TopBuild

BLD

Market cap $12.6B

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

TopBuild Corp. (BLD) Q4 2025 Earnings Call Transcript

Although the revenue and EPS for TopBuild (BLD) give a sense of how its business performed in the quarter ended December 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 $4.5 per share, beating the Zacks Consensus Estimate of $4.39 per share. This compares to earnings of $5.13 per share a year ago.

The portfolio generated strong absolute returns in Q4 and 2025 but trailed the MSCI All Country World Small Mid Index over each period. Stock selection in health care was the strongest contributor to performance for both the quarter and year. Management highlighted strong demand for high-speed optical components supporting AI-driven data center growth, alongside improving margins.

Fourth Quarter Highlights Fourth quarter sales totaled $1.49 billion, up 13.2% driven by acquisitions Completed SPI Acquisition

BLD expands in Texas with the Johnson Roofing buy, boosting its commercial roofing platform and regional scale as shares edge higher.

TopBuild (BLD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.

DAYTONA BEACH, Fla., Feb. 24, 2026 (GLOBE NEWSWIRE) -- TopBuild Corp. (NYSE:BLD), a leading installer of insulation and commercial roofing and a specialty distributor of insulation and related building products to the construction industry in the United States and Canada, announced it has entered into an agreement to acquire Johnson Roofing, one of the largest commercial roofing installation services companies in Texas with approximately $29 million in annual revenue. Founded in 1941 in Waco, Johnson Roofing is a third generation roofing company serving commercial roofing projects in Texas, Louisiana and Oklahoma.