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Builders FirstSource, Inc. logo

Builders FirstSource, Inc.

BLDR

NYSEBasic MaterialsConstruction Materials

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Previous close

$70.21

−$0.11 · -0.16%

Aug 21, 4:00 PM ET

BLDR company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

71

Undervalued

Momentum

24

Weakening

Sentiment

73

Bullish

Risk resilience

33

High Risk

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AI-generated, informational only, and not investment advice.

Company profile

Company website

Builders FirstSource, Inc. engages in the supply and manufacture of building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers. Its products include factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood. The company was founded by Kevin P. O'Meara, Donald F. McAleenan and John D. Roach in March 1998 and is headquartered in Irving, TX.

Industry
Construction Materials
Sector
Basic Materials
Headquarters
US
CEO
Peter Jackson
Listed since
Jun 28, 2005
Employees
28,000

Market position

Day range

Current $70.21

52-week range

Current $70.21

Open
$70.48
Previous close
$70.32
Volume
1.31M
0.52× average
Average volume
2.49M
Average daily volume
Market cap
7.55B USD
Beta
1.42
Market reference 1
50-day average
$75.7926
-7.37% below average
200-day average
$92.1275
-23.79% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
16.93B USD
P/E (TTM)
76.32×
P/B (TTM)
1.91×
P/S (TTM)
0.52×
EV / EBITDA
12.29×
Earnings yield
3.80%
Free cash flow yield
7.44%
Dividend yield
0.00%

Profitability & efficiency

Gross margin
29.19%
Operating margin
3.02%
Net margin
0.71%
Return on equity
10.00%
Return on assets
3.87%
Return on invested capital
6.82%

Financial health

Debt / equity
1.31×
Current ratio
1.86×
Altman Z-score
2.17
Piotroski F-score
6 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends38%25%13%-0%Gross margin, FY2021: 29.41%Gross margin, FY2022: 34.08%Gross margin, FY2023: 35.17%Gross margin, FY2024: 32.82%Gross margin, FY2025: 29.03%Operating margin, FY2021: 12.00%Operating margin, FY2022: 16.59%Operating margin, FY2023: 12.73%Operating margin, FY2024: 9.73%Operating margin, FY2025: 5.18%Net margin, FY2021: 8.67%Net margin, FY2022: 12.10%Net margin, FY2023: 9.01%Net margin, FY2024: 6.57%Net margin, FY2025: 2.86%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 29.41%. Gross margin FY2022 34.08%. Gross margin FY2023 35.17%. Gross margin FY2024 32.82%. Gross margin FY2025 29.03%. Operating margin FY2021 12.00%. Operating margin FY2022 16.59%. Operating margin FY2023 12.73%. Operating margin FY2024 9.73%. Operating margin FY2025 5.18%. Net margin FY2021 8.67%. Net margin FY2022 12.10%. Net margin FY2023 9.01%. Net margin FY2024 6.57%. Net margin FY2025 2.86%.

Income trends

Revenue

15.19B USD-7.38%

Operating income

786.28M USD-50.71%

Net income

435.2M USD-59.63%
Income trends across reported periods24.96B USD16.04B USD7.12B USD−1.79B USDRevenue, FY2021: 19.89B USDRevenue, FY2022: 22.73B USDRevenue, FY2023: 17.1B USDRevenue, FY2024: 16.4B USDRevenue, FY2025: 15.19B USDOperating income, FY2021: 2.39B USDOperating income, FY2022: 3.77B USDOperating income, FY2023: 2.18B USDOperating income, FY2024: 1.6B USDOperating income, FY2025: 786.28M USDNet income, FY2021: 1.73B USDNet income, FY2022: 2.75B USDNet income, FY2023: 1.54B USDNet income, FY2024: 1.08B USDNet income, FY2025: 435.2M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 19.89B USD. Revenue FY2022 22.73B USD. Revenue FY2023 17.1B USD. Revenue FY2024 16.4B USD. Revenue FY2025 15.19B USD. Operating income FY2021 2.39B USD. Operating income FY2022 3.77B USD. Operating income FY2023 2.18B USD. Operating income FY2024 1.6B USD. Operating income FY2025 786.28M USD. Net income FY2021 1.73B USD. Net income FY2022 2.75B USD. Net income FY2023 1.54B USD. Net income FY2024 1.08B USD. Net income FY2025 435.2M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue15.19B USD16.4B USD17.1B USD22.73B USD19.89B USD
Cost of goods sold10.78B USD11.02B USD11.08B USD14.98B USD14.04B USD
Gross profit4.41B USD5.38B USD6.01B USD7.74B USD5.85B USD
Selling, general, and administrative3.62B USD3.79B USD3.84B USD3.97B USD3.46B USD
Operating expenses3.62B USD3.79B USD3.84B USD3.97B USD3.46B USD
Interest expense273.89M USD207.72M USD192.12M USD170.97M USD128.78M USD
Depreciation and amortization591.43M USD561.93M USD558.28M USD497.14M USD547.35M USD
Operating income786.28M USD1.6B USD2.18B USD3.77B USD2.39B USD
Net income435.2M USD1.08B USD1.54B USD2.75B USD1.73B USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
73%
8 beats, 3 misses, 0 met estimates
Average EPS surprise
+3.47%
11 comparable reports
Latest EPS result
1.17
Estimate 1.25 · Miss by 6.40%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates2.551.7810.23Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26MissQ2 '26MissQ3 '26MissQ4 '26Estimate
Q1 2025, reported Feb 20, 2025: actual 2.31, estimate 2.18, surprise +5.96%, Beat. Q2 2025, reported May 1, 2025: actual 1.51, estimate 1.5, surprise +0.67%, Beat. Q3 2025, reported Jul 31, 2025: actual 2.38, estimate 2.35, surprise +1.28%, Beat. Q4 2025, reported Oct 30, 2025: actual 1.88, estimate 1.75, surprise +7.43%, Beat. Q1 2026, reported Feb 17, 2026: actual 1.12, estimate 1.3, surprise -13.85%, Miss. Q2 2026, reported Apr 30, 2026: actual 0.27, estimate 0.39, surprise -30.77%, Miss. Q3 2026, reported Jul 30, 2026: actual 1.17, estimate 1.25, surprise -6.40%, Miss. Q4 2026, reported Oct 29, 2026: actual —, estimate 1.08, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates4.48B3.99B3.49B3BQ1 '25MissQ2 '25MissQ3 '25BeatQ4 '25BeatQ1 '26MissQ2 '26BeatQ3 '26MissQ4 '26Estimate
Q1 2025, reported Feb 20, 2025: actual 3.82B USD, estimate 3.89B USD, surprise -1.81%, Miss. Q2 2025, reported May 1, 2025: actual 3.66B USD, estimate 4.31B USD, surprise -15.05%, Miss. Q3 2025, reported Jul 31, 2025: actual 4.23B USD, estimate 3.86B USD, surprise +9.73%, Beat. Q4 2025, reported Oct 30, 2025: actual 3.94B USD, estimate 3.86B USD, surprise +2.21%, Beat. Q1 2026, reported Feb 17, 2026: actual 3.36B USD, estimate 3.45B USD, surprise -2.80%, Miss. Q2 2026, reported Apr 30, 2026: actual 3.29B USD, estimate 3.17B USD, surprise +3.58%, Beat. Q3 2026, reported Jul 30, 2026: actual 3.86B USD, estimate 3.91B USD, surprise -1.17%, Miss. Q4 2026, reported Oct 29, 2026: actual —, estimate 3.77B USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$87.00

23.91% upside
Past 12 months12-month forecastHigh $115Average $87.00Low $66.00

Rating distribution

43 ratings
Strong buy00%
Buy2251%
Hold2047%
Sell12%
Strong sell00%

Recent analyst actions

12 institutions

BLDR news

zacks.com

Bear of the Day: Builders FirstSource (BLDR)

There is no housing recovery in 2026.

Read source
defenseworld.net

Cetera Investment Advisers Has $3.38 Million Position in Builders FirstSource, Inc. $BLDR

Cetera Investment Advisers lowered its stake in Builders FirstSource, Inc. (NYSE: BLDR) by 16.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission…

Read source
defenseworld.net

Empowered Funds LLC Decreases Stake in Builders FirstSource, Inc. $BLDR

Empowered Funds LLC reduced its holdings in Builders FirstSource, Inc. (NYSE: BLDR) by 32.7% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…

Read source
zacks.com

BLDR Cuts 2026 Outlook as Housing Weakness Deepens Margin Pressure

Builders FirstSource cuts its 2026 outlook as softer housing demand, margin pressure and weaker earnings weigh on results despite ongoing cost-saving efforts.

Read source
zacks.com

Should Investors Buy BLDR as Low Valuation Meets Earnings Pressure?

Builders FirstSource trades at a discount, but weaker earnings, lower guidance and higher leverage keep pressure on the outlook despite potential long-term recovery.

Read source
zacks.com

BLDR Falls 12% in the Past Month as Housing and Margin Risks Deepen

Builders FirstSource faces housing weakness, margin pressure and lower earnings estimates as softer demand and reduced guidance weigh on the investment outlook.

Read source

Corporate actions

Corporate action history

Stock split

Effective Dec 17, 2009

1,091:1,000

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ETFs holding BLDR

Funds reporting this stock among their holdings, ordered by reported position size.

Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
216.28M
Weight
0.01%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
Vanguard S&P 500 ETF logoVanguard S&P 500 ETFVOO
Market value
187.47M
Weight
0.01%
AUM
1.7T USD
Expense ratio
0.03%
Price / 1D
$703.71+0.39%
Invesco S&P 500 Equal Weight ETF logoInvesco S&P 500 Equal Weight ETFRSP
Market value
175.99M
Weight
0.18%
AUM
100.27B USD
Expense ratio
0.20%
Price / 1D
$221.67+0.63%
Vanguard Morningstar Small-Cap ETF logoVanguard Morningstar Small-Cap ETFVB
Market value
156.1M
Weight
0.08%
AUM
183.4B USD
Expense ratio
0.03%
Price / 1D
$304.76+0.64%
iShares Core S&P 500 ETF logoiShares Core S&P 500 ETFIVV
Market value
101.98M
Weight
0.01%
AUM
891.84B USD
Expense ratio
0.03%
Price / 1D
$769.31+0.39%
Vanguard Morningstar Small-Cap Value ETF logoVanguard Morningstar Small-Cap Value ETFVBR
Market value
99.13M
Weight
0.14%
AUM
68.3B USD
Expense ratio
0.05%
Price / 1D
$249.18+0.68%
State Street SPDR S&P 500 ETF logoState Street SPDR S&P 500 ETFSPY
Market value
94.05M
Weight
0.01%
AUM
817.87B USD
Expense ratio
0.09%
Price / 1D
$765.72+0.41%
Global X - U.S. Infrastructure Development ETF logoGlobal X - U.S. Infrastructure Development ETFPAVE
Market value
59.96M
Weight
0.43%
AUM
13.86B USD
Expense ratio
0.47%
Price / 1D
$56.39+0.62%

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