TopBuild Toekomstige groei
Future criteriumcontroles 2/6
TopBuild zal naar verwachting groeien in winst en omzet met respectievelijk 6.7% en 6.3% per jaar. De winst per aandeel zal naar verwachting groeien met 8.8% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 20.6% zijn.
Belangrijke informatie
6.7%
Groei van de winst
8.81%
Groei van de winst per aandeel
| Consumer Durables winstgroei | 7.7% |
| Inkomstengroei | 6.3% |
| Toekomstig rendement op eigen vermogen | 20.60% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 06 May 2026 |
Recente toekomstige groei-updates
Recent updates
Analyse-update • 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 AlphaAnalyse-update • 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.Analyse-update • 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).Analyse-update • 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).Analyse-update • 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.Analyse-update • 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.
Nieuwe analyse • 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?Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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).Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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).Analyse-update • 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).Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-update • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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 AlphaWinst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 6,742 | N/A | N/A | N/A | 2 |
| 12/31/2027 | 6,320 | 565 | 742 | 800 | 13 |
| 12/31/2026 | 6,065 | 517 | 737 | 773 | 12 |
| 3/31/2026 | 5,622 | 503 | 704 | 764 | N/A |
| 12/31/2025 | 5,409 | 522 | 697 | 756 | N/A |
| 9/30/2025 | 5,236 | 568 | 791 | 846 | N/A |
| 6/30/2025 | 5,216 | 594 | 795 | 853 | N/A |
| 3/31/2025 | 5,284 | 594 | 687 | 750 | N/A |
| 12/31/2024 | 5,330 | 623 | 707 | 776 | N/A |
| 9/30/2024 | 5,304 | 618 | 698 | 771 | N/A |
| 6/30/2024 | 5,257 | 617 | 663 | 733 | N/A |
| 3/31/2024 | 5,208 | 631 | 790 | 858 | N/A |
| 12/31/2023 | 5,195 | 614 | 785 | 849 | N/A |
| 9/30/2023 | 5,173 | 612 | 680 | 749 | N/A |
| 6/30/2023 | 5,148 | 598 | 593 | 664 | N/A |
| 3/31/2023 | 5,105 | 577 | 503 | 576 | N/A |
| 12/31/2022 | 5,009 | 556 | 419 | 496 | N/A |
| 9/30/2022 | 4,808 | 491 | 360 | 429 | N/A |
| 6/30/2022 | 4,352 | 432 | 355 | 419 | N/A |
| 3/31/2022 | 3,912 | 379 | 341 | 403 | N/A |
| 12/31/2021 | 3,486 | 324 | 347 | 403 | N/A |
| 9/30/2021 | 3,144 | 316 | 356 | 412 | N/A |
| 6/30/2021 | 2,996 | 291 | 333 | 382 | N/A |
| 3/31/2021 | 2,808 | 256 | 337 | 374 | N/A |
| 12/31/2020 | 2,718 | 247 | 317 | 358 | N/A |
| 9/30/2020 | 2,659 | 222 | 306 | 345 | N/A |
| 6/30/2020 | 2,644 | 207 | 309 | 354 | N/A |
| 3/31/2020 | 2,658 | 204 | 270 | 321 | N/A |
| 12/31/2019 | 2,624 | 191 | N/A | 272 | N/A |
| 9/30/2019 | 2,601 | 184 | N/A | 254 | N/A |
| 6/30/2019 | 2,566 | 171 | N/A | 222 | N/A |
| 3/31/2019 | 2,512 | 146 | N/A | 173 | N/A |
| 12/31/2018 | 2,384 | 135 | N/A | 167 | N/A |
| 9/30/2018 | 2,246 | 201 | N/A | 155 | N/A |
| 6/30/2018 | 2,088 | 190 | N/A | 129 | N/A |
| 3/31/2018 | 1,956 | 186 | N/A | 116 | N/A |
| 12/31/2017 | 1,906 | 158 | N/A | 113 | N/A |
| 9/30/2017 | 1,849 | 74 | N/A | 103 | N/A |
| 6/30/2017 | 1,813 | 68 | N/A | 96 | N/A |
| 3/31/2017 | 1,770 | 60 | N/A | 88 | N/A |
| 12/31/2016 | 1,743 | 73 | N/A | 77 | N/A |
| 9/30/2016 | 1,725 | 111 | N/A | 41 | N/A |
| 6/30/2016 | 1,700 | 103 | N/A | 71 | N/A |
| 3/31/2016 | 1,672 | 94 | N/A | 78 | N/A |
| 12/31/2015 | 1,617 | 79 | N/A | 56 | N/A |
| 9/30/2015 | 1,588 | 25 | N/A | 75 | N/A |
| 6/30/2015 | 1,558 | 15 | N/A | 46 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei BLD ( 6.7% per jaar) ligt boven de spaarquote ( 3.5% ).
Winst versus markt: De winst van BLD ( 6.7% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 16.7% per jaar).
Hoge groeiwinsten: De winst van BLD zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van BLD ( 6.3% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 11.6% per jaar).
Hoge groei-inkomsten: De omzet van BLD ( 6.3% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen BLD zal naar verwachting over 3 jaar hoog zijn ( 20.6 %)
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/11 09:02 |
| Aandelenkoers aan het einde van de dag | 2026/05/08 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
TopBuild Corp. wordt gevolgd door 18 analisten. 13 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Reuben Garner | Benchmark Company |
| Daniel Wang | Berenberg |
| Rafe Jadrosich | BofA Global Research |