Construction Services & Building Products Distribution
Strategic Profile
The majority of revenue is earned from the installation segment. TopBuild benefits from structural improvements, secular growth exposure, and anticipated housing recovery as interest rates decline. The company maintains competitive advantages through its dual-segment platform, geographic reach, and active acquisition strategy.
Cyborg Score Rationale
TopBuild has a market cap of $12.5B and trailing twelve-month revenue of $5.24B, with recent acquisitions strengthening market position. According to 14 analysts, the average rating for BLD stock is "Strong Buy." Growth trajectory appears solid with exposure to secular housing trends.
Top Insights
In 2024, TopBuild's revenue was $5.33 billion, up 2.60% from the previous year, showing consistent growth momentum
Recent acquisitions including Applied Coatings and Upstate Spray Foam (Feb 2026, ~$20M revenue) strengthen Northeast presence
The U.S. housing market is viewed as a 'coiled spring' with pent-up demand, poised for explosive growth if mortgage rates ease
TopBuild has 13,894 total employees supporting operational scale across 450+ combined branches
Named Competitors
Installed Building Products — Specialty insulation distributor and installer
Builders FirstSource — Building materials and construction products distributor
Johns Manville — Insulation and building materials manufacturer
Knauf Insulation — Global insulation products manufacturer
Recent Developments
(February 2026) Acquired Applied Coatings and Upstate Spray Foam for regional expansion