Commercial And Industrial GrowthHeavy commercial activity remains healthy, with management expecting C&I to grow at the high-end of low-single digit percentages, slightly better than initial outlooks.
M&A And Capital AllocationM&A remains a focus with an active pipeline, and if no attractive deals are found, excess cash flow will be used for share repurchases.
Market Share OpportunitiesThere is still runway for share gains in residential installation as BLD and its largest competitor dominate over 50% of the market, while the rest remains highly fragmented.