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Compared to Estimates, TopBuild (BLD) Q1 Earnings: A Look at Key Metrics

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For the quarter ended March 2024, TopBuild (BLD - Free Report) reported revenue of $1.28 billion, up 1.1% over the same period last year. EPS came in at $4.81, compared to $4.36 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.31 billion, representing a surprise of -2.08%. The company delivered an EPS surprise of +5.48%, with the consensus EPS estimate being $4.56.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how TopBuild performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Net Sales- Specialty Distribution: $545.79 million versus the five-analyst average estimate of $561.70 million. The reported number represents a year-over-year change of -2.3%.
  • Net Sales- Installation: $798.74 million versus $803.24 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +4.1% change.
  • Net Sales- Intercompany eliminations: -$65.82 million versus the four-analyst average estimate of -$58.83 million. The reported number represents a year-over-year change of +9.3%.
  • Operating profit, as reported- Installation: $156.76 million compared to the $155.35 million average estimate based on five analysts.
  • Operating profit, as reported- Specialty Distribution: $77.58 million versus the five-analyst average estimate of $76.79 million.
  • Operating profit, as reported- General corporate expense, net: -$9.07 million compared to the -$10.78 million average estimate based on three analysts.
  • Operating profit, as reported- Intercompany eliminations: -$10.76 million versus the two-analyst average estimate of -$17.51 million.
View all Key Company Metrics for TopBuild here>>>

Shares of TopBuild have returned -4.6% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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