TopBuild Corp. (BLD)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
TopBuild Corp. (BLD) trades at $354.53 with AI Score 59/100 (Grade B). TopBuild Corp. is a leading installer and distributor of insulation and building products in the United States and Canada. Market cap: $9.94B, Sector: Industrials.
Price live · AI analysis from May 10, 2026BLD stock analysis for 2026: Analysts have set a consensus price target of $586.67 for TopBuild Corp., suggesting 65.5% upside from the current price of $354.53. The AI MoonshotScore is 59/100, indicating a neutral outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
BLD: the 7 perspectives are evenly split. Dominant signal: Ken Griffin bearish.
How is this calculated? →TopBuild Corp. (BLD) Industrial Operations Profile
TopBuild Corp. (BLD) is a leading North American 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.
What Is the Investment Thesis for BLD?
TopBuild Corp. presents a compelling investment case based on its leading market position, 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 P/E ratio of 21.0 and a profit margin of 9.0%, TopBuild demonstrates solid financial performance. Key growth catalysts 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 cyclical downturns in the construction industry. TopBuild's beta of 1.79 indicates higher volatility compared to the market, which could impact short-term investment returns.
Based on FMP financials and quantitative analysis
BLD Key Highlights
- Market capitalization of $9.94B, reflecting strong investor confidence.
- P/E ratio of 21.0, indicating a premium valuation relative to earnings.
- Profit margin of 9.0%, showcasing efficient cost management and profitability.
- Gross margin of 28.8%, demonstrating the company's ability to maintain pricing power.
- Operates approximately 235 installation branches and 175 distribution centers across the United States and Canada, providing extensive market coverage.
Who Are BLD's Competitors?
BLD is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ERJ Embraer S.A. | $64.52 | -1.06% | $47.38B | 48 |
| STRL Sterling Infrastructure, Inc. | $713.14 | +1.77% | $21.88B | 94 |
| MLI Mueller Industries, Inc. | $56.61 | +0.19% | $12.52B | 97 |
| MAS Masco Corporation | $81.14 | -1.97% | $16.37B | 86 |
| HII Huntington Ingalls Industries, Inc. | $294.10 | +0.89% | $11.59B | 64 |
| EKIVF Enka Insaat ve Sanayi A.S. | $1.12 | +7.14% | $6.39B | 64 |
| AGX Argan, Inc. | $738.72 | +4.61% | $10.36B | 62 |
| LGN Legence Corp. | $77.08 | +1.64% | $9.33B | 60 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BLD's Key Strengths?
- Leading market position 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.
What Are BLD's Weaknesses?
- Exposure to cyclical downturns in the construction industry.
- Dependence on raw material prices.
- High beta indicating higher volatility.
- Limited international presence outside of North America.
What Could Drive BLD Stock Higher?
- Continued demand for energy-efficient building solutions driven by government incentives and consumer preferences.
- Strategic acquisitions to expand market share and geographic presence.
- Expansion of product offerings to include complementary building products and services.
- Potential infrastructure spending initiatives that could boost construction activity.
What Are the Key Risks for BLD?
- Cyclical downturns in the construction industry that could reduce demand for insulation and building products.
- Fluctuations in raw material prices, such as lumber and steel, which could impact profitability.
- Increased competition from other insulation and building product companies.
- Changes in government regulations related to energy efficiency that could impact product standards and demand.
What Are the Growth Opportunities for BLD?
- Growth opportunity 1: Strategic Acquisitions: TopBuild has a history of growing through strategic acquisitions. By acquiring smaller insulation and building product companies, TopBuild can expand its geographic footprint, increase market share, 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.
- Growth opportunity 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.
- Growth opportunity 3: Leveraging Distribution Network: TopBuild's extensive network of 175 distribution centers provides a significant competitive advantage. 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.
- Growth opportunity 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.
- Growth opportunity 5: Geographic Expansion: While TopBuild already has a presence in the United States and Canada, there are opportunities to expand into new geographic markets, such as Mexico and other regions with growing construction industries. This expansion can diversify the company's revenue streams and reduce its reliance on the North American market. Timeline: 3-5 years.
What Opportunities Does BLD Have?
- Strategic acquisitions to expand geographic footprint 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.
What Threats Does BLD Face?
- Competition from other insulation and building product companies.
- Fluctuations in raw material prices.
- Changes in government regulations related to energy efficiency.
- Economic downturns that reduce construction activity.
What Are BLD's Competitive Advantages?
- 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.
What Does BLD Do?
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 customer base, 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 United States and Canada.
What Products and Services Does BLD Offer?
- 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.
How Does BLD Make Money?
- 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 United States and Canada.
What Industry Does BLD Operate In?
TopBuild Corp. operates within the engineering and construction industry, which is experiencing growth driven by increased construction activity and a focus on energy efficiency. The market is competitive, with players like MAS: Masco Corporation and MLI: Mueller Industries, Inc. vying for market share. TopBuild differentiates itself through its integrated installation and distribution model, providing a comprehensive suite of products and services. The industry is also influenced by regulatory standards and incentives promoting energy-efficient building practices, which benefits companies like TopBuild that offer related solutions.
Who Are BLD's Key Customers?
- Single-family homebuilders
- Multi-family builders
- Commercial general contractors
- Remodelers
- Individual homeowners
Company Profile
TopBuild Corp. operates in the Engineering & Construction industry within the Industrials sector. It is headquartered in Daytona Beach, US. The company is led by CEO Robert Buck. BLD has traded publicly since 2015.
TopBuild Corp. Financial Trajectory
TopBuild Corp. (BLD) reported $1.45B in revenue for Q2 2026, a decline of 2.7% compared to the prior quarter. The company recorded net income of $104.8M, with diluted EPS of $3.73. Quarter-over-quarter revenue has been mixed, typical for a mid-cap company operating in Industrials. Across the four most recent quarters, BLD averaged $4.45 in diluted EPS.
How TopBuild Corp. Is Valued
TopBuild Corp. carries a market capitalization of $9.94B, placing it in the mid-cap category. Relative to its peer group, BLD's quantitative score of 59/100 is below the peer average of 78/100.
ROE 22%Key Financial Metrics
Return on equity for TopBuild Corp. stands at 22.1%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 7.5%, showing how much profit it generates from its asset base. BLD trades at a trailing price-to-earnings ratio of 20.96, below the Industrials sector average of ~30x. Its free cash flow yield is 6.4%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.00 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 4.6%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 5/9Financial Health
TopBuild Corp.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 3.53 places it in the safe zone, indicating low near-term bankruptcy risk.
FY2026 estForward Outlook
Wall Street analysts project TopBuild Corp. revenue of about $6.07B for fiscal 2026, with EPS near $18.14. The estimate reflects 7 contributing analysts.
BLD Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- TopBuild's recent insider buying suggests confidence in the company's future prospects, which is always a good sign.
- The community seems to be buzzing about potential infrastructure bill benefits for BLD, indicating positive sentiment.
- There's a growing perception that the housing market, despite some headwinds, still has room to run, benefiting insulation demand.
- BLD is seen as a key player in energy efficiency upgrades, aligning with long-term sustainability trends.
Bear Case
- Some insiders may be selling shares to diversify their holdings, which could signal a lack of complete conviction.
- Community chatter reveals concerns about rising material costs potentially squeezing TopBuild's margins.
- There's a growing fear that interest rate hikes could cool down the housing market, impacting BLD's sales.
- Market perception suggests that the stock's valuation may be getting stretched, making it vulnerable to a correction.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $1.45B | $105M | $3.73 |
| Q4 2025 | $1.49B | $105M | $3.71 |
| Q3 2025 | $1.39B | $142M | $5.04 |
| Q2 2025 | $1.30B | $152M | $5.30 |
Based on FMP financials and quantitative analysis
BLD Latest News
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BLD Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BLD.
Price Targets
Consensus target: $586.67
BLD MoonshotScore
What does this score mean?
The MoonshotScore rates BLD's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
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Leadership: 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.
Track Record: 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.
BLD Industrials Stock FAQ
What does TopBuild Corp. do?
TopBuild Corp. is a leading installer and distributor of insulation and other building products in the United States and Canada. 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 customer base, including single-family homebuilders, multi-family builders, commercial general contractors, remodelers, and individual homeowners.
What do analysts say about BLD stock?
Analyst consensus for TopBuild Corp. suggests a generally positive outlook, driven by the company's strong market position and growth prospects. Key valuation metrics include a P/E ratio of 21.0 and a profit margin 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 cyclical 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 cyclical 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 competitive advantage 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 revenue growth, which indicates the company's ability to expand its market share and increase sales. Gross margin and profit margin are important indicators of profitability and cost management efficiency. The P/E ratio provides insights into the company's valuation relative to its earnings. Additionally, investors may consider the company's debt levels and cash flow generation to assess its financial health and ability to fund future growth initiatives. Beta is also relevant, indicating the stock's volatility compared to the market.
What are the key factors to evaluate for BLD?
TopBuild Corp. (BLD) holds an AI score of 59/100 (moderate). P/E: 21.0x vs the S&P 500's ~20-25x. Analysts target $586.67 (+65%). Not financial advice.
How frequently does BLD data refresh on this page?
BLD prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven BLD's recent stock price performance?
TopBuild Corp. (BLD) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Leading market position in insulation installation and distribution. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on publicly available sources and may be subject to change.
- Financial data is as of the most recent reporting period.
- Analyst opinions may vary.