Builders FirstSource, Inc.
BLDR
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Builders FirstSource is well-positioned in the building products industry, benefiting from a strong demand for housing and renovation projects as the market recovers.
- Revenue increased by 18% compared to the prior quarter, reaching $3.9 billion.
- Operating margin expanded to 3.3%, indicating improved efficiency in operations.
- Despite the growth, the company has a high trailing PE ratio of 61.11, suggesting that it may be overvalued relative to its earnings.
- The revenue growth rate is negative at -8.8%, indicating potential challenges in maintaining sales momentum.
- The score indicates a 'Sell' signal with a score of -12.00, reflecting bearish market sentiment.
Fundamentals
| Market cap | $5.79B | Enterprise value | $10.96B | Trailing P/E | 58.49 | Forward P/E | 12.97 |
| PEG | 2.02 | Price / book | 1.45 | Beta | 1.45 | Dividend yield | 0.00% |
| Revenue growth | -8.8% | Earnings growth | — | Gross margin | 29.2% | Operating margin | 3.3% |
| Profit margin | 0.7% | ROE | 2.5% | ROA | 2.4% | Debt / equity | 1.31 |
| Current ratio | 1.79 | Free cash flow | $464.58M | Analyst recommendation | buy | Mean target | $76.05 |
| 52w high | $131.50 | 52w low | $52.08 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $3.9B | $3.3B | $3.4B | $3.9B | $4.2B | — |
| Op margin | 3.3% | 0.5% | 1.8% | 5.8% | 7.4% | — |
| Net income | -$3.9M | -$47.4M | $31.5M | $122M | $185M | — |
| Gross margin | 28.1% | 28.3% | 29.8% | 30.4% | 30.7% | — |
| Gross profit | $1.1B | $929M | $1.0B | $1.2B | $1.3B | — |
| Operating income | $129M | $16.5M | $61.8M | $229M | $311M | — |
- Revenue +18% vs prior quarter ($3.9B vs $3.3B).
- Gross margin 28.1% (was 28.3% prior quarter).
- Operating margin expanded to 3.3%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $15.2B | $16.4B | $17.1B | $22.7B |
| Op margin | 5.2% | 9.7% | 12.7% | 16.6% |
| Net income | $435M | $1.1B | $1.5B | $2.7B |
| Gross margin | 30.4% | 32.8% | 35.2% | 34.1% |
| Gross profit | $4.6B | $5.4B | $6.0B | $7.7B |
| Operating income | $786M | $1.6B | $2.2B | $3.8B |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-08 · Truist Cuts Price Target on Builders FirstSource to $70 From $90, Keeps Buy Rating
2026-10-07 · Why Are Investors Discounting The High Cash Yield On Lowe's Stock?
2026-10-07 · Stock Market Today, Oct. 7: QXO Falls 7% on RBC Price-Target Cut to $18
2026-10-07 · SiteOne, Core & Main, EMCOR, Builders FirstSource, and EnerSys Shares Are Falling, What You Need To Know
2026-10-07 · Builders FirstSource Shares Fall After RBC Downgrade
2026-10-07 · Flutter upgraded, AppFolio downgraded: Wall Street's top analyst calls
2026-10-07 · RBC cuts building product stocks on 2027 risks in Q3 preview
2026-10-07 · RBC Downgrades Builders FirstSource to Sector Perform From Outperform, Adjusts PT to $62 From $88
2026-10-06 · Is Lowe's Stock A Real Bargain?
2026-10-02 · Builders FirstSource (BLDR) Stock Dips While Market Gains: Key Facts
2026-10-02 · Builders FirstSource, Inc. (BLDR) Is a Trending Stock: Facts to Know Before Betting on It
Price (daily)
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