Builders Firstsource (BLDR)
NYSE:BLDR
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.28Last Year’s EPS
2.38Same Quarter Last Year
Moderate Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call balanced several strategic and operational positives (strong capital deployment including aggressive share repurchases, continued M&A momentum, digital traction, solid liquidity and ongoing productivity programs) against pronounced near-term operating and margin deterioration (10% sales decline, 17% gross profit decline, 42% adjusted EBITDA drop, specialty margin pressures, and macro/inflationary headwinds). Management emphasized defensiveness—cost actions, facility consolidations and tactical buybacks—while guiding to a back‑loaded year and outlining a path to margin recovery as volume seasonality and savings materialize. Given the magnitude of the recent declines in profitability and the persistent market headwinds, the negative operational trends outweigh the strategic positives in the near term.Company Guidance
Reached Upper End of Q1 Guidance
Landed at the upper end of the expected Q1 range for sales and adjusted EBITDA despite a weaker-than-expected macro environment; daily sales continued to build into April.
Strong Capital Deployment and Share Buybacks
Deployed $360 million in Q1 capital allocation: repurchased 3.3 million shares for $303 million and deployed $12 million on acquisitions; Board authorized an additional $500 million repurchase (inclusive of $200M remaining). Since August 2021 buyback program inception, company repurchased nearly 50% of total shares outstanding.
Solid Free Cash Flow and Liquidity
Generated $43 million of free cash flow in Q1 and $87 million of operating cash flow; trailing 12-month free cash flow yield ~10%; strong liquidity of approximately $1.5 billion.
Disciplined Cost Actions and Productivity
Launched $100 million of cost actions for 2026 (including $75M in YoY cost reductions and $25M cost avoidance); realized $13 million in Q1 and generated $6 million of productivity savings in the quarter; targeting $50M–$70M of productivity savings for the full year.
Strategic M&A and Market Expansion
Acquired premium building components in January (first truss and wall panel operations in York). Since the 2021 P&C merger: completed 41 acquisitions representing over $2.3 billion in annual sales (equivalent to a top‑6 LBM player).
Digital Platform Traction
Digital platform processed nearly $800 million of quotes in Q1; next-generation platform (4 integrated hubs with embedded AI) planned for rollout later in the year to further automate quoting and coordination.
Operational Footprint Optimization
Consolidated 21 facilities so far in 2026 and 55 facilities over the prior two years while maintaining an on-time, in-full (OTIF) rate greater than 90%.
Maintained Investment Flexibility
Net debt to adjusted EBITDA ~3.2x with management expressing confidence in balance sheet strength and continued ability to invest in organic growth, M&A and shareholder returns.
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 |
|---|---|---|---|
Apr 30, 2026 | $83.38 | $79.09 | -5.15% |
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% |
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 Jul 30, 2026, After Close (Confirmed).
What is Builders Firstsource (BLDR) earnings time?
Builders Firstsource (BLDR) earnings time is at Jul 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 (Q2) is 1.28.
