TopBuild Corp.

NYSE:BLD 주식 리포트

시가총액: US$12.0b

TopBuild 향후 성장

Future 기준 점검 2/6

TopBuild (는) 각각 연간 6.7% 및 6.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 20.6% 로 예상됩니다.

핵심 정보

6.7%

이익 성장률

8.81%

EPS 성장률

Consumer Durables 이익 성장7.7%
매출 성장률6.3%
향후 자기자본이익률20.60%
애널리스트 커버리지

Good

마지막 업데이트06 May 2026

최근 향후 성장 업데이트

분석 기사 • 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...

Recent updates

내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새 내러티브 • 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?
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • Jun 16

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

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

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

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

TopBuild: Warming Up To This Insulator Supplier

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

이익 및 매출 성장 예측

NYSE:BLD - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20286,742N/AN/AN/A2
12/31/20276,32056574280013
12/31/20266,06551773777312
3/31/20265,622503704764N/A
12/31/20255,409522697756N/A
9/30/20255,236568791846N/A
6/30/20255,216594795853N/A
3/31/20255,284594687750N/A
12/31/20245,330623707776N/A
9/30/20245,304618698771N/A
6/30/20245,257617663733N/A
3/31/20245,208631790858N/A
12/31/20235,195614785849N/A
9/30/20235,173612680749N/A
6/30/20235,148598593664N/A
3/31/20235,105577503576N/A
12/31/20225,009556419496N/A
9/30/20224,808491360429N/A
6/30/20224,352432355419N/A
3/31/20223,912379341403N/A
12/31/20213,486324347403N/A
9/30/20213,144316356412N/A
6/30/20212,996291333382N/A
3/31/20212,808256337374N/A
12/31/20202,718247317358N/A
9/30/20202,659222306345N/A
6/30/20202,644207309354N/A
3/31/20202,658204270321N/A
12/31/20192,624191N/A272N/A
9/30/20192,601184N/A254N/A
6/30/20192,566171N/A222N/A
3/31/20192,512146N/A173N/A
12/31/20182,384135N/A167N/A
9/30/20182,246201N/A155N/A
6/30/20182,088190N/A129N/A
3/31/20181,956186N/A116N/A
12/31/20171,906158N/A113N/A
9/30/20171,84974N/A103N/A
6/30/20171,81368N/A96N/A
3/31/20171,77060N/A88N/A
12/31/20161,74373N/A77N/A
9/30/20161,725111N/A41N/A
6/30/20161,700103N/A71N/A
3/31/20161,67294N/A78N/A
12/31/20151,61779N/A56N/A
9/30/20151,58825N/A75N/A
6/30/20151,55815N/A46N/A

애널리스트 향후 성장 전망

수입 대 저축률: BLD 의 연간 예상 수익 증가율(6.7%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: BLD 의 연간 수익(6.7%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: BLD 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: BLD 의 수익(연간 6.3%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: BLD 의 수익(연간 6.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BLD의 자본 수익률은 3년 후 20.6%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 16:59
종가2026/05/08 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

TopBuild Corp.는 18명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Reuben GarnerBenchmark Company
Daniel WangBerenberg
Rafe JadrosichBofA Global Research