Builders FirstSource, Inc.
BLDRNYSE · SIC 5211
$74.26
↓ -5.0%Jul 17 close · end-of-day
Price
1Y↓ -41.1%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$8.2B
Enterprise Value
$12.7B
P/E
28.3
P/S
0.6
P/B
2.0
EV/EBITDA
10.5
PEG
—
FCF Yield
10.6%
Dividend Yield
—
Revenue (TTM)
$14.8B
Net Income (TTM)
$291.5M
Free Cash Flow (TTM)
$861.6M
Gross Margin
29.9%
Operating Margin
4.2%
Net Margin
2.0%
ROE
7.3%
ROIC
6.3%
Debt / Equity
1.2
Net Cash
-$4.5B
Return 1Y
-41.5%
Company profile
Builders FirstSource, Inc. manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers. The company also provides gypsum, roofing, and insulation products, including wallboards, ceilings, joint treatments, and finishes.
- CEO
- David E. Rush
- Sector
- Retail Trade
- Industry
- Retail
- Employees
- 29,000
- Headquarters
- Texas
- Website
- bldr.com
Management & directors
- Narayan GayatriPresident - Tech & Digital
- Herron Stephen JChief Operating Officer
- Hiller MichaelChief Talent Officer
- Beckmann PeteEVP & CFO
- Cope Jonathan PPresident - Commercial
- Jackson Peter M.President & CEO
- Robins Scott LPresident - West Division
- Trester MatthewPrincipal Accounting Officer
- Vance ToddPresident - East Division
- Vaughn PaulPresident - Central Division
- Johnson Timothy DEVP & General Counsel
Roles derived from SEC Form 4 filings.
Earnings
Next earnings · estimated2026-07-30
BLDR Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$3.3B↓ -10.1%
Diluted EPS-$0.43↓ -151.2%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $8.6B | $19.9B | $22.7B | $17.1B | $16.4B | $15.2B |
| Gross profit | $2.2B | $5.9B | $7.7B | $6.0B | $5.4B | $4.6B |
| Operating income | $543.9M | $2.4B | $3.8B | $2.2B | $1.6B | $786.3M |
| Net income | $313.5M | $1.7B | $2.7B | $1.5B | $1.1B | $435.2M |
| Diluted EPS | $2.66 | $8.48 | $16.82 | $11.94 | $9.06 | $3.89 |
| Operating cash flow | $260.1M | $1.7B | $3.6B | $2.3B | $1.9B | $1.2B |
| Free cash flow | $148.0M | $1.5B | $3.3B | $1.8B | $1.5B | $853.3M |
| Gross margin | 26.0% | 29.4% | 34.1% | 35.2% | 32.8% | 30.4% |
| Operating margin | 6.4% | 12.0% | 16.6% | 12.7% | 9.7% | 5.2% |
| Net margin | 3.7% | 8.7% | 12.1% | 9.0% | 6.6% | 2.9% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $4.5B | $4.2B | $3.8B | $3.7B | $4.2B | $3.9B | $3.4B | $3.3B |
| Gross profit | $1.5B | $1.4B | $1.2B | $1.1B | $1.3B | $1.2B | $1.0B | $929.0M |
| Operating income | $489.5M | $428.0M | $304.1M | $184.4M | $311.3M | $228.8M | $61.8M | $16.5M |
| Net income | $344.1M | $284.8M | $190.2M | $96.3M | $185.0M | $122.4M | $31.5M | -$47.4M |
| Diluted EPS | $2.87 | $2.44 | $1.65 | $0.84 | $1.66 | $1.10 | $0.29 | -$0.43 |
| Operating cash flow | $452.1M | $730.0M | $373.5M | $132.3M | $341.0M | $547.7M | $194.8M | $87.5M |
| Free cash flow | $364.0M | $630.4M | $273.8M | $32.4M | $252.3M | $461.9M | $106.7M | $40.7M |
| Gross margin | 32.8% | 32.8% | 32.3% | 30.5% | 30.7% | 30.4% | 29.8% | 28.3% |
| Operating margin | 11.0% | 10.1% | 8.0% | 5.0% | 7.4% | 5.8% | 1.8% | 0.5% |
| Net margin | 7.7% | 6.7% | 5.0% | 2.6% | 4.4% | 3.1% | 0.9% | -1.4% |
Company news
Jul 15, 2026
Jul 14, 2026
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-06-13 | Narayan Gayatri· President - Tech & Digital | Tax withholding | 2,842 | $77.77 | $221,022.34 | filing |
| 2026-06-05 | Herron Stephen J· Chief Operating Officer | Gift | 850 | $0.00 | $0.00 | filing |
| 2026-06-04 | Hiller Michael· COO-Designate | Gift | 900 | $0.00 | $0.00 | filing |
| 2026-06-01 | LEVY PAUL S | Award | 1,049 | $76.26 | $79,996.74 | filing |
| 2026-06-01 | Hayes William B | Award | 508 | $76.26 | $38,740.08 | filing |
| 2026-06-01 | OLEARY JAMES | Award | 491 | $76.26 | $37,443.66 | filing |
| 2026-06-01 | Steinke Craig Arthur | Award | 491 | $76.26 | $37,443.66 | filing |
| 2026-06-01 | CHRISTOPHE CLEVELAND A | Award | 491 | $76.26 | $37,443.66 | filing |
| 2026-06-01 | Renz Maria | Award | 426 | $76.26 | $32,486.76 | filing |
| 2026-06-01 | Boydston Cory Jacobs | Award | 409 | $76.26 | $31,190.34 | filing |
| 2026-06-01 | ALEXANDER MARK A | Award | 409 | $76.26 | $31,190.34 | filing |
| 2026-06-01 | Charles Dirkson R | Award | 409 | $76.26 | $31,190.34 | filing |
| 2026-05-14 | Renz Maria | Award | 2,558 | $0.00 | $0.00 | filing |
| 2026-05-14 | Hayes William B | Award | 2,558 | $0.00 | $0.00 | filing |
| 2026-05-14 | OLEARY JAMES | Award | 2,558 | $0.00 | $0.00 | filing |
| 2026-05-14 | LEVY PAUL S | Award | 2,558 | $0.00 | $0.00 | filing |
| 2026-05-14 | Charles Dirkson R | Award | 2,558 | $0.00 | $0.00 | filing |
| 2026-05-14 | AINOA CHERYL | Award | 2,558 | $0.00 | $0.00 | filing |
| 2026-05-14 | MILGRIM BRETT N | Award | 2,558 | $0.00 | $0.00 | filing |
| 2026-05-14 | Boydston Cory Jacobs | Award | 2,558 | $0.00 | $0.00 | filing |
| 2026-05-14 | Rush David E | Award | 2,558 | $0.00 | $0.00 | filing |
| 2026-05-14 | Steinke Craig Arthur | Award | 2,558 | $0.00 | $0.00 | filing |
| 2026-05-14 | CHRISTOPHE CLEVELAND A | Award | 2,558 | $0.00 | $0.00 | filing |
| 2026-05-14 | ALEXANDER MARK A | Award | 2,558 | $0.00 | $0.00 | filing |
| 2026-05-08 | Rush David E | Sale | 5,000 | $78.17 | $390,850.00 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.