TopBuild (BLD) Q4 Earnings Report Preview: What To Look For

TopBuild (BLD) Q4 Earnings Report Preview: What To Look For

Jabin Bastian

Wed, February 25, 2026 at 2:56 PM GMT+9 2 min read

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Building services and installation company TopBuild (NYSE:BLD) will be reporting earnings this Thursday before the bell. Here’s what to look for.

TopBuild beat analysts’ revenue expectations last quarter, reporting revenues of $1.39 billion, up 1.4% year on year. It was a satisfactory quarter for the company, with a narrow beat of analysts’ revenue estimates but full-year EBITDA guidance meeting analysts’ expectations.

Is TopBuild a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting TopBuild’s revenue to grow 13.5% year on year, improving from the 2% increase it recorded in the same quarter last year.

TopBuild Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. TopBuild has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at TopBuild’s peers in the home builders segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Taylor Morrison Home’s revenues decreased 10.9% year on year, beating analysts’ expectations by 7.2%, and Champion Homes reported revenues up 1.8%, in line with consensus estimates. Taylor Morrison Home traded down 1.4% following the results while Champion Homes was up 11.1%.

Read our full analysis of Taylor Morrison Home’s results here and Champion Homes’s results here.

There has been positive sentiment among investors in the home builders segment, with share prices up 5.7% on average over the last month. TopBuild is up 6.3% during the same time and is heading into earnings with an average analyst price target of $503.80 (compared to the current share price of $510.63).

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