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
$9.58B
PER (TTM)
22.0
32.6
配当利回り
--
52週高値
$151.03
52週安値
$86.22
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
$106.72M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
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.
リスク要因
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.
見通し
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.
同業比較
売上高 (TTM)
$23.50B
$15.19B
$14.80B
粗利益率 (最新四半期)
51.7%
44.5%
37.3%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| JBHT | $19.15B | 32.1 | 16.3% | 23.2% |
| APG | $17.59B | 57.9 | 9.1% | 36.8% |
| HII | $16.27B | 26.9 | 12.3% | 24.7% |
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
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年4月29日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし