TopBuild（BLD）株式概要
トップビルド社は、その子会社とともに、建設業界向けに断熱材やその他の建材製品の施工・販売を行っている。 詳細
BLD Community Fair Values
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Analyst Price Targets
TopBuild Corp. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$428.03 |
| 52週高値 | US$559.47 |
| 52週安値 | US$273.87 |
| ベータ | 1.86 |
| 1ヶ月の変化 | 21.99% |
| 3ヶ月変化 | -17.29% |
| 1年変化 | 47.12% |
| 3年間の変化 | 99.11% |
| 5年間の変化 | 110.81% |
| IPOからの変化 | 1,552.63% |
最新ニュース
ナラティブ更新 • May 03
BLD: Fair Deal Outlook Will Rely On QXO Merger And 2026 Guidance
Analysts have increased their price target on TopBuild by about $4, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that are now slightly different from prior estimates. What's in the News QXO, Inc.Seeking Alpha • Apr 20
QXO And TopBuild Tie The Knot But Don't Earn The Upgrade
Summary QXO is acquiring TopBuild in a $16.89 billion cash and stock deal, accelerating its expansion strategy. The transaction offers TopBuild shareholders a strong exit price and positions QXO for significant scale and market leadership in building products distribution. Combined pro forma revenue will reach $18.1 billion with $2.1 billion EBITDA, excluding $300 million in expected annual synergies by 2030. Despite operational optimism, valuation remains fair, justifying a continued "Hold" rating for both QXO and BLD. Read the full article on Seeking AlphaRecent updates
ナラティブ更新 • May 03
BLD: Fair Deal Outlook Will Rely On QXO Merger And 2026 Guidance
Analysts have increased their price target on TopBuild by about $4, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that are now slightly different from prior estimates. What's in the News QXO, Inc.Seeking Alpha • Apr 20
QXO And TopBuild Tie The Knot But Don't Earn The Upgrade
Summary QXO is acquiring TopBuild in a $16.89 billion cash and stock deal, accelerating its expansion strategy. The transaction offers TopBuild shareholders a strong exit price and positions QXO for significant scale and market leadership in building products distribution. Combined pro forma revenue will reach $18.1 billion with $2.1 billion EBITDA, excluding $300 million in expected annual synergies by 2030. Despite operational optimism, valuation remains fair, justifying a continued "Hold" rating for both QXO and BLD. Read the full article on Seeking Alphaナラティブ更新 • Apr 18
BLD: Ongoing Buybacks And 2026 Earnings Outlook Will Support Future Upside
Analysts have trimmed their average price target on TopBuild from about $498 to roughly $475. They cited updated views on fair value, a slightly different discount rate, modestly adjusted revenue growth expectations, a small change in projected profit margin, and a lower assumed future P/E multiple.ナラティブ更新 • Apr 04
BLD: Completed Buybacks And Higher Future P/E Will Support Upside Potential
Analysts now set a slightly higher TopBuild price target of $498.07, reflecting small tweaks to assumptions around the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News TopBuild issued earnings guidance for the year ending December 31, 2026, with expected sales of $5.925b to $6.225b and estimated net income of $446.0 million to $507.0 million (company guidance).ナラティブ更新 • Mar 20
BLD: Higher Future P/E And Completed Buybacks Will Support Upside Potential
Analysts have modestly trimmed their average price target on TopBuild to about $498 from roughly $499, reflecting slightly lower profit margin assumptions, along with a somewhat higher future P/E multiple and discount rate. What's in the News Issued earnings guidance for the year ending December 31, 2026, with expected sales between $5,925.0m and $6,225.0m and estimated net income between $446.0m and $507.0m (company guidance).ナラティブ更新 • Mar 06
BLD: Higher Future P/E And Buybacks Will Support Upside Potential
Analysts have trimmed their price target on TopBuild by about $4. This reflects updated assumptions for slightly lower revenue growth, reduced profit margins, a marginally higher discount rate, and a higher future P/E multiple.ナラティブ更新 • Feb 19
BLD: Updated P/E And Margin Assumptions Will Support Measured Fair Value
Analysts have raised their price target for TopBuild to $503.80 from $491.80, reflecting updated assumptions related to the discount rate, revenue growth, profit margin, and future P/E expectations. Valuation Changes Fair Value: Updated to $503.80 from $491.80, reflecting a modest upward revision in the assessed intrinsic value per share.
新しいナラティブ • Feb 16
Acquisition Risks And Rising Leverage Will Pressure Margins And Future Earnings
Catalysts About TopBuild TopBuild provides insulation installation and specialty distribution services across residential, commercial and industrial construction end markets. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Feb 04
BLD: Share Repurchases And 2025 Outlook Will Maintain Measured Fair Value Expectations
Analysts have raised their price target on TopBuild by about $3, reflecting slightly adjusted views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Valuation Changes Fair Value: Adjusted slightly from $488.60 to $491.80 per share.分析記事 • Jan 29
A Look At The Fair Value Of TopBuild Corp. (NYSE:BLD)
Key Insights The projected fair value for TopBuild is US$408 based on 2 Stage Free Cash Flow to Equity TopBuild's...ナラティブ更新 • Jan 20
BLD: Share Repurchases And 2025 Outlook Will Support Steady Forward Expectations
Analysts have adjusted their price target on TopBuild slightly higher to $488.60 from $482.13, citing updated assumptions around discount rates, profit margins near 10.1% and a forward P/E of about 23x. What's in the News TopBuild completed a share repurchase tranche, buying 177,983 shares, or about 0.63% of shares, for US$65.53 million between July 1 and September 30, 2025, under its existing buyback plan (Key Developments).ナラティブ更新 • Jan 06
BLD: Share Repurchases And Updated 2025 Guidance Will Support Balanced Outlook
Analysts now hold their price target for TopBuild steady at about US$482, reflecting largely unchanged views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News TopBuild completed a share repurchase of 177,983 shares, or 0.63% of the company, for US$65.53 million between July 1, 2025 and September 30, 2025, as part of its ongoing buyback program.分析記事 • Jan 05
TopBuild (NYSE:BLD) Seems To Use Debt Quite Sensibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...ナラティブ更新 • Dec 23
BLD: Share Repurchases And Higher Earnings Guidance Will Support Bullish Outlook
Analysts have raised their price target on TopBuild by approximately 1 dollar per share, citing slightly faster expected revenue growth and a modestly higher future earnings multiple, which more than offsets a small reduction in anticipated profit margins. What's in the News TopBuild completed a share repurchase tranche, buying back 177,983 shares, or 0.63 percent of outstanding shares, for 65.53 million dollars between July 1 and September 30, 2025, under its existing buyback program (Key Developments).ナラティブ更新 • Dec 09
BLD: Future Buybacks And M&A Activity Will Support Balanced Outlook
Analysts have modestly lifted their price target on TopBuild to approximately 481 dollars per share from prior levels, citing slightly higher expected revenue growth that more than offsets a marginally lower projected profit margin and a modestly reduced future valuation multiple. What's in the News Raised full year 2025 guidance, now expecting sales between 5,350 million dollars and 5,450 million dollars and estimated net income between 497 million dollars and 542 million dollars (corporate guidance).ナラティブ更新 • Nov 24
BLD: Share Repurchases And Higher Profit Margins Will Drive Upside
Narrative Update on TopBuild: Analyst Price Target Adjustment Analysts have slightly reduced their price target for TopBuild from $485.08 to $480.93. This adjustment is attributed to a moderation in projected revenue growth, even though higher profit margin expectations remain.ナラティブ更新 • Nov 06
BLD: Rising Earnings Guidance And Buybacks Will Support Share Momentum
Analysts have raised their price target for TopBuild from $475.41 to $485.08. They cite increased revenue growth and improved profit margins as key drivers behind the upward revision.ナラティブ更新 • Oct 23
Analysts Raise TopBuild Price Target as Revenue Outlook Improves and Acquisition Plans Advance
Analysts have raised TopBuild’s price target from $452.58 to $475.41, citing improved revenue growth outlook as the primary driver of their upward revision. What's in the News TopBuild will host an Analyst and Investor Day to discuss the company's business model, growth drivers, capital allocation, and long-term financial targets.ナラティブ更新 • Oct 08
Commercial And Industrial Expansion And Retrofit Demand Will Fuel Opportunity
Narrative Update on TopBuild: Analyst Price Target Revision Analysts have raised their fair value estimate for TopBuild from $446.83 to $452.58, citing slightly improved revenue growth projections despite marginal shifts in other key metrics. What's in the News TopBuild will host an Analyst/Investor Day to discuss its business model, growth drivers, capital allocation strategy, and long-term financial targets.分析記事 • Sep 09
A Look At The Intrinsic Value Of TopBuild Corp. (NYSE:BLD)
Key Insights The projected fair value for TopBuild is US$420 based on 2 Stage Free Cash Flow to Equity Current share...分析記事 • Aug 08
TopBuild Corp. (NYSE:BLD) Just Reported And Analysts Have Been Lifting Their Price Targets
NYSE:BLD 1 Year Share Price vs Fair Value Explore TopBuild's Fair Values from the Community and select yours It's been...ナラティブ更新 • Aug 07
Commercial And Industrial Expansion And Retrofit Demand Will Fuel Opportunity
With no changes observed in TopBuild's discount rate or future P/E, there is no substantive adjustment to valuation, and the consensus Analyst Price Target remains steady at $426.75. What's in the News Completed repurchase of 545,289 shares (1.9%) for $163.58 million under announced buyback plan.分析記事 • Aug 04
Should You Think About Buying TopBuild Corp. (NYSE:BLD) Now?
Today we're going to take a look at the well-established TopBuild Corp. ( NYSE:BLD ). The company's stock led the NYSE...分析記事 • Jul 02
Is TopBuild (NYSE:BLD) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Jun 16
Little Excitement Around TopBuild Corp.'s (NYSE:BLD) Earnings
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...Seeking Alpha • Feb 26
TopBuild's Pop Doesn't Justify An Upgrade Just Yet
Summary TopBuild's Q4 2024 results showed solid revenue growth, driven by the Specialty Distribution segment, with earnings per share exceeding analyst expectations. Despite a 16% stock rise since July 2023, TopBuild underperformed the broader market, leading me to maintain a 'hold' rating. Management's 2025 guidance is lackluster, with anticipated revenue declines and uncertain demand, justifying a cautious investment approach. While TopBuild is attractively priced compared to peers, the stock isn't cheap enough to warrant a bullish outlook amid 2025 uncertainties. Read the full article on Seeking AlphaSeeking Alpha • Dec 11
TopBuild: Warming Up To This Insulator Supplier
Summary TopBuild Corp. has tripled sales to over $5 billion in under a decade, driven by strong execution, solid positioning, and continued M&A efforts. Despite a challenging housing market, TopBuild's shares have benefited from valuation multiple inflation, though recent corrections increase appeal again. Shares now trade in my neutral zone, as the sound positioning and track record make me willing to buy shares on dips from here. Read the full article on Seeking Alpha株主還元
| BLD | US Consumer Durables | US 市場 | |
|---|---|---|---|
| 7D | -3.3% | -2.7% | 2.1% |
| 1Y | 47.1% | 8.7% | 30.6% |
業界別リターン: BLD過去 1 年間で8.7 % の収益を上げたUS Consumer Durables業界を上回りました。
リターン対市場: BLD過去 1 年間で30.6 % の収益を上げたUS市場を上回りました。
価格変動
| BLD volatility | |
|---|---|
| BLD Average Weekly Movement | 8.5% |
| Consumer Durables Industry Average Movement | 7.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: BLD 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: BLDの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2015 | 14,707 | Robert Buck | www.topbuild.com |
TopBuild Corp.は、その子会社とともに、建設業界向けに断熱材やその他の建築資材製品の施工と販売を行っている。同社は、施工と専門流通の2つのセグメントで事業を展開している。同社は、断熱材製品や付属品、ガラスや窓、雨どい、ガレージドア、暖炉、屋根材、クローゼット棚、その他の製品を提供している。また、グラスファイバー・バットやロール、吹き付けルースフィル・グラスファイバー、ポリウレタン・スプレーフォーム、吹き付けルースフィル・セルロースなどの断熱材施工サービスや、シングルプライ・ルーフィング、ビルトアップ・ルーフィング・システム、メタル・ルーフィング・システムなどの屋根材施工サービス、葺き替え、メンテナンスを商業および工業エンドマーケット向けに提供している。また、住宅、商業、工業用エンドマーケット向けに、建築・機械用断熱材、断熱材付属品、その他建築資材を販売している。一戸建て住宅建設業者、一戸建て注文住宅建設業者、集合住宅建設業者、商業・工業ゼネコン、学区、自治体、リフォーム業者、個人住宅所有者、断熱工事業者、雨樋工事業者、風化工事業者、その他の請負業者、販売業者、金属建築物建設業者、モジュール住宅建設業者などを顧客としている。米国とカナダで施工支店と配送センターを運営している。旧社名はMasco SpinCo Corp.で、2015年3月にTopBuild Corp.に社名変更した。TopBuild Corp.は2015年に法人化され、フロリダ州デイトナビーチに本社を置いている。
TopBuild Corp. 基礎のまとめ
| BLD 基礎統計学 | |
|---|---|
| 時価総額 | US$12.30b |
| 収益（TTM） | US$503.16m |
| 売上高(TTM) | US$5.62b |
23.8x
PER（株価収益率2.1x
P/SレシオBLD は割高か？
公正価値と評価分析を参照収益と収入
| BLD 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.62b |
| 売上原価 | US$3.99b |
| 売上総利益 | US$1.63b |
| その他の費用 | US$1.13b |
| 収益 | US$503.16m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 17.95 |
| グロス・マージン | 28.96% |
| 純利益率 | 8.95% |
| 有利子負債／自己資本比率 | 117.8% |
BLD の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/05/07 05:19 |
| 終値 | 2026/05/07 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Garner | Benchmark Company |
| Daniel Wang | Berenberg |
| Rafe Jadrosich | BofA Global Research |