TopBuild Stock Dips After Reporting Mixed Q4 Results, Guides FY25 Sales Below Consensus

Buyback: TopBuild repurchased 134,872 shares totaling $47.2 million.

The board authorized the repurchase of up to $1.0 billion of the company’s shares, bringing the total repurchase availability to $1.2 billion.

This includes the $188.1 million remaining from the prior authorization as of December 31, 2024.

Outlook: TopBuild projects FY25 sales of $5.05 billion-$5.35 billion, vs. previous estimate of $5.465 billion, with adjusted EBITDA expected between $925 million and $1.075 billion.

TopBuild CEO Robert Buck listed tailwinds for the business:

  • Low housing inventory
  • Population growth
  • Demographic shifts
  • Ongoing initiatives to reduce energy consumption and decrease utility costs, and manage emissions.

Investors can gain exposure to the stock via iShares U.S. Home Construction ETF (BATS:ITB).

Price Action: BLD shares are down 2.96% at $293.11 premarket at the last check Tuesday.

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