BLD TopBuild Corp

BULLISH Impact: 8/10 425
Horizon months Filed Apr 20, 2026 Processed 1mo ago SEC 0001104659-26-045562
Rule 425 M&A communications
Latest settled — T+20d ⚠ clustered
BLD ▼ -13.54% at T+20d
LONG call ✗ call lost -13.54% · α vs SPY -18.46% · entry $469.92 → $406.29
Next anchor: T+60d in 5w
Currently $411.08 · -12.52% from $469.92 entry
Entry anchored
Apr 20, 03:59 PM ET
via Databento tick
T+1d
-3.64%
call -3.64% · α -4.66%
$452.82
settled 8w ago
T+5d
-7.40%
call -7.40% · α -8.48%
$435.15
settled 7w ago
T+20d
-13.54%
call -13.54% · α -18.46%
$406.29
settled 26d ago
T+60d
call — · α —
in 5w

Price Chart

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Executive Summary

QXO announced a definitive agreement to acquire TopBuild Corp. for $17 billion, creating the second-largest publicly traded building products distributor in North America with over $18 billion in combined revenue. The deal is structured to be immediately accretive to earnings and combines complementary businesses in insulation, roofing, and waterproofing.

Key Financial Metrics

Deal Value
$17.0B
Premium
19.8%

Actionable Insight

Monitor regulatory approvals and shareholder votes in coming months; the deal's immediate earnings accretion and $300 million synergy target suggest strong integration potential. Watch for updates on financing structure as closing approaches in Q3 2026.

Key Facts

  • QXO will acquire TopBuild for approximately $17 billion in a combination of cash and stock
  • The combined company will have over $18 billion in revenue and more than $2 billion in adjusted EBITDA
  • The transaction is expected to close in Q3 2026 and is subject to shareholder and regulatory approvals
  • TopBuild shareholders can elect to receive $505 in cash or 20.2 shares of QXO stock per share, with 45% cash consideration maximum
  • The deal is projected to generate $300 million in run-rate EBITDA synergies by 2030 through technology and operational improvements

Financial Impact

The $17 billion acquisition will create a company with $18.1 billion in combined revenue and over $2 billion in adjusted EBITDA, with immediate earnings accretion to QXO and $300 million in projected synergies by 2030.

revenueebitdadilutionsynergies

Risk Factors

  • Regulatory or shareholder approval delays could impact closing timeline
  • Integration challenges between the two corporate cultures
  • Failure to realize projected $300 million in synergies by 2030

Market Snapshot

Exchange
NYSE
Sector
Construction - Special Trade Contractors

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
425 Filing (Primary)0001104659-26-045562
Document: 0001104659-26-045562-index-headers.html0001104659-26-045562
Document: 0001104659-26-045562-index.html0001104659-26-045562
Document: 0001104659-26-045562.txt0001104659-26-045562
27 reports for BLD
Performance horizon
62% Hit rate 8 of 13 directional calls best @ T+20▲ +22.72%Apr 7, 2026
Filters
Rows
Reports for BLD — sortable, filterable
Type Now
Jun 11, 2026
2d ago
Institutional Cluster
MIXED ★ 4/10
$393.59 awaiting T+5awaiting T+5$411.08 (+4.44%)
Jun 5, 2026
7d ago
ANALYST-DOWNGRADE
BEARISH ★ 4/10
$438.93 $408.84▲ +6.86%▲ +8.03%$411.08 (+6.34%)
Jun 5, 2026
7d ago
ANALYST-DOWNGRADE
BEARISH ★ 3/10
$438.93 $408.84▲ +6.86%▲ +8.03%$411.08 (+6.34%)
Jun 4, 2026
8d ago
425
NEUTRAL ★ 4/10
$405.25 awaiting T+5awaiting T+5$411.08 (+1.44%)
Jun 4, 2026
8d ago
8-K
NEUTRAL ★ 4/10
$405.25 awaiting T+5awaiting T+5$411.08 (+1.44%)
May 29, 2026
14d ago
DEFM14A
BULLISH ★ 7/10
$412.19 $401.82▼ −2.52%▲ +0.23%$411.08 (−0.27%)
May 21, 2026
22d ago
ANALYST-DOWNGRADE
MIXED ★ 3/10
$469.92 $435.15▼ −7.40%▼ −8.48%$411.08 (−12.52%)
May 16, 2026
27d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$404.33 $443.31▲ +9.64%▲ +7.72%$411.08 (+1.67%)
May 11, 2026
4w ago
425
BULLISH ★ 8/10
$424.63 $406.29▼ −4.32%▼ −4.23%$411.08 (−3.19%)
May 6, 2026
5w ago
ANALYST-DOWNGRADE
BEARISH ★ 5/10
$438.93 $416.79▲ +5.04%▲ +6.17%$411.08 (+6.34%)
Showing 10 of 27

US Market Status

Market Closed — Opens Mon (45h 39m)

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