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TopBuild Corp (BLD)
NYSE:BLD
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
3.73Last Year’s EPS
4.63Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call reflects a mixed but balanced picture: strong financial engineering and M&A-driven revenue growth, robust free cash flow generation, share repurchases and a healthy liquidity position are offset by meaningful organic volume declines, margin pressure and embedded price/cost headwinds. Management emphasizes disciplined cost actions, active M&A pipeline and confidence in synergy delivery, but the near-term outlook remains cautious given residential market headwinds.Company Guidance
Quarterly and Full-Year Revenue Growth
Q4 sales grew 13.2% year-over-year to $1.49 billion; full-year revenue exceeded $5.4 billion.
Adjusted EBITDA and Margin (FY2025)
Full-year adjusted EBITDA was $1.04 billion with a margin of 19.2%; Q4 adjusted EBITDA was $265 million (17.9% margin).
Strong Free Cash Flow and Capital Returns
Generated $697 million in free cash flow in 2025 and returned approximately $434 million to shareholders via share repurchases.
Aggressive and Productive M&A Program
Deployed $1.9 billion in acquisitions in 2025 adding roughly $1.2 billion in annual revenue; recent bolt-ons include SPI, Applied Coatings, Upstate Spray Foam and Johnson Roofing (~$29 million annual sales). M&A expected to contribute $800M–$850M to 2026 revenue.
10-Year Compounded Growth Track Record
Over the past decade TopBuild grew sales and adjusted EPS at compounded annual rates of ~13% and ~31%, respectively, demonstrating a long-term growth track record.
Balance Sheet Liquidity and Leverage Profile
Total liquidity of $1.1 billion (cash $185M, revolver availability $934M); net debt of $2.7 billion with net debt leverage of 2.35x trailing 12-month adjusted EBITDA.
Operational Actions and Synergy Execution
Same-branch SG&A down $19 million (20 bps) through cost actions and branch rationalizations; SPI IT integration expected by end of Q2 and management expects to meet or exceed announced synergy targets (incl. $15M of synergies impacting 2026).
BLD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BLD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $485.32 | $467.98 | -3.57% |
Nov 04, 2025 | $422.50 | $418.84 | -0.87% |
Aug 05, 2025 | $387.19 | $408.08 | +5.40% |
May 06, 2025 | $292.00 | $285.15 | -2.35% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does TopBuild Corp (BLD) report earnings?
TopBuild Corp (BLD) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is TopBuild Corp (BLD) earnings time?
TopBuild Corp (BLD) earnings time is at Apr 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BLD EPS forecast?
BLD EPS forecast for the fiscal quarter 2026 (Q1) is 3.73.