Zacks Investment Research·11h ago
Builders FirstSource (BLDR) Stock Dips While Market Gains: Key FactsBuilders FirstSource (BLDR) closed the most recent trading day at $56.25, moving 1.92% from the previous trading session.
Builders FirstSource is navigating a prolonged housing downturn, with revenue down 7.4% YoY in 2026Q2 and gross margins compressing 530 bps from 33.4% to 28.1% since 2024Q1. However, the company's value-added product mix and disciplined cost management have ke...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has declined for eight consecutive quarters, down 7.4% YoY in 2026Q2, while gross margin has contracted 530 bps from 33.4% in 2024Q1 to 28.1%, reflecting pricing pressure and a shift in product mix.
BLDR's trailing and forward P/E ratios of 22.26/20.45 and 21.59/17.27 indicate reasonable valuation relative to earnings potential.
Multiple bullish theses from Value & Error's Substack, Darius Dark Investing, and Valueinvestorsclub.com highlight positive investor outlook on BLDR.
BLDR's buy online, in-store pickup, and delivery options provide a competitive edge in serving DIY and professional builders.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $1.17-6.4% vs $1.25 | $3.9B-1.2% vs $3.9B |
Q2 2026 Apr 30, 2026 | $0.27-30.8% vs $0.39 | $3.3B+3.6% vs $3.2B |
Q1 2026 Feb 17, 2026 | $1.12-13.8% vs $1.30 | $3.4B-2.8% vs $3.5B |
Q4 2025 Oct 30, 2025 | $1.88+7.4% vs $1.75 | $3.9B+2.2% vs $3.9B |
Builders FirstSource (BLDR) closed the most recent trading day at $56.25, moving 1.92% from the previous trading session.
Builders FirstSource (BLDR) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
IRVING, Texas--(BUSINESS WIRE)--Builders FirstSource, Inc. (NYSE: BLDR) (“Builders FirstSource” or the "Company") will host a conference call and webcast on Thursday, October 29, 2026, to discuss the Company's financial results and other business matters. The teleconference will begin at 8:00 a.m. Central Time and will be hosted by Peter Jackson, President and Chief Executive Officer, and Pete Beckmann, Chief Financial Officer. The live webcast, archived replay, and the accompanying presentatio.
Shares of Builders FirstSource, Inc. (NYSE: BLDR - Get Free Report) have been given a consensus rating of "Hold" by the twenty-four ratings firms that are currently covering the company, Marketbeat.com reports. Three investment analysts have rated the stock with a sell rating, twelve have given a hold rating and nine have assigned a buy rating
Benchmark BLDR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Builders FirstSource, Inc. (BLDR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $56.25 | $6.05B | 14.46 | -7.38% | 2.86% | 10.06% | — | |
| $193.00 | $5.2B | 19.88 | 1% | 8.46% | 37.2% | — | |
| $89.56 | $3.97B | 26.58 | 3.62% | 3.41% | 9.66% | — | |
| $223.33 | $43.31B | 23.96 | 3.8% | 6.39% | 34% | — | |
| $68.36 | $13.48B | 17.71 | -3.4% | 11.61% | 2328.95% | — | |
| $43.56 | $4.53B | 24.47 | 1.98% | 14.68% | 17.38% | — |
Builders FirstSource, Inc. (BLDR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Builders FirstSource, Inc. (BLDR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
Jun 5, 2026·SEC
May 18, 2026·SEC
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Builders FirstSource, Inc. (BLDR) stock FAQ — growth, dividends, profitability & financials explained
Builders FirstSource, Inc. (BLDR) reported $14.45B in revenue for fiscal year 2025. This represents a 855% increase from $1.51B in 2001.
Builders FirstSource, Inc. (BLDR) saw revenue decline by 7.4% over the past year.
Yes, Builders FirstSource, Inc. (BLDR) is profitable, generating $102.6M in net income for fiscal year 2025 (2.9% net margin).
Builders FirstSource, Inc. (BLDR) has a return on equity (ROE) of 10.1%. This is reasonable for most industries.
Builders FirstSource, Inc. (BLDR) generated $639.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
