TopBuild Corp. (BLD) Analyst/Investor Day December 9, 2025 8:00 AM EST
Company Participants
P.I. Aquino – Vice President of Investor Relations
Robert Buck – CEO, President & Director
Jennifer Shoffner – Chief Human Resources Officer
Steven Raia – President of Special Operations & Executive Adviser
John Achille – VP & COO
Jeffrey Krestancic – President of TruTeam
Nick Hadden – Chief Executive Officer
David Stowers – Chief Operating Officer
David Fischer – President of Specialty Distribution
Joseph Viselli – VP & Chief Growth Officer
Justin Rojas – Chief Growth Officer
Jeff Caswell
Sridhar Pullareddy – Chief Information Officer
Madeline Otero – Chief Accounting Officer & VP
Robert Kuhns – CFO & VP
Conference Call Participants
Philip Ng – Jefferies LLC, Research Division
Stephen Kim – Evercore ISI Institutional Equities, Research Division
Michael Rehaut – JPMorgan Chase & Co, Research Division
Keith Hughes – Truist Securities, Inc., Research Division
Robert Davis – ACK Asset Management LLC
Rafe Jadrosich – BofA Securities, Research Division
Kenneth Zener – Seaport Research Partners
Michael Dahl – RBC Capital Markets, Research Division
Adam Baumgarten – Vertical Research Partners, LLC
Collin Verron – Deutsche Bank AG, Research Division
Aatish Shah – Evercore ISI Institutional Equities, Research Division
Conversation
P.I. Aquino
Vice President of Investor Relations
Welcome. Thank you for joining us here today for our Investor Day, both those of you in person, as well as those of you on the webcast. I’m P.I. Aquino. I lead our Investor Relations effort at TopBuild. I’ve been with the company for almost 2 years now. I spent most of my career in the consumer packaged goods space, both leading corporate IR as well as on the sell side.
When I joined TopBuild, there were really 2 things that attracted me to the company. First, the strong track record of compounding growth and driving shareholder returns because as you can imagine from my standpoint, having that track record makes talking about the company that much better, right? And then
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