Topbuild Corp. · NYSE:BLD
Topbuild — Investor Day (2025)
20 slides from Topbuild's investor day presentation, 2025
Slide 1: Appendix: Non-GAAP to GAAP Reconciliations
APPENDIX Non-GAAP to GAAP Reconciliations 1 2025 INVESTOR DAY
Slide 2: Segment Data (Unaudited)
Segment Data (Unaudited) ($ in thousands) Trailing Twelve Months Trailing Twelve Months Ended Ended September 30, 2025 September 30, 2025 Installation Services Specialty Distribution Sales $ 3,173,029 Sales $ 2,369,709 Proforma acquisition sales (a) $ 354,346 Proforma acquisition sales (a) $ 731,781
Slide 3: Reconciliation of Non GAAP Measures (Unaudited)
Reconciliation of Non GAAP Measures (Unaudited) ($ in thousands) Trailing Twelve Months Ended Year Ended December 31, September 30, 2025 2020 2015 Net sales $ 5,236,045 $ 2,718,038 $ 1,616,580 Proforma acquisition sales (a) 1,086,124 Proforma sales, acquisition adjusted $ 6,322,169 Net income, as re
Slide 4: 2025 Estimated Guidance Ranges (Unaudited)
2025 Estimated Guidance Ranges (Unaudited) (in millions) Twelve Months Ending December 31, 2025 Low Mid High Estimated net income $ 497.0 $ 519.9 $ 542.0 Adjustments to arrive at estimated adjusted measures: Interest expense and other, net 91.0 89.5 88.0 Income tax expense 175.0 182.6 191.0 Rational
Slide 5: Appendix: Speaker Bios
APPENDIX Speaker Bios 5 2025 INVESTOR DAY
Slide 6: Speaker Bio: Robert Buck
Speaker Bio Robert Buck Mr. Buck assumed the position of Chief Executive Officer on January 1, 2021 after serving as President and Chief Operating Officer since the Company’s spin-off from President & Masco Corporation in June 2015. At Masco, Mr. Buck served as Group Vice President where he was resp
Slide 7: Speaker Bio: Rob Kuhns
Speaker Bio Rob Kuhns Rob joined TopBuild in July 2018 as Vice President, Controller, and became the Chief Financial Officer in April 2022. Prior to joining TopBuild, he was Senior Chief Financial Officer Director/ Assistant Controller for Mohawk Industries where he worked for eleven years. At Mohaw
Slide 8: Speaker Bio: Jennifer Shoffner
Speaker Bio Jennifer Shoffner Jennifer joined TopBuild in 2020 as Vice President, Talent Management and was subsequently promoted to Chief Human Resources Officer. Prior to this position, Chief Human Jennifer was Vice President of Human Resources for Liberty Hardware, where she led all aspects of hu
Slide 9: Speaker Bio: Steve Raia
Speaker Bio Steve Raia Steve joined TopBuild as Senior Vice President of Operations in November 2015. From March 2019 through January 2024, he served as President, Installation, and in January President, TopBuild 2024 assumed his current role. Prior to joining TopBuild, Steve was the owner/operator
Slide 10: Speaker Bio: John Achille
Speaker Bio John Achille John joined TopBuild in 2021 when the Company acquired American Building Systems where he served as Vice President of their Coastal Insulation business. Prior to his Chief Operating Officer current role, he served as Executive Vice President of TruTeam. Prior to that, John h
Slide 11: Speaker Bio: Jeff Krestancic
Speaker Bio Jeff Krestancic Jeff joined TopBuild in 2005, beginning his career as part of the Manager in Training program when it was part of Masco Contractor Services (MCS), the predecessor President, TruTeam company to TopBuild. Jeff was named Vice President of Operations for the Installation busi
Slide 12: Speaker Bio: Nick Hadden
Speaker Bio Nick Hadden Nick joined Progressive Roofing over two decades ago and currently serves as the Chief Executive Officer, bringing hands-on and strategic experience in commercial Chief Executive Officer, roofing. As CEO, he is focused on strengthening the company’s long-standing commitment t
Slide 13: Speaker Bio: David Stowers
Speaker Bio David Stowers David joined Progressive Roofing in August 2022 as the Chief Operating Officer. At the commercial roofing platform, David has partnered with the sales and operations Chief Operating Officer, teams to promote collaboration, efficiency, and scalability. Prior to joining Progr
Slide 14: Speaker Bio: Dave Fischer
Speaker Bio Dave Fischer Dave joined TopBuild in 2021 upon the acquisition of Distribution International where he served as Vice President of Special Operations since 2017. Following the President, Specialty acquisition, Dave served in this role until January 2024 when he was promoted to Senior Vice
Slide 15: Speaker Bio: Joey Viselli
Speaker Bio Joey Viselli Joey joined TopBuild in 2021 when the Company acquired Distribution International. He was promoted to Executive Vice President of Distribution International in March Chief Growth Officer 2022, and to Chief Operating Officer of TopBuild in October 2022. Prior to the acquisiti
Slide 16: Speaker Bio: Jeff Caswell
Speaker Bio Jeff Caswell Jeff Caswell joined TopBuild in May 2025 as Vice President, Mergers and Acquisitions. Jeff started his career in public accounting and commercial banking. He spent a VP, M&A decade working for Installed Building Products as their Vice President, Mergers and Acquisitions, and
Slide 17: Speaker Bio: Justin Rojas
Speaker Bio Justin Rojas Justin is a business leader and entrepreneur with extensive experience building and scaling companies in the energy and construction sectors. As President, after merging Chief Growth Officer, his first business, Urban Energy Solutions, he joined a private equity–backed platf
Slide 18: Speaker Bio: Sri Pullareddy
Speaker Bio Sri Pullareddy Sri is TopBuild’s Chief Information Officer. He most recently served as the Company’s Vice President, IT and PMO. Sri joined the Company in 2007 when it was part of Masco Chief Information Officer Contractor Services (MCS), the predecessor company to TopBuild. Sri has serv
Slide 19: Speaker Bio: Madeline Otero
Speaker Bio Madeline Otero Madeline joined TopBuild in October 2023 as Chief Accounting Officer. Most recently, she was the Senior Vice President & Chief Accounting Officer at Tupperware Brands Chief Accounting Officer Corporation where she worked for twenty-three years. At Tupperware, Madeline held
Slide 20: Speaker Bio: PI Aquino
Speaker Bio PI Aquino PI joined TopBuild Corp. in February 2024 as Vice President, Investor Relations. Most recently, she served as Vice President of Investor Relations for TreeHouse Foods VP, Investor Relations (NYSE: THS), a private label food and beverage company. Prior to that, PI was an equity