BLD · QXO Insulation, LLC
$354.53
-3.42 (-0.95%)
At close · Jun 30
View the 10-K filed Feb 26, 2026
Customer concentration
— top 10 customers 10.6% of revenue
10 customers — 10.6% of revenue (2025)
“Our top ten customers accounted for approximately 10.6 percent of our total sales in 2025.”
One customer — 3.1% of revenue (the year ended December 31, 2025)
“Our top customer accounted for approximately 3.1 percent of our total revenues for the year ended December 31, 2025.”
Market Cap
$9.98B
Shares
28.14M
QXO Insulation, LLC Earnings Call Transcripts
Every quarterly earnings call for QXO Insulation, LLC (BLD) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲57.4%
$1.17B
$114.71M
'22 Q1
22-05-05
▲52.7%
$1.27B
$143.70M
'22 Q2
22-08-02
▲53.8%
$1.30B
$153.75M
'22 Q3
22-11-01
▲18.9%
$1.26B
$143.84M
'22 Q4
23-02-23
▲8.2%
$1.27B
$135.87M
'23 Q1
23-05-04
▲3.4%
$1.32B
$164.40M
'23 Q2
23-08-03
▲1.9%
$1.33B
$167.60M
'23 Q3
23-10-31
▲1.7%
$1.29B
$146.38M
'23 Q4
24-02-28
▲1.1%
$1.28B
$152.38M
'24 Q1
24-05-07
▲3.7%
$1.37B
$150.72M
'24 Q2
24-08-06
▲3.6%
$1.37B
$168.96M
'24 Q3
24-11-05
▲2%
$1.31B
$150.54M
'24 Q4
25-02-25
▼3.6%
$1.23B
$123.39M
'25 Q1
25-05-06
▼5%
$1.30B
$151.60M
'25 Q2
25-08-05
▲1.4%
$1.39B
$142.23M
'25 Q3
25-11-04
LATEST
▲13.2%
$1.49B
$104.51M
'25 Q4
26-02-26
Earnings call
FY25 · Q4
2026-02-26
TopBuild Corp Q4 FY2025 Earnings Call
Positive tone
Supply chain and pricing
2026 guidance and margin outlook
Operational excellence and synergies
Revenue
$1.49B*
▲ 13.2% YoY Gross margin
27.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-04
TopBuild Corp Q3 FY2025 Earnings Call
Positive tone
M&A and Acquisitions
Capital Allocation and Leverage
Profitability and Margins
Revenue
$1.39B
▲ 1.4% YoY Diluted EPS
$5.04
▼ 10.8% YoY Gross margin
30.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-05
TopBuild Corp Q2 FY2025 Earnings Call
Positive tone
Commercial and Industrial Growth
Guidance and Macro Outlook
Residential New Construction Weakness
Revenue
$1.30B
▼ 5% YoY Diluted EPS
$5.32
▲ 11.3% YoY Gross margin
30.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-06
TopBuild Corp Q1 FY2025 Earnings Call
Positive tone
Margin pressure and pricing
Commercial and industrial growth
Mergers and acquisitions
Revenue
$1.23B
▼ 3.6% YoY Diluted EPS
$4.23
▼ 11.7% YoY Gross margin
28.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-25
TopBuild Corp Q4 FY2024 Earnings Call
Positive tone
2025 guidance
Commercial and industrial growth
Housing demand outlook
Revenue
$1.31B*
▲ 2% YoY Gross margin
29.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-05
TopBuild Corp Q3 FY2024 Earnings Call
Positive tone
M&A and capital allocation
Spray foam pricing headwind
Guidance tightening
Revenue
$1.37B
▲ 3.6% YoY Diluted EPS
$5.65
▲ 7.2% YoY Gross margin
30.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
TopBuild Corp Q2 FY2024 Earnings Call
Positive tone
2024 guidance revision
Residential housing demand
Commercial project delays
Revenue
$1.37B
▲ 3.7% YoY Diluted EPS
$4.78
▼ 7.7% YoY Gross margin
31.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-07
TopBuild Corp Q1 FY2024 Earnings Call
Confident tone
Building Codes and Energy Efficiency Tailwinds
M&A Pipeline and Acquisitions
Fiberglass Supply Constraints and Pricing
Revenue
$1.28B
▲ 1.1% YoY Diluted EPS
$4.79
▲ 11.9% YoY Gross margin
30.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-28
TopBuild Corp Q4 FY2023 Earnings Call
Confident tone
Multi-family and commercial growth
2024 guidance and pricing
2023 financial results and margin expansion
Revenue
$1.29B*
▲ 1.7% YoY Gross margin
30.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-31
TopBuild Corp Q3 FY2023 Earnings Call
Revenue
$1.33B
▲ 1.9% YoY Diluted EPS
$5.27
▲ 10.7% YoY Gross margin
31.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
TopBuild Corp Q2 FY2023 Earnings Call
Revenue
$1.32B
▲ 3.4% YoY Diluted EPS
$5.18
▲ 17.5% YoY Gross margin
32.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-04
TopBuild Corp Q1 FY2023 Earnings Call
Revenue
$1.27B
▲ 8.2% YoY Diluted EPS
$4.28
▲ 23.3% YoY Gross margin
29.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-23
TopBuild Corp Q4 FY2022 Earnings Call
Revenue
$1.26B*
▲ 18.9% YoY Gross margin
29.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-01
TopBuild Corp Q3 FY2022 Earnings Call
Revenue
$1.30B
▲ 53.8% YoY Diluted EPS
$4.76
▲ 65.3% YoY Gross margin
30.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-02
TopBuild Corp Q2 FY2022 Earnings Call
Revenue
$1.27B
▲ 52.7% YoY Diluted EPS
$4.41
▲ 62.1% YoY Gross margin
30.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
TopBuild Corp Q1 FY2022 Earnings Call
Revenue
$1.17B
▲ 57.4% YoY Diluted EPS
$3.47
▲ 92.8% YoY Gross margin
28.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-22
TopBuild Corp Q4 FY2021 Earnings Call
Revenue
$1.06B*
▲ 47.4% YoY Gross margin
26.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-02
TopBuild Corp Q3 FY2021 Earnings Call
Revenue
$845.76M
▲ 21.3% YoY Diluted EPS
$2.88
▲ 36.5% YoY Gross margin
29.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-03
TopBuild Corp Q2 FY2021 Earnings Call
Revenue
$834.25M
▲ 29.1% YoY Diluted EPS
$2.72
▲ 62.9% YoY Gross margin
29.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
TopBuild Corp Q1 FY2021 Earnings Call
Revenue
$742.80M
▲ 13.7% YoY Diluted EPS
$1.80
▲ 19.2% YoY Gross margin
26.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-23
TopBuild Corp Q4 FY2020 Earnings Call
Revenue
$721.49M
▲ 8.9% YoY Diluted EPS
$2.13
▲ 56.6% YoY Gross margin
27.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-03
TopBuild Corp Q3 FY2020 Earnings Call
Revenue
$697.22M
▲ 2.2% YoY Diluted EPS
$2.11
▲ 31.9% YoY Gross margin
28.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-04
TopBuild Corp Q2 FY2020 Earnings Call
Revenue
$646.10M
▼ 2.1% YoY Diluted EPS
$1.67
▲ 10.6% YoY Gross margin
27.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-14
TopBuild Corp Q1 FY2020 Earnings Call
Revenue
$653.23M
▲ 5.5% YoY Diluted EPS
$1.51
▲ 38.5% YoY Gross margin
26.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-25
TopBuild Corp Q4 FY2019 Earnings Call
Revenue
$662.35M
▲ 3.6% YoY Diluted EPS
$1.36
▲ 23.6% YoY Gross margin
25.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–25 of 25 earnings calls
Key facts
CIK
1633931
CUSIP
89055F103
13F (30d)
415 filings
409 filers
Visit website
Investor relations