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 9/25/2026, 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 |
In the most recent trading session, Builders FirstSource (BLDR) closed at $59.16, indicating a -2.81% shift from the previous trading day.
Recently, Zacks.com users have been paying close attention to Builders FirstSource (BLDR). This makes it worthwhile to examine what the stock has in store.
Builders FirstSource (BLDR) concluded the recent trading session at $57.68, signifying a -3.3% move from its prior day's close.
Baron Real Estate Fund delivered strong results in the second quarter. The Fund increased 11.89% (Institutional Shares). Shares of Hyatt Hotels Corporation appreciated materially following strong first quarter results and an Investor Day in May that outlined strong long-term growth targets. Shares of AAON, Inc. rose during the quarter following an exceptionally strong earnings report which saw the company see drastically faster growth in its data center business, BasX, than expected.
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 |
|---|---|---|---|---|---|---|---|
| $58.28 | $6.27B | 14.98 | -7.38% | 2.86% | 10.06% | — | |
| $196.29 | $5.29B | 20.22 | 1% | 8.46% | 37.2% | — | |
| $92.18 | $4.08B | 27.35 | 3.62% | 3.41% | 9.66% | — | |
| $220.17 | $42.7B | 23.62 | 3.8% | 6.39% | 34% | — | |
| $67.28 | $13.27B | 17.43 | -3.4% | 11.61% | 2328.95% | — | |
| $43.22 | $4.49B | 24.28 | 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.
