TopBuild Corp. (BLD)

TopBuild Corp. experienced several significant stock events in the past six months. The company acquired Specialty Products and Insulation (SPI) for $1 billion in October 2025 and Applied Coatings and Upstate Spray Foam in February 2026, expanding its market reach. TopBuild reported its Q3 2025 earnings on November 4, 2025, posting earnings per share (EPS) of $5.36, exceeding analysts' expectations and raised its guidance to include recent acquisitions. The stock reached an all-time high of $517.50 on February 6, 2026, with analysts maintaining positive ratings.

TopBuild Corp. experiences normal seasonality in its EBITDA, with the second and third quarters typically being stronger than the first quarter, and the fourth quarter generally expected to be slightly below the midpoint. The company's exposure to the construction industry can be influenced by broader economic factors.

TopBuild Corp. is a leading installer and specialty distributor of insulation and other building material products in the United States and Canada, operating in the Industrials sector, specifically the Construction industry. The company operates through Installation and Specialty Distribution segments, offering insulation products and installation, commercial roofing services, and other building materials. They also provide air sealing products crucial for energy efficiency.

TopBuild Corp. operates extensively across the United States and Canada, with over 200 installation branches and more than 250 distribution centers. The company has recently expanded its presence in the northeastern U.S., particularly in New York, Pennsylvania, and Massachusetts, through strategic acquisitions.

TopBuild Corp. has maintained a strong brand reputation driven by its robust financial performance, strategic growth initiatives, and efficient operations. Strategic acquisitions have expanded its market reach, and positive analyst ratings underscore strong investor confidence. The company's focus on energy-efficient building solutions aligns with current market trends and sustainability efforts.

TopBuild Corp. has a high level of institutional ownership, with 1066 institutional owners and shareholders holding a total of 39,964,657 shares, representing approximately 103.09% to 108.86% of shares outstanding. Insider ownership is relatively low, around 0.45% to 1.41%.