NYSE$BLD

TopBuild Corp. · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

TopBuild reported strong Q1 2023 results with solid top line growth and margin expansion.

TopBuild reported an 8.2% increase in sales, reaching $1.3 billion, and an expansion of gross margin by 100 basis points to 29.3%. The adjusted EBITDA margin also expanded by 150 basis points to 18.8%.

  • Sales increased 8.2% to $1.3 billion
  • Gross margin expanded 100 basis points to 29.3%
  • Adjusted EBITDA margin expanded 150 basis points to 18.8%
  • Completed one acquisition in the first quarter, SRI Holdings, which is expected to contribute approximately $62 million of annual revenue.

Headline financials

Total Revenue

$1.27B

Previous: $1.17B+8.2%
EPS (adj)

$4.36

Previous: $3.50+24.6%
Operating margin

15.8%

Previous: 14.0%+12.9%
Adjusted EBITDA margin

18.8%

Previous: 17.3%+8.7%
Capital Expenditures

-$15.6M

Previous: -$18.4M+15.4%
Free Cash Flow

$120M

Previous: $96.3M+24.9%
Net Income

$136M

Previous: $115M+18.4%
Operating Income

$199M

Previous: $164M+21.6%
Gross Profit

$370M

Previous: $331M+11.8%
Cash & Equivalents

$334M

Previous: $127M+163.7%
Total Assets

$4.7B

Previous: $4.36B+7.8%
Stock-Based Comp

$3.14M

Previous: $3.73M-15.9%

Revenue & EPS history

TopBuild · Revenue · Quarterly

$1.27B

Q1 2023+8.2%vs Q1 2022
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

The Company’s outlook for 2023 remains unchanged from the outlook it provided in its fourth quarter 2022 financial results press release distributed on February 23, 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+1.4%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+2.2%

Avg return

30 days after

63%

31 / 49 earnings

Positive

+14.2%

Q3 2019

Best reaction

-14.1%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.6%-0.8%-5.8%
Q4 2025-3.7%-10.8%-28.2%
Q3 2025-1.1%+0.0%+4.8%
Q1 2025-3.1%+1.1%+3.1%
Q4 2024+2.7%+1.4%+3.0%
Q3 2024+2.5%+1.9%+3.3%
Q2 2024-14.1%-12.4%-14.4%
Q1 2024-5.0%-0.8%-1.8%
Q4 2023-2.6%-2.1%+6.7%
Q3 2023+11.1%+20.5%+34.8%
Q2 2023+7.5%+9.2%+8.3%
Q1 2023-3.1%-5.3%-1.8%
Q4 2022+4.1%+4.8%-2.5%
Q3 2022-13.1%-13.9%-7.1%
Q2 2022-6.0%-9.4%-16.5%
Q1 2022+1.0%-0.5%+4.2%
Q4 2021-12.7%-6.1%-12.4%
Q3 2021-1.4%+0.4%+5.0%
Q2 2021+6.0%+8.5%+9.1%
Q1 2021-2.7%-8.5%-15.0%
Q4 2020+1.2%-5.3%+0.9%
Q3 2020+6.9%+6.4%+7.4%
Q2 2020+3.6%+4.4%+12.6%
Q1 2020+8.6%+11.2%+36.6%
Q4 2019-10.0%-16.4%-31.1%
Q3 2019+14.2%+10.5%+14.3%
Q2 2019+10.3%+8.9%+14.2%
Q1 2019+7.8%+13.2%+8.5%
Q4 2018+1.7%+2.3%+11.0%
Q3 2018+7.8%+3.8%-2.6%
Q2 2018-0.4%+0.8%-18.1%
Q1 2018+4.2%+6.2%+8.5%
Q4 2017-5.0%-1.2%+4.3%
Q3 2017-2.2%-0.4%+1.0%
Q2 2017+4.6%+3.7%+5.5%
Q1 2017+2.2%+1.5%+3.5%
Q4 2016+8.2%+7.7%+14.6%
Q3 2016+9.9%+15.4%+25.5%
Q2 2016-7.8%-7.8%-8.5%
Q1 2016+2.6%
Q1 2015+2.6%
Q1 2014+0.7%
Q4 2013+0.7%
Q4 2015+0.7%
Q3 2015+11.5%
Q3 2014+11.5%
Q4 2014+2.2%
Q2 2014+2.2%
Q2 2015+2.2%

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