Pulling SEC filings + quote and writing the call…

TopBuild Corp
Next earnings Aug 3, 2026 · consensus $4.81 EPS, $1.56B rev
Last earnings -0.4% on 2026-05-05
Quality insulation installer with 22.5% ROE, but margins are compressing and debt doubled to fund growth into a cyclical housing market.
Sources: SEC EDGAR (CIK 0001633931, latest 10-Q filed 2026-05-05) · EODHD · analysis by claude-code · as of 6/21/2026, 8:47:19 PM.
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Middling fundamentals and a rich price (~59% above fair value) leave little margin of safety — a wait-and-see.
TopBuild is the leading installer and distributor of insulation and building products, and over the cycle it has been a strong operator — net income compounded from $324M in FY2021 to a $623M peak in FY2024, with high returns on capital (ROE still 22.5% in FY2025). It remains solidly profitable: gross margin 29.0%, operating margin 14.6%, net margin 9.6%, and $756M of operating cash flow.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $3.49B | $5.01B | $5.19B | $5.33B | $5.41B |
| Gross profit | $974M | $1.49B | $1.60B | $1.62B | $1.57B |
| Operating income | $476M | $797M | $879M | $886M | $792M |
| Net income | $324M | $556M | $614M | $623M | $522M |
| Diluted EPS | $9.78 | $17.14 | $19.33 | $20.29 | $18.28 |
| Net margin | 9.3% | 11.1% | 11.8% | 11.7% | 9.6% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1078 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-04-27 | CANTIE JOSEPH S Director | Award | 343.00 @ $445.78 | $153K |
| 2026-04-27 | Petrarca Mark A Director | Award | 343.00 @ $445.78 | $153K |
| 2026-04-27 | TAYLOR NANCY M Director | Award | 343.00 @ $445.78 | $153K |
| 2026-04-27 | Drake Deirdre Director | Award | 343.00 @ $445.78 | $153K |
| 2026-04-27 | Donikowski Tina Director | Award | 343.00 @ $445.78 | $153K |
| 2026-04-27 | BAUTISTA ERNESTO III Director | Award | 343.00 @ $445.78 | $153K |
| 2026-04-27 | Covington Alec C Director | Award | 343.00 @ $445.78 | $153K |
| 2026-04-01 | Achille John Frank President and COO | Award | 3.12K @ $369.16 | $1.15M |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.