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TopBuild(BLD) - 2025 Q4 - Earnings Call Presentation
2026-02-26 14:00
1 Fourth Quarter and Year End 2024 Robert Buck, President & CEO Rob Kuhns, CFO Published February 25, 2025 Safe Harbor Statements contained herein reflect our views about future periods, including our future plans and performance, constitute "forward-looking statements" under the Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by words such as "will," "would," "anticipate," "expect," "believe," "designed," "plan," or "intend," the negative of these terms, and s ...
欧洲建筑商押注算力 数据中心撑起寒冬业绩
智通财经网· 2026-02-26 08:53
瑞士供暖和通风系统制造商Belimo Holding AG在2025年期间成立了专门的数据中心垂直业务部门,并 为客户开发了更广泛的解决方案。该公司表示,2025年其数据中心冷却产品在其销售增长中占比近一 半,而其各个市场的非住宅建筑支出增速均有所放缓。 与此同时,Kingspan负责数据中心基础设施建设的Advnsys部门项目储备异常强劲,今年迄今为止的订 单接收量已达到上年同期水平的两倍。这一势头帮助抵消了工业和住宅市场走软的影响。 据了解,在本财报季,对这类服务器农场的业务布局为爱尔兰建筑企业Kingspan Group Plc带来了显著 提振;与此同时,瑞典基础设施领域巨头Skanska AB则凭借其数据中心业务,有效对冲了住宅建设业务 疲软所带来的不利影响。 彭博行业研究的分析师Kevin Kouam与Sonia Baldeira指出,为建筑行业供应化学品的Sika AG预计,到 2026年其利润率将高于此前预期。这是因为美国建筑活动低迷的态势,将被"美国数据中心投资热潮, 以及欧洲、中东和非洲地区强劲的需求前景"所抵消。 在2月20日的财报电话会议上,Sika公司首席执行官Thomas Hasle ...
Owens Corning Misses Q4 Estimates As Demand Weakens Across Segments
Financial Modeling Prep· 2026-02-25 21:23
Core Insights - Owens Corning reported fourth-quarter results that fell short of analyst expectations, with adjusted earnings per share of $1.10, below the consensus estimate of $1.36 [1] - Revenue declined 17% year over year to $2.14 billion, missing the $2.17 billion estimate, driven by weaker demand across all segments [2] Financial Performance - Roofing sales dropped 27%, Insulation fell 7%, and Doors decreased 14% compared to the prior-year quarter [2] - For full-year 2025, adjusted earnings per share were reported at $12.05, down from $14.85 in 2024, with revenue of $10.1 billion, reflecting a 3% year-over-year increase [2] - The company recorded $1.2 billion in non-cash, pre-tax impairment charges related to its Doors business during the second half of the year [3] Future Outlook - For the first quarter of 2026, Owens Corning expects revenue of approximately $2.1 billion to $2.2 billion, with a midpoint of $2.15 billion, slightly below the fourth-quarter level [4] - Adjusted EBITDA margin is anticipated to be in the mid-teens due to higher-cost inventory impacting results [4] - Management expects full-year 2026 performance to be largely in line with current consensus estimates [4]
Here's What Key Metrics Tell Us About Owens Corning (OC) Q4 Earnings
ZACKS· 2026-02-25 18:30
For the quarter ended December 2025, Owens Corning (OC) reported revenue of $2.14 billion, down 24.6% over the same period last year. EPS came in at $1.10, compared to $3.22 in the year-ago quarter.The reported revenue represents a surprise of -2.57% over the Zacks Consensus Estimate of $2.2 billion. With the consensus EPS estimate being $1.33, the EPS surprise was -17.44%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...
Owens Corning Reports Fourth-Quarter and Full-Year 2025 Results
Businesswire· 2026-02-25 11:00
TOLEDO, Ohio--(BUSINESS WIRE)--Owens Corning (NYSE: OC), a building products leader, today reported fourth-quarter and full-year 2025 results. TM "Our performance in 2025 continued to demonstrate the strength of the company we have built. Through a combination of our strong market positions, improved operating efficiencies, and favorable product mix shifts, we are generating higher margins and operating cash flows on lower market volumes,†said Chair and Chief Executive Officer Brian Chambers. "With our attr ...
Fab-Form Industries Ltd. Announces New Product Flex-R Sub-Slab Panel
TMX Newsfile· 2026-02-24 22:05
Delta, British Columbia--(Newsfile Corp. - February 24, 2026) - Fab-Form Industries Ltd. (TSXV: FBF) ("Fab-Form®", or the "Company"), a leading innovator in sustainable concrete forming solutions, today announced the application of a new USA design patent for its advanced concrete sub-slab panel, "FLEX-RTM". Engineered to address growing demands for energy-efficient and health-conscious building practices, the panel reduces heat loss, prevents moisture intrusion, and facilitates passive radon venting, all ...
Boise Cascade(BCC) - 2025 Q4 - Earnings Call Presentation
2026-02-24 16:00
Boise Cascade Company Fourth Quarter 2025 Earnings Webcast February 24, 2026 Forward-Looking Statements This presentation contains statements concerning future events and expectations, including, without limitation, statements relating to first quarter 2026 outlook and expected key drivers for Boise Cascade and each of its business segments. These statements constitute forward looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Any statements that express, or invol ...
Westlake Corporation Appoints New Directors to its Board
Businesswire· 2026-02-23 21:45
HOUSTON--(BUSINESS WIRE)--Westlake Corporation (NYSE: WLK) announced that Mr. Bhavesh V. "Bob†Patel and Mr. Jean-Marc Gilson, the President and Chief Executive Officer of the Company, have been elected to the company's board of directors, effective February 20, 2026. "We are very pleased to welcome Bob to our board,†said Westlake Corporation Executive Chairman Albert Chao. "He brings a wealth of experience and in-depth knowledge of the chemicals and building materials industries and adds to t. ...
Martin Marietta Completes Asset Exchange with Quikrete Holdings, Inc.
Globenewswire· 2026-02-23 21:15
RALEIGH, N.C., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Martin Marietta Materials, Inc. (NYSE: MLM) (Martin Marietta or the Company) today announced the completion of its previously announced asset exchange with Quikrete Holdings, Inc. (QUIKRETE) on February 23, 2026. Under the terms of the transaction, Martin Marietta acquired aggregates operations producing approximately 20 million tons annually in Virginia, Missouri, Kansas and Vancouver, British Columbia, along with $450 million in cash. In exchange, QUIKRETE ...
Oppenheimer Increased its Price Target on Amrize Ltd (AMRZ) to $70 and Maintains an Outperform Rating
Yahoo Finance· 2026-02-22 07:31
Amrize Ltd (NYSE:AMRZ) is among the 11 Newly-Listed NYSE Stocks to Buy Now. Oppenheimer Increased its Price Target on Amrize Ltd (AMRZ) to $70 and Maintains an Outperform Rating On February 19, 2026, Oppenheimer increased its price target on Amrize Ltd (NYSE:AMRZ) to $70 from $64 and maintained an Outperform rating. The firm noted the shares moved higher after the company reported Q4 2025 EBITDA of $779M and issued 2026 revenue and profitability guidance that came in moderately above Street expectations. ...