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Builders FirstSource, Inc. (BLDR)

64.91 +1.85 (+2.93%)
At close: October 30 at 4:00:02 PM EDT
64.70 -0.21 (-0.32%)
After hours: October 30 at 7:32:05 PM EDT
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40m ago
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Builders FirstSource delivered a stronger-than-expected third quarter despite weak housing demand. Revenue declined modestly, while profitability and cash flow weakened sharply. Management maintained its 2026 outlook and emphasized cost reductions, productivity, acquisitions, and market-share gains.

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  • Previous Close 63.06
  • Open 62.83
  • Bid 64.70 x 10000
  • Ask 64.87 x 10000
  • Day's Range 62.83 - 64.96
  • 52 Week Range 49.67 - 131.50
  • Volume 4,742,546
  • Avg. Volume 2,767,813
  • Market Cap (intraday) 6.985B
  • Beta (5Y Monthly) --
  • PE Ratio (TTM) 175.43
  • EPS (TTM) 0.37
  • Earnings Date Oct 29, 2026
  • Forward Dividend & Yield -- (0.00%)
  • 1y Target Est 67.41
  • Zacks Rating Bearish

Builders FirstSource, Inc., together with its subsidiaries, provides building materials for professional builders in new residential construction and repair, and remodeling in the United States. It offers manufactured products, such as factory-built substitutes for job-site framing, wood floor and roof trusses, wall panels, and engineered wood; Ready-Frame, a whole house framing solution; manufactured and semi-custom modular homes, and built in a temperature-controlled facility under its Pine Grove Homes and Pleasant Valley Homes brand names; manufactured housing plans including ranch, community, and single-section homes; manufacturing, assembly, and distribution of windows; and the assembly and distribution of interior and exterior door units. The company also provides millwork, including interior trim and custom features under the Synboard brand name; specialty building products and services comprising vinyl, composite and wood siding, exterior trim, metal studs, cement, roofing, insulation, wallboard, ceilings, cabinets, and hardware; turn-key framing, shell construction, design assistance, and professional installation of products. In addition, it offers drafting, estimating, quoting, and virtual home design services to retailers, distributors, manufacturers, and homebuilders; dimensional lumber, plywood, and oriented strand board products used in on-site house framing. 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.

www.bldr.com

28,000

Full Time Employees

December 31

Fiscal Year Ends

Industrials

Sector

Performance Overview

Trailing total returns as of 10/30/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

BLDR
36.91%
S&P 500 (^GSPC)
10.73%

1-Year Return

BLDR
41.88%
S&P 500 (^GSPC)
11.11%

3-Year Return

BLDR
39.48%
S&P 500 (^GSPC)
81.91%

5-Year Return

BLDR
11.40%
S&P 500 (^GSPC)
64.59%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q3 FY26
Revenue 3.85B
Earnings 60.41M
Profit Margin 1.57%

Q4

FY25

Q1

FY26

Q2

FY26

Q3

FY26

0
1B
2B
3B
-1.0%
0.0%
1.0%

Analyst Insights

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Top Analyst

Stephens & Co.
59/100
Latest Rating
Equal-Weight

Analyst Price Targets

50.00 Low
67.41 Average
64.91 Current
91.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 10/30/2026
Analyst Wells Fargo
Rating Action Maintains
Rating Equal-Weight
Price Action Raises
Price Target 55 -> 58

Statistics

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Valuation Measures

Annual
As of 10/29/2026
  • Market Cap

    6.79B

  • Enterprise Value

    12.01B

  • Trailing P/E

    170.43

  • Forward P/E

    23.10

  • PEG Ratio (current)

    21.58

  • Price/Sales (ttm)

    0.48

  • Price/Book (mrq)

    1.66

  • Enterprise Value/Revenue

    0.84

  • Enterprise Value/EBITDA

    13.28

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    0.28%

  • Return on Assets (ttm)

    1.68%

  • Return on Equity (ttm)

    0.97%

  • Revenue (ttm)

    14.36B

  • Net Income Avi to Common (ttm)

    40.58M

  • Diluted EPS (ttm)

    0.37

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    55.01M

  • Total Debt/Equity (mrq)

    129.39%

  • Levered Free Cash Flow (ttm)

    150.6M

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Company Insights

Fair Value

64.91 Current

Dividend Score

0 Low
Sector Avg.
100 High

Hiring Score

0 Low
Sector Avg.
100 High

Insider Sentiment Score

0 Low
Sector Avg.
100 High

Research Reports

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  • Lowering target price to $44.00

    BUILDERS FIRSTSOURCE INC has an Investment Rating of SELL; a target price of $44.000000; an Industry Subrating of Low; a Management Subrating of Low; a Safety Subrating of Low; a Financial Strength Subrating of Low; a Growth Subrating of Medium; and a Value Subrating of Low.

  • Lowering target price to $45.00

    BUILDERS FIRSTSOURCE INC has an Investment Rating of SELL; a target price of $45.000000; an Industry Subrating of Low; a Management Subrating of Low; a Safety Subrating of Low; a Financial Strength Subrating of Low; a Growth Subrating of Medium; and a Value Subrating of Low.

  • Raising target price to $49.00

    BUILDERS FIRSTSOURCE INC has an Investment Rating of SELL; a target price of $49.000000; an Industry Subrating of Low; a Management Subrating of Low; a Safety Subrating of Low; a Financial Strength Subrating of Low; a Growth Subrating of Medium; and a Value Subrating of Low.

  • Lowering target price to $48.00

    BUILDERS FIRSTSOURCE INC has an Investment Rating of SELL; a target price of $48.000000; an Industry Subrating of Low; a Management Subrating of Low; a Safety Subrating of Low; a Financial Strength Subrating of Low; a Growth Subrating of Medium; and a Value Subrating of Low.

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