B

    Builders FirstSource Inc (BLDR)

    Official site

    INDUSTRIALS • BUILDING PRODUCTS & EQUIPMENT • NYSE

    $66.40
    -1.32 (-1.95%)

    Market Cap: $7.29B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Earnings

    Performance (10Y)

    Beat Rate
    93%(37/40)
    Avg Surprise
    +37.87%

    Upcoming Estimates

    Sep 30, 2026
    EPS Consensus$1.07
    Range$0.78 - $1.34
    20 analysts
    EPS RevisionsNo revisions (7d)
    0
    20
    30d
    EPS Estimate Drift
    90d ago$1.77+65.1%
    60d ago$1.77+65.1%
    30d ago$1.75+63.2%
    7d ago$1.07+0.0%
    Current$1.07
    Revenue Consensus
    $3.8B
    Range$3.7B - $3.9B
    23 analysts
    Dec 31, 2026
    EPS Consensus$0.44
    Range$-0.06 - $0.96
    18 analysts
    Revenue Consensus
    $3.5B
    Range$3.3B - $3.8B
    23 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    -$0.44---
    Sep 26EST
    -$1.07---
    Jun 26
    $1.17$1.29-9.30%Miss-50.8%
    Mar 26
    $0.27$0.37-27.03%Miss-82.1%
    Dec 25
    $1.12$1.27-11.81%Miss-51.5%
    Sep 25
    $1.88$1.72+9.30%Beat-38.8%
    Jun 25
    $2.38$2.34+1.71%Beat-32.0%
    Mar 25
    $1.51$1.42+6.34%Beat-43.0%
    Dec 24
    $2.31$2.21+4.66%Beat-34.9%
    Sep 24
    $3.07$2.98+3.02%Beat-27.6%
    Jun 24
    $3.50$3.08+13.64%Beat-10.0%
    Mar 24
    $2.65$2.33+13.73%Beat-10.5%
    Dec 23
    $3.55$2.54+39.76%Beat+10.6%
    Sep 23
    $4.24$3.92+8.16%Beat-18.5%
    Jun 23
    $3.89$2.59+50.19%Beat-37.9%
    Mar 23
    $2.96$1.56+89.74%Beat-24.1%
    Dec 22
    $3.21$2.36+36.02%Beat+15.5%
    Sep 22
    $5.20$3.30+57.58%Beat+53.4%
    Jun 22
    $6.26$3.04+105.92%Beat+126.8%
    Mar 22
    $3.90$2.02+93.07%Beat+254.5%
    Dec 21
    $2.78$1.91+45.55%Beat+120.6%
    Sep 21
    $3.39$1.63+107.98%Beat+313.4%
    Jun 21
    $2.76$1.87+47.59%Beat+311.9%
    Mar 21
    $1.10$0.72+52.78%Beat+223.5%
    Dec 20
    $1.26$0.90+40.00%Beat+215.0%
    Sep 20
    $0.82$0.64+28.13%Beat+13.9%
    Jun 20
    $0.67$0.35+91.43%Beat+6.3%
    Mar 20
    $0.34$0.29+17.24%Beat+0.0%
    Dec 19
    $0.40$0.35+14.29%Beat-13.0%
    Sep 19
    $0.72$0.60+20.00%Beat+7.5%
    Jun 19
    $0.63$0.48+31.25%Beat+16.7%
    Mar 19
    $0.34$0.23+47.83%Beat+41.7%
    Dec 18
    $0.46$0.42+9.52%Beat+15.0%
    Sep 18
    $0.67$0.59+13.56%Beat+71.8%
    Jun 18
    $0.54$0.53+1.89%Beat+45.9%
    Mar 18
    $0.24$0.16+50.00%Beat+118.2%
    Dec 17
    $0.40$0.17+135.29%Beat+150.0%
    Sep 17
    $0.39$0.37+5.41%Beat-36.1%
    Jun 17
    $0.37$0.33+12.12%Beat-
    Mar 17
    $0.11$0.05+120.00%Beat-
    Dec 16
    $0.16$0.09+77.78%Beat-
    Sep 16
    $0.61$0.38+60.53%Beat-

    Key Metrics

    Valuation
    P/E Ratio14.95EV/EBITDA12.01x
    Price/FCF11.17xFCF Yield8.95%
    Profitability
    Profit Margin0.71%Operating Margin3.33%
    ROE2.51%ROIC3.51%
    Financial Health
    Debt/Equity1.15xInterest Coverage1.51x
    Current Ratio1.79xQuick Ratio1.09x
    Trading Statistics
    Beta1.42Avg Volume1.86M
    52-Week High$151.0352-Week Low$65.10

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$69.03
    SMA 20$71.22
    SMA 50$74.59
    SMA 200$90.91
    EMA 10$68.88
    EMA 20$70.27
    EMA 50$73.22
    EMA 200$88.92

    MACD

    Line: -1.73Signal: -1.40Hist: -0.33

    ADX

    ADX: 13.2+DI: 18.9-DI: 26.1

    Aroon & PSAR

    Aroon Up36.0
    Aroon Down16.0
    PSAR$73.30

    Bollinger Bands

    Upper Band$76.97
    Lower Band$65.48
    %B Position1613%(Upper)
    Band Width0.08

    RSI (14-Day)

    Neutral
    39.8

    Momentum Oscillators

    Stoch %K9.9
    Stoch %D11.6
    Williams %R-93.6
    ROC (10d)-5.4%
    Momentum-3.81
    CCI (20d)-145.0
    MFI (14d)37.0

    Volatility Measures

    ATR (14d)$3.16(4.8%)
    StdDev (20d)2.87
    Hist Vol50.0%(High)

    Volume Flow

    VWAP$66.49
    OBV-146.2M
    AD Line-75.9M
    CMF (20d)-0.168

    Volume Metrics

    Avg Vol (20d)1.8M
    Vol Ratio1.6x(High)
    VWMA (20d)$71.25

    Pivot Points

    R3$72.61
    R2$71.01
    R1$69.36
    Pivot Point$67.77
    S1$66.12
    S2$64.52
    S3$62.88

    Advanced Oscillators

    TSI-12.07
    Ultimate Osc31.7
    KST-60.85

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$3.86B$3.29B$3.36B$3.94B$4.23B$3.66B$3.82B$4.23B$4.46B$3.89B$4.15B$4.53B
    Cost of Revenue$2.78B$2.36B$2.36B$2.74B$2.94B$2.54B$2.59B$2.85B$2.99B$2.59B$2.69B$2.95B
    Gross Profit$1.09B$928.97M$1.00B$1.20B$1.30B$1.12B$1.23B$1.39B$1.46B$1.30B$1.46B$1.58B
    Operating Expenses$958.28M$912.45M$940.23M$970.72M$987.75M$930.80M$930.03M$958.31M$973.20M$926.26M$974.45M$939.47M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$958.28M$912.45M$940.23M$970.72M$987.75M$930.80M$930.03M$958.31M$973.20M$926.26M$974.45M$939.47M
    Operating Income$128.51M$16.52M$61.78M$228.77M$311.29M$184.44M$304.15M$428.02M$489.48M$373.60M$490.44M$641.63M
    Interest Income$-76,104,000$-74,392,000$-67,756,000$-69,258,000$-71,988,000$-64,892,000$-53,109,000$-54,263,000$-52,016,000$-48,336,000$-46,798,000$-50,193,000
    Interest Expense$76.10M$74.39M$67.76M$69.26M$71.99M$64.89M$53.11M$54.26M$52.02M$48.34M$46.80M$50.19M
    Income Before Tax$52.40M$-57,876,000$-5,976,000$159.51M$239.30M$119.55M$251.04M$373.76M$437.47M$325.26M$443.64M$591.43M
    Income Tax Expense$56.30M$-10,462,000$-37,456,000$37.13M$54.27M$23.25M$60.79M$88.98M$93.38M$66.48M$92.94M$139.98M
    Net Income$-3,900,000$-47,414,000$31.48M$122.38M$185.03M$96.30M$190.24M$284.78M$344.09M$258.78M$350.69M$451.46M
    EBITDA$278.51M$164.88M$213.12M$376.30M$458.81M$329.47M$440.63M$569.73M$632.84M$513.98M$632.59M$782.24M
    EBIT$128.51M$16.52M$61.78M$228.77M$311.29M$184.44M$304.15M$428.02M$489.48M$373.60M$490.44M$641.63M
    * Some calculated fields are derived from available data when not provided by source

    Related GNG Research

    How To Buy Stocks Nobody Wants - Without Blowing Up Your Portfolio

    Durable edge is willingness to hold unloved, high-quality businesses - excess return comes from unique info, reframed misreads, or holding what others cannot Behavioral constraints matter - losses feel ~2x gains (Kahneman/Tversky) and myopic loss aversion makes frequent checking costly, accumulate over quarters not days Diagnose weakness before acting - distinguish cyclical, secular decline, or idiosyncratic problems, then apply a tailored response rather than relying on courage Position sizing and execution are risk controls - scale in over quarters, size to survive being early, and set predefined re-eval triggers to limit ruin risk Practical proof points - author down ~30% on QXO, while UNP was bought through a 3+ year sideways cycle and later rewarded, illustrating timing risk and payoff

    Unknown Author
    8/27/26
    229
    Investing Strategy
    Also mentions:
    QXO
    UNP
    CP
    ODFL
    BLDR

    The Next Housing Boom Won’t Be Built On Cheap Money - These Stocks Could Win

    Policy not cheap money, persistent fiscal deficits lift the term premium, keeping 10-year and 30-year mortgage rates elevated - unlikely to return to a 3%-4% mortgage era Bipartisan ROAD to Housing Act targets a 4-million-unit gap via a 350-home cap on for-profits and up to 25% lower single-family construction costs through deregulation and block grants Homeowner lock-in of sub-4% mortgages freezes resale inventory, funneling buyers into new construction and prompting institutional capital to pivot to ground-up BTR and multi-family projects Invest with the TOLL framework - favor choke-point operators with mission-critical infrastructure, localized monopolies and scale procurement/distribution advantages, avoid replicable models Vulcan Materials (VMC) is a foundational pick - aggregates rarely ship beyond ~50 miles, creating local pricing power; positioned to benefit from Sunbelt BTR, multi-family and infrastructure demand

    Unknown Author
    6/1/26
    274
    Housing
    Homebuilding
    Macro Strategy
    Also mentions:
    VMC
    DHI
    LEN
    MRP
    QXO

    News

    Frequently Asked Questions About BLDR

    Does BLDR pay dividends?
    Builders FirstSource Inc (BLDR) does not currently pay a regular dividend.
    What is BLDR's P/E ratio?
    Builders FirstSource Inc has a price-to-earnings (P/E) ratio of 14.95.
    What is BLDR's market cap?
    Builders FirstSource Inc (BLDR) has a market capitalization of $7.29B with a current stock price of $66.40.

    Get full access to GNG Research

    Create a free account to access portfolio tracking, advanced tools, and more.