BLDR Stock - Builders FirstSource, Inc.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $16.40B | $17.10B | $22.73B | $19.89B | $8.56B |
| Gross Profit | $5.38B | $6.01B | $7.74B | $5.85B | $2.22B |
| Gross Margin | 32.8% | 35.2% | 34.1% | 29.4% | 26.0% |
| Operating Income | $1.60B | $2.18B | $3.77B | $2.39B | $543.85M |
| Net Income | $1.08B | $1.54B | $2.75B | $1.73B | $313.54M |
| Net Margin | 6.6% | 9.0% | 12.1% | 8.7% | 3.7% |
| EPS | $9.13 | $12.06 | $16.98 | $8.55 | $2.69 |
Builders FirstSource, Inc., together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. It offers lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing; manufactured products, such as wood floor and roof trusses, steel roof trusses, wall panels, stairs, and engineered wood products; and windows, and interior and exterior door units, as well as interior and exterior trims and custom products under the Synboard brand name. The company also offers gypsum, roofing, and insulation products, including wallboards, ceilings, joint treatments, and finishes; and siding, metal, and concrete products, such as vinyl, composite, and wood siding products, as well as exterior trims, other exteriors, metal studs, and cement products. In addition, it provides other building products and services, such as cabinets and hardware, as well as turn-key framing, shell construction, design assistance, and professional installation services. The company was formerly known as BSL Holdings, Inc. and changed its name to Builders FirstSource, Inc. in October 1999. Builders FirstSource, Inc. was founded in 1998 and is based in Dallas, Texas.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| December 15th 2025 | Jefferies | Downgrade | Hold | $110 |
| November 17th 2025 | Wells Fargo | Initiation | Equal Weight | - |
| October 20th 2025 | Vertical Research | Initiation | Sell | - |
| October 1st 2025 | KeyBanc Capital Markets | Initiation | Overweight | $145 |
| September 15th 2025 | Wedbush | Downgrade | Neutral | $145 |
| August 1st 2025 | Deutsche Bank | Downgrade | Hold | $134 |
| August 1st 2025 | RBC Capital Mkts | Downgrade | Sector Perform | $129 |
| August 1st 2025 | Robert W. Baird | Downgrade | Neutral | $130 |
| April 29th 2025 | Stifel | Downgrade | Hold | $125 |
| April 1st 2025 | Deutsche Bank | Initiation | Buy | $151 |
| January 17th 2025 | Raymond James | Initiation | Outperform | $180 |
| January 8th 2025 | Stifel | Resumed | Buy | $175 |
| October 25th 2024 | UBS | Initiation | Buy | $232 |
| October 10th 2024 | Goldman | Initiation | Buy | $225 |
| September 16th 2024 | Truist | Upgrade | Buy | $220← $165 |
Earnings History & Surprises
BLDREPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 29, 2026 | — | — | — | — |
Q1 2026 | Feb 19, 2026 | $1.30 | — | — | — |
Q4 2025 | Oct 30, 2025 | $1.75 | $1.88 | +7.4% | ✓ BEAT |
Q3 2025 | Jul 31, 2025 | $2.35 | $2.38 | +1.3% | ✓ BEAT |
Q2 2025 | May 1, 2025 | $1.50 | $1.51 | +0.7% | ✓ BEAT |
Q1 2025 | Feb 20, 2025 | $2.18 | $2.31 | +6.0% | ✓ BEAT |
Q4 2024 | Nov 5, 2024 | $2.98 | $3.07 | +3.0% | ✓ BEAT |
Q3 2024 | Aug 6, 2024 | $3.02 | $3.50 | +15.9% | ✓ BEAT |
Q2 2024 | May 7, 2024 | $2.30 | $2.65 | +15.2% | ✓ BEAT |
Q1 2024 | Feb 22, 2024 | $2.54 | $3.55 | +39.8% | ✓ BEAT |
Q4 2023 | Nov 1, 2023 | $3.73 | $4.24 | +13.7% | ✓ BEAT |
Q3 2023 | Aug 2, 2023 | $2.51 | $3.89 | +55.0% | ✓ BEAT |
Q2 2023 | May 3, 2023 | $1.51 | $2.96 | +96.0% | ✓ BEAT |
Q1 2023 | Feb 28, 2023 | $2.36 | $3.21 | +36.0% | ✓ BEAT |
Q4 2022 | Nov 8, 2022 | $3.32 | $5.20 | +56.6% | ✓ BEAT |
Q3 2022 | Aug 1, 2022 | $3.06 | $6.26 | +104.6% | ✓ BEAT |
Q2 2022 | May 10, 2022 | $1.98 | $3.90 | +97.0% | ✓ BEAT |
Q1 2022 | Mar 1, 2022 | $1.91 | $2.78 | +45.5% | ✓ BEAT |
Q4 2021 | Nov 4, 2021 | $1.60 | $3.39 | +111.9% | ✓ BEAT |
Q3 2021 | Aug 5, 2021 | $1.75 | $2.76 | +57.7% | ✓ BEAT |
Latest News
Stifel Maintains Hold on Builders FirstSource, Lowers Price Target to $115
📉 NegativeBuilders FirstSource shares are trading lower after Jefferies downgraded the stock from Buy to Hold and lowered the price target from $138 to $110.
📉 NegativeJefferies Downgrades Builders FirstSource to Hold, Lowers Price Target to $110
📉 NegativeBarclays Maintains Overweight on Builders FirstSource, Lowers Price Target to $123
➖ NeutralWells Fargo Initiates Coverage On Builders FirstSource with Equal-Weight Rating, Announces Price Target of $115
➖ NeutralDA Davidson Maintains Neutral on Builders FirstSource, Lowers Price Target to $115
➖ NeutralZelman & Assoc Upgrades Builders FirstSource to Neutral
➖ NeutralUBS Maintains Buy on Builders FirstSource, Raises Price Target to $166
📈 PositiveBarclays Maintains Overweight on Builders FirstSource, Lowers Price Target to $124
➖ NeutralBenchmark Maintains Buy on Builders FirstSource, Raises Price Target to $142
📈 PositiveBLDR stock has given up its prior gain. Builders FirstSource shares were trading higher after the company reported better-than-expected Q3 financial results.
📈 PositiveBuilders FirstSource shares are trading higher after the company reported better-than-expected Q3 financial results.
📈 PositiveBuilders FirstSource Non-GAAP EPS of $1.88 beats by $0.16, revenue of $3.9B beats by $50M
📈 PositiveBuilders FirstSource Sees FY2025 Sales $15.100B-$15.400B vs $15.303B Est
➖ NeutralBuilders FirstSource Q3 Adj. EPS $1.88 Beats $1.64 Estimate, Sales $3.941B Beat $3.852B Estimate
📈 PositiveBuilders FirstSource Acquires Builder's Door & Trim And Rystin Construction In The Las Vegas Area; Terms Not Disclosed
📈 PositiveBuilders FirstSource shares are trading higher after Keybanc initiated coverage with an Overweight rating and a $145 price target.
📈 PositiveKeybanc Initiates Coverage On Builders FirstSource with Overweight Rating, Announces Price Target of $145
📈 PositiveIndustrial gainers and losers: Caterpillar climbs to top spot this week as Builders FirstSource continues in red
➖ NeutralWedbush Downgrades Builders FirstSource to Neutral, Maintains Price Target to $145
➖ NeutralFrequently Asked Questions about BLDR
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