TopBuild Corp (NYSE:BLD)
$ 390 2.05 (0.53%) Market Cap: 11.51 Bil Enterprise Value: 12.84 Bil PE Ratio: 19.68 PB Ratio: 5.44 GF Score: 95/100
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TopBuild Corp at Bank of America Housing Symposium Transcript

Jun 06, 2023 / 07:20PM GMT
Release Date Price: $224.83 (+4.07%)
Rafe Jason Jadrosich
BofA Securities, Research Division - Director in Equity Research & Research Analyst

Welcome to the TopBuild fireside chat. I'm lucky to be joined by CFO, Rob Kuhns, and then Tabitha Zane, IR, is here as well. So Rob, thanks for joining me. I think just to start, can you just give sort of a quick summary of TopBuild to those that aren't -- that are newer to the story.

Robert M. Kuhns
TopBuild Corp. - CFO & VP

Sure. Sure. So TopBuild, we're a $5 billion in revenue company. 2 segments. We handle installation of primarily insulation and then we do distribution of insulation as well and insulation-related products. So about $3 billion on the install side; about $2 billion on the distribution side.

So we're installing and distributing that both into residential and commercial end markets. So on the install side of the business where about 84% of our revenue is tied to residential, primarily new construction; and then about 16% is tied to commercial. Roughly half and half, what we would call heavy commercial, big projects,

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