TopBuild Corp. (BLD)

In the past six months, TopBuild Corp.'s stock price has been influenced by the third-quarter 2025 results, which surpassed consensus estimates for both EPS and revenue. TopBuild also announced multiple acquisitions, including Specialty Products and Insulation (SPI) for $1 billion, which is expected to diversify its offerings and expand its reach across North America. Additionally, TopBuild announced four more acquisitions and an agreement to acquire a fifth business, collectively adding approximately $53 million in annual revenue. Analyst coverage has been active, with new initiations and price target adjustments. Insider selling by the CFO was reported on August 22, 2025. Over the past year, the stock has seen a 13.64% increase, and a 0.29% rise in the last month.

TopBuild Corp. is a significant player in the North American building materials and services industry, with demand driven by factors such as energy efficiency and the housing market. While the company serves both residential and commercial construction markets, and its diversified business model aims to reduce exposure to housing cycles, specific details regarding the seasonality of demand for its products and services are not explicitly detailed in the provided information. The construction market can be cyclical, making long-term predictions challenging.

TopBuild Corp. is a leading installer and distributor of insulation and building material products in the United States and Canada, operating in the Industrials sector, specifically in the Construction & Engineering industry. The company's business is divided into two main segments: Installation and Specialty Distribution. The Installation segment provides insulation installation services and installs other building products. The Specialty Distribution segment distributes building and mechanical insulation, insulation accessories, and other building product materials.

TopBuild Corp. has a significant geographic footprint across the United States and Canada, operating through a network of over 400 locations. The Installation segment has approximately 240 branches located across the United States.

TopBuild's brand reputation over the past year appears to be generally positive, as reflected by analyst sentiment. The company has a consensus rating of "Moderate Buy" from analysts, with a mix of "Strong Buy," "Buy," and "Hold" ratings. Analysts have raised price targets due to improved revenue outlook and strategic acquisitions, indicating confidence in the company's growth strategy and operational efficiencies. The company's management has also been highlighted positively for its focus on operational excellence and strategic growth initiatives.

TopBuild Corp. is predominantly owned by institutional shareholders, who hold over 95% of the stock. Major institutional owners include Capital Research Global Investors, BlackRock, Inc., Vanguard Group Inc, Fmr Llc, State Street Corp, and Capital International Investors. Capital Research Global Investors is the largest individual TopBuild shareholder, owning 12.46% of the company's shares. Insider selling has been noted over the past three months.