TopBuild Corp at Deutsche Bank Industrials & Materials Summit Conference Transcript
All right. This is Joe Ahlersmeyer from Deutsche Bank. I'm the homebuilders and building products analyst here. And we're here with Rob Kuhns from TopBuild, and we were joking earlier today in 1 of the meeting sessions that even though I've only covered the stock for, I think, now 10 months, this is our second annual fireside between Rob and myself. So we're really excited to have you here and appreciate your support. So I'm happy to sort of let you take it for the first minute or 2. Just maybe give some opening remarks, if you'd like, and then we can hop into questions.
Yes, sure. So for those of you that aren't familiar with TopBuild, we're a $5 billion revenue installer and distributor of insulation and insulation-related products, we're made up of 2 segments. We've got our installation segment, which is about $3 billion in revenue, our distribution segment, that's about $2 billion in revenue. We've been a public company since we
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