Beacon Roofing Supply Management

Management criteria checks 3/4

Beacon Roofing Supply's CEO is Julian Francis, appointed in Aug 2019, has a tenure of 5.25 years. total yearly compensation is $6.15M, comprised of 15.1% salary and 84.9% bonuses, including company stock and options. directly owns 0.15% of the company’s shares, worth €8.65M. The average tenure of the management team and the board of directors is 3.5 years and 7.3 years respectively.

Key information

Julian Francis

Chief executive officer

US$6.2m

Total compensation

CEO salary percentage	15.1%
CEO tenure	5.3yrs
CEO ownership	0.1%
Management average tenure	3.5yrs
Board average tenure	7.3yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Julian Francis's remuneration changed compared to Beacon Roofing Supply's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	US$373m
Jun 30 2024	n/a	n/a	-US$39m
Mar 31 2024	n/a	n/a	-US$38m
Dec 31 2023	US$6m	US$930k	-US$28m
Sep 30 2023	n/a	n/a	-US$64m
Jun 30 2023	n/a	n/a	US$328m
Mar 31 2023	n/a	n/a	US$352m
Dec 31 2022	US$6m	US$859k	US$380m
Sep 30 2022	n/a	n/a	US$403m
Jun 30 2022	n/a	n/a	US$360m
Mar 31 2022	n/a	n/a	US$277m
Dec 31 2021	n/a	n/a	US$218m
Sep 30 2021	US$6m	US$811k	US$197m
Jun 30 2021	n/a	n/a	US$161m
Mar 31 2021	n/a	n/a	US$86m
Dec 31 2020	n/a	n/a	-US$34m
Sep 30 2020	US$4m	US$754k	-US$105m
Jun 30 2020	n/a	n/a	-US$146m
Mar 31 2020	n/a	n/a	-US$114m
Dec 31 2019	n/a	n/a	-US$58m
Sep 30 2019	US$3m	US$114k	-US$43m

Compensation vs Market: Julian's total compensation ($USD6.15M) is above average for companies of similar size in the German market ($USD3.49M).

Compensation vs Earnings: Julian's compensation has been consistent with company performance over the past year.

CEO

Julian Francis (57 yo)

5.3yrs

Tenure

US$6,154,946

Compensation

Mr. Julian G. Francis has been President, Chief Executive Officer of Beacon Roofing Supply, Inc. since August 2019 and serves as its Director since August 22, 2019. Mr. Francis has been the President of In...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Julian Francis	President	5.3yrs	US$6.15m	0.15% € 8.7m
C. Best	President of South Division	no data	US$1.54m	0.11% € 6.7m
Jason Taylor	President of West Division	4.1yrs	US$1.75m	0.015% € 875.4k
Jonathan Bennett	Executive VP & Chief Commercial Officer	3.4yrs	US$1.99m	0.022% € 1.3m
Prithvi Gandhi	Executive VP & CFO	less than a year	no data	0.0081% € 479.5k
Christopher Nelson	Executive VP & CTO	1.8yrs	no data	0.026% € 1.6m
Christine Reddy	Executive VP	3.6yrs	no data	0.0040% € 240.4k
Jennifer Lewis	VP of Communications & Corporate Social Responsibility	no data	no data	no data
Sean McDevitt	Executive VP & Chief Human Resources Officer	3.5yrs	US$2.15m	0.0050% € 296.1k
James Gosa	President of North Division	5.2yrs	no data	0.016% € 922.2k
Birte von Schwarzenfeld	Senior Vice President of Commercial Solutions	2.3yrs	no data	no data
Martin Harrell	President of Waterproofing Division	2yrs	no data	0.028% € 1.7m

3.5yrs

Average Tenure

53.5yo

Average Age

Experienced Management: OWY's management team is considered experienced (3.5 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Julian Francis	President	5.3yrs	US$6.15m	0.15% € 8.7m
Neil Novich	Independent Director	12.3yrs	US$242.00k	0.045% € 2.7m
Robert McLaughlin	Independent Director	8.4yrs	US$268.73k	0.039% € 2.3m
Stuart Randle	Independent Non-Executive Chairman & Lead Independent Director	18.8yrs	US$296.35k	0.042% € 2.5m
Douglas Young	Independent Director	10.1yrs	US$247.24k	0.023% € 1.4m
Alan Gershenhorn	Independent Director	9.5yrs	US$254.03k	0.0080% € 475.4k
Melanie M. Hart	Independent Director	2.1yrs	US$230.46k	0% € 0
Barbara Fast	Independent Director	6.1yrs	US$237.48k	0% € 0
Earl Newsome	Independent Director	3.7yrs	US$237.48k	0% € 0
Racquel Mason	Independent Director	1.7yrs	US$230.40k	0% € 0

7.3yrs

Average Tenure

62.5yo

Average Age

Experienced Board: OWY's board of directors are considered experienced (7.3 years average tenure).

Beacon Roofing Supply Management

Management criteria checks 3/4

Key information

Recent management updates

President of North Division recently sold €824k worth of stock

Beacon Roofing Supply, Inc. Announces Executive Changes

Executive VP & CFO recently bought €376k worth of stock

President recently sold €887k worth of stock

Beacon Appoints Prithvi (Prith) Gandhi as Chief Financial Officer, Effective on or About May 6, 2024

Beacon Roofing Supply, Inc., Annual General Meeting, May 15, 2024

Recent updates

Investor sentiment improves as stock rises 15%

President of North Division recently sold €824k worth of stock

Third quarter 2024 earnings released: EPS: US$2.34 (vs US$4.16 loss in 3Q 2023)

Beacon Roofing Supply, Inc. Announces Executive Changes

Beacon Roofing Supply, Inc. to Report Q3, 2024 Results on Oct 30, 2024

Executive VP & CFO recently bought €376k worth of stock

New major risk - Financial position

Second quarter 2024 earnings released: EPS: US$2.03 (vs US$1.94 in 2Q 2023)

Beacon Roofing Supply, Inc. to Report Q2, 2024 Results on Aug 01, 2024

Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Integrity Metals, LLC and Extreme Metal Fabricators, LLC.

President recently sold €887k worth of stock

First quarter 2024 earnings released: EPS: US$0.088 (vs US$0.25 in 1Q 2023)

Beacon Roofing Supply, Inc. (NasdaqGS:BECN) completed the acquisition of Smalley & Company Inc.

Beacon Appoints Prithvi (Prith) Gandhi as Chief Financial Officer, Effective on or About May 6, 2024

Beacon Roofing Supply, Inc. to Report Q1, 2024 Results on May 02, 2024

Beacon Roofing Supply, Inc., Annual General Meeting, May 15, 2024

Beacon Roofing Supply, Inc. (NasdaqGS:BECN) signed a purchase agreement to acquire Smalley & Company Inc.

Beacon Roofing Supply, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2024

Full year 2023 earnings released: US$0.43 loss per share (vs US$5.66 profit in FY 2022)

Beacon Roofing Supply, Inc. Announces the Resignation of Philip Knisely as a Member of the Board of Directors

Beacon Roofing Supply, Inc. has completed a Follow-on Equity Offering in the amount of $433.940023 million.

Beacon Roofing Supply, Inc. has completed a Follow-on Equity Offering.

Beacon Roofing Supply, Inc. to Report Q4, 2023 Results on Feb 27, 2024

Beacon Provides Preliminary Earnings Guidance for the Fourth Quarter and Full Year Ended December 31, 2023 and Year 2024

Beacon Roofing Supply, Inc. has filed a Follow-on Equity Offering.

Beacon Roofing Supply, Inc. has completed a Follow-on Equity Offering.

Beacon Announces Resignation of Frank Lonegro as Chief Financial Officer, Effective February 1, 2024

New minor risk - Insider selling

President recently sold €515k worth of stock

New major risk - Revenue and earnings growth

Third quarter 2023 earnings released: EPS: US$2.55 (vs US$1.99 in 3Q 2022)

Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired H & H Roofing Supply, LLC from Scott Hill

Beacon Roofing Supply, Inc. to Report Q3, 2023 Results on Nov 02, 2023

Now 22% undervalued after recent price drop

Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired S & H Building Material Corp.

Beacon Roofing Supply, Inc. has completed a Follow-on Equity Offering in the amount of $418.25 million.

Second quarter 2023 earnings released: EPS: US$2.01 (vs US$2.17 in 2Q 2022)

Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired All American Vinyl Siding Supply, LLC from Vic Chisholm.

Beacon Roofing Supply, Inc. announced that it expects to receive $500 million in funding

Beacon Roofing Supply, Inc. (NasdaqGS : BECN) acquired Crossroads Roofing Supply, Inc.

Beacon Roofing Supply, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2023 and Full Year Ending December 31, 2023

Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Silver State Building Materials, Inc. from Derick and Kelly Peterson.

Beacon Roofing Supply, Inc. Provides Sales Guidance for 2023

First quarter 2023 earnings released: EPS: US$0.29 (vs US$0.62 in 1Q 2022)

Insider recently bought €234k worth of stock

Full year 2022 earnings released: EPS: US$6.47 (vs US$3.11 in FY 2021)

Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired First Coastal Exteriors, LLC.

Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired First Coastal Exteriors, LLC.

Insider recently bought €496k worth of stock

Insider recently bought €496k worth of stock

Third quarter 2022 earnings released: EPS: US$2.29 (vs US$1.41 in 3Q 2021)

Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Coastal Construction Products, Inc. from Coastal Construction Products, Inc. and others.

Beacon Roofing Supply, Inc. to Report Q3, 2022 Results on Nov 03, 2022

Beacon Appoints Melanie M. Hart as a Director, Effective October 1, 2022

Insufficient new directors

Beacon Appoints Birte von Schwarzenfeld as Senior Vice President, Commercial Solutions

Second quarter 2022 earnings released: EPS: US$2.47 (vs US$1.06 in 2Q 2021)

Investor sentiment deteriorated over the past week

Beacon Roofing Supply, Inc. (NasdaqGS:BECN) acquired Complete Supply, Inc.

Insider recently sold €135k worth of stock

First quarter 2022 earnings released: EPS: US$0.71 (vs US$0.11 loss in 1Q 2021)

Beacon Roofing Supply, Inc. to Report Q1, 2022 Results on May 05, 2022

Beacon Roofing Supply, Inc. (NasdaqGS:BECN) announces an Equity Buyback for $500 million worth of its shares.

Full year 2021 earnings: EPS in line with expectations, revenues disappoint

Beacon Unveils a New Look for Tri-Built Product Line

Beacon Roofing Supply, Inc. (NasdaqGS:BECN) agreed to acquire Crabtree Siding and Supply.

Baywa R.E. Solar Systems Llc acquired Solar Products Business of Beacon from Beacon Roofing Supply, Inc.

Full year 2021 earnings released: EPS US$2.83 (vs US$1.53 loss in FY 2020)

President recently bought €209k worth of stock