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Form 8-K

sec.gov

8-K — TopBuild Corp

Accession: 0001104659-26-055225

Filed: 2026-05-05

Period: 2026-05-05

CIK: 0001633931

SIC: 1700 (CONSTRUCTION SPECIAL TRADE CONTRACTORS)

Item: Results of Operations and Financial Condition

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — bld-20260505x8k.htm (Primary)

EX-99.1 (bld-20260505xex99d1.htm)

GRAPHIC (bld-20260505xex99d1001.jpg)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: bld-20260505x8k.htm · Sequence: 1

TopBuild Corp_May 5, 2026

0001633931false00016339312026-05-052026-05-05

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, DC 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of report (Date of earliest event reported): May 5, 2026

TopBuild Corp.

(Exact name of registrant as specified in its charter)

Delaware

001-36870

47-3096382

(State or other Jurisdiction of

(Commission

(IRS Employer

Incorporation)

File Number)

Identification No.)

475 North Williamson Boulevard

Daytona Beach, Florida

32114

(Address of Principal Executive Offices)

(Zip Code)

Registrant’s telephone number, including area code: (386) 304-2200

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common stock, par value $0.01 per share

BLD

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02.  Results of Operations and Financial Condition.

On May 5, 2026, TopBuild Corp., a Delaware corporation (the “Company”), issued a press release announcing its financial results for the quarter ended March 31, 2026 (the “Press Release”).  The Press Release, which is furnished as Exhibit 99.1, and the information included in Item 7.01 of this Current Report on Form 8-K (this “Report”) are incorporated by reference in this Item 2.02.

The information in the Press Release and in this Item 2.02 is “furnished” and not “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section.  Such information shall not be incorporated by reference in another filing under the Exchange Act or the Securities Act of 1933, as amended (the “Securities Act”), except to the extent such other filing specifically incorporates such information by reference.

Item 7.01.  Regulation FD Disclosure.

On May 5, 2026, the Company issued the Press Release.  The Press Release, which is furnished as Exhibit 99.1, and the information included in Item 2.02 of this Report are incorporated by reference in this Item 7.01.

The information in the Press Release and in this Item 7.01 is “furnished” and not “filed” for purposes of Section 18 of the Exchange Act or otherwise subject to the liabilities of that section.  Such information shall not be incorporated by reference in another filing under the Exchange Act or the Securities Act except to the extent such other filing specifically incorporates such information by reference.

Item 9.01.  Financial Statements and Exhibits.

(d)  Exhibits

Exhibit

Number

​ ​ ​

Description

99.1

Press release issued by TopBuild Corp., dated May 5, 2026, announcing its financial results for the quarter ended March 31, 2026.

104

Cover Page Interactive Data File (formatted as Inline XBRL)

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

TOPBUILD CORP.

By:

/s/ Madeline Otero

Name:

Madeline Otero

Title:

Vice President and Chief Accounting Officer

(Principal Accounting Officer)

Dated: May 5, 2026

3

EX-99.1

EX-99.1

Filename: bld-20260505xex99d1.htm · Sequence: 2

Exhibit 99.1

TopBuild Reports First Quarter 2026 Results

First quarter sales grew 17.2% to $1.45 billion driven by acquisitions

DAYTONA BEACH, FL – May 5, 2026 — TopBuild Corp. (NYSE:BLD), a leading installer of insulation and commercial roofing and a specialty distributor of insulation and related building products to the construction industry in the United States and Canada, today reported results for the first quarter ended March 31, 2026.

“Our first quarter performance was in line with our expectations as we continue our focus on delivering compounding shareholder returns, driving operational excellence, and executing our long-term strategy,” said Robert Buck, CEO of TopBuild.

“In the first quarter, sales grew 17.2%, driven by the 2025 acquisitions of SPI and Progressive Roofing, offsetting the macro challenges in residential and light commercial new construction. While the residential market faces ongoing uncertainty, the heavy commercial and industrial end markets are healthy and our results are solid. We are also making excellent progress on the SPI integration and are on track to meet or exceed our original synergy targets,” Mr. Buck continued.

“M&A continues to be a priority given our strong free cash flow and robust pipeline of acquisitions across our installation and specialty distribution segments. To date in 2026, we’re pleased to have completed four acquisitions which together add more than $80 million in annual revenue, further diversify our end-market exposure and continue to position us for long-term growth.

“We are excited about our future in joining QXO, as was announced on April 19. By combining the TopBuild business with QXO, we are confident in our opportunities to accelerate our cross-selling initiatives, capitalize on procurement opportunities and leverage digital technology in a manner that will benefit our customers, employees and all stakeholders,” Mr. Buck concluded.

NYSE:BLD

May 5, 2026

topbuild.com

Financial Highlights

(comparisons are to the three months ended March 31, 2025)

Reported

Adjusted

($ in thousands)

2026

2025

2026

2025

Sales

$1,445,860

$1,233,278

$1,445,860

$1,233,278

Gross Profit

$400,253

$351,473

$400,273

$364,976

Gross Margin

27.7%

28.5%

27.7%

29.6%

SG&A

$225,210

$173,984

$222,578

$170,829

SG&A as % of Sales

15.6%

14.1%

15.4%

13.9%

Operating Profit

$175,043

$177,489

$177,695

$194,147

Operating Margin

12.1%

14.4%

12.3%

15.7%

Net Income

$104,813

$123,385

$105,375

$135,147

Net Income per diluted share

$3.73

$4.23

$3.75

$4.63

EBITDA

$238,619

$234,759

EBITDA Margin

16.5%

19.0%

Sales Drivers

(comparisons are to the three months ended March 31, 2025)

Three Months Ended March 31, 2026

Installation Services

Specialty Distribution

TopBuild,

net of eliminations

Sales (in millions)

$777

$737

$1,446

Sales Drivers

Volume

(9.8%)

0.3%

(5.5%)

Price

(2.9%)

0.3%

(1.6%)

M&A

16.9%

31.1%

24.3%

Total Sales Change

4.3%

31.7%

17.2%

NYSE:BLD

May 5, 2026

topbuild.com

Segment Profitability

(comparisons are to the three months ended March 31, 2025)

Three Months Ended March 31, 2026

($ in thousands)

Installation Services

Specialty Distribution

Operating Profit

$119,191

$80,008

Change

(8.0%)

15.9%

Operating Margin

15.3%

10.9%

Adj. Operating Profit

$119,549

$80,265

Change

(13.4%)

5.7%

Adj. Operating Margin

15.4%

10.9%

Adj. EBITDA

$149,168

$106,528

Change

(5.3%)

16.6%

Adj. EBITDA Margin

19.2%

14.5%

Capital Allocation

2026 Acquisitions

Company

Annual Revenue

($ in millions)

Month Closed

Upstate Spray Foam Insulation and Applied Coatings (I)

$

19.6

February

Johnson Roofing (I)

29.2

April

Energy Pros (I)

4.0

May

Claremont (D)

31.0

May

Total

$

83.8

I = Installation Services, D = Specialty Distribution

In addition to the acquisitions completed as listed above, TopBuild has signed a definitive agreement to acquire Comfort Pro, an insulation installation company based in Little Suamico, Wisc. with approximately $6 million in annual sales. The transaction is expected to close in the second quarter.

About TopBuild

TopBuild Corp., headquartered in Daytona Beach, Florida, is a leading installer of insulation and commercial roofing and is also a specialty distributor of insulation and related building products to the construction industry in the United States and Canada. We provide insulation and commercial roofing installation services nationwide through our Installation Services segment which has over 200 branches located across the United States. We distribute building and mechanical insulation, insulation accessories, and other building products for the residential, commercial, and industrial end markets through our Specialty Distribution business. Our Specialty Distribution network encompasses more than 250 branches across the United States and Canada. To learn more about TopBuild please visit our website at www.topbuild.com.

NYSE:BLD

May 5, 2026

topbuild.com

Use of Non-GAAP Financial Measures

Adjusted EBITDA, incremental EBITDA margin, adjusted EBITDA margin, the “adjusted” financial measures presented above, and figures presented on a “same branch basis” are not calculated in accordance with U.S. generally accepted accounting principles (“GAAP”). The Company believes that these non-GAAP financial measures, which are used in managing the business, may provide users of this financial information with additional meaningful comparisons between current results and results in prior periods. We define same branch sales as sales from branches in operation for at least 12 full calendar months. Such non-GAAP financial measures are reconciled to their closest GAAP financial measures in tables contained in this press release. Non-GAAP financial measures should be viewed in addition to, and not as an alternative for, the Company’s reported results under GAAP. Additional information may be found in the Company’s filings with the Securities and Exchange Commission which are available on TopBuild’s website under “SEC Filings” at www.topbuild.com.

Safe Harbor Statement

This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act. These forward-looking statements may address, among other things, our expected financial and operational results, the related assumptions underlying our expected results, and our plan to repurchase our common stock under stock repurchase transactions. These forward-looking statements can be identified by words such as “will,” “would,” “anticipate,” “expect,” “believe,” “designed,” “plan,” “may,” “project,” “estimate” or “intend,” the negative of these terms, and similar references to future periods. These views involve risks and uncertainties that are difficult to predict and, accordingly, our actual results may differ materially from the results discussed in our forward-looking statements. Our forward-looking statements contained herein speak only as of the date of this press release. Factors or events that we cannot predict, including those described in the risk factors contained in our filings with the Securities and Exchange Commission, may cause our actual results to differ from those expressed in forward-looking statements. Although TopBuild believes the expectations reflected in such forward-looking statements are based on reasonable assumptions, the Company can give no assurance that its expectations will be achieved and it undertakes no obligation to update any forward-looking statements as a result of new information, future events, or otherwise, except as required by applicable law.

Investor Relations and Media Contact

PI Aquino

pi.aquino@topbuild.com

386-763-8801

(tables follow)

NYSE:BLD

May 5, 2026

topbuild.com

TopBuild Corp.

Condensed Consolidated Statements of Operations (Unaudited)

(in thousands, except share and per common share amounts)

Three Months Ended March 31,

2026

2025

Net sales

$

1,445,860

​ ​ ​

$

1,233,278

Cost of sales

1,045,607

881,805

Gross profit

400,253

351,473

Selling, general, and administrative expense

225,210

173,984

Operating profit

175,043

177,489

Other income (expense), net:

Interest expense

(36,623)

(16,602)

Other, net

1,327

5,086

Other expense, net

(35,296)

(11,516)

Income before income taxes

139,747

165,973

Income tax expense

(34,934)

(42,588)

Net income

$

104,813

$

123,385

Net income per common share:

Basic

$

3.75

$

4.25

Diluted

$

3.73

$

4.23

Weighted average shares outstanding:

Basic

27,976,514

29,028,234

Diluted

28,130,208

29,174,892

NYSE:BLD

May 5, 2026

topbuild.com

TopBuild Corp.

Condensed Consolidated Statements of Comprehensive Income (Unaudited)

(in thousands)

Three Months Ended March 31,

2026

2025

Net income

$

104,813

$

123,385

Other comprehensive (loss) income:

Foreign currency translation adjustment

(4,342)

229

Comprehensive income

$

100,471

$

123,614

NYSE:BLD

May 5, 2026

topbuild.com

TopBuild Corp.

Condensed Consolidated Balance Sheets and Other Financial Data (Unaudited)

(dollars in thousands)

As of

March 31, 2026

December 31, 2025

ASSETS

Current assets:

Cash and cash equivalents

$

268,847

$

184,742

Receivables, net of an allowance for credit losses of $29,680 at March 31, 2026, and $29,081 at December 31, 2025

930,521

894,408

Inventories

515,143

505,167

Prepaid expenses and other current assets

42,148

50,478

Total current assets

1,756,659

1,634,795

Right of use assets

261,536

271,396

Property and equipment, net

286,525

291,556

Goodwill

3,070,940

3,045,227

Other intangible assets, net

1,325,038

1,351,612

Other assets

10,465

10,726

Total assets

$

6,711,163

$

6,605,312

LIABILITIES

Current liabilities:

Accounts payable

$

471,217

$

440,214

Current portion of long-term debt

62,500

62,500

Accrued liabilities

251,991

249,361

Short-term operating lease liabilities

87,302

86,170

Short-term finance lease liabilities

6,611

6,571

Total current liabilities

879,621

844,816

Long-term debt

2,769,888

2,784,197

Deferred tax liabilities, net

395,765

387,594

Long-term portion of insurance reserves

58,645

58,681

Long-term operating lease liabilities

190,086

200,729

Long-term finance lease liabilities

11,014

11,020

Other liabilities

1,782

2,115

Total liabilities

4,306,801

4,289,152

EQUITY

2,404,362

2,316,160

Total liabilities and equity

$

6,711,163

$

6,605,312

As of March 31,

​ ​ ​

2026

2025

Other Financial Data

Receivables, net plus inventories less accounts payable

$

974,447

$

731,997

Net sales, acquisition adjusted †

$

6,154,730

$

5,329,105

Receivables, net plus inventories less accounts payable as a percent of sales (TTM) †

15.8

%

13.7

%

† Trailing 12 months sales have been adjusted for the pro forma effect of acquired branches

NYSE:BLD

May 5, 2026

topbuild.com

TopBuild Corp.

Condensed Consolidated Statements of Cash Flows (Unaudited)

(in thousands)

Three Months Ended March 31,

2026

2025

Cash Flows Provided by (Used in) Operating Activities:

​ ​ ​

​ ​ ​

Net income

$

104,813

$

123,385

Adjustments to reconcile net income to net cash provided by operating activities:

Depreciation and amortization

56,295

35,791

Share-based compensation

4,629

5,042

Loss on sale of assets

327

829

Amortization of debt issuance costs

1,216

720

Provision for bad debt expense

3,412

3,666

Provision for inventory obsolescence

2,284

2,820

Impairment losses

9,868

Deferred income taxes, net

(20)

(1,822)

Change in certain assets and liabilities, net of effects of businesses acquired:

Receivables, net

(38,542)

(1,118)

Inventories

(18,336)

(2,215)

Prepaid expenses and other current assets

8,198

9,646

Accounts payable

31,464

(32,342)

Accrued liabilities

4,739

(1,050)

Other, net

257

(631)

Net cash provided by operating activities

160,736

152,589

Cash Flows Provided by (Used in) Investing Activities:

Purchases of property and equipment

(13,999)

(13,395)

Acquisition of businesses, net of cash acquired

(27,888)

294

Proceeds from sale of assets

394

248

Net cash used in investing activities

(41,493)

(12,853)

Cash Flows Provided by (Used in) Financing Activities:

Repayment of long-term debt

(15,625)

(11,250)

Proceeds from revolving credit facility

65,000

Repayment of revolving credit facility

(65,000)

Principal payments on finance lease obligations

(1,861)

Taxes withheld and paid on employees' equity awards

(18,293)

(4,466)

Exercise of stock options

1,394

Repurchase of shares of common stock

(215,628)

Net cash used in financing activities

(34,385)

(231,344)

Impact of exchange rate changes on cash

(753)

101

Net increase (decrease) in cash and cash equivalents

84,105

(91,507)

Cash and cash equivalents - Beginning of period

184,742

400,318

Cash and cash equivalents - End of period

$

268,847

$

308,811

Supplemental disclosure of noncash activities:

Leased assets obtained in exchange for new operating lease liabilities

$

12,987

$

17,547

Leased assets obtained in exchange for new finance lease liabilities

1,831

Accruals for property and equipment

685

444

Excise taxes capitalized to treasury stock

2,156

NYSE:BLD

May 5, 2026

topbuild.com

TopBuild Corp.

Segment Data (Unaudited)

(dollars in thousands)

Three Months Ended March 31,

2026

2025

Change

Installation Services

Sales

$

777,329

$

745,533

4.3

%

Operating profit, as reported

$

119,191

$

129,616

Operating margin, as reported

15.3

%

17.4

%

Rationalization charges

8,281

Acquisition related costs

358

143

Operating profit, as adjusted

$

119,549

$

138,040

Operating margin, as adjusted

15.4

%

18.5

%

Share-based compensation

428

349

Depreciation and amortization

29,191

19,167

EBITDA, as adjusted

$

149,168

$

157,556

(5.3)

%

EBITDA margin, as adjusted

19.2

%

21.1

%

Specialty Distribution

Sales

$

737,080

$

559,804

31.7

%

Operating profit, as reported

$

80,008

$

69,059

Operating margin, as reported

10.9

%

12.3

%

Rationalization charges

6,868

Acquisition related costs

257

37

Operating profit, as adjusted

$

80,265

$

75,964

Operating margin, as adjusted

10.9

%

13.6

%

Share-based compensation

843

463

Depreciation and amortization

25,420

14,939

EBITDA, as adjusted

$

106,528

$

91,366

16.6

%

EBITDA margin, as adjusted

14.5

%

16.3

%

NYSE:BLD

May 5, 2026

topbuild.com

TopBuild Corp.

Adjusted EBITDA (Unaudited)

(dollars in thousands)

Three Months Ended March 31,

2026

2025

Change

Total net sales

Sales before eliminations

$

1,514,409

$

1,305,337

Intercompany eliminations

(68,549)

(72,059)

Net sales after eliminations

$

1,445,860

$

1,233,278

17.2

%

Operating profit, as reported - segments

$

199,199

$

198,675

General corporate expense, net

(10,674)

(9,259)

Intercompany eliminations

(13,482)

(11,927)

Operating profit, as reported

$

175,043

$

177,489

Operating margin, as reported

12.1

%

14.4

%

Rationalization charges

-

15,358

Acquisition related costs †

2,652

1,300

Operating profit, as adjusted

$

177,695

$

194,147

Operating margin, as adjusted

12.3

%

15.7

%

Share-based compensation

4,629

5,042

Depreciation and amortization

56,295

35,570

EBITDA, as adjusted

$

238,619

$

234,759

1.6

%

EBITDA margin, as adjusted

16.5

%

19.0

%

Sales change period over period

212,582

EBITDA, as adjusted, change period over period

3,860

Incremental EBITDA, as adjusted, as a percentage of change in sales

1.8

%

† Acquisition related costs include corporate level adjustments as well as segment operating adjustments.

NYSE:BLD

May 5, 2026

topbuild.com

TopBuild Corp.

Same Branch and Acquisition Metrics (Unaudited)

(dollars in thousands)

Three Months Ended March 31,

2026

2025

Net sales

Same branch:

Installation Services

$

651,097

$

745,533

Specialty Distribution

562,934

559,804

Eliminations

(68,315)

(72,059)

Total same branch

$

1,145,716

$

1,233,278

Acquisitions (a):

Installation Services

$

126,232

$

-

Specialty Distribution

174,146

-

Eliminations

(234)

-

Total acquisitions

300,144

-

Total net sales

$

1,445,860

$

1,233,278

EBITDA, as adjusted

Same branch:

Installation Services

$

126,695

$

157,557

Specialty Distribution

86,071

91,367

Eliminations

(17,077)

(14,165)

Total same branch

$

195,689

$

234,759

Acquisitions (a):

Installation Services

$

22,473

$

-

Specialty Distribution

20,457

-

Total acquisitions

42,930

-

Total EBITDA, as adjusted

$

238,619

$

234,759

EBITDA, as adjusted, as a percentage of sales

Same branch (b)

17.1

%

Acquisitions (c)

14.3

%

Total (d)

16.5

%

19.0

%

As Adjusted (Decremental)/Incremental EBITDA, as a percentage of change in sales

Same branch (e)

(44.6)

%

Acquisitions (c)

14.3

%

Total (f)

1.8

%

(a) Represents current year impact of acquisitions in their first twelve months

(b) Same branch metric, as adjusted, as a percentage of same branch sales

(c) Acquired metric, as adjusted, as a percentage of acquired sales

(d) Total EBITDA, as adjusted, as a percentage of total sales

(e) Change in same branch EBITDA, as adjusted, as a percentage of change in same branch sales

(f) Change in total EBITDA, as adjusted, as a percentage of change in total sales

NYSE:BLD

May 5, 2026

topbuild.com

TopBuild Corp.

Same Branch Revenue by Line of Business (Unaudited)

(dollars in thousands)

Three Months Ended March 31,

2026

2025

Change

Residential:

Same branch

$

685,972

$

769,751

(10.9)

%

Acquisitions (a)

23,127

Total Residential sales

709,099

769,751

(7.9)

%

Commercial/Industrial:

Same branch

$

459,744

$

463,527

(0.8)

%

Acquisitions (a)

277,017

Total Commercial/Industrial sales

736,761

463,527

58.9

%

Total net sales

$

1,445,860

$

1,233,278

17.2

%

(a) Represents current year impact of acquisitions in their first twelve months

NYSE:BLD

May 5, 2026

topbuild.com

TopBuild Corp.

Non-GAAP Reconciliations (Unaudited)

(in thousands, except share and per common share amounts)

Three Months Ended March 31,

2026

2025

Gross Profit Reconciliation

Net Sales

$

1,445,860

$

1,233,278

Gross profit, as reported

$

400,253

$

351,473

Acquisition related costs

20

-

Rationalization charges

-

13,503

Gross profit, as adjusted

$

400,273

$

364,976

Gross margin, as reported

27.7

%

28.5

%

Gross margin, as adjusted

27.7

%

29.6

%

Selling, General and Administrative Expense Reconciliation

Selling, general, and administrative expense, as reported

$

225,210

$

173,984

Rationalization charges

-

1,855

Acquisition related costs

2,632

1,300

Selling, general, and administrative expense, as adjusted

$

222,578

$

170,829

Operating Profit Reconciliation

Operating profit, as reported

$

175,043

$

177,489

Rationalization charges

-

15,358

Acquisition related costs

2,652

1,300

Operating profit, as adjusted

$

177,695

$

194,147

Operating margin, as reported

12.1

%

14.4

%

Operating margin, as adjusted

12.3

%

15.7

%

Income Per Common Share Reconciliation

Income before income taxes, as reported

$

139,747

$

165,973

Rationalization charges

-

15,358

Acquisition related costs

2,652

1,300

Income before income taxes, as adjusted

142,399

182,631

Tax rate at 26.0%

(37,024)

(47,484)

Income, as adjusted

$

105,375

$

135,147

Income per common share, as adjusted

$

3.75

$

4.63

Weighted average diluted common shares outstanding

28,130,208

29,174,892

NYSE:BLD

May 5, 2026

topbuild.com

TopBuild Corp.

Reconciliation of Adjusted EBITDA to Net Income (Unaudited)

(in thousands)

Three Months Ended March 31,

2026

2025

Net income, as reported

$

104,813

$

123,385

Adjustments to arrive at EBITDA, as adjusted:

Interest expense and other, net

35,296

11,516

Income tax expense

34,934

42,588

Depreciation and amortization

56,295

35,570

Share-based compensation

4,629

5,042

Rationalization charges

-

15,358

Acquisition related costs

2,652

1,300

EBITDA, as adjusted

$

238,619

$

234,759

NYSE:BLD

May 5, 2026

topbuild.com

TopBuild Corp.

Acquisition Adjusted Net Sales (Unaudited)

(in thousands)

2025

2026

Trailing Twelve Months Ended

Q2

Q3

Q4

Q1

March 31, 2026

Net sales

$

1,297,403

$

1,393,158

$

1,485,247

$

1,445,860

$

5,621,668

Acquisitions pro forma adjustment †

313,828

199,550

18,046

1,638

533,062

Net sales, acquisition adjusted

$

1,611,231

$

1,592,708

$

1,503,293

$

1,447,498

$

6,154,730

† Sales have been adjusted for the pro forma effect of acquired branches

NYSE:BLD

May 5, 2026

topbuild.com

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