“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 ↗
BLD
BLD
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.
- 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- 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
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- 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.
- 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.
- 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.
Price as of Jul 2, 2026
354.53Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The increase was primarily driven by $20.0 million higher interest expense from Amendment No.”10-Q · May 5, 2026 ↗
“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 ↗
“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.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
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.