TopBuild Corp.(NYSE:BLD)周二盘前交易中股价下跌，此前公司报告第四季度销售额为13.1亿美元，与市场预期一致。 - 销售额同比增长2.0%，其中专业分销板块同比增长6.6%。 - 安装板块在本季度内基本持平。 - 调整后的毛利率从去年同期的30.4%收缩至29.9%，而调整后的EBITDA利润率从去年的19.6%上升至19.7%。 - 调整后每股收益为5.13美元，高于市场预期的5.05美元。 截至12月31日，公司现金及现金等价物为4.003亿美元。 回购：TopBuild回购了134,872股，总计4,720万美元。 董事会授权回购公司股票至多10亿美元，使得总回购授权金额达到12亿美元。这包括截至2024年12月31日的前期授权剩余的1.881亿美元。 展望：TopBuild预计2025财年销售额将在50.5亿至53.5亿美元之间，低于之前预估的54.65亿美元，调整后的EBITDA预计在9.25亿至10.75亿美元之间。 TopBuild首席执行官Robert Buck列举了公司业务的有利因素： - 低住房库存 - 人口增长 - 人口结构变化 - 不断推进的减少能源消耗、降低公用事业成本和管理排放的举措。 投资者可以通过iShares美国住宅建设ETF(BATS:ITB)接触该股。 股价变动：截至周二盘前最后检查时，TopBuild股价下跌2.96％，至293.11美元。 继续阅读： Plug Power、EVgo被摩根大通列为2025年最受青睐的可持续选择。

以上内容来自Benzinga Earnings专栏，原文如下：

TopBuild Corp. (NYSE:BLD) shares are trading lower premarket on Tuesday after the company reported fourth-quarter sales of $1.31 billion in line with the consensus.

• Sales increased 2.0% Y/Y, led by a 6.6% Y/Y rise in the Specialty Distribution segment.
• The Installation segment was relatively flat Y/Y in the quarter.
• Adjusted gross margin contracted to 29.9% from 30.4% a year ago quarter, while adjusted EBITDA Margin improved to 19.7% from 19.6% in the prior-year quarter.
• Adjusted EPS of $5.13 exceeded the consensus of $5.05.
• As of Dec. 31, cash and cash equivalent stood at $400.3 million.

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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