Market PositionAnalyst's recommendation reiterates a Buy rating given the outlook for market share gains and relative outperformance of insulation vs. other building product categories.
Revenue GrowthRevenue growth is expected to improve due to continued flow-through manufacturer price increases, higher single-family completions, and a 2% benefit from M&A.
Share RepurchaseTopBuild increased share repurchase with management noting a healthy M&A pipeline across all verticals, and a net leverage ratio providing ample room for share repurchases and M&A.