Founded in 1928, Beacon is a Fortune 500, publicly traded distributor of roofing materials and complementary building products in North America, operating over 400 branches throughout all 50 states in the U.S. and 6 provinces in Canada. Beacon serves an extensive base of over 90,000 customers, utilizing its vast branch network and diverse service offerings to provide high-quality products and support throughout the entire business lifecycle. Beacon offers its own private label brand, TRI-BUILT, and has a proprietary digital account management suite, Beacon PRO+, which allows customers to manage their businesses online.

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 ...
BECN stock data
News

Where Beacon Roofing Supply Stands With Analysts
9 May 22
Raymond James Maintains Outperform on Beacon Roofing Supply, Raises Price Target to $75
9 May 22
Beacon Roofing Supply: Q2 Earnings Insights
5 May 22
Beacon Roofing Supply Q2 EPS $0.61 Beats $0.51 Estimate, Sales $1.69B Beat $1.46B Estimate
5 May 22
Earnings Scheduled For May 5, 2022
5 May 22
Press releases
Beacon Reports First Quarter 2022 Results
5 May 22
Beacon Announces Digital Integration With AccuLynx
2 May 22
Beacon Announces Acquisition of Wichita Falls Builders Wholesale
29 Apr 22
Beacon to Announce First Quarter 2022 Earnings on May 5, 2022
21 Apr 22
Beacon Expands Presence and Customer Service in California & Wisconsin
9 Mar 22
Analyst ratings and price targets
Current price
Average target
$69.33
Low target
$66.00
High target
$75.00
Raymond James
Maintains
$75.00
Wells Fargo
Maintains
$67.00
JP Morgan
Maintains
$66.00
Investment data
Securities sold
Number of investors
Calendar
6 May 22
24 May 22
31 Dec 22
Financial summary
Quarter (USD) | Mar 22 | Sep 21 | Jun 21 | Mar 21 | |
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Change in cash | |||||
Diluted EPS |
Annual (USD) | Sep 21 | Sep 20 | Sep 19 | Sep 18 | |
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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 |
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) | 52.4M | 52.4M | 52.4M | 52.4M | 52.4M | 52.4M |
Cash burn (monthly) | 69.2M | 34.08M | (no burn) | (no burn) | 54M | 3.74M |
Cash used (since last report) | 122.87M | 60.52M | n/a | n/a | 95.88M | 6.64M |
Cash remaining | -70.47M | -8.12M | n/a | n/a | -43.48M | 45.76M |
Runway (months of cash) | -1.0 | -0.2 | n/a | n/a | -0.8 | 12.2 |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
19 May 22 | James J Gosa | Common Stock, $0.01 par value | Sell | Dispose S | No | No | 62.34 | 2,300 | 143.38K | 4,901 |
19 May 22 | James J Gosa | Common Stock, $0.01 par value | Sell | Dispose S | No | No | 62.6 | 2,232 | 139.72K | 7,201 |
19 May 22 | James J Gosa | Common Stock, $0.01 par value | Option exercise | Acquire M | No | No | 36.19 | 2,232 | 80.78K | 9,433 |
19 May 22 | James J Gosa | Stock Option Common Stock, $0.01 par value | Option exercise | Dispose M | No | No | 36.19 | 2,232 | 80.78K | 0 |
29 Apr 22 | CD&R Investment Associates IX | Common Stock | Buy | Acquire P | Yes | No | 58.697 | 102,219 | 6M | 14,755,648 |
20 Apr 22 | Lonegro Frank A | Common Stock, $0.01 par value | Payment of exercise | Dispose F | No | No | 61.29 | 3,797 | 232.72K | 25,043 |
20 Apr 22 | Lonegro Frank A | Common Stock, $0.01 par value | Option exercise | Acquire M | No | No | 0 | 14,991 | 0 | 28,840 |
20 Apr 22 | Lonegro Frank A | RSU Common Stock, $0.01 par value | Option exercise | Dispose M | No | No | 0 | 14,991 | 0 | 0 |
16 Mar 22 | Clement Munroe Best III | Common Stock, $0.01 par value | Sell | Dispose S | No | Yes | 63 | 4,000 | 252K | 50,903 |
10 Mar 22 | Berquist Carl T | RSU Common Stock, $0.01 par value | Grant | Acquire A | No | No | 0 | 2,204 | 0 | 2,204 |
Institutional ownership, Q1 2022
13F holders | Current |
---|---|
Total holders | 199 |
Opened positions | 22 |
Closed positions | 37 |
Increased positions | 68 |
Reduced positions | 82 |
13F shares | Current |
---|---|
Total value | 4.58B |
Total shares | 103.46M |
Total puts | 64.5K |
Total calls | 114.8K |
Total put/call ratio | 0.6 |
Largest owners | Shares | Value |
---|---|---|
CD&R Boulder | 24.35M | $0 |
Clayton, Dubilier & Rice | 14.67M | $869.75M |
FMR | 10.15M | $601.75M |
Vanguard | 5.4M | $319.89M |
Dimensional Fund Advisors | 4.33M | $256.66M |
Frontier Capital Management | 3.79M | $120.16M |
BLK Blackrock | 3.71M | $220.17M |
American Century Companies | 3.62M | $214.76M |
American Century Investment Management | 3.59M | $206.13M |
TROW T. Rowe Price | 2.7M | $160.02M |
Content analysis
?Positive | ||
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Uncertain | ||
Constraining | ||
Legalese | ||
Litigous | ||
Readability |
H.S. junior Avg
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New words:
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Removed:
adjustment, allocated, application, April, assist, attempt, attributed, autonomy, brand, branded, capitalization, clarifying, collect, competition, compliance, consistent, decline, deferred, developed, differentiate, disposition, distinctive, distribute, diverse, eliminating, emphasizing, enacted, entertainment, estimating, exclude, explain, factoring, forecasted, fourth, home, hypothetical, impairment, improved, improvement, inability, inclement, ineffective, influence, innovative, intent, introduce, invest, JGA, knowledge, legacy, logo, loyalty, managing, marketing, mix, networking, newly, northern, oldest, opened, opening, ownership, policy, population, portal, produce, productivity, proficiency, promote, promptly, protection, recognition, regional, relating, rely, remodeling, removing, repair, replacing, revaluation, revised, RSG, satisfaction, simplified, simplify, Simplifying, single, statement, suited, tied, tool, updated, vital
Financial reports
Current reports
8-K
Beacon Reports First Quarter 2022 Results
4 May 22
8-K
Departure of Directors or Certain Officers
14 Mar 22
8-K
Regulation FD Disclosure
24 Feb 22
8-K
Submission of Matters to a Vote of Security Holders
22 Feb 22
8-K
Beacon Reports Transition Period and Calendar Year 2021 Results
3 Feb 22
8-K
Beacon Completes Divestiture of Solar Products Business
1 Dec 21
8-K
Beacon Reports Fourth Quarter and Fiscal Year 2021 Results
18 Nov 21
8-K
Departure of Directors or Certain Officers
17 Nov 21
8-K
Beacon Strengthens Governance, Shifts Fiscal Year End
17 Aug 21
8-K/A
Beacon Strengthens Governance, Shifts Fiscal Year End
17 Aug 21
Registration and prospectus
S-8
Registration of securities for employees
9 Aug 20
D
$400M in equity, sold $400M, 1 investor
11 Jan 18
424B5
Prospectus supplement for primary offering
21 Sep 17
424B4
Prospectus supplement with pricing info
17 Sep 17
S-3ASR
Automatic shelf registration
17 Sep 17
424B1
Prospectus with pricing info
17 May 16
424B4
Prospectus supplement with pricing info
15 May 16
POSASR
Automatic shelf registration (post-effective amendment)
5 May 16
S-3ASR
Automatic shelf registration
24 Mar 16
S-8
Registration of securities for employees
24 Mar 16
Other
UPLOAD
Letter from SEC
6 Nov 19
CORRESP
Correspondence with SEC
30 Oct 19
CORRESP
Correspondence with SEC
20 Jun 19
CORRESP
Correspondence with SEC
30 May 19
UPLOAD
Letter from SEC
24 Apr 19
CT ORDER
Confidential treatment order
19 Dec 18
EFFECT
Notice of effectiveness
20 Mar 16
CORRESP
Correspondence with SEC
17 Mar 16
CORRESP
Correspondence with SEC
17 Mar 16
UPLOAD
Letter from SEC
23 Feb 16
Ownership
4
BEACON ROOFING SUPPLY / James J Gosa ownership change
23 May 22
4
Change in insider ownership
29 Apr 22
4
BEACON ROOFING SUPPLY / Frank A Lonegro ownership change
22 Apr 22
4
BEACON ROOFING SUPPLY / Clement Munroe Best III ownership change
18 Mar 22
4
BEACON ROOFING SUPPLY / Sean M. McDevitt ownership change
14 Mar 22
4
BEACON ROOFING SUPPLY / Jason L Taylor ownership change
14 Mar 22
4
BEACON ROOFING SUPPLY / Christine Stroh Reddy ownership change
14 Mar 22
4
BEACON ROOFING SUPPLY / Christopher Carl Nelson ownership change
14 Mar 22
4
BEACON ROOFING SUPPLY / Frank A Lonegro ownership change
14 Mar 22
4
BEACON ROOFING SUPPLY / Sam Guzman ownership change
14 Mar 22
Transcripts
2022 Q1
Earnings call transcript
7 May 22
2021 Q4
Earnings call transcript
4 Feb 22
2021 Q4
Earnings call transcript
19 Nov 21
2021 Q3
Earnings call transcript
8 Aug 21
2021 Q2
Earnings call transcript
9 May 21
2021 Q1
Earnings call transcript
9 Feb 21
2020 Q4
Earnings call transcript
19 Nov 20
2020 Q3
Earnings call transcript
9 Aug 20
2020 Q2
Earnings call transcript
9 May 20
2020 Q1
Earnings call transcript
3 Feb 20
Reddit threads
Daily Discussion Thread - May 5th, 2022
5 May 22
Daily Discussion Thread - May 4th, 2022
4 May 22
Daily Discussion Thread - February 3rd, 2022
3 Feb 22
Daily Discussion Thread - February 2nd, 2022
2 Feb 22
Daily Discussion Thread - February 1st, 2022
1 Feb 22
Daily Discussion Thread - January 31st, 2022
31 Jan 22
Daily Discussion Thread - November 18th, 2021
18 Nov 21
Daily Discussion Thread - November 17th, 2021
17 Nov 21
Daily Discussion Thread - November 16th, 2021
16 Nov 21
Daily Discussion Thread - November 15th, 2021
15 Nov 21