TopBuild Tidigare resultatutveckling
Tidigare kriterier kontrolleras 2/6
TopBuild har ökat intäkterna med en genomsnittlig årlig takt på 11.7%, medan Consumer Durables -branschen såg intäkterna växer på 1.2% årligen. Intäkterna har varit växande med en genomsnittlig takt på 10.4% per år. TopBuild s avkastning på eget kapital är 20.9% och den har en nettomarginal på 9%.
Viktig information
11.71%
Tillväxttakt i vinsten
14.48%
Tillväxttakt för EPS
| Consumer Durables Tillväxt i branschen | 24.52% |
| Intäkternas tillväxttakt | 10.44% |
| Avkastning på eget kapital | 20.93% |
| Nettomarginal | 8.95% |
| Senaste uppdateringen av resultatet | 31 Mar 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Uppdatering av berättelse • 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 AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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?Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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 AlphaFördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur TopBuild tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 31 Mar 26 | 5,622 | 503 | 798 | 0 |
| 31 Dec 25 | 5,409 | 522 | 746 | 0 |
| 30 Sep 25 | 5,236 | 568 | 709 | 0 |
| 30 Jun 25 | 5,216 | 594 | 696 | 0 |
| 31 Mar 25 | 5,284 | 594 | 710 | 0 |
| 31 Dec 24 | 5,330 | 623 | 711 | 0 |
| 30 Sep 24 | 5,304 | 618 | 716 | 0 |
| 30 Jun 24 | 5,257 | 617 | 715 | 0 |
| 31 Mar 24 | 5,208 | 631 | 712 | 0 |
| 31 Dec 23 | 5,195 | 614 | 725 | 0 |
| 30 Sep 23 | 5,173 | 612 | 702 | 0 |
| 30 Jun 23 | 5,148 | 598 | 698 | 0 |
| 31 Mar 23 | 5,105 | 577 | 691 | 0 |
| 31 Dec 22 | 5,009 | 556 | 690 | 0 |
| 30 Sep 22 | 4,808 | 491 | 669 | 0 |
| 30 Jun 22 | 4,352 | 432 | 609 | 0 |
| 31 Mar 22 | 3,912 | 379 | 548 | 0 |
| 31 Dec 21 | 3,486 | 324 | 498 | 0 |
| 30 Sep 21 | 3,144 | 316 | 424 | 0 |
| 30 Jun 21 | 2,996 | 291 | 407 | 0 |
| 31 Mar 21 | 2,808 | 256 | 390 | 0 |
| 31 Dec 20 | 2,718 | 247 | 391 | 0 |
| 30 Sep 20 | 2,659 | 222 | 391 | 0 |
| 30 Jun 20 | 2,644 | 207 | 393 | 0 |
| 31 Mar 20 | 2,658 | 204 | 394 | 0 |
| 31 Dec 19 | 2,624 | 191 | 392 | 0 |
| 30 Sep 19 | 2,601 | 184 | 383 | 0 |
| 30 Jun 19 | 2,566 | 171 | 379 | 0 |
| 31 Mar 19 | 2,512 | 146 | 371 | 0 |
| 31 Dec 18 | 2,384 | 135 | 367 | 0 |
| 30 Sep 18 | 2,246 | 201 | 332 | 0 |
| 30 Jun 18 | 2,088 | 190 | 309 | 0 |
| 31 Mar 18 | 1,956 | 186 | 293 | 0 |
| 31 Dec 17 | 1,906 | 158 | 294 | 0 |
| 30 Sep 17 | 1,849 | 74 | 290 | 0 |
| 30 Jun 17 | 1,813 | 68 | 287 | 0 |
| 31 Mar 17 | 1,770 | 60 | 282 | 0 |
| 31 Dec 16 | 1,743 | 73 | 279 | 0 |
| 30 Sep 16 | 1,725 | 111 | 271 | 0 |
| 30 Jun 16 | 1,700 | 103 | 266 | 0 |
| 31 Mar 16 | 1,672 | 94 | 269 | 0 |
| 31 Dec 15 | 1,617 | 79 | 274 | 0 |
| 30 Sep 15 | 1,588 | 25 | 281 | 0 |
| 30 Jun 15 | 1,558 | 15 | 292 | 0 |
Kvalitetsintäkter: BLD har inkomster av hög kvalitet.
Växande vinstmarginal: BLD s nuvarande netto vinstmarginaler (9%) är lägre än förra året (11.2%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: BLD s intäkter har ökat med 11.7% per år under de senaste 5 åren.
Accelererande tillväxt: BLD s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.
Resultat vs industri: BLD hade negativ intäktstillväxt ( -15.2% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Consumer Durables ( -16.4% ).
Avkastning på eget kapital
Hög ROE: Medan BLD s avkastning på eget kapital ( 20.93% ) är hög, är detta mått skevt på grund av deras höga skuldnivå.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/25 04:00 |
| Aktiekurs vid dagens slut | 2026/05/22 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
TopBuild Corp. bevakas av 18 analytiker. 13 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Reuben Garner | Benchmark Company |
| Daniel Wang | Berenberg |
| Rafe Jadrosich | BofA Global Research |