NYSE$BLD

TopBuild Corp. · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

TopBuild reported Q1 2026 net sales of $1.45B and net income of $104.8M, with diluted EPS of $3.75.

TopBuild delivered Q1 2026 net sales of $1.45 billion, up 17% from $1.23 billion, across insulation installation and specialty distribution. Net income was $104.8 million, or $3.75 diluted EPS, versus $123.4 million on margin mix.

  • Net sales $1.45B (+17% YoY).
  • Net income $104.8M; diluted EPS $3.75.
  • Gross profit $400.3M.
  • $1B share repurchase authorization in place.
  • Residential and commercial construction exposure.

Headline financials

Total Revenue

$1.45B

Previous: $1.23B+17.2%
EPS (adj)

$3.75

Previous: $4.23-11.3%
Capital Expenditures

-$14M

Previous: -$13.4M-4.5%
Net Income

$105M

Previous: $123M-15.1%
Operating Income

$175M

Previous: $177M-1.4%
Gross Profit

$400M

Previous: $351M+13.9%

Revenue & EPS history

TopBuild · Revenue · Quarterly

$1.45B

Q1 2026+17.2%vs Q1 2025
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Housing starts and repair/remodel demand guide outlook; annual guidance on earnings calls.

Tailwinds

  • Strong sales growth.
  • Buyback capacity supports EPS.

Headwinds

  • Net income down YoY on costs.
  • Housing cycle sensitivity.

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 2026

Historical avgQ1 2026

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro