What is Zacks Research’s Forecast for TopBuild Q4 Earnings?

TopBuild Corp. (NYSE:BLD) – Stock analysts at Zacks Research dropped their Q4 2026 earnings per share (EPS) estimates for shares of TopBuild in a research report issued to clients and investors on Thursday, March 12th. Zacks Research analyst Team now expects that the construction company will post earnings of $4.34 per share for the quarter, down from their previous forecast of $4.91. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for TopBuild’s current full-year earnings is $20.97 per share. Zacks Research also issued estimates for TopBuild’s Q4 2027 earnings at $5.02 EPS and FY2027 earnings at $19.87 EPS.

BLD has been the subject of a number of other reports. Jefferies Financial Group upped their price objective on TopBuild from $518.00 to $536.00 and gave the stock a “buy” rating in a report on Monday, December 15th. DA Davidson reiterated a “buy” rating and issued a $485.00 target price on shares of TopBuild in a report on Wednesday, December 10th. Benchmark dropped their price target on TopBuild from $515.00 to $500.00 and set a “buy” rating for the company in a research note on Friday, February 27th. Wells Fargo & Company cut their price objective on TopBuild from $600.00 to $525.00 and set an “overweight” rating on the stock in a report on Friday, February 27th. Finally, Royal Bank Of Canada lifted their price objective on TopBuild from $410.00 to $433.00 and gave the company a “sector perform” rating in a research note on Friday, February 27th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $439.26.

TopBuild Stock Up 0.6%

Shares of BLD opened at $367.12 on Monday. The firm has a market cap of $10.33 billion, a PE ratio of 20.06, a price-to-earnings-growth ratio of 4.52 and a beta of 1.72. The company’s fifty day moving average is $474.11 and its two-hundred day moving average is $442.23. TopBuild has a fifty-two week low of $266.26 and a fifty-two week high of $559.47. The company has a quick ratio of 1.34, a current ratio of 1.94 and a debt-to-equity ratio of 1.21.

TopBuild (NYSE:BLD) last released its earnings results on Thursday, February 26th. The construction company reported $4.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.39 by $0.11. TopBuild had a net margin of 9.65% and a return on equity of 25.66%. The business had revenue of $1.50 billion for the quarter, compared to analysts’ expectations of $1.49 billion. During the same period last year, the company earned $5.13 earnings per share. The company’s quarterly revenue was up 13.2% on a year-over-year basis.

Institutional Trading of TopBuild

Several large investors have recently added to or reduced their stakes in BLD. Core Wealth Advisors LLC purchased a new position in TopBuild in the fourth quarter valued at about $26,000. Advisory Services Network LLC purchased a new stake in shares of TopBuild in the third quarter worth about $27,000. Parallel Advisors LLC grew its stake in shares of TopBuild by 50.0% in the fourth quarter. Parallel Advisors LLC now owns 75 shares of the construction company’s stock valued at $31,000 after buying an additional 25 shares in the last quarter. Global Retirement Partners LLC grew its stake in shares of TopBuild by 310.5% in the fourth quarter. Global Retirement Partners LLC now owns 78 shares of the construction company’s stock valued at $33,000 after buying an additional 59 shares in the last quarter. Finally, First Horizon Corp raised its holdings in shares of TopBuild by 138.9% during the 4th quarter. First Horizon Corp now owns 86 shares of the construction company’s stock valued at $36,000 after buying an additional 50 shares during the period. 95.67% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting TopBuild

Here are the key news stories impacting TopBuild this week:

• Positive Sentiment: TopBuild reported 13% Q4 revenue growth driven by recent acquisitions, signaling top-line momentum and contribution from deal-related expansion. TopBuild Q4 revenue growth
• Neutral Sentiment: Zacks Research slightly raised its Q1 2026 EPS estimate to $3.62 (from $3.38), a near-term revision that could temper some concerns about the upcoming quarter but is small relative to the broader estimate changes.
• Negative Sentiment: Zacks cut several forward-quarter EPS forecasts (multiple Q2–Q3 2026 and Q1–Q3 2027 estimates were lowered) and reduced its FY2026 view to $18.09 from $18.60, signaling weaker outlook assumptions that could pressure sentiment if other analysts follow suit.
• Negative Sentiment: Zacks maintains a “Strong Sell” rating on BLD — a headline-negative that can amplify short-term selling pressure even though its estimates sit below the market consensus (consensus FY earnings remain ~ $20.97).

TopBuild Company Profile

TopBuild Corp. (NYSE: BLD) is a leading installer and distributor of insulation and building material products serving primarily the U.S. construction market. Headquartered in Daytona Beach, Florida, the company was formed in 2011 as a spin-off from ABF Freight System and has since grown through a combination of organic expansion and targeted acquisitions. TopBuild’s core mission is to enhance energy efficiency and comfort in new residential and light commercial construction projects by providing comprehensive insulation solutions and related services.

The company operates through two main segments.