BLD

TopBuild's stock has been impacted by several key events in the past six months. QXO announced a definitive agreement to acquire TopBuild, leading to a surge in TopBuild's stock price. TopBuild reported Q1 2026 results, with adjusted EPS and revenue exceeding analyst estimates, but GAAP net income fell, and adjusted EBITDA margins compressed. TopBuild reported its Q4 and year-end 2025 results, with Q4 EPS missing forecasts. TopBuild closed the Applied Coatings and Upstate Spray Foam acquisition in Q1 2026 and agreed to acquire Johnson Roofing and Claremont post-quarter-end. Analyst sentiment has been mixed, with some firms trimming ratings or price targets. TopBuild's share price has seen an increase, though it underperformed the S&P500 Index over the same period.