8-K ·Filed Jun 4, 2026

BLD

TopBuild Corp
NEUTRAL
Impact 4/10
Horizonweeks Processed3mo ago SEC0001104659-26-070561
8-K context-dependent: Items 8.01
Actionable Insight • Neutral

Monitor for stockholder election outcomes and any proration adjustments after the June 29 deadline. The deal remains on track — no change to the merger timeline or terms.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+5d ⚠ clustered
BLD ▲ +2.30% at T+5d
NEUTRAL call ✓ call won +2.30% · α vs SPY +1.74% · entry $401.82 → $411.08
Next anchor: T+20d due 3mo ago
Latest observation: T+19 -14.75% FF3 residual α
Entry anchored
Jun 4, 2026
via day open
T+1d
-0.69%
call -0.69% · α -0.92%
$399.03
settled 4mo ago
T+5d
+2.30%
call +2.30% · α +1.74%
$411.08
settled 4mo ago
T+20d
—
call — · α —
—
due 3mo ago
T+60d
—
call — · α —
—
due 5w ago

Price Chart

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Executive Summary

TopBuild and QXO announced the June 29, 2026 election deadline for TopBuild stockholders to choose between $505.00 per share in cash or 20.200 QXO shares per TopBuild share in the pending acquisition. This is a procedural milestone in the merger process, not a new event or change in deal terms.

Key Facts

  • Election deadline for TopBuild stockholders is 5:00 p.m. ET on June 29, 2026.
  • Stockholders may elect to receive $505.00 in cash or 20.200 shares of QXO common stock per TopBuild share.
  • Stockholders who fail to make a proper election will receive stock consideration.
  • The S-4 registration statement was declared effective by the SEC on May 29, 2026.
  • Joint proxy statement/prospectus was mailed to stockholders on or about May 29, 2026.

Financial Impact

No new financial impact — this filing sets the election deadline for the previously announced merger consideration of $505.00 cash or 20.200 QXO shares per BLD share.

Risk Factors

  • Risk that required stockholder approvals may not be obtained.
  • Risk that the acquisition may not close on anticipated terms or in a timely manner.
  • Risk of litigation or regulatory action relating to the acquisition.

Market Snapshot

Exchange
NYSE
Sector
Construction - Special Trade Contractors
Analyst Consensus
47% bullish (17 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-070561
Document: bld-20260604xex99d1.htm0001104659-26-070561
Document: 0001104659-26-070561-index-headers.html0001104659-26-070561
Document: 0001104659-26-070561-index.html0001104659-26-070561
Document: 0001104659-26-070561.txt0001104659-26-070561
25 reports for BLD
Performance horizon
30% Hit rate 3 of 10 directional calls best @ T+20▲ +22.72%Apr 7, 2026
Filters
Rows
Reports for BLD — sortable, filterable
TypeNow
Aug 3, 2026
8w ago
Institutional Cluster
BEARISH ★ 6/10
—awaiting T+1——
Jul 1, 2026
13w ago
25-NSE
NEUTRAL ★ 7/10
$354.53 $354.53· 0.00%▲ +0.13%—
Jun 29, 2026
13w ago
8-K
BULLISH ★ 7/10
$354.53 $354.53· 0.00%▲ +0.14%—
Jun 22, 2026
14w ago
425
NEUTRAL ★ 4/10
$413.47 $407.41▼ −1.47%▼ −0.01%—
Jun 22, 2026
14w ago
8-K
NEUTRAL ★ 4/10
$413.47 $407.41▼ −1.47%▼ −0.01%—
Jun 22, 2026
14w ago
425
NEUTRAL ★ 4/10
$413.47 $407.41▼ −1.47%▼ −0.01%—
Jun 11, 2026
16w ago
Institutional Cluster
MIXED ★ 4/10
$409.84 $411.08▲ +0.30%▼ −0.24%—
Jun 4, 2026
17w ago
425
NEUTRAL ★ 4/10
$401.82 $399.03▼ −0.69%▼ −0.92%—
Jun 4, 2026
17w ago
8-K
NEUTRAL ★ 4/10
$401.82 $399.03▼ −0.69%▼ −0.92%—
May 29, 2026
17w ago
DEFM14A
BULLISH ★ 7/10
$412.19 $407.07▼ −1.24%▼ −1.39%—
Showing 10 of 25

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