logo
logo
BLDR stock ticker logo

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
6031 Connection Drive, Suite 400, Irving, TX, 75039, United States
214-880-3500
www.bldr.com
Market Cap
$9.62B
P/E (TTM)
22.4
31.7
Dividend Yield
--
52W High
$151.03
52W Low
$86.18
52W Range
1%
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)

WCC stock ticker logoWCC
$23.50B
+7.7%
BLDR stock ticker logoBLDR
$15.19B
-7.4%
TXT stock ticker logoTXT
$14.80B
+3.9%

Gross Margin (Latest Quarter)

GGG stock ticker logoGGG
51.7%
+0.8pp
ALLE stock ticker logoALLE
44.5%
+1.1pp
STN stock ticker logoSTN
37.3%
+0.4pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
JBHT$19.30B32.016.3%23.2%
APG$17.79B56.79.1%36.8%
HII$16.35B27.012.3%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
No Data