Feed / BLD

BLD

BLD

Equities · 351.55 -0.8% today

Participation confirmed · construction unavailableMarket checked 30 Jun, 15:55 GMT-4

Market read

BLD's move is spreading beyond its market group.

No new filing conclusion is available. 12 of 17 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 0 directly disclosed connections are confirming.

Company-0.8% todayVolume comparison unavailable
Market group12 of 17 activeRental & Building Services · active
Disclosed network0 of 7 confirmingNo filing-linked name is confirming now
What would change this read
  • At least 12 of 17 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • PVH remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 5 of 17 members or fewer.

Watch this read

Research brief

The story so far

Sector unavailable · Industry unavailable

No new filing conclusion is available. 12 of 17 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 12 of 17 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • PVH remains aligned with the group in the next market snapshot.

Company research

Understand the business, not just the ticker

As of Sep 10, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods6
Price observations279
Usable filing statements61
Verified relationships1
Evidence supporting the case
  • Operating cash flow covered net income at 1.45x in the latest annual period.
  • Demand and volume has repeated favorable evidence across 4 filings.
  • Macroeconomic conditions has repeated favorable evidence across 3 filings.
  • Tariffs and trade policy has repeated favorable evidence across 3 filings.
Evidence challenging the case
  • Operating margin changed -2.0 percentage points in the latest annual period.
  • Net margin changed -2.0 percentage points in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 3 filings.
Questions before a position
  • P/E is 44% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 41% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Jul 2, 2026

354.53
6m-16.6%12m+3.3%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$3.5B+82.9%$9.78-9.4%
2022-12-31$5.0B+43.7%$17.14-2.1%
2023-12-31$5.2B+3.7%$19.33-2.0%
2024-12-31$5.3B+2.6%$20.29-3.5%
2025-12-31$5.4B+1.5%$18.28-7.0%

What management says matters

Persistent and emerging business drivers

Demand and volumemixed · 4 filings
Although the residential end-markets are facing near-term uncertainty around tariffs, inflation, interest rates, and consumer confidence, we remain optimistic about the longer-term fundamentals due to underbuilding in the United States in prior years.
10-Q · May 5, 2026
Credit and interest ratesnegative · 3 filings
The increase was primarily driven by $20.0 million higher interest expense from Amendment No.
10-Q · May 5, 2026
Macroeconomic conditionspositive · 3 filings
Although the residential end-markets are facing near-term uncertainty around tariffs, inflation, interest rates, and consumer confidence, we remain optimistic about the longer-term fundamentals due to underbuilding in the United States in prior years.
10-Q · May 5, 2026
Tariffs and trade policypositive · 3 filings
Although the residential end-markets are facing near-term uncertainty around tariffs, inflation, interest rates, and consumer confidence, we remain optimistic about the longer-term fundamentals due to underbuilding in the United States in prior years.
10-Q · May 5, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.9× · EV/sales 2.4×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

351.55-0.8% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 30 Jun, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for BLD. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for BLD. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind BLD

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

BLD is currently a Participant in the organic co-movement group Rental & Building Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.