TopBuild (BLD) reported $1.49 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 13.2%. EPS of $4.50 for the same period compares to $5.13 a year ago.
The reported revenue represents a surprise of +0.26% over the Zacks Consensus Estimate of $1.48 billion. With the consensus EPS estimate being $4.39, the EPS surprise was +2.47%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how TopBuild performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- Installation Services: $798.38 million versus the four-analyst average estimate of $855.99 million. The reported number represents a year-over-year change of +1.3%.
- Net Sales- Specialty Distribution: $755.44 million versus $708.34 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +25.5% change.
- Net Sales- Intercompany eliminations: $-68.57 million compared to the $-87.95 million average estimate based on three analysts. The reported number represents a change of -12.3% year over year.
- Operating profit, as reported- Installation Services: $137.68 million versus the three-analyst average estimate of $146.45 million.
- Operating profit, as reported- Specialty Distribution: $79.31 million versus the three-analyst average estimate of $89.07 million.
- Operating profit, as reported- General corporate expense, net: $-23.73 million compared to the $-12.35 million average estimate based on two analysts.
View all Key Company Metrics for TopBuild here>>>
Shares of TopBuild have returned +0.6% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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TopBuild Corp. (BLD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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