{"filings":[{"id":862436,"accession_number":"0001104659-26-070561","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2026-06-04T20:44:16+00:00","items":["8.01","9.01"],"status":"ready","headline":"TopBuild stockholders must elect merger consideration by June 29: $505 cash or 20.200 QXO shares per share","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Election deadline for TopBuild stockholders: 5:00 p.m. ET on June 29, 2026.","Consideration: $505 cash or 20.200 QXO common shares per BLD share; default is stock.","Fractional shares paid in cash; election materials mailed June 4, 2026.","Innisfree M&A is information agent: (877) 750-8129 for election questions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":747199,"accession_number":"0001104659-26-068292","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2026-05-29T20:22:21+00:00","items":["8.01"],"status":"ready","headline":"TopBuild elects to redeem $400M 3.625% Senior Notes due 2029 conditional on QXO merger approval","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redemption of all $400M aggregate principal of 3.625% Senior Notes due 2029.","Redemption date set for July 1, 2026 at 100% of principal plus accrued interest.","Redemption conditioned on stockholder approval of proposed QXO acquisition.","Optional redemption right exercised; trustee instructed to issue conditional notice.","Approval Condition defined in merger agreement dated April 18, 2026 with QXO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94253,"accession_number":"0001104659-26-055225","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"TopBuild Q1 sales up 17.2% to $1.45B; net income down 15% to $104.8M; four acquisitions in 2026","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales $1.45B (+17.2% YoY); reported gross margin 27.7% vs 28.5%, operating margin 12.1% vs 14.4%.","Net income $104.8M ($3.73 diluted EPS) vs $123.4M ($4.23) prior year; adjusted EPS $3.75.","Installation Services operating profit $119.2M (-8%); Specialty Distribution operating profit $80M (+15.9%).","Four 2026 acquisitions add >$80M in annual revenue; Comfort Pro (~$6M) expected Q2 close.","CEO comments on pending QXO merger (Apr 19) and SPI integration on track."],"consensus_eps_estimate":null,"consensus_eps_actual":3.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":1445860000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94252,"accession_number":"0001104659-26-050315","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"TopBuild cancels Q1 earnings call due to QXO acquisition; results due May 5","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["TopBuild to release Q1 2026 results before market open on May 5, 2026.","No conference call will be held due to the previously announced QXO acquisition on April 19, 2026.","Earnings release will cover the quarter ending March 31, 2026; no financial figures disclosed here."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94251,"accession_number":"0001104659-26-049431","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2026-04-27T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"TopBuild shareholders re-elect all directors and approve auditor, say-on-pay at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All eight director nominees elected with >95% support; Nancy M. Taylor received highest abstentions (204,365).","Ratification of PricewaterhouseCoopers as independent auditor for FY2026 approved: 25,970,412 for, 620,607 against.","Advisory vote on named executive officer compensation approved: 24,469,791 for (95.6% of votes cast), 1,124,622 against.","Meeting held April 27, 2026; broker non-votes totaled 969,604 on director elections and say-on-pay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94250,"accession_number":"0001104659-26-045245","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2026-04-20T23:59:59+00:00","items":["1.01","8.01"],"status":"ready","headline":"QXO to acquire TopBuild for $17B; creates 2nd largest public building products distributor","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Per-share consideration: $505 cash or 20.20 QXO shares, subject to proration (45% cash/55% stock max).","Combined company revenue >$18B, adjusted EBITDA >$2B; deal expected to close Q3 2026.","Termination fee of $600M payable under specified circumstances; boards of both companies unanimously approved.","QXO will gain #1 insulation position and expand into large-project verticals like data centers.","QXO completed Kodiak acquisition ($2.25B) on April 1, 2026; TopBuild deal follows $13B total M&A in 11 months."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94249,"accession_number":"0001104659-26-044899","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2026-04-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"TopBuild VP & Chief Growth Officer Joseph Viselli to retire June 30, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Joseph M. Viselli notified TopBuild of retirement as VP and Chief Growth Officer, effective June 30, 2026.","Viselli will remain until retirement to facilitate transition; decision was for personal reasons with no disagreement.","No successor has been announced at this time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94248,"accession_number":"0001104659-26-038926","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2026-04-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"TopBuild promotes John Achille to President and COO effective April 1, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Achille promoted from VP and COO to President and COO effective April 1, 2026.","He will oversee Installation Services, Specialty Distribution, Supply Chain, and all growth initiatives including M&A.","Achille continues to report to CEO Robert Buck; he joined TopBuild via 2021 acquisition of American Building Systems.","CEO Buck stated Achille has delivered outstanding results and is the right leader for continued profitable growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106461,"accession_number":"0001104659-26-020046","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"TopBuild Q4 sales up 13.2% on M&A; adj EBITDA margin 17.9%; guides 2026 sales $5.93B-$6.23B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 sales $1.485B (+13.2% YoY) driven by acquisitions; organic volume down 10.5%","Q4 adj. EPS $4.50 vs $5.13 prior year; net income $104.5M","Full year 2025 adj. EBITDA $1.037B, margin 19.2% vs 20.2% prior year","Completed seven acquisitions in 2025 adding ~$1.2B annual revenue","2026 outlook: sales $5.925B-$6.225B, adj. EBITDA $1.005B-$1.155B"],"consensus_eps_estimate":null,"consensus_eps_actual":18.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":5409086000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122805,"accession_number":"0001104659-25-105890","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"TopBuild Q3 adjusted EPS $5.36; raises 2025 guidance to $5.35-$5.45B revenue","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 2025 sales $1.393B, up 1.4% YoY; adjusted EBITDA margin 19.8%.","Reported net income $142.2M ($5.04 diluted); adjusted net income $151.3M ($5.36 diluted).","Installation Services sales +0.2% (volume -10.4%, M&A +11.0%); Specialty Distribution +1.4%.","Raised FY2025 outlook: sales $5.35-5.45B, adjusted EBITDA $1.01-1.06B, including recent acquisitions.","Year-to-date spent $851M on acquisitions; repurchased $417M in shares; $770.9M remaining buyback capacity."],"consensus_eps_estimate":null,"consensus_eps_actual":14.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":3923839000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122804,"accession_number":"0001104659-25-097711","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2025-10-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"TopBuild completes $1B all-cash acquisition of Specialty Products & Insulation","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired SPI for $1.0B in cash; funded with cash on hand and September senior notes proceeds.","SPI generated ~$700M revenue and $75M EBITDA (TTM ended June 30, 2025); multiple ~12.4x EBITDA.","Expects $35-40M annual run-rate cost synergies within two years, reducing effective multiple to 8.3x.","55% of SPI revenue from recurring maintenance/repair, improving non-cyclical revenue mix.","Transaction immediately accretive to EPS; TopBuild has completed 45 acquisitions since 2015 spin-off."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139492,"accession_number":"0001104659-25-093335","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2025-09-25T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"TopBuild closes $750M 5.625% senior notes due 2034 for general corporate purposes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $750M aggregate principal of 5.625% Senior Notes due Jan 31, 2034; interest payable semiannually starting July 31, 2026.","Net proceeds intended for general corporate purposes, including potential acquisitions.","Notes are unsecured senior obligations, ranking equally with existing and future unsubordinated debt.","Optional redemption at par plus premium before Sep 30, 2028; at specified prices after that date.","Change of control triggers offer to repurchase at 101% of principal plus accrued interest."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139491,"accession_number":"0001104659-25-090069","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2025-09-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"TopBuild prices $750M senior notes offering at 5.625% due 2034","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $750M aggregate principal amount of senior unsecured notes bearing 5.625% interest, maturing 2034.","Offering expected to close September 25, 2025; subject to customary closing conditions.","Net proceeds to be used for general corporate purposes, which may include acquisitions.","Notes guaranteed on unsecured senior basis by certain domestic subsidiaries that are credit agreement borrowers or guarantors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139490,"accession_number":"0001104659-25-089771","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2025-09-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"TopBuild launches $750M senior notes offering due 2034 for general corporate purposes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$750M aggregate principal of senior unsecured notes due 2034.","Proceeds to be used for general corporate purposes, including potential acquisitions.","Notes guaranteed by certain domestic subsidiaries on an unsecured senior basis.","Offered privately to QIBs under Rule 144A and non-U.S. persons under Reg S.","Offering subject to market conditions; no assurance of completion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139489,"accession_number":"0001558370-25-010172","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"TopBuild reports Q2 sales $1.3B (-5% YoY); closes $810M Progressive Roofing deal","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 adjusted EBITDA margin 20.1%, reported EPS $5.32 vs $4.78 YoY.","Sales $1.3B down 5.0% YoY; Installation volume -10.5% partly offset by Specialty Distribution +1.1%.","Closed Progressive Roofing acquisition in July for $810M; adds ~$438M annual revenue.","2025 outlook: sales $5.15-$5.35B, adjusted EBITDA $970M-$1,070M, including acquisition.","Repurchased 454,802 shares for $136M in Q2; YTD $351.6M; $836.4M remaining."],"consensus_eps_estimate":null,"consensus_eps_actual":9.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":2530681000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139488,"accession_number":"0001558370-25-009123","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2025-07-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"TopBuild announces $810M all-cash acquisition of Progressive Roofing","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["TopBuild to acquire Progressive Roofing for $810M cash; 9.1x TTM EBITDA, 8.6x post-synergies.","Progressive generated $438M revenue, $89M EBITDA; 70% from non-discretionary re-roofing & maintenance.","Expected to close early Q3 2025, funded by expanded credit facility and cash; immediately accretive to adjusted EPS.","Acquisition enables entry into $75B fragmented commercial roofing market; creates growth platform."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157079,"accession_number":"0001558370-25-007984","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2025-05-19T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"TopBuild appoints John Achille as COO and David Fischer as President of Specialty Distribution","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Achille named VP and COO effective May 16, 2025, overseeing installation and specialty distribution.","Achille previously EVP of TruTeam insulation installation; joined via Coastal Insulation acquisition.","David Fischer appointed President of Specialty Distribution; formerly SVP overseeing Distribution International.","Both officers receive annual base salary and are eligible for annual/long-term incentive and benefit plans.","No family relationships or material transactions disclosed with either appointee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157078,"accession_number":"0001558370-25-007965","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2025-05-19T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"TopBuild upsizes credit facilities to $2.25B, extends maturity to 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving credit facility increased from $500M to $1.0B; new $1.0B term loan and $250M delayed draw term loan added.","Maturity extended to May 16, 2030; max consolidated net leverage ratio raised to 3.75:1 from 3.50:1.","Borrowings bear interest at SOFR plus 1.25% per annum, subject to leverage-based pricing grid.","CFO Rob Kuhns says transaction increases liquidity and financial flexibility for capital allocation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157077,"accession_number":"0001558370-25-006378","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"TopBuild Q1 sales down 3.6% to $1.23B; adj. EBITDA margin 19.0%; confirms FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $123.4M ($4.23 diluted EPS); adjusted EPS $4.63 vs $4.81 YoY.","Installation sales -6.7% on weak new residential; Specialty Distribution +2.6%.","Adjusted gross margin 29.6% (down from 30.3%); adjusted EBITDA margin 19.0% (down from 19.8%).","FY 2025 guidance confirmed: sales $5.05-5.35B, adj. EBITDA $925M-1.075B.","Repurchased 693,881 shares for $215.6M in Q1; $972.4M remaining; closed Seal-Rite acquisition (~$15M rev)."],"consensus_eps_estimate":null,"consensus_eps_actual":4.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":1233278000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157076,"accession_number":"0001558370-25-005826","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"TopBuild shareholders approve amended 2015 Long Term Stock Incentive Plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 8 director nominees elected with 94-96% 'For' votes among shares voted (ex. broker non-votes).","Advisory say-on-pay passed with ~95% 'For' (25.3M For vs 1.1M Against, 58k abstentions).","Ratification of PwC as 2025 auditor approved with 97.9% 'For' (27.0M For, 0.6M Against).","Approved Plan retains remaining share reserve from original 4M shares; no additional shares authorized.","Plan adds 1-year minimum vesting for time-based awards >5% of pool; director cap $750K per fiscal year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175433,"accession_number":"0001558370-25-001433","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2025-02-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"TopBuild Q4 sales up 2% to $1.31B; FY2024 adj EBITDA $1.07B; guides 2025 sales $5.05-5.35B, new $1B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP EPS $5.11 vs $4.60 YoY; adjusted EPS $5.13 vs $4.69; sales $1.31B (+2.0%).","Full year 2024 sales $5.33B (+2.6%); adjusted EBITDA $1.07B (20.2% margin); record results.","2025 outlook: sales $5.05-5.35B, adj EBITDA $925M-1.075B; expects residential mid-single digit decline.","Board authorized new $1B share repurchase; total availability $1.2B including remaining prior authorization.","Completed 8 acquisitions in 2024 adding $153.1M annual sales; repurchased 2.5M shares for $966.4M in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":20.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":5329803000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192384,"accession_number":"0001558370-24-014323","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"TopBuild Q3 sales $1.37B record; adjusted EPS $5.68; narrows 2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 sales $1.373B (+3.6% YoY); GAAP EPS $5.65, adjusted EPS $5.68 vs $5.43 prior year.","Adjusted EBITDA $285M (20.8% margin, -60 bps YoY); gross margin 30.7% (-100 bps YoY).","Installation +4.2%, Specialty Distribution +5.1% sales growth; M&A contributed 2.4% to total.","Repurchased 1.07M shares for $413.9M in Q3; YTD $919.2M, $235.2M remaining under authorization.","Narrows 2024 outlook: revenue $5.3-$5.35B, adj. EBITDA $1.055-$1.085B. 7 acquisitions in 2024 totaling ~$118M annual revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":15.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":4017597000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192383,"accession_number":"0001558370-24-013151","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2024-10-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"TopBuild COO Joseph Viselli transitions to Chief Growth Officer effective Oct 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["COO Joseph M. Viselli moves to Chief Growth Officer; reports to CEO Robert M. Buck.","Change effective October 1, 2024, aimed at executing growth plans.","No departure or replacement announced; Viselli continues as an executive officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208843,"accession_number":"0001558370-24-010942","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"TopBuild Q2 sales $1.37B (+3.7% YoY), adj. EBITDA $277.7M; revises FY 2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $150.7M ($4.78 diluted EPS); adjusted net income $170.8M ($5.42 diluted EPS).","Gross margin 31.0% (down from 32.0%); adj. EBITDA margin 20.3% (down from 20.9%).","Installation segment sales +5.2%, Specialty Distribution +3.2%; M&A added 2.9% to total sales growth.","Completed 6 acquisitions YTD expected to generate ~$107M annual revenue; repurchased 1.25M shares for $505.2M.","Revised FY 2024 guidance: sales $5.3-$5.5B; adj. EBITDA $1.055-$1.125B."],"consensus_eps_estimate":null,"consensus_eps_actual":9.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":2644329000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208842,"accession_number":"0001558370-24-010718","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2024-08-02T23:59:59+00:00","items":["5.05","9.01"],"status":"ready","headline":"TopBuild updates Code of Business Ethics; no waivers granted","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board approved updated Code of Business Ethics on July 30, 2024.","Revision part of ordinary course review of codes and policies.","Code applies to all employees, officers, and directors.","No explicit or implicit waivers resulted from the update."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226644,"accession_number":"0001558370-24-006898","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"TopBuild Q1 sales up 1.1% to $1.3B, net income up 12.2%, raises 2024 outlook, authorizes $1B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2024 sales $1,278.7M (+1.1% YoY); net income $152.4M (+12.2%); diluted EPS $4.79 (+11.9%).","Adjusted EBITDA margin expanded 100 bps to 19.8%; operating margin up 100 bps to 16.8%.","Board authorized $1.0B share repurchase program; total available repurchases now $1.15B.","Raised 2024 outlook: sales $5.4B-$5.6B, adjusted EBITDA $1.065B-$1.155B.","YTD acquired 5 companies expected to generate ~$68M in annual revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":4.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":1278717000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226643,"accession_number":"0001558370-24-006267","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2024-04-30T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"TopBuild shareholders elect all director nominees, ratify PwC, approve say-on-pay at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All eight director nominees elected with strong majority; highest ‘Against’ vote was 960,478 for Nancy M. Taylor.","Ratification of PwC as independent auditor for FY2024 passed with 29,755,204 For (99.5% of votes cast).","Say-on-pay advisory vote approved with 27.7M For (97.1% of votes cast excluding broker non-votes).","Broker non-votes were approximately 1.27 million on director elections and say-on-pay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226642,"accession_number":"0001558370-24-005416","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2024-04-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"TopBuild terminates SPI acquisition; pays $23M fee, cites DOJ MBI stance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Mutual termination of deal to acquire Specialty Products and Insulation, effective April 22, 2024.","TopBuild paid a termination fee of $23 million under the purchase agreement.","Company terminated the associated $550M delayed draw term loan facility; other credit terms remain.","CEO Buck says parties couldn't agree on terms that satisfy DOJ's narrow view of metal building insulation.","TopBuild reaffirms >$18B TAM with intent to stay active on M&A and organic growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245620,"accession_number":"0001558370-24-003397","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2024-03-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"TopBuild President of Specialty Distribution retiring Oct 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Robert J. Franklin to retire as President, Specialty Distribution, effective Oct 1, 2024.","Franklin will remain with TopBuild through his retirement to facilitate transition of duties.","Retirement is not due to any disagreement with the company; no replacement named yet.","Company thanked Franklin for his service and contributions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245619,"accession_number":"0001558370-24-001907","cik":1633931,"company_name":"TopBuild Corp","ticker":"BLD","form_type":"8-K","filed_at":"2024-02-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"TopBuild Q4 sales up 1.7% to $1.29B; adjusted EPS $4.69; guides 2024 sales $5.36-$5.56B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.286B (+1.7% YoY); gross margin 30.4% (+70 bps); adjusted EBITDA margin 19.6% (+80 bps).","Full-year revenue $5.195B (+3.7%); gross margin 30.9% (+120 bps); adjusted EBITDA margin 20.2% (+140 bps).","Q4 adjusted diluted EPS $4.69 (+6.6%); FY adjusted diluted EPS $19.73 (+15.3%).","2024 outlook: sales $5.36B-$5.56B; adjusted EBITDA $1.04B-$1.13B; expects mid-single-digit growth in each end market.","Acquired four insulation firms in 2023 (~$173M annual revenue); YTD 2024 added Brabble, Morris Black & Sons, and Pest Control Insulation."],"consensus_eps_estimate":null,"consensus_eps_actual":19.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":5194694000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11712907568.025818,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}