anteriores
Pasado controles de criterios 2/6
TopBuild ha aumentado sus beneficios a una tasa media anual de 11.7%, mientras que los beneficios de la industria de Consumer Durables han experimentado un descenso de 0.2% anual. Los ingresos han ido creciendo a una tasa media de 10.4% al año. La rentabilidad financiera de TopBuild es de 20.9%, y sus márgenes netos son de 9%.
Información clave
11.71%
Tasa de crecimiento de los beneficios
14.48%
Tasa de crecimiento del BPA
| Crecimiento de la industria Consumer Durables | 24.52% |
| Tasa de crecimiento de los ingresos | 10.44% |
| Rentabilidad financiera | 20.93% |
| Margen neto | 8.95% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización del análisis • 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 AlphaActualización del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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.
Nuevo análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 AlphaSeeking 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 AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero TopBuild. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 5,622 | 503 | 798 | 0 |
| 31 Dec 25 | 5,409 | 522 | 746 | 0 |
| 30 Sep 25 | 5,236 | 568 | 709 | 0 |
| 30 Jun 25 | 5,216 | 594 | 696 | 0 |
| 31 Mar 25 | 5,284 | 594 | 710 | 0 |
| 31 Dec 24 | 5,330 | 623 | 711 | 0 |
| 30 Sep 24 | 5,304 | 618 | 716 | 0 |
| 30 Jun 24 | 5,257 | 617 | 715 | 0 |
| 31 Mar 24 | 5,208 | 631 | 712 | 0 |
| 31 Dec 23 | 5,195 | 614 | 725 | 0 |
| 30 Sep 23 | 5,173 | 612 | 702 | 0 |
| 30 Jun 23 | 5,148 | 598 | 698 | 0 |
| 31 Mar 23 | 5,105 | 577 | 691 | 0 |
| 31 Dec 22 | 5,009 | 556 | 690 | 0 |
| 30 Sep 22 | 4,808 | 491 | 669 | 0 |
| 30 Jun 22 | 4,352 | 432 | 609 | 0 |
| 31 Mar 22 | 3,912 | 379 | 548 | 0 |
| 31 Dec 21 | 3,486 | 324 | 498 | 0 |
| 30 Sep 21 | 3,144 | 316 | 424 | 0 |
| 30 Jun 21 | 2,996 | 291 | 407 | 0 |
| 31 Mar 21 | 2,808 | 256 | 390 | 0 |
| 31 Dec 20 | 2,718 | 247 | 391 | 0 |
| 30 Sep 20 | 2,659 | 222 | 391 | 0 |
| 30 Jun 20 | 2,644 | 207 | 393 | 0 |
| 31 Mar 20 | 2,658 | 204 | 394 | 0 |
| 31 Dec 19 | 2,624 | 191 | 392 | 0 |
| 30 Sep 19 | 2,601 | 184 | 383 | 0 |
| 30 Jun 19 | 2,566 | 171 | 379 | 0 |
| 31 Mar 19 | 2,512 | 146 | 371 | 0 |
| 31 Dec 18 | 2,384 | 135 | 367 | 0 |
| 30 Sep 18 | 2,246 | 201 | 332 | 0 |
| 30 Jun 18 | 2,088 | 190 | 309 | 0 |
| 31 Mar 18 | 1,956 | 186 | 293 | 0 |
| 31 Dec 17 | 1,906 | 158 | 294 | 0 |
| 30 Sep 17 | 1,849 | 74 | 290 | 0 |
| 30 Jun 17 | 1,813 | 68 | 287 | 0 |
| 31 Mar 17 | 1,770 | 60 | 282 | 0 |
| 31 Dec 16 | 1,743 | 73 | 279 | 0 |
| 30 Sep 16 | 1,725 | 111 | 271 | 0 |
| 30 Jun 16 | 1,700 | 103 | 266 | 0 |
| 31 Mar 16 | 1,672 | 94 | 269 | 0 |
| 31 Dec 15 | 1,617 | 79 | 274 | 0 |
| 30 Sep 15 | 1,588 | 25 | 281 | 0 |
| 30 Jun 15 | 1,558 | 15 | 292 | 0 |
Ingresos de calidad: BLD tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio(9%) de BLD son inferiores a los del año pasado (11.2%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de BLD han crecido un 11.7% al año en los últimos 5 años.
Acelerando crecimiento: BLD ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.
Beneficios vs. Industria: BLD tuvo un crecimiento negativo de los beneficios (-15.2%) durante el año pasado, lo que dificulta la comparación con la media de la industria Consumer Durables (-18.2%).
Rentabilidad financiera
Alta ROE: Aunque la rentabilidad financiera (20.93%) de BLD es alta, esta métrica está sesgada debido a su elevado nivel de endeudamiento.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/11 00:51 |
| Precio de las acciones al final del día | 2026/05/11 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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.
| Analista | Institución |
|---|---|
| Reuben Garner | Benchmark Company |
| Daniel Wang | Berenberg |
| Rafe Jadrosich | BofA Global Research |