beacon roofing supply, inc. is one of the largest distributors of residential and non-residential roofing and complementary building products in north america. the geographic footprint includes 359 locations in 45 states and 6 canadian provinces with more than 4,000 employees. we are known throughout the building supply industry for having quality people, quality service and quality building products. quick facts: - north america's largest publicly traded roofing distributor - 359 locations - stores in 45 us states and 6 canadian provinces - a fortune 1000 company - traded on the nasdaq stock exchange under the symbol becn interested in a career with beacon roofing supply, inc? be sure to stop by the careers section of our corporate website! http://www.beaconroofingsupply.com/careers.html regional brands: - alabama roofing supply - all weather products - beacon roofing supply canada company - beacon sales - best distributing - cassady pierce - coastal metal service
Company profile
Ticker
BECN
Exchange
Website
CEO
Julian Francis
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Beacon Sales Acquisition, Inc. • Beacon Roofing Supply Canada Company • SCE Waterproofing Holdings, Inc. ...
BECN stock data
Latest filings (excl ownership)
8-K
Beacon Appoints Prithvi Gandhi
23 Apr 24
ARS
2023 FY
Annual report to shareholders
3 Apr 24
DEFA14A
Additional proxy soliciting materials
3 Apr 24
DEF 14A
Definitive proxy
3 Apr 24
8-K
Entry into a Material Definitive Agreement
28 Mar 24
10-K
2023 FY
Annual report
28 Feb 24
8-K
Beacon Reports Fourth Quarter and Full Year 2023 Results
27 Feb 24
8-K/A
Departure of Directors or Certain Officers
16 Feb 24
8-K
Amendments to Articles of Incorporation or Bylaws
16 Feb 24
S-8 POS
Registration of securities for employees (post-effective amendment)
26 Jan 24
Transcripts
BECN
Earnings call transcript
2023 Q4
27 Feb 24
BECN
Earnings call transcript
2023 Q3
2 Nov 23
BECN
Earnings call transcript
2023 Q2
3 Aug 23
BECN
Earnings call transcript
2023 Q1
4 May 23
BECN
Earnings call transcript
2023 Q1
4 May 23
BECN
Earnings call transcript
2022 Q4
23 Feb 23
BECN
Earnings call transcript
2022 Q3
3 Nov 22
BECN
Earnings call transcript
2022 Q2
6 Aug 22
BECN
Earnings call transcript
2023 Q2
3 Aug 22
BECN
Earnings call transcript
2022 Q1
7 May 22
Latest ownership filings
4
Christopher Carl Nelson
1 Apr 24
144
Notice of proposed sale of securities
28 Mar 24
4
Jason L Taylor
25 Mar 24
11-K
Annual report of employee stock purchases
22 Mar 24
144
Notice of proposed sale of securities
21 Mar 24
4
James J Gosa
15 Mar 24
4
Sam Guzman
14 Mar 24
4
Julian Francis
8 Mar 24
4
Jonathan Stuart Bennett
8 Mar 24
4
Clement Munroe Best III
8 Mar 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Sep 21 | Sep 20 | Sep 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 69.70 mm | 69.70 mm | 69.70 mm | 69.70 mm | 69.70 mm | 69.70 mm |
Cash burn (monthly) | (no burn) | 1.27 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 8.72 mm | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 60.98 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 48.1 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 262 |
Opened positions | 55 |
Closed positions | 29 |
Increased positions | 97 |
Reduced positions | 66 |
13F shares | Current |
---|---|
Total value | 4.81 tn |
Total shares | 78.19 mm |
Total puts | 65.60 k |
Total calls | 125.40 k |
Total put/call ratio | 0.5 |
Largest owners | Shares | Value |
---|---|---|
Clayton, Dubilier & Rice | 10.24 mm | $790.30 bn |
CD&R Boulder | 10.17 mm | $0.00 |
FMR | 6.56 mm | $505.89 bn |
Vanguard | 5.63 mm | $434.12 bn |
American Century Investment Management | 3.99 mm | $0.00 |
BLK Blackrock | 3.97 mm | $306.57 bn |
Dimensional Fund Advisors | 3.66 mm | $282.08 bn |
T. Rowe Price Investment Management | 3.46 mm | $267.40 bn |
American Century Companies | 2.73 mm | $211.02 bn |
Fiduciary Management | 1.82 mm | $140.15 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
28 Mar 24 | Christopher Carl Nelson | Common Stock, $0.01 par value | Sell | Dispose S | No | No | 93.87 | 3,268 | 306.77 k | 176 |
28 Mar 24 | Christopher Carl Nelson | Common Stock, $0.01 par value | Option exercise | Acquire M | No | No | 37.89 | 3,268 | 123.82 k | 3,444 |
28 Mar 24 | Christopher Carl Nelson | Stock Option Common Stock, $0.01 par value | Option exercise | Dispose M | No | No | 37.89 | 3,268 | 123.82 k | 0 |
21 Mar 24 | Jason L Taylor | Common Stock, $0.01 par value | Sell | Dispose S | No | Yes | 95 | 1,805 | 171.48 k | 10,531 |
13 Mar 24 | James J Gosa | Common Stock, $0.01 par value | Gift | Dispose G | No | No | 0 | 575 | 0.00 | 18,412 |
12 Mar 24 | Sam Guzman | RSU Common Stock, $0.01 par value | Grant | Acquire A | No | No | 0 | 1,158 | 0.00 | 1,158 |
6 Mar 24 | Julian Francis | Stock Option Common Stock, $0.01 par value | Grant | Acquire A | No | No | 84.9 | 26,508 | 2.25 mm | 26,508 |
6 Mar 24 | Julian Francis | RSU Common Stock, $0.01 par value | Grant | Acquire A | No | No | 0 | 12,552 | 0.00 | 12,552 |
News
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Where Beacon Roofing Supply Stands With Analysts
18 Apr 24
Benchmark Initiates Coverage On Beacon Roofing Supply with Buy Rating, Announces Price Target of $135
18 Apr 24
Peering Into Beacon Roofing Supply's Recent Short Interest
11 Apr 24
Press releases
Beacon Adds Service in Atlantic Canada and Minneapolis Markets
8 Apr 24
Beacon Announces Three New Locations
22 Mar 24
Beacon Launches Fourth Annual Campaign Recognizing Female Roofing Professionals
8 Mar 24
Beacon Reports Fourth Quarter and Full Year 2023 Results
27 Feb 24
Beacon Announces Acquisition of Metro Sealant
12 Feb 24