TopBuild: Cyclical Recovery, Secular Tailwinds, And M&As Support Growth
TopBuild Corp. (NYSE:BLD ) Q2 2025 Earnings Conference Call August 5, 2025 9:00 AM ET Company Participants P.I. Aquino - Vice President of Investor Relations Robert M.
Although the revenue and EPS for TopBuild (BLD) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
TopBuild (BLD) came out with quarterly earnings of $5.31 per share, beating the Zacks Consensus Estimate of $5.07 per share. This compares to earnings of $5.42 per share a year ago.
TopBuild (BLD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Investors with an interest in Building Products - Miscellaneous stocks have likely encountered both Compagnie de Saint-Gobain - Unsponsored ADR (CODYY) and TopBuild (BLD). But which of these two companies is the best option for those looking for undervalued stocks?
Investors interested in stocks from the Building Products - Miscellaneous sector have probably already heard of Compagnie de Saint-Gobain - Unsponsored ADR (CODYY) and TopBuild (BLD). But which of these two stocks presents investors with the better value opportunity right now?
TopBuild (BLD) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
BLD stock rises on $810 million deal to acquire Progressive Roofing, expanding into commercial roofing services.
TopBuild (BLD) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
We rate TopBuild as a 'strong buy' with a $433 PT, driven by structural margin resilience, cost discipline, and underappreciated earnings power through cycles. Branch consolidation, digital cost controls, and mix shift to higher-margin verticals underpin sustainable EBITDA margins above consensus, even in a soft housing market. Capital allocation is a key advantage: robust buybacks, disciplined M&A, and ample liquidity support both growth and shareholder returns without balance sheet strain.
TopBuild (BLD) reported earnings 30 days ago. What's next for the stock?