Builders FirstSource's quarterly revenue has declined from roughly $4.5B in 2024Q2 to $3.9B in 2026Q3, with gross margin compressing from 32.8% to 27.8%, suggesting volume pressure has not yet reversed.
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 contracted from about $4.5B in 2024Q2 to $3.9B in 2026Q3 while gross margin slipped from 32.8% to 27.8% and operating margin collapsed from 11.0% to 2.6%, indicating high fixed-cost sensitivity.
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 11/9/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $1.51+42.5% vs $1.06 | $3.9B+2.7% vs $3.8B |
Q3 2026 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 |
Builders FirstSource NYSE: BLDR reported third-quarter 2026 results that management said met its expectations despite continued softness in single-family housing activity, as cost actions, productivity measures and value-added offerings helped mitigate lower volumes.
Builders FirstSource, Inc. (BLDR) Q3 2026 Earnings Call Transcript
The portfolio's outperformance was primarily driven by our holdings in the Health Care sector, which delivered strong returns for the quarter on company-specific catalysts. Information Technology holdings and underweight to the Energy sector detracted from returns. For the year-to-date period, the Fund returned 5.80% (net of fees), outperforming the Russell Midcap Growth Index's 1.01%.
Builders FirstSource (BLDR) came out with quarterly earnings of $1.51 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $1.88 per share a year ago.
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 |
|---|---|---|---|---|---|---|---|
| $62.54 | $6.73B | 165.80 | -7.38% | 0.28% | 0.99% | — | |
| $220.06 | $5.93B | 24.75 | 1% | 7.87% | 34.75% | 1.47% | |
| $112.71 | $4.99B | 29.47 | 3.62% | 3.49% | 9.98% | — | |
| $233.70 | $45.32B | 22.24 | 3.8% | 6.39% | 34% | 1.05% | |
| $82.22 | $16.21B | 17.40 | -3.4% | 12.07% | — | 1.51% | |
| $54.74 | $5.69B | 31.30 | 1.98% | 13.89% | 17.59% | — |
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)
Oct 29, 2026·SEC
Jul 30, 2026·SEC
Jun 5, 2026·SEC
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Builders FirstSource, Inc. (BLDR) stock FAQ — growth, dividends, profitability & financials explained
Builders FirstSource, Inc. (BLDR) reported $14.36B in revenue over the trailing twelve months. Revenue was $15.19B in fiscal year 2025. That is 904% more than the $1.51B of fiscal year 2001.
Builders FirstSource, Inc. (BLDR) revenue fell by 8.3% over the trailing twelve months, compared with the twelve months before.
Yes. Builders FirstSource, Inc. (BLDR) earned $40.6M in net income over the trailing twelve months (a 0.3% net margin).
Builders FirstSource, Inc. (BLDR) had a return on equity (ROE) of 1.0% over the trailing twelve months. That is below the market's typical 10-15%.
Builders FirstSource, Inc. (BLDR) generated $251.3M in free cash flow over the trailing twelve months.
