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    Builders FirstSource Inc (BLDR)

    Official site

    INDUSTRIALS • BUILDING PRODUCTS & EQUIPMENT • NYSE

    $53.68
    +3.16 (+6.25%)

    Market Cap: $5.88B

    Last updated: Oct 16, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    92%(36/39)
    Avg Surprise
    +37.29%

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$1.07
    Range$0.78 - $1.34
    21 analysts
    EPS RevisionsNo revisions (7d)
    0
    20
    30d
    EPS Estimate DriftChange to current
    90d ago$1.77-39.2%
    60d ago$1.07+0.6%
    30d ago$1.07-0.0%
    7d ago$1.09-1.0%
    Current$1.07
    Revenue Consensus
    $3.8B
    Range$3.7B - $3.9B
    23 analysts
    Period ending Dec 31, 2026
    EPS Consensus$0.44
    Range$-0.06 - $0.96
    19 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
    Reported Jul 30
    		$1.17$1.29-9.30%Miss-50.8%
    Mar 26
    Reported Apr 30
    		$0.27$0.37-27.03%Miss-82.1%
    Dec 25
    Reported Feb 17
    		$1.12$1.27-11.81%Miss-51.5%
    Sep 25
    Reported Oct 30
    		$1.88$1.72+9.30%Beat-38.8%
    Jun 25
    Reported Jul 31
    		$2.38$2.34+1.71%Beat-32.0%
    Mar 25
    Reported May 1
    		$1.51$1.42+6.34%Beat-43.0%
    Dec 24
    Reported Feb 20
    		$2.31$2.21+4.66%Beat-34.9%
    Sep 24
    Reported Nov 5
    		$3.07$2.98+3.02%Beat-27.6%
    Jun 24
    Reported Aug 6
    		$3.50$3.08+13.64%Beat-10.0%
    Mar 24
    Reported May 7
    		$2.65$2.33+13.73%Beat-10.5%
    Dec 23
    Reported Feb 22
    		$3.55$2.54+39.76%Beat+10.6%
    Sep 23
    Reported Nov 1
    		$4.24$3.92+8.16%Beat-18.5%
    Jun 23
    Reported Aug 2
    		$3.89$2.59+50.19%Beat-37.9%
    Mar 23
    Reported May 3
    		$2.96$1.56+89.74%Beat-24.1%
    Dec 22
    Reported Feb 28
    		$3.21$2.36+36.02%Beat+15.5%
    Sep 22
    Reported Nov 8
    		$5.20$3.30+57.58%Beat+53.4%
    Jun 22
    Reported Aug 1
    		$6.26$3.04+105.92%Beat+126.8%
    Mar 22
    Reported May 10
    		$3.90$2.02+93.07%Beat+254.5%
    Dec 21
    Reported Mar 1
    		$2.78$1.91+45.55%Beat+120.6%
    Sep 21
    Reported Nov 4
    		$3.39$1.63+107.98%Beat+313.4%
    Jun 21
    Reported Aug 5
    		$2.76$1.87+47.59%Beat+311.9%
    Mar 21
    Reported May 6
    		$1.10$0.72+52.78%Beat+223.5%
    Dec 20
    Reported Feb 26
    		$1.26$0.90+40.00%Beat+215.0%
    Sep 20
    Reported Oct 29
    		$0.82$0.64+28.13%Beat+13.9%
    Jun 20
    Reported Jul 30
    		$0.67$0.35+91.43%Beat+6.3%
    Mar 20
    Reported Apr 30
    		$0.34$0.29+17.24%Beat+0.0%
    Dec 19
    Reported Feb 20
    		$0.40$0.35+14.29%Beat-13.0%
    Sep 19
    Reported Oct 31
    		$0.72$0.60+20.00%Beat+7.5%
    Jun 19
    Reported Aug 1
    		$0.63$0.48+31.25%Beat+16.7%
    Mar 19
    Reported May 2
    		$0.34$0.23+47.83%Beat+41.7%
    Dec 18
    Reported Feb 28
    		$0.46$0.42+9.52%Beat+15.0%
    Sep 18
    Reported Nov 1
    		$0.67$0.59+13.56%Beat+71.8%
    Jun 18
    Reported Aug 7
    		$0.54$0.53+1.89%Beat+45.9%
    Mar 18
    Reported May 9
    		$0.24$0.16+50.00%Beat+118.2%
    Dec 17
    Reported Feb 28
    		$0.40$0.17+135.29%Beat+150.0%
    Sep 17
    Reported Nov 8
    		$0.39$0.37+5.41%Beat-
    Jun 17
    Reported Aug 3
    		$0.37$0.33+12.12%Beat-
    Mar 17
    Reported May 8
    		$0.11$0.05+120.00%Beat-
    Dec 16
    Reported Feb 28
    		$0.16$0.09+77.78%Beat-

    Key Metrics

    Valuation
    P/E Ratio12.09EV/EBITDA9.97x
    Price/FCF9.03xFCF Yield11.07%
    Profitability
    Profit Margin0.71%Operating Margin3.33%
    ROE2.51%ROIC3.51%
    Financial Health
    Debt/Equity1.15xInterest CoverageN/A
    Current Ratio1.79xQuick Ratio1.09x
    Trading Statistics
    Beta1.45Avg Volume3.64M
    52-Week High$131.5052-Week Low$49.66

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$53.64
    SMA 20$56.02
    SMA 50$62.61
    SMA 200$83.31
    EMA 10$53.65
    EMA 20$55.79
    EMA 50$61.35
    EMA 200$80.00

    MACD

    Line: -2.95Signal: -2.90Hist: -0.04

    ADX

    ADX: 31.5+DI: 16.7-DI: 29.0

    Aroon & PSAR

    Aroon Up20.0
    Aroon Down96.0
    PSAR$55.53

    Bollinger Bands

    Upper Band$61.80
    Lower Band$50.24
    %B Position2064%(Upper)
    Band Width0.30

    RSI (14-Day)

    Neutral
    38.7

    Momentum Oscillators

    Stoch %K18.1
    Stoch %D9.6
    Williams %R-59.4
    ROC (10d)-6.4%
    Momentum-3.67
    CCI (20d)-82.9
    MFI (14d)26.5

    Volatility Measures

    ATR (14d)$2.40(4.5%)
    StdDev (20d)2.89
    Hist Vol38.6%(Moderate)

    Volume Flow

    VWAP$53.00
    OBV-136.8M
    AD Line-84.6M
    CMF (20d)0.119

    Volume Metrics

    Avg Vol (20d)3.7M
    Vol Ratio1.3x
    VWMA (20d)$56.67

    Pivot Points

    R3$53.59
    R2$52.64
    R1$51.58
    Pivot Point$50.62
    S1$49.56
    S2$48.61
    S3$47.55

    Advanced Oscillators

    TSI-36.25
    Ultimate Osc46.5
    KST-143.89

    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

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    News

    Oppenheimer Adjusts Price Target on Builders FirstSource to $78 From $90, Maintains Outperform Rating

    Oppenheimer has revised its price target for Builders FirstSource (BLDR) down to $78 from $90, while reiterating an Outperform rating on the stock. Builders FirstSource currently holds an average rating of overweight...

    Yahoo Finance•10/16/26•Neutral

    259,999 Shares of Builders FirstSource, Inc. $BLDR Purchased by Cantor Fitzgerald Investment Advisors L.P.

    Cantor Fitzgerald Investment Advisors L.P. recently acquired 259,999 shares of Builders FirstSource, Inc. (NYSE:BLDR) worth approximately $14.8 million. This purchase makes Cantor Fitzgerald an owner of 0.24%...

    MarketBeat•10/16/26•Somewhat-Bearish

    State of Alaska Department of Revenue Acquires 338,137 Shares of Builders FirstSource, Inc. $BLDR

    The State of Alaska Department of Revenue significantly increased its stake in Builders FirstSource, Inc. (NYSE:BLDR) by 3,208.4% during the third quarter...

    MarketBeat•10/16/26•Neutral

    27,214 Shares of Builders FirstSource, Inc. $BLDR Purchased by Krilogy Financial LLC

    Krilogy Financial LLC has acquired 27,214 shares of Builders FirstSource, Inc. (NYSE:BLDR) for approximately $1.55 million in the third quarter of 2026. This purchase highlights continued institutional interest...

    MarketBeat•10/16/26•Neutral

    Iams Wealth Management LLC Purchases 30,400 Shares of Builders FirstSource, Inc. $BLDR

    Iams Wealth Management LLC recently acquired 30,400 shares of Builders FirstSource, Inc. (BLDR) in the third quarter...

    MarketBeat•10/16/26•Neutral

    BLDR Valuation and Fair Value

    P/E
    12.1x
    Forward P/E
    13.9x
    EV/EBITDA
    10.0x
    P/FCF
    9.0x
    PEG
    2.0x
    P/B
    1.4x
    See GNG's fair value

    BLDR Profitability: Margins, ROIC and FCF

    Gross margin
    29.2%
    Operating margin
    3.3%
    Net margin
    0.7%
    ROIC
    3.5%
    ROE
    2.5%
    FCF margin
    4.4%
    FCF yield
    11.1%

    BLDR Competitors

    CompanyTicker
    Enpro IndustriesNPO
    Spirit Aerosystems Holdings IncSPR
    Powell Industries IncPOWL
    Landstar System IncLSTR
    EnersysENS
    GATX CorporationGATX
    AeroVironment IncAVAV
    Loar Holdings Inc.LOAR

    Sector: Industrials

    BLDR Analyst Ratings

    Consensus
    Buy
    Analysts
    23
    Strong Buy
    3
    Buy
    8
    Hold
    11
    Sell
    1
    Strong Sell
    0

    BLDR Bull Case vs Bear Case

    Bear case

    • BLDR's quarterly revenue changed -8.8% year over year.

    BLDR Earnings: Beat Rate and Next Report

    Beat rate
    5 of 8 quarters (62.5%)
    Average surprise
    -2.9%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $1.07
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    0 up, 20 down

    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 12.09.

    What is BLDR's market cap?

    Builders FirstSource Inc (BLDR) has a market capitalization of $5.88B with a current stock price of $53.68.

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