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TopBuild Corp. (BLD) Q4 2025 Earnings Call Transcript

Although the revenue and EPS for TopBuild (BLD) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

TopBuild (BLD) came out with quarterly earnings of $4.5 per share, beating the Zacks Consensus Estimate of $4.39 per share. This compares to earnings of $5.13 per share a year ago.

The portfolio generated strong absolute returns in Q4 and 2025 but trailed the MSCI All Country World Small Mid Index over each period. Stock selection in health care was the strongest contributor to performance for both the quarter and year. Management highlighted strong demand for high-speed optical components supporting AI-driven data center growth, alongside improving margins.

Fourth Quarter Highlights Fourth quarter sales totaled $1.49 billion, up 13.2% driven by acquisitions Completed SPI Acquisition

BLD expands in Texas with the Johnson Roofing buy, boosting its commercial roofing platform and regional scale as shares edge higher.