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Company Economics

Reporting and analysis from Roofing Rollup Report.

6 articlesNewest editorial date first

Official construction definitions show why a new-building indicator cannot stand in for the replacement and repair business.

Nov 13, 2026 · 2 min read

The November 9 unaudited estimates include Kodiak and TopBuild. Consolidated expansion is not an organic roofing growth rate.

Nov 12, 2026 · 2 min read

Supplier-managed roofing repair connects contractors to a broader facilities channel, whose reported margins do not measure roofing.

Nov 12, 2026 · 2 min read

Brands revenue rose while management cited lower roofing revenue and increased competition. Divisional margins are not RCA margins.

Nov 12, 2026 · 2 min read

BLS projections show why replacing departing workers matters alongside adding new positions. The figures describe different time periods.

Nov 12, 2026 · 3 min read

Valor's Landmark and Associate announcements identify a specific service opportunity, with adoption and unit economics still undisclosed.

Nov 12, 2026 · 2 min read