View ValuationTopBuild 将来の成長Future 基準チェック /26TopBuild利益と収益がそれぞれ年間6.7%と6.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20.6% 8.8%なると予測されています。主要情報6.7%収益成長率8.81%EPS成長率Consumer Durables 収益成長19.7%収益成長率6.3%将来の株主資本利益率20.60%アナリストカバレッジGood最終更新日06 May 2026今後の成長に関する最新情報お知らせ • Feb 26TopBuild Corp. Provides Earnings Guidance for the Ending December 31, 2026TopBuild Corp. provided earnings guidance for the ending December 31, 2026. For the year, the company expects sales in the range of $5,925.0 million to $6,225.0 million. Estimated net income of $446.0 million - $507.0 million.お知らせ • Nov 05TopBuild Corp. Raises Earnings Guidance for the Full Year Ending December 31, 2025TopBuild Corp. raised earnings guidance for the full year ending December 31, 2025. 2025. For the year, the company expects sales in the range of $5,350 million to $5,450 million and Estimated net income, as reported is expected to be $497.0 million to $542.0 million.お知らせ • Aug 05TopBuild Corp. Provides Earnings Guidance for the Full Year 2025TopBuild Corp. provided earnings guidance for the full year 2025. For the year, the company expects sales in the range of $5,150.0 million to $5,350.0 million.お知らせ • May 06TopBuild Corp. Confirms Earnings Guidance for the Full Ending December 31, 2025TopBuild Corp. confirmed earnings guidance for the full year Ending December 31, 2025. For the year, company expected sales to be in range of $5,050 Million to $5,350 million. Estimated net income, as reported is expected to be $508.0 million to $630.0 million.お知らせ • Feb 26TopBuild Corp. Provides Earnings Guidance for the Full Year 2025TopBuild Corp. provided earnings guidance for the full year 2025. For the period, the company expects Sales to be range of $5,050 million to $5,350 million.お知らせ • Nov 05TopBuild Corp. Revises Earnings Guidance for the Full Year Ending December 31, 2024TopBuild Corp. revised earnings guidance for the full year ending December 31, 2024. For the year, the company narrowed Sales guidance in the range of $5,300 million to $5,350 million and net income guidance in the range of $606.0 million to $634.0 million. The company is narrowing 2024 outlook based on assumptions for a continued uneven housing environment and the ongoing delay of certain commercial/industrial projects.すべての更新を表示Recent updatesBoard Change • 7hInsufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. Independent Director Deirdre Drake was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 21QXO, Inc. (NYSE:QXO) entered into a definitive agreement to acquire TopBuild Corp. (NYSE:BLD) for $14.3 billion.QXO, Inc. (NYSE:QXO) entered into a definitive agreement to acquire TopBuild Corp. (NYSE:BLD) for $14.3 billion on April 18, 2026. Under the agreement, TopBuild stockholders may elect to receive either $505 in cash or 20.2 shares of QXO common stock per share, subject to proration. Total consideration will be approximately 45% cash and 55% QXO stock, with cash capped at 45%. QXO may increase stock consideration if elections exceed 55% in shares, and its board will expand to include one TopBuild nominee. TopBuild shareholders expected to own approximately 19% of the combined company on a fully diluted basis (assuming 55% stock consideration). The transaction values each TopBuild share at $505, representing a premium of 19.8% to TopBuild’s 60-day volume-weighted average price and 23.1% to TopBuild’s closing price on April 17, 2026. The transaction will be financed through $3 billion senior secured term loan facility, $3 billion of bridge financing and the remaining will be funded from cash on hand. Following the acquisition of TopBuild, QXO will have approximately 28,000 employees, 1,150 locations across all 50 U.S. states and seven Canadian provinces, and a fleet size of more than 10,000 vehicles. The transaction is subject to customary closing conditions, including approval by the shareholders of QXO, Inc. and TopBuild Corp., listing of new shares on the New York Stock Exchange, the expiration or termination of any applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act, the effectiveness of a registration statement of QXO relating to the registration under the Securities Act of 1933 and and other regulatory approvals. The transaction is not subject to any financing contingency. The acquisition is expected to close in the third quarter of 2026. The transaction has been unanimously approved by the boards of directors of QXO, Inc. and TopBuild Corp. The transaction is expected to be immediately and substantially accretive to the company’s earnings. Morgan Stanley & Co. LLC acted as financial advisor for QXO, Inc. Barclays Capital Inc. acted as financial advisor for QXO, Inc. Wells Fargo Securities, LLC acted as financial advisor for QXO, Inc. Scott A. Barshay, Nickolas Bogdanovich and Stan Richards of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for QXO, Inc. Goldman Sachs & Co. LLC acted as financial advisor for TopBuild Corp. RBC Capital Markets, LLC acted as financial advisor for TopBuild Corp. Robert A. Profusek, Benjamin L. Stulberg and Jared P. Hasson of Jones Day acted as legal advisor for TopBuild Corp.お知らせ • Apr 07TopBuild Corp. to Report Q1, 2026 Results on May 05, 2026TopBuild Corp. announced that they will report Q1, 2026 results at 7:00 AM, US Eastern Standard Time on May 05, 2026お知らせ • Apr 02TopBuild Corp. Announces Promotion of John Achille to President and Chief Operating Officer, Effective April 2, 2026TopBuild Corp. announced that John Achille, Chief Operating Officer, has been promoted to President and Chief Operating Officer effective April 2, 2026. As President and COO, Mr. Achille will be responsible for the day-to-day operations of TopBuild’s Installation Services and Specialty Distribution businesses. He will also have responsibility for the Supply Chain organization and all growth initiatives, including Mergers and Acquisitions. Mr. Achille will continue to report to Robert Buck, CEO of TopBuild. Mr. Achille joined TopBuild in 2021 when the Company acquired American Building Systems where he served as Vice President of their Coastal Insulation business. Prior to his current role, he served as Executive Vice President of TruTeam. Prior to that, John held positions of increasing responsibility and leadership with the Company across Distribution International, Service Partners, and TruTeam. John began his career in project engineering and project management for Turner Construction and earned his Bachelor of Science degree in Civil and Environmental Engineering from Rutgers University.お知らせ • Mar 18TopBuild Corp., Annual General Meeting, Apr 27, 2026TopBuild Corp., Annual General Meeting, Apr 27, 2026.お知らせ • Feb 26TopBuild Corp. Provides Earnings Guidance for the Ending December 31, 2026TopBuild Corp. provided earnings guidance for the ending December 31, 2026. For the year, the company expects sales in the range of $5,925.0 million to $6,225.0 million. Estimated net income of $446.0 million - $507.0 million.お知らせ • Feb 25TopBuild Corp. (NYSE:BLD) entered into an agreement to acquire Johnson Roofing, Inc.TopBuild Corp. (NYSE:BLD) entered into an agreement to acquire Johnson Roofing, Inc. on February 24, 2026.お知らせ • Feb 04+ 1 more updateTopBuild Corp. (NYSE:BLD) acquired Applied Coatings LLC from Billy Gibson and others.TopBuild Corp. (NYSE:BLD) acquired Applied Coatings LLC from Billy Gibson and others on February 3, 2026. In a related transaction, TopBuild Corp. also acquired Upstate Spray Foam. TopBuild Corp. (NYSE:BLD) completed the acquisition of Applied Coatings LLC from Billy Gibson and others on February 3, 2026.お知らせ • Jan 27TopBuild Corp. to Report Q4, 2025 Results on Feb 26, 2026TopBuild Corp. announced that they will report Q4, 2025 results at 7:00 AM, US Eastern Standard Time on Feb 26, 2026お知らせ • Nov 05TopBuild Corp. Raises Earnings Guidance for the Full Year Ending December 31, 2025TopBuild Corp. raised earnings guidance for the full year ending December 31, 2025. 2025. For the year, the company expects sales in the range of $5,350 million to $5,450 million and Estimated net income, as reported is expected to be $497.0 million to $542.0 million.お知らせ • Nov 04TopBuild Corp. (NYSE:BLD) acquired Performance Insulation Fabricators, Inc.TopBuild Corp. (NYSE:BLD) acquired Performance Insulation Fabricators, Inc. on October 31, 2025. PIF generates annual revenue of approximately $8.9 million. TopBuild Corp. (NYSE:BLD) completed the acquisition of Performance Insulation Fabricators, Inc. on October 31, 2025.お知らせ • Oct 08TopBuild Corp. (NYSE:BLD) acquired Specialty Products and Insulation LLC from Incline Management, L.P. for $1 billion.TopBuild Corp. (NYSE:BLD) acquired Specialty Products and Insulation LLC from Incline Management, L.P. for $1 billion on October 7, 2025.The consideration of $1 billion will be paid in cash. The acquisition excludes Specialty Products and Insulation LLC's Metal Building Insulation Business. The transaction will be financed with cash on hand, including proceeds from the September senior notes issuance. The transaction represents approximately 12.4x Specialty Products and Insulation LLC’s earnings before interest, taxes, depreciation and amortization, inclusive of a $70 million tax asset. For the period ending June 30, 2025, Specialty Products and Insulation LLC reported total revenue of $700 million, EBITDA of $75 million and employs approximately 1000 people. Considering synergies of $35 million-$40 million within two years, the transaction multiple is 8.3x EBITDA. The transaction is immediately accretive to earnings per share. Guggenheim Securities, LLC acted as financial advisor to TopBuild Corp. J.P. Morgan Securities LLC acted as financial advisor to TopBuild Corp. Ben Stulberg and Jared Hasson of Jones Day acted as legal advisor to TopBuild Corp. Piper Sandler & Co. acted as financial advisor to Specialty Products and Insulation LLC. Walter S. Holzer, Melanie B. Harmon, Michael K. Bassi, Roger S. Lucas, Christopher J. Worek, James H. Mutchnik, Molly Kelley and Ian G. John of Kirkland & Ellis LLP acted as legal advisor to Specialty Products and Insulation LLC and Incline Management, L.P. TopBuild Corp. (NYSE:BLD) completed the acquisition of Specialty Products and Insulation LLC from Incline Management, L.P. on October 7, 2025.お知らせ • Oct 07TopBuild Corp. to Report Q3, 2025 Results on Nov 04, 2025TopBuild Corp. announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on Nov 04, 2025お知らせ • Aug 05TopBuild Corp. Provides Earnings Guidance for the Full Year 2025TopBuild Corp. provided earnings guidance for the full year 2025. For the year, the company expects sales in the range of $5,150.0 million to $5,350.0 million.お知らせ • Jul 15TopBuild Corp. (NYSE:BLD) completed the acquisition of Progressive Services, Inc. from Bow River Asset Management LLC.TopBuild Corp. (NYSE:BLD) entered into a definitive agreement to acquire Progressive Services, Inc. from Bow River Asset Management LLC for $810 million on July 8, 2025. A cash consideration of $810 million will be paid by TopBuild Corp. towards the common equity of Progressive Services, Inc. The transaction will be funded with proceeds from TopBuild’s recently expanded credit facility with net proceeds of $524 million along with delayed draw of $250 million and cash on hand. For the period ending March 31, 2025, Progressive Services, Inc. reported total revenue of $438 million and EBITDA of $89 million. Progressive employs more than 1,700 people across 12 branches. The transaction is subject to customary closing conditions, including expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and regulatory approvals. The expected completion of the transaction is in the early third quarter of 2025. The transaction is expected to be immediately accretive to adjusted earnings per share. RBC Capital Markets, LLC acted as financial advisor and Ben Stulberg and Jared Hasson of Jones Day acted as legal advisors for TopBuild Corp. Guggenheim Securities, LLC and Citizens JMP Securities, LLC acted as financial advisor for Bow River Asset Management LLC and Progressive Services, Inc. Brownstein Hyatt Farber Schreck, LLP acted as legal advisor for Bow River Asset Management LLC and Progressive Services, Inc. TopBuild Corp. (NYSE:BLD) completed the acquisition of Progressive Services, Inc. from Bow River Asset Management LLC on July 15, 2025.お知らせ • Jul 14TopBuild Corp. to Report Q2, 2025 Results on Aug 05, 2025TopBuild Corp. announced that they will report Q2, 2025 results at 7:00 AM, US Eastern Standard Time on Aug 05, 2025お知らせ • Jul 08TopBuild Corp. (NYSE:BLD) entered into a definitive agreement to acquire Progressive Services, Inc. from Bow River Asset Management LLC for $810 million.TopBuild Corp. (NYSE:BLD) entered into a definitive agreement to acquire Progressive Services, Inc. from Bow River Asset Management LLC for $810 million on July 8, 2025. A cash consideration of $810 million will be paid by TopBuild Corp. towards the common equity of Progressive Services, Inc. The transaction will be funded with proceeds from TopBuild’s recently expanded credit facility with net proceeds of $524 million along with delayed draw of $250 million and cash on hand. For the period ending March 31, 2025, Progressive Services, Inc. reported total revenue of $438 million and EBITDA of $89 million. Progressive employs more than 1,700 people across 12 branches. The transaction is subject to customary closing conditions, including expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and regulatory approvals. The expected completion of the transaction is in the early third quarter of 2025. The transaction is expected to be immediately accretive to adjusted earnings per share. RBC Capital Markets, LLC acted as financial advisor and Ben Stulberg and Jared Hasson of Jones Day acted as legal advisors for TopBuild Corp. Guggenheim Securities, LLC and Citizens JMP Securities, LLC acted as financial advisor for Bow River Asset Management LLC and Progressive Services, Inc. Brownstein Hyatt Farber Schreck, LLP acted as legal advisor for Bow River Asset Management LLC and Progressive Services, Inc.お知らせ • May 06TopBuild Corp. Confirms Earnings Guidance for the Full Ending December 31, 2025TopBuild Corp. confirmed earnings guidance for the full year Ending December 31, 2025. For the year, company expected sales to be in range of $5,050 Million to $5,350 million. Estimated net income, as reported is expected to be $508.0 million to $630.0 million.お知らせ • Apr 08TopBuild Corp. to Report Q1, 2025 Results on May 06, 2025TopBuild Corp. announced that they will report Q1, 2025 results at 7:00 AM, US Eastern Standard Time on May 06, 2025お知らせ • Mar 17TopBuild Corp., Annual General Meeting, Apr 28, 2025TopBuild Corp., Annual General Meeting, Apr 28, 2025.お知らせ • Mar 04TopBuild Corp. (NYSE:BLD) agreed to acquire Seal-rite Insulation Inc.TopBuild Corp. (NYSE:BLD) agreed to acquire Seal-rite Insulation Inc. on March 4, 2025. The transaction is expected to close in the second quarter.お知らせ • Feb 28TopBuild Corp. (NYSE:BLD) announces an Equity Buyback for $1,000 million worth of its shares.TopBuild Corp. (NYSE:BLD) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its shares. The program has no expiration date.お知らせ • Feb 26TopBuild Corp. Provides Earnings Guidance for the Full Year 2025TopBuild Corp. provided earnings guidance for the full year 2025. For the period, the company expects Sales to be range of $5,050 million to $5,350 million.お知らせ • Jan 27TopBuild Corp. to Report Q4, 2024 Results on Feb 25, 2025TopBuild Corp. announced that they will report Q4, 2024 results at 7:00 AM, US Eastern Standard Time on Feb 25, 2025Buy Or Sell Opportunity • Nov 08Now 20% undervaluedOver the last 90 days, the stock has risen 1.2% to €340. The fair value is estimated to be €427, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 7.1% in 2 years. Earnings are forecast to grow by 8.3% in the next 2 years.お知らせ • Nov 05TopBuild Corp. Revises Earnings Guidance for the Full Year Ending December 31, 2024TopBuild Corp. revised earnings guidance for the full year ending December 31, 2024. For the year, the company narrowed Sales guidance in the range of $5,300 million to $5,350 million and net income guidance in the range of $606.0 million to $634.0 million. The company is narrowing 2024 outlook based on assumptions for a continued uneven housing environment and the ongoing delay of certain commercial/industrial projects.Buy Or Sell Opportunity • Oct 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to €348. The fair value is estimated to be €437, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 4.7% in a year. Earnings are forecast to grow by 5.6% in the next year.お知らせ • Oct 10TopBuild Corp. to Report Q3, 2024 Results on Nov 05, 2024TopBuild Corp. announced that they will report Q3, 2024 results at 7:00 AM, US Eastern Standard Time on Nov 05, 2024お知らせ • Oct 07Topbuild Corp. Appoints Joseph M. Viselli as Chief Growth OfficerEffective October 1, 2024, Joseph M. Viselli, Chief Operating Officer of TopBuild Corp., transitioned to the role of Chief Growth Officer of the Company to help execute the Company’s growth plans. Mr. Viselli continues to report to Robert M. Buck, President and Chief Executive Officer of the Company.Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Deirdre Drake was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €376, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Consumer Durables industry in Europe. Total returns to shareholders of 102% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €420 per share.New Risk • Aug 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Significant insider selling over the past 3 months (€1.1m sold).お知らせ • Aug 08TopBuild Corp. (NYSE:BLD) acquired Assets of the residential and light commercial insulation business of Green Space Insulation, Llc from Green Space Insulation, Llc for approximately $4.3 million.TopBuild Corp. (NYSE:BLD) acquired Assets of the residential and light commercial insulation business of Green Space Insulation, Llc from Green Space Insulation, Llc for approximately $4.3 million on April 18, 2024.The purchase price of approximately $4.3 million was funded by cash on hand. TopBuild Corp. (NYSE:BLD) completed the acquisition of Assets of the residential and light commercial insulation business of Green Space Insulation, Llc from Green Space Insulation, Llc on April 18, 2024.Buy Or Sell Opportunity • Aug 07Now 18% undervaluedOver the last 90 days, the stock has risen 2.7% to €386. The fair value is estimated to be €469, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 5.7% in a year. Earnings are forecast to grow by 13% in the next year.Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$4.81 (vs US$5.20 in 2Q 2023)Second quarter 2024 results: EPS: US$4.81 (down from US$5.20 in 2Q 2023). Revenue: US$1.37b (up 3.7% from 2Q 2023). Net income: US$150.7m (down 8.3% from 2Q 2023). Profit margin: 11% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 28% per year.お知らせ • Aug 06TopBuild Corp. Revises Earnings Guidance for the Full Year Ending December 31, 2024TopBuild Corp. revised earnings guidance for the full year ending December 31, 2024. For the year, the company expected Sales in the range of $5,300 million to $5,500 million and net income in the range of $603.0 million to $663.0 million.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €420, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Consumer Durables industry in Europe. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €427 per share.お知らせ • Jul 09TopBuild Corp. to Report Q2, 2024 Results on Aug 06, 2024TopBuild Corp. announced that they will report Q2, 2024 results at 7:00 AM, US Eastern Standard Time on Aug 06, 2024Recent Insider Transactions • Jun 15CEO, President & Director recently sold €964k worth of stockOn the 12th of June, Robert Buck sold around 3k shares on-market at roughly €385 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.9m. Robert has been a net seller over the last 12 months, reducing personal holdings by €6.2m.Recent Insider Transactions • May 12CEO, President & Director recently sold €1.9m worth of stockOn the 9th of May, Robert Buck sold around 5k shares on-market at roughly €375 per share. This transaction amounted to 6.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by €6.2m.お知らせ • May 08+ 1 more updateTopBuild Corp. (NYSE:BLD) announces an Equity Buyback for $1,000 million worth of its shares.TopBuild Corp. (NYSE:BLD) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its shares. The program will be funded from cash on hand as well as from a portion of the free cash flow expected to be generated from the business. The program has no expiration date.Reported Earnings • May 07First quarter 2024 earnings released: EPS: US$4.82 (vs US$4.31 in 1Q 2023)First quarter 2024 results: EPS: US$4.82 (up from US$4.31 in 1Q 2023). Revenue: US$1.28b (up 1.1% from 1Q 2023). Net income: US$152.4m (up 12% from 1Q 2023). Profit margin: 12% (up from 11% in 1Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 29% per year.お知らせ • Apr 12TopBuild Corp. to Report Q1, 2024 Results on May 07, 2024TopBuild Corp. announced that they will report Q1, 2024 results at 7:00 AM, US Eastern Standard Time on May 07, 2024お知らせ • Mar 16TopBuild Corp., Annual General Meeting, Apr 29, 2024TopBuild Corp., Annual General Meeting, Apr 29, 2024, at 10:00 US Eastern Standard Time. Agenda: To elect each of Alec C. Covington, Ernesto Bautista III, Robert M. Buck, Joseph S. Cantie, Tina M. Donikowski, Deirdre C. Drake, Mark A. Petrarca and Nancy M. Taylor as Directors of the Company for a term of one year or until their respective successors have been duly elected and qualified; to ratify the appointment by the Audit Committee of Board of Directors of PricewaterhouseCoopers LLP as independent registered public accounting firm for the year ending December 31, 2024; to approve, on an advisory basis, the compensation of named executive officers; and to transact such other business as may properly come before the meeting and any adjournments or postponements thereof.Recent Insider Transactions • Mar 07Insider recently sold €744k worth of stockOn the 1st of March, Steven Raia sold around 2k shares on-market at roughly €367 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €858k. Insiders have been net sellers, collectively disposing of €9.7m more than they bought in the last 12 months.お知らせ • Feb 29TopBuild Corp. Provides Earnings Guidance for the Year Ending December 31, 2024TopBuild Corp. provided earnings guidance for the year ending December 31, 2024. For the year, the company expects sales to be in the range of $5,360 million to $5,560 million and net income to be in the range of $588.0 million to $667.0 million.Reported Earnings • Feb 29Full year 2023 earnings released: EPS: US$19.44 (vs US$17.26 in FY 2022)Full year 2023 results: EPS: US$19.44 (up from US$17.26 in FY 2022). Revenue: US$5.19b (up 3.7% from FY 2022). Net income: US$614.3m (up 11% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year and the company’s share price has also increased by 34% per year.お知らせ • Feb 28TopBuild Corp. entered into an agreement to acquire Morris Black And Sons, Inc.TopBuild Corp. entered into an agreement to acquire Morris Black And Sons, Inc. on February 28, 2024. The transaction is expected to close on March 1, 2024.お知らせ • Jan 26TopBuild Corp. to Report Q4, 2023 Results on Feb 28, 2024TopBuild Corp. announced that they will report Q4, 2023 results at 7:00 AM, US Eastern Standard Time on Feb 28, 2024お知らせ • Jan 13TopBuild Corp. Announces Executive ChangesTopBuild Corp. announced effective immediately, Steven P. Raia, President, TruTeam Operations of TopBuild Corp. will be taking the role of President, TopBuild Special Operations and Executive Adviser for the Company. In this role Mr. Raia will oversee the Company’s Special Operations resources and activities focused on improving business efficiency and operations. Mr. Raia will continue to report to Robert M. Buck, President and Chief Executive Officer of the Company, and will also work closely with the entire Executive Team as an adviser on various business and operational matters. At the same time, Jeffrey M. Krestancic will take on the role of President, TruTeam. Mr. Krestancic has been an employee of the Company for over 18 years in a variety of roles, most recently serving as Senior Vice President, TruTeam Operations.Recent Insider Transactions • Dec 19CEO, President & Director recently sold €858k worth of stockOn the 15th of December, Robert Buck sold around 3k shares on-market at roughly €343 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.2m. Robert has been a net seller over the last 12 months, reducing personal holdings by €4.3m.Recent Insider Transactions • Dec 01CEO, President & Director recently sold €1.2m worth of stockOn the 29th of November, Robert Buck sold around 5k shares on-market at roughly €270 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by €3.5m.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €244, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Consumer Durables industry in Europe. Total returns to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €338 per share.お知らせ • Nov 01TopBuild Corp. Provides Earnings Guidance for the Year Ending December 31, 2023TopBuild Corp. provided earnings guidance for the year ending December 31, 2023. for the year, the company expects sales of $5,130 million to $5,210 million and Estimated net income of $597.0 million to $625.0 million.Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: US$5.30 (vs US$4.79 in 3Q 2022)Third quarter 2023 results: EPS: US$5.30 (up from US$4.79 in 3Q 2022). Revenue: US$1.33b (up 1.9% from 3Q 2022). Net income: US$167.6m (up 9.0% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 05TopBuild Corp. to Report Q3, 2023 Results on Oct 31, 2023TopBuild Corp. announced that they will report Q3, 2023 results at 7:00 AM, Eastern Standard Time on Oct 31, 2023お知らせ • Sep 21TopBuild Corp. Announces Appointment of Madeline Otero as Chief Accounting Officer, Effective Mid-October 2023On September 19, 2023, TopBuild Corp. announced its intention to appoint Madeline Otero as Vice President and Chief Accounting Officer. Ms. Otero’s appointment is expected to become effective in mid-October 2023. Ms. Otero will lead the Company’s accounting organization as Principal Accounting Officer and will report directly to the Company’s CFO, Robert Kuhns. Ms. Otero, 47, is joining the Company from Tupperware Brands Corporation where she most recently served as Senior Vice President and Chief Accounting Officer since 2021. Ms. Otero has a 23-year history with Tupperware Brands Corporation and subsidiaries, where she has served in numerous accounting and finance leadership roles including Senior Vice President Finance & Accounting from 2020-2021 and Vice President & Controller from 2018-2020. Ms. Otero started her career with Ernst & Young, LLP.Buying Opportunity • Sep 06Now 20% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be €321, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 39%. Revenue is forecast to grow by 6.9% in 2 years. Earnings is forecast to grow by 2.7% in the next 2 years.Recent Insider Transactions • Aug 15CEO, President & Director recently sold €1.2m worth of stockOn the 14th of August, Robert Buck sold around 5k shares on-market at roughly €276 per share. This transaction amounted to 5.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by €2.2m.お知らせ • Aug 04TopBuild Corp. Provides Earnings guidance for the Year 2023TopBuild Corp. provided earnings guidance for the year 2023. For the period, Company expects sales to be in range of $5,025 million to $5,175 million.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$5.20 (vs US$4.43 in 2Q 2022)Second quarter 2023 results: EPS: US$5.20 (up from US$4.43 in 2Q 2022). Revenue: US$1.32b (up 3.4% from 2Q 2022). Net income: US$164.4m (up 14% from 2Q 2022). Profit margin: 13% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 28TopBuild Corp. (NYSE:BLD) entered into a definitive agreement to acquire Specialty Products & Insulation Co. from Incline Management, L.P. in an all-cash transaction valued at $960 million.TopBuild Corp. (NYSE:BLD) entered into a definitive agreement to acquire Specialty Products & Insulation Co. (SPI) from Incline Management, L.P. in an all-cash transaction valued at $960 million on July 27, 2023. For the trailing 12 months ended March 31, 2023, SPI generated pro forma revenue of approximately $703 million and adjusted EBITDA of $77 million. TopBuild plans to fund this $960 million transaction with a new $550 million Term Loan A and cash on hand. The transaction, which has been approved by TopBuild’s Board of Directors, is subject to customary closing conditions, including expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976.Guggenheim Securities, LLC and J.P. Morgan Securities LLC are serving as financial advisors to TopBuild, and Jones Day is acting as legal counsel. Piper Sandler is serving as financial advisor to SPI, and Kirkland and Ellis LLP is acting as legal counsel.お知らせ • Jul 12TopBuild Corp. (NYSE:BLD) entered into an agreement to acquire assets of Best Insulation LLC.TopBuild Corp. (NYSE:BLD) entered into an agreement to acquire assets of Best Insulation LLC on July 11, 2023. Travis Lafayette, the President of Best Insulation, will join TopBuild. The transaction is expected to close within seven business days.お知らせ • Jul 07TopBuild Corp. to Report Q2, 2023 Results on Aug 03, 2023TopBuild Corp. announced that they will report Q2, 2023 results at 7:00 AM, US Eastern Standard Time on Aug 03, 2023Recent Insider Transactions • Jun 19CEO, President & Director recently sold €994k worth of stockOn the 13th of June, Robert Buck sold around 4k shares on-market at roughly €222 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. This was Robert's only on-market trade for the last 12 months.Recent Insider Transactions • Jun 06President of TruTeam Operations recently sold €540k worth of stockOn the 5th of June, Steven Raia sold around 3k shares on-market at roughly €200 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.2m. Insiders have been net sellers, collectively disposing of €2.6m more than they bought in the last 12 months.Recent Insider Transactions • May 11President of TruTeam Operations recently sold €1.2m worth of stockOn the 8th of May, Steven Raia sold around 6k shares on-market at roughly €193 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.5m more than they bought in the last 12 months.Reported Earnings • May 06First quarter 2023 earnings released: EPS: US$4.31 (vs US$3.50 in 1Q 2022)First quarter 2023 results: EPS: US$4.31 (up from US$3.50 in 1Q 2022). Revenue: US$1.27b (up 8.2% from 1Q 2022). Net income: US$135.9m (up 18% from 1Q 2022). Profit margin: 11% (in line with 1Q 2022). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • May 05Topbuild Corp. Announces Earnings Guidance for 2023TopBuild Corp. announced earnings guidance for 2023. For 2023, the company expects the Sales from $4,700 million to $4,900 million.Reported Earnings • Feb 24Full year 2022 earnings released: EPS: US$17.26 (vs US$9.88 in FY 2021)Full year 2022 results: EPS: US$17.26 (up from US$9.88 in FY 2021). Revenue: US$5.01b (up 44% from FY 2021). Net income: US$556.0m (up 72% from FY 2021). Profit margin: 11% (up from 9.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 3.0% p.a. on average during the next 2 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 27+ 1 more updateTopBuild Corp. to Report Q4, 2022 Results on Feb 23, 2023TopBuild Corp. announced that they will report Q4, 2022 results at 7:00 AM, US Eastern Standard Time on Feb 23, 2023お知らせ • Dec 16TopBuild Corp. Welcomes Deirdre Drake to Its Board of DirectorsTopBuild Corp. has appointed Deirdre Drake, Executive Vice President, Chief People Officer and Head of Communications at United States Cellular Corporation (“UScellular”) to the Company’s board of directors as of January 1, 2023, which will then be comprised of eight members. Drake has held her current position at UScellular since April 2014 and has served on the board of directors of UScellular since 2021. Prior to joining UScellular, Drake was managing director and chief human resources officer for the Bank of Montreal Financial Group--Capital Markets Division. Drake began her career in human resources in 1989 with Marathon Oil Company. She has also held increasingly senior leadership positions in human resources with Kraft Foods, ARAMARK Corporation and The Bank of Montreal Financial Group. Drake earned a bachelor’s degree in human resources from Central Michigan University in Mount Pleasant, Mich., and a master’s degree in business administration from St. Joseph’s University in Philadelphia. She also received an honorary doctorate in commercial science from Central Michigan University. Drake is a lifetime member of the National Black MBA Association, serves as a board member with the Chicago Public Library Foundation and American Red Cross of Greater Chicago, and is actively involved in several local and national not-for profit organizations.Buying Opportunity • Nov 03Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be €210, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to decline by 3.3% in 2 years. Earnings is forecast to decline by 11% in the next 2 years.Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: US$4.79 (vs US$2.91 in 3Q 2021)Third quarter 2022 results: EPS: US$4.79 (up from US$2.91 in 3Q 2021). Revenue: US$1.30b (up 54% from 3Q 2021). Net income: US$153.7m (up 61% from 3Q 2021). Profit margin: 12% (in line with 3Q 2021). Revenue is expected to decline by 2.6% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 4.5%. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 020Topbuild Corp. Announces Sales Guidance for 2022TopBuild Corp. announced sales guidance for 2022. For the year the company expects the Sales of $4,950 million to $5,000 millions.お知らせ • Oct 12TopBuild Corp. Appoints Joseph Viselli as its Vice President and Chief Operating OfficerTopBuild Corp. announced that effective on October 10, 2022, the company appointed Joseph Viselli as its Vice President and Chief Operating Officer. Mr. Viselli will be responsible for the Company’s operations, including its installation and specialty distribution businesses and will report directly to Robert Buck, the Company’s CEO. ? Prior to his appointment as COO, Mr. Viselli served as Senior Vice President and General Manager of the Company’s Specialty Products and the Rockies, West, and Central Divisions of mechanical insulation business. Prior to that, Mr. Viselli ran the Silvercote® business for Distribution international since 2019 and previously spent ten years in a number of senior roles with Knauf Insulation. Mr. Viselli also spent four years at the Goodyear Tire & Rubber Company, and fifteen years at Procter & Gamble where he started his career.お知らせ • Oct 05TopBuild Corp. to Report Q3, 2022 Results on Nov 01, 2022TopBuild Corp. announced that they will report Q3, 2022 results at 7:00 AM, US Eastern Standard Time on Nov 01, 2022Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: US$4.43 (vs US$2.75 in 2Q 2021)Second quarter 2022 results: EPS: US$4.43 (up from US$2.75 in 2Q 2021). Revenue: US$1.27b (up 53% from 2Q 2021). Net income: US$143.7m (up 59% from 2Q 2021). Profit margin: 11% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 3.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 03TopBuild Corp. Provides Sales Guidance for the Full Year of 2022TopBuild Corp. provided sales guidance for the full year of 2022. For the year, the company expects sales of $4,800 million - $4,900 million.お知らせ • Jul 27TopBuild Corp. (NYSE:BLD) announces an Equity Buyback for $200 million worth of its shares.TopBuild Corp. (NYSE:BLD) announces a share repurchase program. Under the program, the company will repurchase up to $200 million worth of its shares. The program will be funded from cash on hand as well as from a portion of the free cash flow expected to be generated from the business. The program has no expiration date.お知らせ • Jul 06TopBuild Corp. to Report Q2, 2022 Results on Aug 02, 2022TopBuild Corp. announced that they will report Q2, 2022 results on Aug 02, 2022Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €150, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Consumer Durables industry in Germany. Total returns to shareholders of 117% over the past three years.Reported Earnings • May 06First quarter 2022 earnings released: EPS: US$3.50 (vs US$1.82 in 1Q 2021)First quarter 2022 results: EPS: US$3.50 (up from US$1.82 in 1Q 2021). Revenue: US$1.17b (up 57% from 1Q 2021). Net income: US$114.7m (up 92% from 1Q 2021). Profit margin: 9.8% (up from 8.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 7.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 35% per year.お知らせ • May 06TopBuild Corp. Provides Earnings Guidance for the Year 2022TopBuild Corp. provided earnings guidance for the year 2022. The company expected sales of $4,650 million to $4,800 million.お知らせ • Apr 26TopBuild Corp. Appoints Carrie Wood as Chief Accounting OfficerOn April 25, 2022, TopBuild Corp. appointed Carrie Wood, Vice President and Chief Accounting Officer, effective immediately. Ms. Wood will lead the Company's accounting organization and will be responsible for advancing the Company's accounting and internal financial controls. Ms. Wood will report directly to the Company's CFO, Robert Kuhns. Ms. Wood joined the Company from LL Flooring Holdings Inc., where she served as Vice President and Assistant Controller since 2019.お知らせ • Apr 08TopBuild Corp. to Report Q1, 2022 Results on May 05, 2022TopBuild Corp. announced that they will report Q1, 2022 results at 7:00 AM, US Eastern Standard Time on May 05, 2022Recent Insider Transactions • Mar 17Insider recently sold €196k worth of stockOn the 15th of March, Robert Franklin sold around 1k shares on-market at roughly €196 per share. In the last 3 months, there was an even bigger sale from another insider worth €998k. Insiders have been net sellers, collectively disposing of €4.9m more than they bought in the last 12 months.Recent Insider Transactions • Mar 04Insider recently sold €195k worth of stockOn the 2nd of March, Robert Franklin sold around 1k shares on-market at roughly €195 per share. In the last 3 months, there was an even bigger sale from another insider worth €485k. Insiders have been net sellers, collectively disposing of €5.4m more than they bought in the last 12 months.Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$9.88 (up from US$7.50 in FY 2020). Revenue: US$3.49b (up 28% from FY 2020). Net income: US$324.0m (up 31% from FY 2020). Profit margin: 9.3% (up from 9.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 32%, compared to a 8.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 24TopBuild Corp. Provides Consolidated Earnings Guidance for the Year 2022TopBuild Corp. provided consolidated earnings guidance for the year 2022. For the year, the company expects sales to be in the range of $4,500 million to $4,650 million and net income to be in the range of $423.0 million to $470.1 million.お知らせ • Feb 08TopBuild Corp. (NYSE:BLD) acquired Billings Insulation.TopBuild Corp. (NYSE:BLD) acquired Billings Insulation on February 7, 2022. Billings approximately $6.5 million in revenue for the twelve months ended December 31, 2021. TopBuild Corp. (NYSE:BLD) completed the acquisition of Billings Insulation on February 7, 2022.お知らせ • Jan 07TopBuild Corp. (NYSE:BLD) acquired Insulating Products, Inc.TopBuild Corp. (NYSE:BLD) acquired Insulating Products, Inc. on January 6, 2022. Insulating Products, Inc. generated approximately $11 million in revenue for the trailing twelve months ended September 30, 2021. TopBuild Corp. (NYSE:BLD) completed the acquisition of Insulating Products, Inc. on January 6, 2022.Recent Insider Transactions • Dec 17CEO, President & Director recently sold €485k worth of stockOn the 15th of December, Robert Buck sold around 2k shares on-market at roughly €243 per share. In the last 3 months, there was an even bigger sale from another insider worth €990k. Robert has been a seller over the last 12 months, reducing personal holdings by €1.4m.Recent Insider Transactions • Nov 07CFO & VP recently sold €990k worth of stockOn the 4th of November, John Peterson sold around 4k shares on-market at roughly €229 per share. This was the largest sale by an insider in the last 3 months. John has been a seller over the last 12 months, reducing personal holdings by €3.0m.業績と収益の成長予測DB:28T - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20286,742N/AN/AN/A212/31/20276,3205657428001312/31/20266,065517737773123/31/20265,622503704764N/A12/31/20255,409522697756N/A9/30/20255,236568791846N/A6/30/20255,216594795853N/A3/31/20255,284594687750N/A12/31/20245,330623707776N/A9/30/20245,304618698771N/A6/30/20245,257617663733N/A3/31/20245,208631790858N/A12/31/20235,195614785849N/A9/30/20235,173612680749N/A6/30/20235,148598593664N/A3/31/20235,105577503576N/A12/31/20225,009556419496N/A9/30/20224,808491360429N/A6/30/20224,352432355419N/A3/31/20223,912379341403N/A12/31/20213,486324347403N/A9/30/20213,144316356412N/A6/30/20212,996291333382N/A3/31/20212,808256337374N/A12/31/20202,718247317358N/A9/30/20202,659222306345N/A6/30/20202,644207309354N/A3/31/20202,658204270321N/A12/31/20192,624191N/A272N/A9/30/20192,601184N/A254N/A6/30/20192,566171N/A222N/A3/31/20192,512146N/A173N/A12/31/20182,384135N/A167N/A9/30/20182,246201N/A155N/A6/30/20182,088190N/A129N/A3/31/20181,956186N/A116N/A12/31/20171,906158N/A113N/A9/30/20171,84974N/A103N/A6/30/20171,81368N/A96N/A3/31/20171,77060N/A88N/A12/31/20161,74373N/A77N/A9/30/20161,725111N/A41N/A6/30/20161,700103N/A71N/A3/31/20161,67294N/A78N/A12/31/20151,61779N/A56N/A9/30/20151,58825N/A75N/A6/30/20151,55815N/A46N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 28Tの予測収益成長率 (年間6.7% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 28Tの収益 ( 6.7% ) German市場 ( 16.9% ) よりも低い成長が予測されています。高成長収益: 28Tの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 28Tの収益 ( 6.3% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: 28Tの収益 ( 6.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 28Tの 自己資本利益率 は、3年後には高くなると予測されています ( 20.6 %)成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 07:13終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TopBuild Corp. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18 アナリスト機関Reuben GarnerBenchmark CompanyDaniel WangBerenbergRafe JadrosichBofA Global Research15 その他のアナリストを表示
お知らせ • Feb 26TopBuild Corp. Provides Earnings Guidance for the Ending December 31, 2026TopBuild Corp. provided earnings guidance for the ending December 31, 2026. For the year, the company expects sales in the range of $5,925.0 million to $6,225.0 million. Estimated net income of $446.0 million - $507.0 million.
お知らせ • Nov 05TopBuild Corp. Raises Earnings Guidance for the Full Year Ending December 31, 2025TopBuild Corp. raised earnings guidance for the full year ending December 31, 2025. 2025. For the year, the company expects sales in the range of $5,350 million to $5,450 million and Estimated net income, as reported is expected to be $497.0 million to $542.0 million.
お知らせ • Aug 05TopBuild Corp. Provides Earnings Guidance for the Full Year 2025TopBuild Corp. provided earnings guidance for the full year 2025. For the year, the company expects sales in the range of $5,150.0 million to $5,350.0 million.
お知らせ • May 06TopBuild Corp. Confirms Earnings Guidance for the Full Ending December 31, 2025TopBuild Corp. confirmed earnings guidance for the full year Ending December 31, 2025. For the year, company expected sales to be in range of $5,050 Million to $5,350 million. Estimated net income, as reported is expected to be $508.0 million to $630.0 million.
お知らせ • Feb 26TopBuild Corp. Provides Earnings Guidance for the Full Year 2025TopBuild Corp. provided earnings guidance for the full year 2025. For the period, the company expects Sales to be range of $5,050 million to $5,350 million.
お知らせ • Nov 05TopBuild Corp. Revises Earnings Guidance for the Full Year Ending December 31, 2024TopBuild Corp. revised earnings guidance for the full year ending December 31, 2024. For the year, the company narrowed Sales guidance in the range of $5,300 million to $5,350 million and net income guidance in the range of $606.0 million to $634.0 million. The company is narrowing 2024 outlook based on assumptions for a continued uneven housing environment and the ongoing delay of certain commercial/industrial projects.
Board Change • 7hInsufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. Independent Director Deirdre Drake was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 21QXO, Inc. (NYSE:QXO) entered into a definitive agreement to acquire TopBuild Corp. (NYSE:BLD) for $14.3 billion.QXO, Inc. (NYSE:QXO) entered into a definitive agreement to acquire TopBuild Corp. (NYSE:BLD) for $14.3 billion on April 18, 2026. Under the agreement, TopBuild stockholders may elect to receive either $505 in cash or 20.2 shares of QXO common stock per share, subject to proration. Total consideration will be approximately 45% cash and 55% QXO stock, with cash capped at 45%. QXO may increase stock consideration if elections exceed 55% in shares, and its board will expand to include one TopBuild nominee. TopBuild shareholders expected to own approximately 19% of the combined company on a fully diluted basis (assuming 55% stock consideration). The transaction values each TopBuild share at $505, representing a premium of 19.8% to TopBuild’s 60-day volume-weighted average price and 23.1% to TopBuild’s closing price on April 17, 2026. The transaction will be financed through $3 billion senior secured term loan facility, $3 billion of bridge financing and the remaining will be funded from cash on hand. Following the acquisition of TopBuild, QXO will have approximately 28,000 employees, 1,150 locations across all 50 U.S. states and seven Canadian provinces, and a fleet size of more than 10,000 vehicles. The transaction is subject to customary closing conditions, including approval by the shareholders of QXO, Inc. and TopBuild Corp., listing of new shares on the New York Stock Exchange, the expiration or termination of any applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act, the effectiveness of a registration statement of QXO relating to the registration under the Securities Act of 1933 and and other regulatory approvals. The transaction is not subject to any financing contingency. The acquisition is expected to close in the third quarter of 2026. The transaction has been unanimously approved by the boards of directors of QXO, Inc. and TopBuild Corp. The transaction is expected to be immediately and substantially accretive to the company’s earnings. Morgan Stanley & Co. LLC acted as financial advisor for QXO, Inc. Barclays Capital Inc. acted as financial advisor for QXO, Inc. Wells Fargo Securities, LLC acted as financial advisor for QXO, Inc. Scott A. Barshay, Nickolas Bogdanovich and Stan Richards of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for QXO, Inc. Goldman Sachs & Co. LLC acted as financial advisor for TopBuild Corp. RBC Capital Markets, LLC acted as financial advisor for TopBuild Corp. Robert A. Profusek, Benjamin L. Stulberg and Jared P. Hasson of Jones Day acted as legal advisor for TopBuild Corp.
お知らせ • Apr 07TopBuild Corp. to Report Q1, 2026 Results on May 05, 2026TopBuild Corp. announced that they will report Q1, 2026 results at 7:00 AM, US Eastern Standard Time on May 05, 2026
お知らせ • Apr 02TopBuild Corp. Announces Promotion of John Achille to President and Chief Operating Officer, Effective April 2, 2026TopBuild Corp. announced that John Achille, Chief Operating Officer, has been promoted to President and Chief Operating Officer effective April 2, 2026. As President and COO, Mr. Achille will be responsible for the day-to-day operations of TopBuild’s Installation Services and Specialty Distribution businesses. He will also have responsibility for the Supply Chain organization and all growth initiatives, including Mergers and Acquisitions. Mr. Achille will continue to report to Robert Buck, CEO of TopBuild. Mr. Achille joined TopBuild in 2021 when the Company acquired American Building Systems where he served as Vice President of their Coastal Insulation business. Prior to his current role, he served as Executive Vice President of TruTeam. Prior to that, John held positions of increasing responsibility and leadership with the Company across Distribution International, Service Partners, and TruTeam. John began his career in project engineering and project management for Turner Construction and earned his Bachelor of Science degree in Civil and Environmental Engineering from Rutgers University.
お知らせ • Mar 18TopBuild Corp., Annual General Meeting, Apr 27, 2026TopBuild Corp., Annual General Meeting, Apr 27, 2026.
お知らせ • Feb 26TopBuild Corp. Provides Earnings Guidance for the Ending December 31, 2026TopBuild Corp. provided earnings guidance for the ending December 31, 2026. For the year, the company expects sales in the range of $5,925.0 million to $6,225.0 million. Estimated net income of $446.0 million - $507.0 million.
お知らせ • Feb 25TopBuild Corp. (NYSE:BLD) entered into an agreement to acquire Johnson Roofing, Inc.TopBuild Corp. (NYSE:BLD) entered into an agreement to acquire Johnson Roofing, Inc. on February 24, 2026.
お知らせ • Feb 04+ 1 more updateTopBuild Corp. (NYSE:BLD) acquired Applied Coatings LLC from Billy Gibson and others.TopBuild Corp. (NYSE:BLD) acquired Applied Coatings LLC from Billy Gibson and others on February 3, 2026. In a related transaction, TopBuild Corp. also acquired Upstate Spray Foam. TopBuild Corp. (NYSE:BLD) completed the acquisition of Applied Coatings LLC from Billy Gibson and others on February 3, 2026.
お知らせ • Jan 27TopBuild Corp. to Report Q4, 2025 Results on Feb 26, 2026TopBuild Corp. announced that they will report Q4, 2025 results at 7:00 AM, US Eastern Standard Time on Feb 26, 2026
お知らせ • Nov 05TopBuild Corp. Raises Earnings Guidance for the Full Year Ending December 31, 2025TopBuild Corp. raised earnings guidance for the full year ending December 31, 2025. 2025. For the year, the company expects sales in the range of $5,350 million to $5,450 million and Estimated net income, as reported is expected to be $497.0 million to $542.0 million.
お知らせ • Nov 04TopBuild Corp. (NYSE:BLD) acquired Performance Insulation Fabricators, Inc.TopBuild Corp. (NYSE:BLD) acquired Performance Insulation Fabricators, Inc. on October 31, 2025. PIF generates annual revenue of approximately $8.9 million. TopBuild Corp. (NYSE:BLD) completed the acquisition of Performance Insulation Fabricators, Inc. on October 31, 2025.
お知らせ • Oct 08TopBuild Corp. (NYSE:BLD) acquired Specialty Products and Insulation LLC from Incline Management, L.P. for $1 billion.TopBuild Corp. (NYSE:BLD) acquired Specialty Products and Insulation LLC from Incline Management, L.P. for $1 billion on October 7, 2025.The consideration of $1 billion will be paid in cash. The acquisition excludes Specialty Products and Insulation LLC's Metal Building Insulation Business. The transaction will be financed with cash on hand, including proceeds from the September senior notes issuance. The transaction represents approximately 12.4x Specialty Products and Insulation LLC’s earnings before interest, taxes, depreciation and amortization, inclusive of a $70 million tax asset. For the period ending June 30, 2025, Specialty Products and Insulation LLC reported total revenue of $700 million, EBITDA of $75 million and employs approximately 1000 people. Considering synergies of $35 million-$40 million within two years, the transaction multiple is 8.3x EBITDA. The transaction is immediately accretive to earnings per share. Guggenheim Securities, LLC acted as financial advisor to TopBuild Corp. J.P. Morgan Securities LLC acted as financial advisor to TopBuild Corp. Ben Stulberg and Jared Hasson of Jones Day acted as legal advisor to TopBuild Corp. Piper Sandler & Co. acted as financial advisor to Specialty Products and Insulation LLC. Walter S. Holzer, Melanie B. Harmon, Michael K. Bassi, Roger S. Lucas, Christopher J. Worek, James H. Mutchnik, Molly Kelley and Ian G. John of Kirkland & Ellis LLP acted as legal advisor to Specialty Products and Insulation LLC and Incline Management, L.P. TopBuild Corp. (NYSE:BLD) completed the acquisition of Specialty Products and Insulation LLC from Incline Management, L.P. on October 7, 2025.
お知らせ • Oct 07TopBuild Corp. to Report Q3, 2025 Results on Nov 04, 2025TopBuild Corp. announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on Nov 04, 2025
お知らせ • Aug 05TopBuild Corp. Provides Earnings Guidance for the Full Year 2025TopBuild Corp. provided earnings guidance for the full year 2025. For the year, the company expects sales in the range of $5,150.0 million to $5,350.0 million.
お知らせ • Jul 15TopBuild Corp. (NYSE:BLD) completed the acquisition of Progressive Services, Inc. from Bow River Asset Management LLC.TopBuild Corp. (NYSE:BLD) entered into a definitive agreement to acquire Progressive Services, Inc. from Bow River Asset Management LLC for $810 million on July 8, 2025. A cash consideration of $810 million will be paid by TopBuild Corp. towards the common equity of Progressive Services, Inc. The transaction will be funded with proceeds from TopBuild’s recently expanded credit facility with net proceeds of $524 million along with delayed draw of $250 million and cash on hand. For the period ending March 31, 2025, Progressive Services, Inc. reported total revenue of $438 million and EBITDA of $89 million. Progressive employs more than 1,700 people across 12 branches. The transaction is subject to customary closing conditions, including expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and regulatory approvals. The expected completion of the transaction is in the early third quarter of 2025. The transaction is expected to be immediately accretive to adjusted earnings per share. RBC Capital Markets, LLC acted as financial advisor and Ben Stulberg and Jared Hasson of Jones Day acted as legal advisors for TopBuild Corp. Guggenheim Securities, LLC and Citizens JMP Securities, LLC acted as financial advisor for Bow River Asset Management LLC and Progressive Services, Inc. Brownstein Hyatt Farber Schreck, LLP acted as legal advisor for Bow River Asset Management LLC and Progressive Services, Inc. TopBuild Corp. (NYSE:BLD) completed the acquisition of Progressive Services, Inc. from Bow River Asset Management LLC on July 15, 2025.
お知らせ • Jul 14TopBuild Corp. to Report Q2, 2025 Results on Aug 05, 2025TopBuild Corp. announced that they will report Q2, 2025 results at 7:00 AM, US Eastern Standard Time on Aug 05, 2025
お知らせ • Jul 08TopBuild Corp. (NYSE:BLD) entered into a definitive agreement to acquire Progressive Services, Inc. from Bow River Asset Management LLC for $810 million.TopBuild Corp. (NYSE:BLD) entered into a definitive agreement to acquire Progressive Services, Inc. from Bow River Asset Management LLC for $810 million on July 8, 2025. A cash consideration of $810 million will be paid by TopBuild Corp. towards the common equity of Progressive Services, Inc. The transaction will be funded with proceeds from TopBuild’s recently expanded credit facility with net proceeds of $524 million along with delayed draw of $250 million and cash on hand. For the period ending March 31, 2025, Progressive Services, Inc. reported total revenue of $438 million and EBITDA of $89 million. Progressive employs more than 1,700 people across 12 branches. The transaction is subject to customary closing conditions, including expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and regulatory approvals. The expected completion of the transaction is in the early third quarter of 2025. The transaction is expected to be immediately accretive to adjusted earnings per share. RBC Capital Markets, LLC acted as financial advisor and Ben Stulberg and Jared Hasson of Jones Day acted as legal advisors for TopBuild Corp. Guggenheim Securities, LLC and Citizens JMP Securities, LLC acted as financial advisor for Bow River Asset Management LLC and Progressive Services, Inc. Brownstein Hyatt Farber Schreck, LLP acted as legal advisor for Bow River Asset Management LLC and Progressive Services, Inc.
お知らせ • May 06TopBuild Corp. Confirms Earnings Guidance for the Full Ending December 31, 2025TopBuild Corp. confirmed earnings guidance for the full year Ending December 31, 2025. For the year, company expected sales to be in range of $5,050 Million to $5,350 million. Estimated net income, as reported is expected to be $508.0 million to $630.0 million.
お知らせ • Apr 08TopBuild Corp. to Report Q1, 2025 Results on May 06, 2025TopBuild Corp. announced that they will report Q1, 2025 results at 7:00 AM, US Eastern Standard Time on May 06, 2025
お知らせ • Mar 17TopBuild Corp., Annual General Meeting, Apr 28, 2025TopBuild Corp., Annual General Meeting, Apr 28, 2025.
お知らせ • Mar 04TopBuild Corp. (NYSE:BLD) agreed to acquire Seal-rite Insulation Inc.TopBuild Corp. (NYSE:BLD) agreed to acquire Seal-rite Insulation Inc. on March 4, 2025. The transaction is expected to close in the second quarter.
お知らせ • Feb 28TopBuild Corp. (NYSE:BLD) announces an Equity Buyback for $1,000 million worth of its shares.TopBuild Corp. (NYSE:BLD) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its shares. The program has no expiration date.
お知らせ • Feb 26TopBuild Corp. Provides Earnings Guidance for the Full Year 2025TopBuild Corp. provided earnings guidance for the full year 2025. For the period, the company expects Sales to be range of $5,050 million to $5,350 million.
お知らせ • Jan 27TopBuild Corp. to Report Q4, 2024 Results on Feb 25, 2025TopBuild Corp. announced that they will report Q4, 2024 results at 7:00 AM, US Eastern Standard Time on Feb 25, 2025
Buy Or Sell Opportunity • Nov 08Now 20% undervaluedOver the last 90 days, the stock has risen 1.2% to €340. The fair value is estimated to be €427, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 7.1% in 2 years. Earnings are forecast to grow by 8.3% in the next 2 years.
お知らせ • Nov 05TopBuild Corp. Revises Earnings Guidance for the Full Year Ending December 31, 2024TopBuild Corp. revised earnings guidance for the full year ending December 31, 2024. For the year, the company narrowed Sales guidance in the range of $5,300 million to $5,350 million and net income guidance in the range of $606.0 million to $634.0 million. The company is narrowing 2024 outlook based on assumptions for a continued uneven housing environment and the ongoing delay of certain commercial/industrial projects.
Buy Or Sell Opportunity • Oct 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to €348. The fair value is estimated to be €437, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 4.7% in a year. Earnings are forecast to grow by 5.6% in the next year.
お知らせ • Oct 10TopBuild Corp. to Report Q3, 2024 Results on Nov 05, 2024TopBuild Corp. announced that they will report Q3, 2024 results at 7:00 AM, US Eastern Standard Time on Nov 05, 2024
お知らせ • Oct 07Topbuild Corp. Appoints Joseph M. Viselli as Chief Growth OfficerEffective October 1, 2024, Joseph M. Viselli, Chief Operating Officer of TopBuild Corp., transitioned to the role of Chief Growth Officer of the Company to help execute the Company’s growth plans. Mr. Viselli continues to report to Robert M. Buck, President and Chief Executive Officer of the Company.
Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Deirdre Drake was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €376, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Consumer Durables industry in Europe. Total returns to shareholders of 102% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €420 per share.
New Risk • Aug 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Significant insider selling over the past 3 months (€1.1m sold).
お知らせ • Aug 08TopBuild Corp. (NYSE:BLD) acquired Assets of the residential and light commercial insulation business of Green Space Insulation, Llc from Green Space Insulation, Llc for approximately $4.3 million.TopBuild Corp. (NYSE:BLD) acquired Assets of the residential and light commercial insulation business of Green Space Insulation, Llc from Green Space Insulation, Llc for approximately $4.3 million on April 18, 2024.The purchase price of approximately $4.3 million was funded by cash on hand. TopBuild Corp. (NYSE:BLD) completed the acquisition of Assets of the residential and light commercial insulation business of Green Space Insulation, Llc from Green Space Insulation, Llc on April 18, 2024.
Buy Or Sell Opportunity • Aug 07Now 18% undervaluedOver the last 90 days, the stock has risen 2.7% to €386. The fair value is estimated to be €469, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 5.7% in a year. Earnings are forecast to grow by 13% in the next year.
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$4.81 (vs US$5.20 in 2Q 2023)Second quarter 2024 results: EPS: US$4.81 (down from US$5.20 in 2Q 2023). Revenue: US$1.37b (up 3.7% from 2Q 2023). Net income: US$150.7m (down 8.3% from 2Q 2023). Profit margin: 11% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 28% per year.
お知らせ • Aug 06TopBuild Corp. Revises Earnings Guidance for the Full Year Ending December 31, 2024TopBuild Corp. revised earnings guidance for the full year ending December 31, 2024. For the year, the company expected Sales in the range of $5,300 million to $5,500 million and net income in the range of $603.0 million to $663.0 million.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €420, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Consumer Durables industry in Europe. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €427 per share.
お知らせ • Jul 09TopBuild Corp. to Report Q2, 2024 Results on Aug 06, 2024TopBuild Corp. announced that they will report Q2, 2024 results at 7:00 AM, US Eastern Standard Time on Aug 06, 2024
Recent Insider Transactions • Jun 15CEO, President & Director recently sold €964k worth of stockOn the 12th of June, Robert Buck sold around 3k shares on-market at roughly €385 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.9m. Robert has been a net seller over the last 12 months, reducing personal holdings by €6.2m.
Recent Insider Transactions • May 12CEO, President & Director recently sold €1.9m worth of stockOn the 9th of May, Robert Buck sold around 5k shares on-market at roughly €375 per share. This transaction amounted to 6.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by €6.2m.
お知らせ • May 08+ 1 more updateTopBuild Corp. (NYSE:BLD) announces an Equity Buyback for $1,000 million worth of its shares.TopBuild Corp. (NYSE:BLD) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its shares. The program will be funded from cash on hand as well as from a portion of the free cash flow expected to be generated from the business. The program has no expiration date.
Reported Earnings • May 07First quarter 2024 earnings released: EPS: US$4.82 (vs US$4.31 in 1Q 2023)First quarter 2024 results: EPS: US$4.82 (up from US$4.31 in 1Q 2023). Revenue: US$1.28b (up 1.1% from 1Q 2023). Net income: US$152.4m (up 12% from 1Q 2023). Profit margin: 12% (up from 11% in 1Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 29% per year.
お知らせ • Apr 12TopBuild Corp. to Report Q1, 2024 Results on May 07, 2024TopBuild Corp. announced that they will report Q1, 2024 results at 7:00 AM, US Eastern Standard Time on May 07, 2024
お知らせ • Mar 16TopBuild Corp., Annual General Meeting, Apr 29, 2024TopBuild Corp., Annual General Meeting, Apr 29, 2024, at 10:00 US Eastern Standard Time. Agenda: To elect each of Alec C. Covington, Ernesto Bautista III, Robert M. Buck, Joseph S. Cantie, Tina M. Donikowski, Deirdre C. Drake, Mark A. Petrarca and Nancy M. Taylor as Directors of the Company for a term of one year or until their respective successors have been duly elected and qualified; to ratify the appointment by the Audit Committee of Board of Directors of PricewaterhouseCoopers LLP as independent registered public accounting firm for the year ending December 31, 2024; to approve, on an advisory basis, the compensation of named executive officers; and to transact such other business as may properly come before the meeting and any adjournments or postponements thereof.
Recent Insider Transactions • Mar 07Insider recently sold €744k worth of stockOn the 1st of March, Steven Raia sold around 2k shares on-market at roughly €367 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €858k. Insiders have been net sellers, collectively disposing of €9.7m more than they bought in the last 12 months.
お知らせ • Feb 29TopBuild Corp. Provides Earnings Guidance for the Year Ending December 31, 2024TopBuild Corp. provided earnings guidance for the year ending December 31, 2024. For the year, the company expects sales to be in the range of $5,360 million to $5,560 million and net income to be in the range of $588.0 million to $667.0 million.
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: US$19.44 (vs US$17.26 in FY 2022)Full year 2023 results: EPS: US$19.44 (up from US$17.26 in FY 2022). Revenue: US$5.19b (up 3.7% from FY 2022). Net income: US$614.3m (up 11% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year and the company’s share price has also increased by 34% per year.
お知らせ • Feb 28TopBuild Corp. entered into an agreement to acquire Morris Black And Sons, Inc.TopBuild Corp. entered into an agreement to acquire Morris Black And Sons, Inc. on February 28, 2024. The transaction is expected to close on March 1, 2024.
お知らせ • Jan 26TopBuild Corp. to Report Q4, 2023 Results on Feb 28, 2024TopBuild Corp. announced that they will report Q4, 2023 results at 7:00 AM, US Eastern Standard Time on Feb 28, 2024
お知らせ • Jan 13TopBuild Corp. Announces Executive ChangesTopBuild Corp. announced effective immediately, Steven P. Raia, President, TruTeam Operations of TopBuild Corp. will be taking the role of President, TopBuild Special Operations and Executive Adviser for the Company. In this role Mr. Raia will oversee the Company’s Special Operations resources and activities focused on improving business efficiency and operations. Mr. Raia will continue to report to Robert M. Buck, President and Chief Executive Officer of the Company, and will also work closely with the entire Executive Team as an adviser on various business and operational matters. At the same time, Jeffrey M. Krestancic will take on the role of President, TruTeam. Mr. Krestancic has been an employee of the Company for over 18 years in a variety of roles, most recently serving as Senior Vice President, TruTeam Operations.
Recent Insider Transactions • Dec 19CEO, President & Director recently sold €858k worth of stockOn the 15th of December, Robert Buck sold around 3k shares on-market at roughly €343 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.2m. Robert has been a net seller over the last 12 months, reducing personal holdings by €4.3m.
Recent Insider Transactions • Dec 01CEO, President & Director recently sold €1.2m worth of stockOn the 29th of November, Robert Buck sold around 5k shares on-market at roughly €270 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by €3.5m.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €244, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Consumer Durables industry in Europe. Total returns to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €338 per share.
お知らせ • Nov 01TopBuild Corp. Provides Earnings Guidance for the Year Ending December 31, 2023TopBuild Corp. provided earnings guidance for the year ending December 31, 2023. for the year, the company expects sales of $5,130 million to $5,210 million and Estimated net income of $597.0 million to $625.0 million.
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: US$5.30 (vs US$4.79 in 3Q 2022)Third quarter 2023 results: EPS: US$5.30 (up from US$4.79 in 3Q 2022). Revenue: US$1.33b (up 1.9% from 3Q 2022). Net income: US$167.6m (up 9.0% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 05TopBuild Corp. to Report Q3, 2023 Results on Oct 31, 2023TopBuild Corp. announced that they will report Q3, 2023 results at 7:00 AM, Eastern Standard Time on Oct 31, 2023
お知らせ • Sep 21TopBuild Corp. Announces Appointment of Madeline Otero as Chief Accounting Officer, Effective Mid-October 2023On September 19, 2023, TopBuild Corp. announced its intention to appoint Madeline Otero as Vice President and Chief Accounting Officer. Ms. Otero’s appointment is expected to become effective in mid-October 2023. Ms. Otero will lead the Company’s accounting organization as Principal Accounting Officer and will report directly to the Company’s CFO, Robert Kuhns. Ms. Otero, 47, is joining the Company from Tupperware Brands Corporation where she most recently served as Senior Vice President and Chief Accounting Officer since 2021. Ms. Otero has a 23-year history with Tupperware Brands Corporation and subsidiaries, where she has served in numerous accounting and finance leadership roles including Senior Vice President Finance & Accounting from 2020-2021 and Vice President & Controller from 2018-2020. Ms. Otero started her career with Ernst & Young, LLP.
Buying Opportunity • Sep 06Now 20% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be €321, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 39%. Revenue is forecast to grow by 6.9% in 2 years. Earnings is forecast to grow by 2.7% in the next 2 years.
Recent Insider Transactions • Aug 15CEO, President & Director recently sold €1.2m worth of stockOn the 14th of August, Robert Buck sold around 5k shares on-market at roughly €276 per share. This transaction amounted to 5.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by €2.2m.
お知らせ • Aug 04TopBuild Corp. Provides Earnings guidance for the Year 2023TopBuild Corp. provided earnings guidance for the year 2023. For the period, Company expects sales to be in range of $5,025 million to $5,175 million.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$5.20 (vs US$4.43 in 2Q 2022)Second quarter 2023 results: EPS: US$5.20 (up from US$4.43 in 2Q 2022). Revenue: US$1.32b (up 3.4% from 2Q 2022). Net income: US$164.4m (up 14% from 2Q 2022). Profit margin: 13% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 6.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 28TopBuild Corp. (NYSE:BLD) entered into a definitive agreement to acquire Specialty Products & Insulation Co. from Incline Management, L.P. in an all-cash transaction valued at $960 million.TopBuild Corp. (NYSE:BLD) entered into a definitive agreement to acquire Specialty Products & Insulation Co. (SPI) from Incline Management, L.P. in an all-cash transaction valued at $960 million on July 27, 2023. For the trailing 12 months ended March 31, 2023, SPI generated pro forma revenue of approximately $703 million and adjusted EBITDA of $77 million. TopBuild plans to fund this $960 million transaction with a new $550 million Term Loan A and cash on hand. The transaction, which has been approved by TopBuild’s Board of Directors, is subject to customary closing conditions, including expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976.Guggenheim Securities, LLC and J.P. Morgan Securities LLC are serving as financial advisors to TopBuild, and Jones Day is acting as legal counsel. Piper Sandler is serving as financial advisor to SPI, and Kirkland and Ellis LLP is acting as legal counsel.
お知らせ • Jul 12TopBuild Corp. (NYSE:BLD) entered into an agreement to acquire assets of Best Insulation LLC.TopBuild Corp. (NYSE:BLD) entered into an agreement to acquire assets of Best Insulation LLC on July 11, 2023. Travis Lafayette, the President of Best Insulation, will join TopBuild. The transaction is expected to close within seven business days.
お知らせ • Jul 07TopBuild Corp. to Report Q2, 2023 Results on Aug 03, 2023TopBuild Corp. announced that they will report Q2, 2023 results at 7:00 AM, US Eastern Standard Time on Aug 03, 2023
Recent Insider Transactions • Jun 19CEO, President & Director recently sold €994k worth of stockOn the 13th of June, Robert Buck sold around 4k shares on-market at roughly €222 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. This was Robert's only on-market trade for the last 12 months.
Recent Insider Transactions • Jun 06President of TruTeam Operations recently sold €540k worth of stockOn the 5th of June, Steven Raia sold around 3k shares on-market at roughly €200 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.2m. Insiders have been net sellers, collectively disposing of €2.6m more than they bought in the last 12 months.
Recent Insider Transactions • May 11President of TruTeam Operations recently sold €1.2m worth of stockOn the 8th of May, Steven Raia sold around 6k shares on-market at roughly €193 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.5m more than they bought in the last 12 months.
Reported Earnings • May 06First quarter 2023 earnings released: EPS: US$4.31 (vs US$3.50 in 1Q 2022)First quarter 2023 results: EPS: US$4.31 (up from US$3.50 in 1Q 2022). Revenue: US$1.27b (up 8.2% from 1Q 2022). Net income: US$135.9m (up 18% from 1Q 2022). Profit margin: 11% (in line with 1Q 2022). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • May 05Topbuild Corp. Announces Earnings Guidance for 2023TopBuild Corp. announced earnings guidance for 2023. For 2023, the company expects the Sales from $4,700 million to $4,900 million.
Reported Earnings • Feb 24Full year 2022 earnings released: EPS: US$17.26 (vs US$9.88 in FY 2021)Full year 2022 results: EPS: US$17.26 (up from US$9.88 in FY 2021). Revenue: US$5.01b (up 44% from FY 2021). Net income: US$556.0m (up 72% from FY 2021). Profit margin: 11% (up from 9.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 3.0% p.a. on average during the next 2 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 27+ 1 more updateTopBuild Corp. to Report Q4, 2022 Results on Feb 23, 2023TopBuild Corp. announced that they will report Q4, 2022 results at 7:00 AM, US Eastern Standard Time on Feb 23, 2023
お知らせ • Dec 16TopBuild Corp. Welcomes Deirdre Drake to Its Board of DirectorsTopBuild Corp. has appointed Deirdre Drake, Executive Vice President, Chief People Officer and Head of Communications at United States Cellular Corporation (“UScellular”) to the Company’s board of directors as of January 1, 2023, which will then be comprised of eight members. Drake has held her current position at UScellular since April 2014 and has served on the board of directors of UScellular since 2021. Prior to joining UScellular, Drake was managing director and chief human resources officer for the Bank of Montreal Financial Group--Capital Markets Division. Drake began her career in human resources in 1989 with Marathon Oil Company. She has also held increasingly senior leadership positions in human resources with Kraft Foods, ARAMARK Corporation and The Bank of Montreal Financial Group. Drake earned a bachelor’s degree in human resources from Central Michigan University in Mount Pleasant, Mich., and a master’s degree in business administration from St. Joseph’s University in Philadelphia. She also received an honorary doctorate in commercial science from Central Michigan University. Drake is a lifetime member of the National Black MBA Association, serves as a board member with the Chicago Public Library Foundation and American Red Cross of Greater Chicago, and is actively involved in several local and national not-for profit organizations.
Buying Opportunity • Nov 03Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be €210, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to decline by 3.3% in 2 years. Earnings is forecast to decline by 11% in the next 2 years.
Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: US$4.79 (vs US$2.91 in 3Q 2021)Third quarter 2022 results: EPS: US$4.79 (up from US$2.91 in 3Q 2021). Revenue: US$1.30b (up 54% from 3Q 2021). Net income: US$153.7m (up 61% from 3Q 2021). Profit margin: 12% (in line with 3Q 2021). Revenue is expected to decline by 2.6% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 4.5%. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 020Topbuild Corp. Announces Sales Guidance for 2022TopBuild Corp. announced sales guidance for 2022. For the year the company expects the Sales of $4,950 million to $5,000 millions.
お知らせ • Oct 12TopBuild Corp. Appoints Joseph Viselli as its Vice President and Chief Operating OfficerTopBuild Corp. announced that effective on October 10, 2022, the company appointed Joseph Viselli as its Vice President and Chief Operating Officer. Mr. Viselli will be responsible for the Company’s operations, including its installation and specialty distribution businesses and will report directly to Robert Buck, the Company’s CEO. ? Prior to his appointment as COO, Mr. Viselli served as Senior Vice President and General Manager of the Company’s Specialty Products and the Rockies, West, and Central Divisions of mechanical insulation business. Prior to that, Mr. Viselli ran the Silvercote® business for Distribution international since 2019 and previously spent ten years in a number of senior roles with Knauf Insulation. Mr. Viselli also spent four years at the Goodyear Tire & Rubber Company, and fifteen years at Procter & Gamble where he started his career.
お知らせ • Oct 05TopBuild Corp. to Report Q3, 2022 Results on Nov 01, 2022TopBuild Corp. announced that they will report Q3, 2022 results at 7:00 AM, US Eastern Standard Time on Nov 01, 2022
Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: US$4.43 (vs US$2.75 in 2Q 2021)Second quarter 2022 results: EPS: US$4.43 (up from US$2.75 in 2Q 2021). Revenue: US$1.27b (up 53% from 2Q 2021). Net income: US$143.7m (up 59% from 2Q 2021). Profit margin: 11% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 3.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 03TopBuild Corp. Provides Sales Guidance for the Full Year of 2022TopBuild Corp. provided sales guidance for the full year of 2022. For the year, the company expects sales of $4,800 million - $4,900 million.
お知らせ • Jul 27TopBuild Corp. (NYSE:BLD) announces an Equity Buyback for $200 million worth of its shares.TopBuild Corp. (NYSE:BLD) announces a share repurchase program. Under the program, the company will repurchase up to $200 million worth of its shares. The program will be funded from cash on hand as well as from a portion of the free cash flow expected to be generated from the business. The program has no expiration date.
お知らせ • Jul 06TopBuild Corp. to Report Q2, 2022 Results on Aug 02, 2022TopBuild Corp. announced that they will report Q2, 2022 results on Aug 02, 2022
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €150, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Consumer Durables industry in Germany. Total returns to shareholders of 117% over the past three years.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: US$3.50 (vs US$1.82 in 1Q 2021)First quarter 2022 results: EPS: US$3.50 (up from US$1.82 in 1Q 2021). Revenue: US$1.17b (up 57% from 1Q 2021). Net income: US$114.7m (up 92% from 1Q 2021). Profit margin: 9.8% (up from 8.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 7.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 35% per year.
お知らせ • May 06TopBuild Corp. Provides Earnings Guidance for the Year 2022TopBuild Corp. provided earnings guidance for the year 2022. The company expected sales of $4,650 million to $4,800 million.
お知らせ • Apr 26TopBuild Corp. Appoints Carrie Wood as Chief Accounting OfficerOn April 25, 2022, TopBuild Corp. appointed Carrie Wood, Vice President and Chief Accounting Officer, effective immediately. Ms. Wood will lead the Company's accounting organization and will be responsible for advancing the Company's accounting and internal financial controls. Ms. Wood will report directly to the Company's CFO, Robert Kuhns. Ms. Wood joined the Company from LL Flooring Holdings Inc., where she served as Vice President and Assistant Controller since 2019.
お知らせ • Apr 08TopBuild Corp. to Report Q1, 2022 Results on May 05, 2022TopBuild Corp. announced that they will report Q1, 2022 results at 7:00 AM, US Eastern Standard Time on May 05, 2022
Recent Insider Transactions • Mar 17Insider recently sold €196k worth of stockOn the 15th of March, Robert Franklin sold around 1k shares on-market at roughly €196 per share. In the last 3 months, there was an even bigger sale from another insider worth €998k. Insiders have been net sellers, collectively disposing of €4.9m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 04Insider recently sold €195k worth of stockOn the 2nd of March, Robert Franklin sold around 1k shares on-market at roughly €195 per share. In the last 3 months, there was an even bigger sale from another insider worth €485k. Insiders have been net sellers, collectively disposing of €5.4m more than they bought in the last 12 months.
Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$9.88 (up from US$7.50 in FY 2020). Revenue: US$3.49b (up 28% from FY 2020). Net income: US$324.0m (up 31% from FY 2020). Profit margin: 9.3% (up from 9.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 32%, compared to a 8.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 24TopBuild Corp. Provides Consolidated Earnings Guidance for the Year 2022TopBuild Corp. provided consolidated earnings guidance for the year 2022. For the year, the company expects sales to be in the range of $4,500 million to $4,650 million and net income to be in the range of $423.0 million to $470.1 million.
お知らせ • Feb 08TopBuild Corp. (NYSE:BLD) acquired Billings Insulation.TopBuild Corp. (NYSE:BLD) acquired Billings Insulation on February 7, 2022. Billings approximately $6.5 million in revenue for the twelve months ended December 31, 2021. TopBuild Corp. (NYSE:BLD) completed the acquisition of Billings Insulation on February 7, 2022.
お知らせ • Jan 07TopBuild Corp. (NYSE:BLD) acquired Insulating Products, Inc.TopBuild Corp. (NYSE:BLD) acquired Insulating Products, Inc. on January 6, 2022. Insulating Products, Inc. generated approximately $11 million in revenue for the trailing twelve months ended September 30, 2021. TopBuild Corp. (NYSE:BLD) completed the acquisition of Insulating Products, Inc. on January 6, 2022.
Recent Insider Transactions • Dec 17CEO, President & Director recently sold €485k worth of stockOn the 15th of December, Robert Buck sold around 2k shares on-market at roughly €243 per share. In the last 3 months, there was an even bigger sale from another insider worth €990k. Robert has been a seller over the last 12 months, reducing personal holdings by €1.4m.
Recent Insider Transactions • Nov 07CFO & VP recently sold €990k worth of stockOn the 4th of November, John Peterson sold around 4k shares on-market at roughly €229 per share. This was the largest sale by an insider in the last 3 months. John has been a seller over the last 12 months, reducing personal holdings by €3.0m.