Builders FirstSource, Inc.
NYSE•BLDR
CEO: Mr. Peter M. Jackson CPA
Sector: Industrials
Industry: Construction
Listing Date: 2005-06-28
Builders FirstSource, Inc., together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. It offers lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing; manufactured products, such as wood floor and roof trusses, floor trusses, wall panels, stairs, and engineered wood products; and windows, and interior and exterior door units, as well as interior trims and custom products comprising intricate mouldings, stair parts, and columns under the Synboard brand name. The company also provides specialty building products and services, including vinyl, composite and wood siding, exterior trims, metal studs, cement, roofing, insulation, wallboards, ceilings, cabinets, and hardware products; turn-key framing, shell construction, design assistance, and professional installation services. In addition, it offers software products, such as drafting, estimating, quoting, and virtual home design services, which provide software solutions to retailers, distributors, manufacturers, and homebuilders. The company was formerly known as BSL Holdings, Inc. and changed its name to Builders FirstSource, Inc. in October 1999. Builders FirstSource, Inc. was incorporated in 1998 and is based in Irving, Texas.
Contact Information
Market Cap
$9.62B
P/E (TTM)
22.4
31.7
Dividend Yield
--
52W High
$151.03
52W Low
$86.18
52W Range
Rank45Top 56.8%
3.6
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q4 2025 Data
Revenue
$3.36B+0.00%
4-Quarter Trend
EPS
$0.28+0.00%
4-Quarter Trend
FCF
$106.72M+0.00%
4-Quarter Trend
2025 Annual Earnings Highlights
Key Highlights
Net Sales Decline Total net sales fell 7.4% to $15.2B in 2025; core organic sales dropped 10.3% due to below-normal starts.
Margin Compression Noted Gross margin percentage decreased 2.4% to 30.4% in 2025, primarily driven by the weak starts environment impacting leverage.
Strong Liquidity Maintained Net excess borrowing availability reached $1.5B on the Revolving Facility; no outstanding borrowings as of December 31, 2025.
Major Acquisition Activity Completed $1.1B in acquisitions during 2025, expanding footprint in value-added product categories across multiple regions.
Risk Factors
Housing Market Cyclicality Industry highly dependent on housing starts, interest rates, and consumer confidence; downturns severely affect sales and cash flows.
Commodity Price Volatility Lumber and sheet goods, 26% of 2025 sales, face price fluctuations limiting ability to pass costs to customers quickly.
Competitive Pricing Pressure Large production homebuilders exert significant pricing pressure, potentially impacting margins if cost increases cannot be fully passed on.
Acquisition Integration Risk Failure to successfully integrate numerous recent acquisitions could limit growth and adversely affect financial condition.
Outlook
Value-Added Product Growth Strategy focuses on capturing wallet share via higher margin value-added products like trusses and millwork expansion.
Operational Excellence Investment Continue investing in technology and operational excellence initiatives, including multi-year ERP system deployment across sites.
Disciplined Capital Allocation Focus remains on maintaining strong balance sheet, funding organic growth, and opportunistic share repurchases up to $500.0M.
Long-Term Housing Strength Despite near-term softness, management believes U.S. housing demand remains strong long-term due to demographics and aging stock.
Peer Comparison
Revenue (TTM)
$23.50B
$15.19B
$14.80B
Gross Margin (Latest Quarter)
51.7%
44.5%
37.3%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| JBHT | $19.30B | 32.0 | 16.3% | 23.2% |
| APG | $17.79B | 56.7 | 9.1% | 36.8% |
| HII | $16.35B | 27.0 | 12.3% | 24.7% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-2.8%
Flat Growth
4Q Net Income CAGR
-31.1%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow
Deep Research
Next earnings:Apr 29, 2026
EPS:-
|Revenue:-
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
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No Data