
Builders FirstSource, Inc.
NYSE•BLDR
CEO: Mr. Peter M. Jackson CPA
セクター: Industrials
業種: Construction
上場日: 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.
連絡先情報
時価総額
$12.68B
PER (TTM)
29.1
34
配当利回り
--
52週高値
$153.91
52週安値
$94.35
52週レンジ
順位45Top 56.8%
3.6
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.6 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$3.36B+0.00%
直近4四半期の推移
EPS
$0.28+0.00%
直近4四半期の推移
フリーCF
$0.00+0.00%
直近4四半期の推移
2025 Q3 決算ハイライト
主なハイライト
Nine Month Sales Decline Nine months net sales totaled $11.83B USD, reflecting a 5.9% decrease compared to the prior period results.
Net Income Significantly Lower Nine months net income dropped sharply to $403.72M USD, down 54.5% from $887.65M USD last year.
Aggressive Acquisition Spending Net cash used in investing was $1.16B USD for nine months, funding $910.8M in acquisitions through September.
Strong Liquidity Position Net excess borrowing availability stood strong at $1.79B USD on the Revolving Facility as of September 30, 2025.
リスク要因
Gross Margin Percentage Erosion Nine months gross margin percentage fell to 30.5% from 33.0% due to a persistent below-normal housing starts environment.
Housing Market Forecasts Third-party sources forecast 2025 total housing starts down 2.5% amid macroeconomic uncertainty and affordability pressures.
SG&A Leverage Loss SG&A as percentage of sales increased to 24.4% from 22.7% over nine months, primarily due to reduced operating leverage.
Construction Defect Claims Known and threatened construction defect legal claims pose a reasonable possibility of loss not currently estimable.
見通し
New Debt Issuance Completed Secured $750.0M via 6.75% 2035 Notes in May 2025, using proceeds to repay outstanding indebtedness under Revolving Facility.
Credit Facility Extended Amended Revolving Facility, increasing commitments to $2.2B USD and extending the maturity date to May 20, 2030.
New Share Repurchase Plan Authorized a new share repurchase plan of up to $500.0M in April 2025, replacing the prior authorization.
Subsequent Business Expansion Completed post-period acquisitions of Stately Las Vegas and Rystin Construction, providing turnkey door and trim solutions.
同業比較
売上高 (TTM)
$23.50B
BLDR$15.19B
TXT$14.80B
粗利益率 (最新四半期)
51.7%
ALLE44.5%
STN43.4%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| JBHT | $21.28B | 35.7 | 16.3% | 18.5% |
| APG | $19.16B | 70.3 | 8.5% | 35.0% |
| CSL | $17.44B | 22.9 | 36.7% | 259.1% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-2.8%
横ばい
4四半期純利益CAGR
-31.1%
収益性の低下
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年2月19日
EPS:$1.31
|売上高:$3.46B
財務レポート
財務データ
ニュース
全年度
Form 10-Q - Q3 2025
会計期末: 2025年9月30日|提出日: 2025年10月30日|売上高: $3.94B-6.9%|EPS: $1.11-54.7%予想を下回るForm 10-Q - Q2 2025
会計期末: 2025年6月30日|提出日: 2025年7月31日|売上高: $4.23B-5.0%|EPS: $1.67-42.2%予想を下回るForm 10-Q - Q1 2025
会計期末: 2025年3月31日|提出日: 2025年5月1日|売上高: $3.66B-6.0%|EPS: $0.85-59.9%予想を下回るForm 10-K - FY 2024
会計期末: 2024年12月31日|提出日: 2025年2月20日|売上高: $16.40B-4.1%|EPS: $9.13-24.3%予想を上回るForm 10-Q - Q3 2024
会計期末: 2024年9月30日|提出日: 2024年11月5日|売上高: $4.23B-6.7%|EPS: $2.45-32.3%予想を下回るForm 10-Q - Q2 2024
会計期末: 2024年6月30日|提出日: 2024年8月6日|売上高: $4.46B-1.6%|EPS: $2.89-9.4%予想を下回るForm 10-Q - Q1 2024
会計期末: 2024年3月31日|提出日: 2024年5月7日|売上高: $3.89B+0.2%|EPS: $2.12-13.1%予想を下回るForm 10-K - FY 2023
会計期末: 2023年12月31日|提出日: 2024年2月22日|売上高: $17.10B-24.8%|EPS: $12.06-29.0%予想を上回る