TopBuild Corp

BLD

Equity

ISIN null / Valor 28453293

New York Stock Exchange, Inc (2025-11-21)

USD 431.15+5.86%

TopBuild Corp
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About company

TopBuild Corp. is a leading installer and specialty distributor of insulation and building material products in the North American construction industry. The company provides insulation solutions and building material installation services through TruTeam, which has approximately 235 branches, as well as distributes building insulation and building product materials for residential and commercial end-markets through Service Partners. Additionally, TopBuild offers mechanical insulation and other specialty products for commercial and industrial end-markets through Distribution International. With a national footprint and a focus on operational excellence, the company leverages its local market presence and industry expertise to build strong relationships with customers. TopBuild's diversified business model includes installation and specialty distribution in various sectors, positioning the company for continued growth and success.

Summarized from source with an LLMView SourceSector: Industrials

Robust Quarterly Sales

In Q3 2025, TopBuild achieved $1.4 billion in sales, marking a 1.4% increase (including acquisitions). The Installation Services segment saw modest growth with sales up 0.2%, while Specialty Distribution contributed with a 1.4% improvement.

Profitability and Margin Performance

The adjusted EBITDA margin for the quarter was 19.8%. Despite slight variations in gross profit and SG&A expenses, the profitability metrics underscore TopBuild’s focus on driving productivity and operational excellence.

Strategic Acquisitions and Outlook

TopBuild’s recent acquisitions – including Progressive Roofing and SPI – have bolstered its market position. The acquisitions, which now contribute significantly to the company's revenue profile, prompted management to raise the full-year 2025 outlook to $5.35–$5.45 billion in sales and adjusted EBITDA of $1.01–$1.06 billion.

Capital Allocation and Share Repurchases

During Q3 2025, TopBuild repurchased 177,983 shares for $65.5 million. With an established repurchase program and a strong capital allocation strategy focused on acquisitions, the company remains committed to delivering shareholder value.

Summarized from source with an LLMView Source

Key figures

19.3%1Y

195%3Y

135%5Y

Performance

39.7%1Y

39.2%3Y

41.6%5Y

Volatility