Builders FirstSource, Inc.

BLDR

$64.18

+1.73%

2026-09-03 16:00:02 EDT+$1.09

Basic Materials

Construction Materials

NYSE

Active Trading

Builders FirstSource, Inc. engages in the supply and manufacture of building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, ...

Price Action of BLDR

$64.18

+1.73%+$1.09

High—

Low—

52W High-57.5%

Rel. vol—

Interval

Range6.5h

Volume—SMA5SMA10

—

Company Overview of BLDR

Builders FirstSource, Inc. is the largest supplier of building products, prefabricated components, and value-added services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. Founded in 1998 and headquartered in Irving, Texas, the company operates approximately 565 distribution and manufacturing locations across 43 states, employing around 28,000 people. ...Builders FirstSource, Inc. is the largest supplier of building products, prefabricated components, and value-added services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. Founded in 1998 and headquartered in Irving, Texas, the company operates approximately 565 distribution and manufacturing locations across 43 states, employing around 28,000 people. Its product portfolio includes factory-built roof and floor trusses, wall panels, stairs, vinyl windows, custom millwork and trim, and engineered wood products. The company serves the new residential construction and repair/remodeling markets, offering a one-stop-shop solution with a focus on speed, quality, and cost efficiency. As of the latest data, Builders FirstSource reported a market capitalization of about $8.04 billion, with a trailing twelve-month revenue per share of $132.91 and a net profit margin of 0.7%. The company has a price-to-earnings ratio of 81.2, indicating a high valuation relative to earnings, and a debt-to-equity ratio of 1.31, reflecting moderate leverage. Under the leadership of CEO Peter Jackson, who assumed the role in November 2024, the company continues to focus on innovation, operational excellence, and expanding its market presence. With a strong emphasis on financial health, the company maintains an interest coverage ratio of 1.52 and a current ratio of 1.79, suggesting adequate liquidity to meet short-term obligations. The firm's future prospects are tied to the housing market cycle, but its scale and integrated offerings position it well for long-term growth.ExpandCollapse

Founded

1998

Employees

28000

CEO

Peter Jackson

Full Name

Builders FirstSource, Inc.

Sector

Basic Materials

Industry

Construction Materials

ROE

2.46%

Market Cap

$6.91B

Current Ratio

1.79

WACC

7.96%

ROIC

3.23%

Contact Information

https://www.bldr.com

214 880 3500

6031 Connection Drive, Irving, TX 75039

Key Metrics of BLDR

Snapshot

Latest / TTM · 6 periods

Market Cap

$6.91B

ROCE

4.6%

EV / EBITDA

11.69x

-3.5% YoY

FCF Yield

9.3%

+1.8% YoY

Cash Conversion Cycle

49.6d

Current Ratio

1.79

Quick take

TTM —

Positive CCC

Financial Highlights of BLDR

Profitability trend

Latest / TTM · 6 periods

Gross Margin

29.2%

Net Margin

0.7%

P/E Ratio

69.76x

n/a

Debt / Equity

1.31

n/a

Current Ratio

1.79

Dividend Yield

0.0%

Understanding

TTM —

No major balance sheet stress in these headline ratios.

Calendar of BLDR

Upcoming

Sep 30, 2026In 26 days
Q3 FY2026 · Estimated results
Est. EPS $1.08 · Revenue $3.77B · 13 analysts
Dec 30, 2026
Q4 FY2026 · Estimated results
Est. EPS $0.60 · Revenue $3.43B · 11 analysts
Dec 31, 2026
FY2026 · Estimated annual results
Est. EPS $3.11 · Revenue $14.34B · 9 analysts
Mar 30, 2027
Q1 FY2027 · Estimated results
Est. EPS $0.45 · Revenue $3.37B · 4 analysts

Recent history

Jul 30, 2026
Q2 FY2026 · Results reported
EPS $-0.04 · Revenue $3.86B
View filing
Apr 30, 2026
Q1 FY2026 · Results reported
EPS $-0.43 · Revenue $3.29B
View filing
Feb 17, 2026
FY2025 · Annual results
EPS $3.89 · Revenue $15.19B
View filing
Oct 30, 2025
Q3 FY2025 · Results reported
EPS $1.10 · Revenue $3.94B
View filing
Jul 31, 2025
Q2 FY2025 · Results reported
EPS $1.66 · Revenue $4.23B
View filing
May 1, 2025
Q1 FY2025 · Results reported
EPS $0.84 · Revenue $3.66B
View filing

Financial Statements of BLDR

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$15.2B	-7.4%	+17.5%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$435.2M	-59.6%	+91.8%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+29.0%	-11.6%	-0.4%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	+5.2%	-46.8%	+510.4%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	+2.9%	-56.4%	+93.0%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$853.3M	-42.8%	-26.4%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	+5.6%	-38.3%	-37.3%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	129.8%	+28.7%	-1.0%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	1.86x	+5.2%	+1.7%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$11.2B	+6.2%	+0.2%

Actual vs Estimate

A Dec 31Q Sep 30

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	3.89 vs 7.05	-44.8%	-0.04 vs 1.08	-103.7%
Revenue Surprise	$15.2B vs $15.3B	-0.6%	$3.9B vs $3.8B	+2.5%

Insider Transactions of BLDR

Acquisitions (A)

Since Jun 1, 2026

Disposals (D)

Since Jun 1, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Jul 18, 2026	O'Brien Matthew Coley	officer: Chief Human Resources Officer	Common Stock, par value $0.01 per share	A	7,406	—
Jul 18, 2026	Vaughn Paul	officer: President - West Division	Common Stock, par value $0.01 per share	A	3,366	—
Jul 18, 2026	Vance Todd	officer: President - East Division	Common Stock, par value $0.01 per share	A	3,366	—
Jun 13, 2026	Narayan Gayatri	officer: President - Tech & Digital	Common Stock, par value $0.01 per share	D	2,842	$77.77
Jun 5, 2026	Herron Stephen J	officer: Chief Operating Officer	Common Stock, par value $0.01 per share	D	850	—

Earnings Call Transcript of BLDR

1 transcript segments

Q2 2026

Unknown Speaker

Operator: Good day, and welcome to the Builders FirstSource Second Quarter 2026 Earnings Conference Call. Today's call is scheduled to last about 1 hour, including remarks by management and the question-and-answer session. I'd now like to turn the call over to Heather Kos, Senior Vice President, Investor Relations for Builders FirstSource. Please go ahead. Heather Kos: Good morning, and welcome to our second quarter 2026 earnings call. With me on the call are Peter Jackson, our CEO; and Pete Beckmann, our CFO. The earnings press release and presentation are available on our website at investors.bldr.com. We will refer to the presentation during our call. The results discussed today include GAAP and non-GAAP results adjusted for certain items. We provide these non-GAAP results for informational purposes, and they should not be considered in isolation from the most directly comparable GAAP measures. You can find the reconciliation of these non-GAAP measures to the corresponding GAAP measures where applicable and a discussion of why we believe they can be useful to investors in our earnings press release, SEC filings and presentation. Our remarks in the press release, presentation and on this call contain forward-looking and cautionary statements within the meaning of the Private Securities Litigation Reform Act and projections of future results. Please review the forward-looking statements section in today's press release and in our SEC filings for various factors that could cause our actual results to differ from forward-looking statements and projections. With that, I'll turn the call over to Peter. Peter Jackson: Thank you, Heather, and good morning, everyone. Our second quarter results reflect the strength of our differentiated platform and the adaptability of our operating model. We remain focused on the factors within our control including managing the business with discipline and leveraging both our technology capabilities and our value-added solutions. This approach continues to strengthen our position as the partner of choice to homebuilders. While housing market conditions remain weak, we are continuing to invest in innovation and capabilities that enhance the customer experience, improve efficiency across the value chain and reinforce our competitive advantages. Our business model is built to perform through the cycle, and we are confident in our ability to outgrow the market over time and create sustainable long-term value for our shareholders. Now let's turn to Slide 4. Our second quarter performance underscores the resilience of our platform in a challenging housing environment. Sales and adjusted EBITDA were in line with expectations, supported by the strength of our team, our value-added solutions and the discipline embedded in how we run our business. Before turning to our strategic priorities, let me spend a moment on the market backdrop. Ongoing geopolitical uncertainty, persistent inflation, and elevated interest rates …

Leadership Team of BLDR

12 executives

Name	Title	Compensation	Gender	Year Born	Status
Peter Jackson	President, Chief Executive Officer & Director	USD 1,560,262	Male	1972	Active
Gayatri Narayan	President of Technology & Digital Solutions	USD 1,382,745	Female	1978	Active
Stephen J. Herron	Chief Operating Officer	USD 1,082,722	Male	1959	Active
Pete Beckmann	Executive Vice President & Chief Financial Officer	USD 952,326	Male	1978	Active
Michael Hiller	Chief Talent Officer	USD 868,218	Male	1974	Active
Matthew Coley O'Brien	EVP & Chief Human Resources Officer	—	Male	1974	Active
Jami Beckmann Coulter	Senior Vice President of the Strategic Management Office	—	Female	1977	Active
Alena S. Brenner	Executive VP, Chief Legal Officer & Corporate Secretary	—	Female	1977	Active
Coley O'Brien	EVP & Chief Human Resources Officer	—	Male	—	Active
Matthew Trester	Vice President, Controller & Principal Accounting Officer	—	Male	—	Active
Mike McCranie	Chief Information Officer	—	Male	—	Active
Heather Anne Kos	Senior Vice President of Investor Relations	—	Female	1971	Active

Recent News of BLDR

Zacks Investment Research8/7/2026Neutral

Bear of the Day: Builders FirstSource (BLDR)

There is no housing recovery in 2026.

Defense World8/6/2026Neutral

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 (SEC). The institutional investor owned 41,118 shares of the company's stock after selling 8,025 shares during the period. Cetera Investment

Defense World8/5/2026Neutral

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 Commission. The institutional investor owned 37,539 shares of the company's stock after selling 18,218 shares during the period. Empowered

Zacks Investment Research8/4/2026Neutral

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.

Zacks Investment Research8/4/2026Neutral

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.

Historical Employee Count of BLDR

Current

28,000

Change

-3.45%

Minimum

28,000

Maximum

29,000

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Dec 31, 2025	28,000	10-K	Feb 17, 2026	View
Dec 31, 2024	29,000	10-K	Feb 20, 2025	View
Dec 31, 2023	29,000	10-K	Feb 22, 2024	View
Dec 31, 2022	29,000	10-K	Feb 28, 2023	View
Dec 31, 2021	28,000	10-K	Mar 1, 2022	View

Related stocksConstruction Materials

Browse all US stocks →

About UsPrivacy PolicyTerms of ServiceDisclaimerStock DirectoryETFsIndices13F HoldingsAnalyst TargetsFree ToolsTechnology MapJoin our Slack

Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer

Builders FirstSource, Inc.