TopBuild Corp (STU:28T)
€ 368 0 (0%) Market Cap: 10.91 Bil Enterprise Value: 12.17 Bil PE Ratio: 19.71 PB Ratio: 5.45 GF Score: 93/100

TopBuild Corp at Bank of America Housing Symposium Transcript

Jun 06, 2023 / 07:20PM GMT
Release Date Price: €206 (+4.57%)
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,

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot