What is Zacks Research’s Forecast for TopBuild Q1 Earnings?

TopBuild Corp. (NYSE:BLD) – Investment analysts at Zacks Research upped their Q1 2026 earnings per share estimates for shares of TopBuild in a research report issued on Thursday, March 12th. Zacks Research analyst Team now expects that the construction company will post earnings per share of $3.62 for the quarter, up from their previous estimate of $3.38. Zacks Research currently 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 Q2 2026 earnings at $4.76 EPS, Q3 2026 earnings at $5.37 EPS, FY2026 earnings at $18.09 EPS, Q1 2027 earnings at $4.32 EPS, Q2 2027 earnings at $5.14 EPS, Q3 2027 earnings at $5.39 EPS and FY2028 earnings at $22.10 EPS.

Several other brokerages also recently weighed in on BLD. Wells Fargo & Company cut their price objective on shares of TopBuild from $600.00 to $525.00 and set an “overweight” rating on the stock in a research report on Friday, February 27th. Benchmark decreased their target price on shares of TopBuild from $515.00 to $500.00 and set a “buy” rating for the company in a research report on Friday, February 27th. Weiss Ratings lowered shares of TopBuild from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, February 27th. DA Davidson reaffirmed a “buy” rating and set a $485.00 price target on shares of TopBuild in a report on Wednesday, December 10th. Finally, Royal Bank Of Canada boosted their price objective on TopBuild from $410.00 to $433.00 and gave the stock a “sector perform” rating in a research report 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. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $439.26.

TopBuild Stock Performance

Shares of BLD opened at $367.12 on Friday. The firm has a fifty day moving average of $474.11 and a 200-day moving average of $442.00. The company has a market cap of $10.33 billion, a price-to-earnings ratio of 20.06, a price-to-earnings-growth ratio of 4.49 and a beta of 1.72. The company has a debt-to-equity ratio of 1.21, a quick ratio of 1.34 and a current ratio of 1.94. TopBuild has a 1 year low of $266.26 and a 1 year high of $559.47.

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

Hedge Funds Weigh In On TopBuild

Several large investors have recently bought and sold shares of BLD. Victory Capital Management Inc. raised its position in shares of TopBuild by 464.5% during the 4th quarter. Victory Capital Management Inc. now owns 777,666 shares of the construction company’s stock worth $324,434,000 after buying an additional 639,915 shares in the last quarter. Capital International Investors boosted its holdings in shares of TopBuild by 71.1% in the fourth quarter. Capital International Investors now owns 1,518,093 shares of the construction company’s stock valued at $633,346,000 after acquiring an additional 630,857 shares in the last quarter. Boston Partners increased its stake in shares of TopBuild by 102.2% during the second quarter. Boston Partners now owns 774,161 shares of the construction company’s stock valued at $250,872,000 after acquiring an additional 391,299 shares during the period. Orion Porfolio Solutions LLC raised its holdings in TopBuild by 7,961.7% during the second quarter. Orion Porfolio Solutions LLC now owns 395,747 shares of the construction company’s stock worth $128,119,000 after purchasing an additional 390,838 shares in the last quarter. Finally, Norges Bank bought a new stake in TopBuild during the second quarter worth approximately $110,238,000. Institutional investors and hedge funds own 95.67% of the company’s stock.

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.