BLD TopBuild Corp

BULLISH Impact: 8/10 425
Horizon months Filed Apr 20, 2026 Processed 1mo ago SEC 0001104659-26-045569
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

Loading chart...

Executive Summary

TopBuild Corp. is being acquired by QXO in a $17 billion transaction, creating the second-largest publicly traded building products distributor in North America with over $18 billion in combined revenue. The deal, expected to close in Q3 2026, is structured to be immediately accretive and combines complementary businesses in insulation, roofing, and waterproofing. This 425 filing is part of a coordinated M&A communication effort to inform employees and stakeholders following the initial announcement.

Key Financial Metrics

Deal Value
$17.0B
Premium
19.8%

Actionable Insight

The deal represents a major consolidation in the building products distribution sector with strong strategic rationale and immediate earnings accretion. Traders should monitor upcoming Form S-4 filings and joint proxy statements for detailed terms, financing structure, and synergy estimates. Given the multiple 425 filings on the same day, this reflects a well-coordinated announcement strategy signaling high management confidence in deal closure.

Key Facts

  • QXO is acquiring TopBuild Corp. for $17 billion in a cash-and-stock transaction
  • Combined company will have over $18 billion in revenue and $2 billion in adjusted EBITDA
  • Transaction expected to close in Q3 2026, subject to shareholder and regulatory approvals
  • Deal creates the second-largest publicly traded building products distributor in North America
  • The merger is expected to be immediately accretive to QXO's earnings

Financial Impact

$17 billion transaction value with $2 billion combined adjusted EBITDA

revenueebitdaearnings accretionmarket share

Risk Factors

  • Failure to obtain required shareholder or regulatory approvals
  • Integration risks between the two organizations
  • Potential litigation or regulatory challenges to the merger
  • Market conditions affecting QXO's ability to finance the acquisition

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)0001104659-26-045569
Document: 0001104659-26-045569-index-headers.html0001104659-26-045569
Document: 0001104659-26-045569-index.html0001104659-26-045569
Document: 0001104659-26-045569.txt0001104659-26-045569
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
1d 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 (49h 34m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access