Topbuild Corp. · NYSE:BLD
Topbuild — Investor Day (2025)
10 slides from Topbuild's investor day presentation, 2025
Slide 1: Clear Growth Priorities Accelerated by Operational Excellence
Clear Growth Priorities Accelerated by Operational Excellence John Achille Chief Operating Officer 1 2025 INVESTOR DAY
Slide 2: Key Messages
Key Messages 1 Expanding market-leading positions across a large, highly fragmented, and growing total addressable market of $90B+ 2 Driving operational excellence to continuously enable outperformance across branch network 3 Leveraging and enhancing dispersed network with dedicated Branch Support C
Slide 3: Large, Highly Fragmented Verticals
Large, Highly Fragmented Verticals STRUCTURE VERTICALS Commercial New construction NEW \ Roofing Re-roofing Installation Maintenance and services Residential Building Single and multi-family homes Envelope Insulation Repair, remodel, and retrofit Installation and Building science capabil
Slide 4: We Benefit from Our Uniquely Advantaged Position in the Industry
We Benefit from Our Uniquely Advantaged Position in the Industry Manufacturers Builders / Contractors Value a partner who: Shows up on time Advantaged Position in Supply Chain with: Has skilled labor Gets the job done to code Deep Local Customer Relationships Stands behind performance
Slide 5: Leveraging Operational Excellence to Continuously Drive Outperformance
Leveraging Operational Excellence to Continuously Drive Outperformance Empower Clear Cadence and Systematic Approach across Branch Network Local Branches Track Monitor Performance Performance Leverage Connected Technology Platform to enable measurement Improvement from Branch and Share Best Suppor
Slide 6: Competitive Advantages of a Dispersed Branch Network
Competitive Advantages of a Dispersed Branch Network Ability to Deep Local Make Timely Relationships Decisions Streamlined, Efficient Agile and Safe Owner Communication Operations Mentality Local Empowerment with National Scale and Efficiency 6 2025 INVESTOR DAY
Slide 7: Branch Support Center (BSC) Provides Back-Office Services, Helps Set Guardrails, and Monitors Performance
Branch Support Center (BSC) Provides Back-Office Services, Helps Set Guardrails, and Monitors Performance Centralizes Streamlines & Monitors Sets Guardrails Provides Access Administrative Standardizes Performance & Controls to Critical Safety Support Processes Practices & Training Enables branches t
Slide 8: Keeping 15,000+ Employees Safe
Keeping 15,000+ Employees Safe Critical Safety Programs Ingrained Significant Progress in Reducing Incident Rate1 into Our Culture and Well Below Industry Averages Ongoing engagement and safety best practices 4 Merchant Wholesale: 4.0 sharing across locations 3.58 3.51 Drywall and Insulation: 3.6
Slide 9: Branch Safety Improvement
C A S E ST U DY Branch Safety Improvement Background Our Solution Outcomes Inconsistent compliance with safety Improvement plan increasing collaboration 90% decrease in recordable process / policy at a branch between safety and operations: safety incidents YoY Leadership engagement and attitude: O
Slide 10: Key Takeaways
Key Takeaways 1 2 3 Expanding market-leading Driving operational excellence Leveraging and enhancing positions across a large, highly to continuously enable dispersed network with fragmented, and growing total outperformance across dedicated Branch Support Center addressable market of $90B+ branch n