---
canonical_url: https://www.stockexpertai.com/ko/stock/bld
last_updated: 2026-07-20T00:00:00Z
doc_version: "1.0"
language: ko
title: TopBuild Corp. (BLD) — AI Stock Analysis
description: "TopBuild Corp.(BLD) 주식 분석 — AI 기반 투자 인사이트, 재무 지표 및 성장 전망."
author: "Sedat ANAK, 창립자 겸 편집장"
publisher: Stock Expert AI
ticker: BLD
exchange: NASDAQ
---

# TopBuild Corp. (BLD) — AI Stock Analysis

> **출처:** Stock Expert AI ([https://www.stockexpertai.com/ko/stock/bld](https://www.stockexpertai.com/ko/stock/bld))  
> **마크다운 피드:** https://www.stockexpertai.com/ko/stock/bld.md  
> **최종 업데이트:** 2026-07-20T00:00:00Z  
> **면책 조항:** 이것은 재무 조언이 아닙니다. 교육 목적으로만 사용됩니다.

TopBuild Corp.(BLD) 주식 분석 — AI 기반 투자 인사이트, 재무 지표 및 성장 전망.

## 빠른 답변

TopBuild Corp.(BLD)는 산업재 섹터에서 사업을 운영하며, 최근 주가는 $354.53, 시가총액은 $9.94B입니다. 이 주식은 Stock Expert AI의 정량 평가 모델에서 52/100, 중간 등급입니다.

TopBuild Corp. (BLD) is a leading 북미n installer and distributor of insulation and other building products, serving single-family and multi-family builders, commercial contractors, and homeowners. With a focus on building science and energy efficiency, TopBuild operates through 235 installation branches and 175 distribution centers.

## 스냅샷

- **Price:** $354.53 (-5.23 / -1.45%)
- **Market Cap:** $9.94B
- **Sector:** 산업재
- **Industry:** Engineering & Construction
- **MoonshotScore:** 52/100 (Grade B)
- **P/E Ratio:** 20.96
- **Analyst Target Price:** $586.67
- **Volume:** 3.11M

## 정보 TopBuild Corp.

TopBuild Corp., established in 2015 after spinning off from Masco Corporation (formerly Masco SpinCo Corp.), has quickly become a prominent player in the construction industry. Headquartered in Daytona Beach, Florida, the company specializes in the installation and distribution of insulation and other building products. TopBuild operates through two primary segments: Installation and Specialty Distribution. The Installation segment focuses on providing insulation products and installation services directly to builders and homeowners. This includes a range of insulation materials, glass and windows, rain gutters, afterpaint products, fireproofing products, garage doors, fireplaces, closet shelving, and roofing materials. The company also offers services such as pre-construction plan reviews, diagnostic testing, and home energy rating services, leveraging building science principles to enhance energy efficiency in new constructions. The Specialty Distribution segment distributes building and mechanical insulation, insulation accessories, and other building product materials to residential, commercial, and industrial end markets. TopBuild serves a diverse 고객 기반, including single-family homebuilders, multi-family builders, commercial general contractors, remodelers, and individual homeowners, operating approximately 235 installation branches and 175 distribution centers across the 미국 and 캐나다.

## 주요 사실

- **CEO:** Robert Buck
- **Headquarters:** Daytona Beach, FL, US
- **Employees:** 13984
- **IPO:** 2015

## 사업 내용

- Installs insulation products in residential and commercial buildings.
- Distributes insulation and building materials to contractors and builders.
- Offers pre-construction plan reviews and diagnostic testing services.
- Provides home energy rating services.
- Supplies glass, windows, rain gutters, and other building products.
- Distributes building and mechanical insulation accessories.

## 비즈니스 모델

- Generates revenue through installation services for insulation and other building products.
- Earns revenue from the distribution of building materials to contractors and builders.
- Provides value-added services such as pre-construction planning and energy efficiency consulting.
- Leverages a network of branches and distribution centers across the 미국 and 캐나다.

## 투자 논거

TopBuild Corp. presents a 매력적인 투자 근거 based on its leading 시장 지위, strong growth prospects, and efficient operational model. The company benefits from the increasing demand for energy-efficient buildings and the growing construction market. With a current 주가수익비율(P/E) of 23.80 and a 순이익률 of 9.0%, TopBuild 보여줍니다 solid financial performance. Key growth 촉매제 include strategic acquisitions, expansion of its product offerings, and leveraging its extensive distribution network. However, investors should be aware of potential risks such as fluctuations in raw material prices and 경기 순환적 downturns in the construction industry. TopBuild's 베타 of 1.79 나타냅니다 higher 변동성 compared to the market, which could impact 단기 investment returns.

## 성장 기회

- 성장 기회 1: Strategic Acquisitions: TopBuild has a history of growing through strategic acquisitions. By acquiring smaller insulation and building product companies, TopBuild can expand its 지리적 입지, increase 시장 점유율, and diversify its product offerings. The fragmented nature of the insulation industry provides ample opportunities for consolidation, with a potential market size of several billion dollars. Timeline: Ongoing.
- 성장 기회 2: Expansion of Product Offerings: TopBuild can expand its product offerings to include complementary building products and services, such as smart home technologies, energy management systems, and sustainable building materials. This diversification can attract new customers and increase revenue per customer. The market for smart home technologies is projected to reach $100 billion by 2028. Timeline: Ongoing.
- 성장 기회 3: Leveraging Distribution Network: TopBuild's extensive network of 175 distribution centers provides a significant 경쟁 우위. The company can leverage this network to distribute new products, expand into new markets, and improve customer service. The distribution network also enables TopBuild to efficiently manage inventory and reduce transportation costs. Timeline: Ongoing.
- 성장 기회 4: Focus on Energy Efficiency: With increasing awareness of climate change and rising energy costs, there is a growing demand for energy-efficient buildings. TopBuild can capitalize on this trend by promoting its insulation products and services as a means to reduce energy consumption and lower utility bills. Government incentives and regulations further support the adoption of energy-efficient building practices. Timeline: Ongoing.
- 성장 기회 5: Geographic Expansion: While TopBuild already has a presence in the 미국 and 캐나다, there are opportunities to expand into new geographic markets, such as 멕시코 and other regions with growing construction industries. This expansion can diversify the company's 수익원s and reduce its reliance on the 북미n market. Timeline: 3-5 years.

## 주요 하이라이트

- 시가총액 of $11.55 billion, reflecting strong investor confidence.
- 주가수익비율(P/E) of 23.80, indicating a premium valuation relative to earnings.
- 순이익률 of 9.0%, showcasing efficient 비용 관리 and profitability.
- 매출총이익률 of 28.8%, demonstrating the company's ability to maintain 가격 결정력.
- Operates approximately 235 installation branches and 175 distribution centers across the 미국 and 캐나다, providing extensive market coverage.

## 경쟁 우위

- Extensive distribution network with 175 distribution centers.
- Strong relationships with builders and contractors.
- Integrated installation and distribution model.
- Focus on energy efficiency and building science.

## 경쟁사

- **[Embraer S.A.](https://www.stockexpertai.com/ko/stock/erj):** Aerospace company with some overlap in construction projects.
- **[Sterling Infrastructure, Inc.](https://www.stockexpertai.com/ko/stock/strl):** Focuses on 인프라 projects, competing for construction resources.
- **[Mueller Industries, Inc.](https://www.stockexpertai.com/ko/stock/mli):** Manufactures and distributes building and industrial products.
- **[Masco Corporation](https://www.stockexpertai.com/ko/stock/mas):** Manufactures home improvement and building products.
- **[Huntington Ingalls Industries, Inc.](https://www.stockexpertai.com/ko/stock/hii):** Primarily a shipbuilding company, but competes for construction labor.

## SWOT 분석

### 강점

- Leading 시장 지위 in insulation installation and distribution.
- Extensive network of branches and distribution centers.
- Strong relationships with builders and contractors.
- Focus on energy efficiency and building science.

### 약점

- Exposure to 경기 순환적 downturns in the construction industry.
- Dependence on raw material prices.
- High 베타 indicating higher 변동성.
- Limited international presence outside of 북미.

### 기회

- Strategic acquisitions to expand 지리적 입지 and product offerings.
- Expansion into new geographic markets.
- Increased demand for energy-efficient buildings.
- Development of new products and services related to smart home technologies.

### 위협

- Competition from other insulation and building product companies.
- Fluctuations in raw material prices.
- Changes in government regulations related to energy efficiency.
- 경기 침체 that reduce construction activity.

## 촉매제(강세 시나리오)

- Ongoing: Continued demand for energy-efficient building solutions driven by government incentives and consumer preferences.
- Ongoing: Strategic acquisitions to expand 시장 점유율 and geographic presence.
- Ongoing: Expansion of product offerings to include complementary building products and services.
- Upcoming: Potential 인프라 spending initiatives that could boost construction activity.

## 리스크(약세 시나리오)

- Potential: 경기 순환적 downturns in the construction industry that could reduce demand for insulation and building products.
- Potential: Fluctuations in raw material prices, such as lumber and steel, which could impact profitability.
- Potential: Increased competition from other insulation and building product companies.
- Ongoing: Changes in government regulations related to energy efficiency that could impact product standards and demand.

## 최근 분기 실적

| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026-04-18 | $1.45B | $105M | $3.73 |
| 2025-12-31 | $1.49B | $105M | $3.71 |
| 2025-09-30 | $1.39B | $142M | $5.04 |
| 2025-06-30 | $1.30B | $152M | $5.30 |

## 경영진

**Robert Buck** — Chief Executive Officer

Robert Buck serves as the Chief Executive Officer of TopBuild Corp. His career spans several leadership roles within the building materials and construction industries. Prior to joining TopBuild, he held executive positions at various companies, bringing extensive experience in operations, sales, and strategic planning. His background includes a strong focus on driving growth and improving operational efficiency. He is responsible for managing 13984 employees.

**실적:** Under Robert Buck's leadership, TopBuild Corp. has experienced significant growth and expansion. Key achievements include strategic acquisitions that have strengthened the company's market position and expanded its product offerings. He has also overseen the implementation of operational improvements that have enhanced efficiency and profitability. His strategic decisions have contributed to TopBuild's success in the competitive construction industry.

## 자주 묻는 질문

### What does TopBuild Corp. do?

TopBuild Corp. is a leading installer and distributor of insulation and other building products in the 미국 and 캐나다. The company operates through two segments: Installation and Specialty Distribution. The Installation segment provides insulation products and installation services directly to builders and homeowners. The Specialty Distribution segment distributes building and mechanical insulation, insulation accessories, and other building product materials to residential, commercial, and industrial end markets. TopBuild serves a diverse 고객 기반, including single-family homebuilders, multi-family builders, commercial general contractors, remodelers, and individual homeowners.

### What do analysts say about BLD stock?

애널리스트 컨센서스 for TopBuild Corp. suggests a generally positive outlook, driven by the company's strong 시장 지위 and growth prospects. Key valuation metrics include a 주가수익비율(P/E) of 23.80 and a 순이익률 of 9.0%. Growth considerations include strategic acquisitions, expansion of product offerings, and leveraging its extensive distribution network. However, analysts also note potential risks such as fluctuations in raw material prices and 경기 순환적 downturns in the construction industry. Investors should conduct their own due diligence and consider their individual risk tolerance before making any investment decisions.

### What are the main risks for BLD?

The main risks for TopBuild Corp. include 경기 순환적 downturns in the construction industry, which could reduce demand for insulation and building products. Fluctuations in raw material prices, such as lumber and steel, could impact profitability. Increased competition from other insulation and building product companies could also put pressure on margins. Additionally, changes in government regulations related to energy efficiency could impact product standards and demand. These risks should be carefully considered by investors when evaluating TopBuild Corp.

### How does TopBuild Corp. compare to competitors in its industry?

TopBuild Corp. differentiates itself through its integrated installation and distribution model, providing a comprehensive suite of products and services. Competitors like MAS: Masco Corporation and MLI: Mueller Industries, Inc. focus primarily on manufacturing and distribution. TopBuild's focus on building science and energy efficiency also sets it apart, allowing the company to capitalize on the growing demand for sustainable building solutions. The company's extensive network of branches and distribution centers provides a 경쟁 우위 in terms of market reach and customer service.

### What are the key financial metrics investors watch for BLD?

Investors typically monitor several key financial metrics when evaluating TopBuild Corp. These include 매출 성장, which 나타냅니다 the company's ability to expand its 시장 점유율 and increase sales. 매출총이익률 and 순이익률 are important indicators of profitability and 비용 관리 efficiency. The 주가수익비율(P/E) provides insights into the company's valuation relative to its earnings. Additionally, investors may consider the company's debt levels and 현금흐름 generation to assess its financial health and ability to fund future growth initiatives. 베타 is also relevant, indicating the stock's 변동성 compared to the market.

## 데이터 소스

- Financial Modeling Prep (FMP)
- Stock Expert AI proprietary analysis

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