secwatch.observer — SEC 8-K summary
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Issuer:     TopBuild Corp (BLD)
CIK:        0001633931
Form:       8-K
Filed at:   2026-05-05T23:59:59+00:00
Accession:  0001104659-26-055225
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

TopBuild Q1 sales up 17.2% to $1.45B; net income down 15% to $104.8M; four acquisitions in 2026
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1633931/000110465926055225/0001104659-26-055225-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1633931/000110465926055225/bld-20260505x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-055225

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer