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Builders Firstsource (BLDR)
NYSE:BLDR
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.39Last Year’s EPS
1.51Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced: the company demonstrated material strengths — strong full-year profitability, exceptional free cash flow generation, a proven M&A and value-add playbook, and rapid digital adoption — but reported meaningful quarter-over-quarter declines in sales, EBITDA and EPS driven by a weak housing market, commodity deflation and some one-time cost true-ups. Management has enacted significant cost actions, continues strategic investments, and provided conservative guidance that implies improvement in the back half of 2026, leaving the near-term outlook uncertain but the longer-term positioning constructive.Company Guidance
Strong Full-Year Profitability
Maintained full-year 2025 gross margin above 30% and EBITDA margin above 10%, reflecting resilience of value-added solutions and operational improvements.
Robust Free Cash Flow and Balance Sheet
Generated $874 million of free cash flow in 2025 (Q4 free cash flow $109 million), free cash flow yield ~8%, operating cash flow return on invested capital 13%, and net debt to adjusted EBITDA ~2.7x with no long-term maturities until 2030.
Digital and Technology Momentum
Digital platform processed nearly $7 billion of quotes through 2025, a year-over-year increase in excess of 130%; ongoing SAP pilots and investments in automation/AI to drive efficiency and sales productivity.
Disciplined Capital Deployment & M&A Track Record
Deployed nearly $2 billion in return-enhancing capital in 2025, completed multiple strategic acquisitions (40 since BMC merger representing >$2.3 billion in annual sales) and invested >$110 million in new/expanded value-added operations.
Productivity and Cost Actions
Realized $48 million in productivity savings in 2025 and announced $100 million of SG&A cost actions for 2026 (about $75 million year-over-year reductions and $25 million of cost avoidance) to improve cost structure.
Operational Execution and Service Levels
Consolidated 25 facilities in 2025 (55 over two years) while maintaining on-time, in-full delivery of 92%, demonstrating ability to right-size footprint without large service disruptions.
Guidance Reflects Conservatism with Upside
2026 guidance: net sales $14.8B–$15.8B, adjusted EBITDA $1.3B–$1.7B (margin 8.8%–10.8%), gross margin 28.5%–30%, and anticipated free cash flow of ~ $500M — guidance assumes flat starts year-over-year and a heavier back-half weighting.
BLDR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BLDR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | $114.73 | $114.63 | -0.09% |
Oct 30, 2025 | $115.29 | $111.69 | -3.12% |
Jul 31, 2025 | $126.11 | $127.13 | +0.81% |
May 01, 2025 | $119.63 | $111.93 | -6.44% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Builders Firstsource (BLDR) report earnings?
Builders Firstsource (BLDR) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Builders Firstsource (BLDR) earnings time?
Builders Firstsource (BLDR) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BLDR EPS forecast?
BLDR EPS forecast for the fiscal quarter 2026 (Q1) is 0.39.
