Topbuild Corp. · NYSE:BLD
Topbuild — Investor Day (2025)
11 slides from Topbuild's investor day presentation, 2025
Slide 1: Scalable Platform for Growth in Installation Services – Commercial Roofing
Scalable Platform for Growth in Installation Services – Commercial Roofing Nick Hadden David Stowers Chief Executive Officer, Chief Operating Officer, Progressive Roofing Progressive Roofing 1 2025 INVESTOR DAY
Slide 2: Installation Services – Commercial Roofing Key Messages
Installation Services – Commercial Roofing Key Messages 1 Deepening customer relationships and leading position in commercial roofing installation and aftermarket services with sizable non-cyclical revenue 2 Expanding geographic reach with repeatable business system to serve customers across attract
Slide 3: Installation Services – Commercial Roofing Overview
Installation Services – Commercial Roofing Overview KEY STATS1 $432M $81M 19% ~1,700 ~70% 2025 Proforma 2025 Proforma 2025 Proforma TTM Employees Re-roofing and TTM Sales TTM Adj. EBITDA Adj. EBITDA Margin Maintenance PROGRESSIVE ROOFING REVENUE BY DEMAND DRIVERS1 Complementary and comprehensive s
Slide 4: Complementary and Comprehensive Suite of Commercial Roofing Services
Complementary and Comprehensive Suite of Commercial Roofing Services Comprehensive Services 12 BRANCHES ( ) LICENSED IN 41 STATES ( ) ROOFING ASSESSMENTS Utilizing advanced technology such as Infrared / Thermal / Leak Detection analysis SPECIFICATION DESIGN / VALUE ENGINEERING Tailoring roofing spec
Slide 5: Why We Win in Installation Services – Commercial Roofing
Why We Win in Installation Services – Commercial Roofing Dispersed network Strong supplier Customer-centric with local branch relationships with shared approach: strong client empowerment and partners for insulation and retention with many multi- central support; strategic commercial roofing year re
Slide 6: Driving Profitable Growth
Driving Profitable Growth Bidding Process Execution Post-Job Identify highly technical jobs across Negotiate with manufacturers directly Educate customer on their roof warranty target verticals, sell our skilled labor to capture best pricing and installation and how to best maintain Review t
Slide 7: Trusted Solutions Provider: Operational Excellence and Execution is a Competitive Advantage
C A S E ST U DY Trusted Solutions Provider: Operational Excellence and Execution is a Competitive Advantage Opportunity Our Solution Outcomes New construction datacenter in Mobilized 94-person installation team Dried-in 70K square feet per day rural suburbs and onsite leadership from multiple branch
Slide 8: New Construction Datacenter
New Construction Datacenter 8 2025 INVESTOR DAY
Slide 9: Operational Excellence
Operational Excellence Installation Services – Commercial Roofing Business System Disciplined Process Enables Close-out meeting to identify Strong Wins project wins, lessons Identify new job learned, and opportunity Close collaboration between sales and recognize operations during handoff: communica
Slide 10: Operational Excellence: The Greater the Complexity, The Greater Our Differentiation
C A S E ST U DY Operational Excellence: The Greater the Complexity, The Greater Our Differentiation Opportunity Our Solution Outcomes New customer referral with Detailed hand-off between sales and Earned above average Gross multiple locations operations – “don’t hurt the trees” Margin by reducing es
Slide 11: Key Takeaways
Key Takeaways 1 2 3 4 Deepening customer Expanding geographic reach Enhancing talent pipeline Deploying Progressive relationships and leading with repeatable business with Progressive Leadership Roofing Business System position in commercial system to serve customers Development Program to to drive