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BLDR · NYSE · Construction Materials

Builders FirstSource

Supplies professional builders with lumber, prefabricated components, installation, and digital design tools.

$67.72

After-hours close+0.04 (+0.06%)

At close$67.68(+0.70%)

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Profile

Builders FirstSource, Inc.BLDRMaterials

Supplies professional homebuilders with lumber, factory-built trusses and wall panels, engineered wood, windows, doors, millwork, specialty products, installation, and digital design tools through a nationwide U.S. network. Revenue depends mainly on residential construction activity, with lumber prices influencing reported sales and margins.

Manufactures and distributes building products for professional builders through a nationwide U.S. network. The offering spans lumber and sheet goods; factory-built roof and floor trusses, wall panels, and engineered wood; windows, doors, and millwork; and specialty products including roofing, siding, insulation, and wallboard. Installation, turnkey framing, shell construction, and Paradigm drafting, estimating, quoting, and home-design software extend the package beyond materials.

Combines local sales and delivery with job-specific design and offsite fabrication, shifting labor from jobsites into controlled plants. Customers include production and custom homebuilders, multifamily builders, and remodeling contractors. Operations form one reportable segment in the United States. Demand depends primarily on residential construction and, to a lesser extent, repair and remodeling, while lumber and other commodity prices affect sales and margins.

Company facts

CEOPeter M. Jackson

ListedJun 28, 2005

ExchangeNYSE

HeadquartersIrving, TX

CountryUnited States

Employees28,000

CIK0001316835

ISINUS12008R1077

Key statistics

Market cap$7.29B

EPS (ttm)$0.9100

P/E (ttm)74.42

ROE2.5%

P/B1.84

P/S0.5043

Dividend yield—

Beta1.65vs XLB 1.37

Year to date −35.3% · Average volume (30d) 2.1M

Analysts

Price target, next 12 months$84.50+24.8%Median of 43 analysts · vs the Aug 28 close

ConsensusBuy22 of 43 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $67.72

High$115.00+69.8%

Median$84.50+24.8%

Low$66.00−2.5%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Rating	Prior target	Target
Aug 21, 2026	Citigroup	Initiate	Market Perform
Aug 6, 2026	BMO Capital	Reiterate	Market Perform	$93	$80
Jul 31, 2026	D.A. Davidson	Target		$100	$68
Jul 31, 2026	Deutsche Bank	Target		$81	$66
Jul 31, 2026	UBS	Reiterate	Buy	$143	$88

Earnings

EPS

Estimate$1.08

ReportedDue Oct 29, 2026

Revenue

Estimate$3.77B

ReportedDue Oct 29, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Jul 30, 2026Q2 FY26	$1.25	$1.17	−6.4%	$3.91B	$3.86B	−1.2%	−2.58%
Apr 30, 2026Q1 FY26	$0.39	$0.27	−30.8%	$3.17B	$3.29B	+3.6%	−4.26%
Feb 17, 2026Q4 FY25	$1.30	$1.12	−13.8%	$3.45B	$3.36B	−2.8%	−0.64%
Oct 30, 2025Q3 FY25	$1.75	$1.88	+7.4%	$3.86B	$3.94B	+2.2%	+4.01%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$3.66B	$4.23B	$3.94B	$3.36B	$3.29B	$3.86B
Gross profit	$1.12B	$1.30B	$1.20B	$1.00B	$929.0M	$1.09B
Operating income	$184.4M	$311.3M	$228.8M	$61.8M	$17.9M	$128.5M
Net income	$96.3M	$185.0M	$122.4M	$31.5M	−$47.4M	−$3.9M
Diluted EPS	$0.84	$1.66	$1.10	$0.28	−$0.43	−$0.04
Gross margin	30.5%	30.7%	30.4%	29.8%	28.3%	28.1%
Operating margin	5.0%	7.4%	5.8%	1.8%	0.5%	3.3%

Fiscal years (4-quarter sums)FY21 $19.89B · FY22 $22.73B · FY23 $17.10B · FY24 $16.40B · FY25 $15.19B

Revenue by product · Q2 FY26

Lumber And Lumber Sheet Goods$1.04B · 27%

Specialty Building Products And Services$1.04B · 27%

Windows Doors And Millwork$954.6M · 25%

Manufactured Products$831.6M · 22%

Balance sheet, Jun 30, 2026Cash & short-term investments $65.7M · Total debt $5.24B · Total assets $11.32B · Shareholders' equity $4.01B

Dividends

No dividends on record.

Ownership

Institutions 111.49%Insiders 3.10%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 107.60M · Float 103.99M · 96.7% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
BlackRock, Inc.	7.83M	7.28%	13F	Aug 7, 2026
Vanguard Capital Management LLC	6.85M	6.37%	13F	Aug 13, 2026
State Street Corp	4.84M	4.50%	13F	Aug 7, 2026
Vanguard Portfolio Management LLC	4.16M	3.87%	13F	Aug 13, 2026
Capital International Investors	3.91M	3.63%	13F	Aug 12, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
May 8, 2026	David E. Rush	director	−5,000	$78.17
Mar 13, 2026	Paul S. Levy	director	+50,000	$87.73