13F Pro Quality Score

56.4/100

Rank #1,170 of 2,960 stocksTOP 50%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

38.3/100

Profitability

54.2/100

Balance Sheet

83.4/100

Earnings Quality

56.9/100

Free Cash Flow

60.7/100

Institutional Flow

5.0/100

Revenue Scale

79.6/100

Dilution Risk

82.0/100
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BLD Stock Analysis & AI Quality Score

Data updated 2026-08-29

AI stock analysis and institutional research for QXO Insulation, LLC (BLD), a Industrials sector company. 13F Pro's AI-powered ranking engine scores BLD at 56.4/100 on a 32-signal composite quality model, placing it at rank #1,170 of 2,960 stocks — the top half of the AI-ranked universe. BLD scores in the top quartile across balance sheet strength (83.4), revenue scale (79.6). Areas of concern include institutional flow (5.0) and revenue growth (38.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), QXO Insulation, LLC reports quarterly revenue of $1.4B, net income of $104.8M, an operating margin of 12.1%. Top institutional holders of BLD by reported 13-F value include HBK INVESTMENTS L P, Capital World Investors, Capital Research Global Investors, based on the most recent SEC filings. BLD trades on the NYSE exchange and files with the SEC under CIK 1633931. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BLD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for QXO Insulation, LLC directly from SEC EDGAR. QXO Insulation, LLC's 13F Pro composite quality score has ranged between 56 and 77 since 2021, currently 56.4 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.

Fun facts about TopBuild Corp

Quirks, history, and lore behind BLD — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. industrials company · listed on the NYSE · headquartered in Florida · serves the residential and commercial construction market.
  • 2
    The Numbers
    Annual revenue in the range of $4–5 billion, with operating margins that make peers jealous — hovering well above 20% in recent years.
  • 3
    The History
    Spun off from Masco Corporation in 2017, it hit the ground running as an independent company and quickly became the largest player in its niche.
  • 4
    The Secret
    It sits at a near-duopoly with one main rival, together controlling the lion's share of U.S. insulation installation services — a boring business with brilliant economics.
  • 5
    The Lore
    When the housing market booms, this company prints money; it operates through two main segments — installer services and specialty distribution — blanketing America one attic at a time.
  • 6
    The Giveaway
    The largest installer of insulation in the United States, its ticker is three letters that also happen to be the NYSE abbreviation for building — and that's exactly what it helps America do.
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Revenue

Q1 2026

$1.4B

Net Income

Q1 2026

$104.8M

Free Cash Flow

Q1 2026

$146.7M

Operating Margin

Q1 2026

12.1%

ROIC

Q1 2026

13.2%

D/E Ratio

Q1 2026

1.20

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+1.5% YoY
$5.41BFY 2025
FY22 $5.01BFY23 $5.19BFY24 $5.33BFY25 $5.41B

Net Income

-16.2% YoY
$521.7MFY 2025
FY22 $556.0MFY23 $614.3MFY24 $622.6MFY25 $521.7M

Operating Income

-10.7% YoY
$791.9MFY 2025
FY22 $797.2MFY23 $878.8MFY24 $886.3MFY25 $791.9M

EPS (Diluted)

-9.9% YoY
$18.28FY 2025
FY22 $17.14FY23 $19.33FY24 $20.29FY25 $18.28

Total Assets

+39.5% YoY
$6.61BFY 2025
FY22 $4.61BFY23 $5.16BFY24 $4.74BFY25 $6.61B

Total Debt

+104.2% YoY
$2.91BFY 2025
FY22 $1.50BFY23 $1.47BFY24 $1.42BFY25 $2.91B

Op. Cash Flow

-2.5% YoY
$756.3MFY 2025
FY22 $495.8MFY23 $849.4MFY24 $776.0MFY25 $756.3M

Free Cash Flow

-1.4% YoY
$696.9MFY 2025
FY22 $419.4MFY23 $785.4MFY24 $706.7MFY25 $696.9M

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Available Research

13F Pro tracks comprehensive data for QXO Insulation, LLC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of BLD

Companies Similar to BLD

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

TMHC

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SAIA

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BWA

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IR

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SLGN

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ITT

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MAS

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AI score
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

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Is BLD a good stock to buy?

13F Pro's AI-powered analysis of QXO Insulation, LLC (BLD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BLD are available on the BLD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. BLD is classified as a mid company.

Which hedge funds own BLD?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BLD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of QXO Insulation, LLC's investment landscape.