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Builders Firstsource (BLDR)
NYSE:BLDR
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Builders Firstsource (BLDR) Price & Analysis

1,904 Followers

BLDR Stock Chart & Stats

$88.50
-$1.31(-0.91%)
At close: 4:00 PM EST
$88.50
-$1.31(-0.91%)

Bulls Say, Bears Say

Bulls Say
Strong Cash GenerationSustained operating cash flow and sizable trailing free cash flow provide durable internal funding for capex, M&A, and buybacks. This cash generation cushions cycles, supports strategic investment and shareholder returns, and preserves optionality versus relying solely on external financing.
Scale Via M&A And ManufacturingA large acquisition program has built national scale and expanded component manufacturing, creating distribution density and cross-sell opportunities. Scale strengthens negotiating power, fixed-cost absorption, and breadth of service offerings—advantages that persist through cycles.
Operational Optimization & Digital TractionProgress on digital quoting and footprint optimization reduces unit costs, speeds customer service, and raises on-time fill rates. These structural efficiency gains can sustainably improve margins and competitive service differentiation independent of short-term volume swings.
Bears Say
Sharp Margin CompressionMaterial decline in net and adjusted EBITDA margins reflects weaker pricing, mix and specialty-product pressure. Persistently lower margins reduce earnings resilience, limit reinvestment capacity, and increase vulnerability to further cost or demand shocks if the decline is structural.
Elevated LeverageLeverage risen meaningfully versus prior cycles, narrowing financial flexibility. Higher net leverage amplifies downside risk from further EBITDA declines, raises refinancing and covenant sensitivity, and constrains ability to fund growth or absorb prolonged market softness.
Demand Weakness And Working-capital DragSustained single-family weakness and a large working-capital headwind depress revenue and cash conversion. Lower volumes reduce fixed-cost leverage, and the working-cap requirement directly trims free cash flow, limiting near-term ability to normalize margins or fund discretionary spend.

Builders Firstsource News

BLDR FAQ

What was Builders Firstsource’s price range in the past 12 months?
Builders Firstsource lowest stock price was $65.10 and its highest was $151.03 in the past 12 months.
    What is Builders Firstsource’s market cap?
    Builders Firstsource’s market cap is $8.67B.
      When is Builders Firstsource’s upcoming earnings report date?
      Builders Firstsource’s upcoming earnings report date is Jul 30, 2026 which is in 39 days.
        How were Builders Firstsource’s earnings last quarter?
        Builders Firstsource released its earnings results on Apr 30, 2026. The company reported $0.27 earnings per share for the quarter, missing the consensus estimate of $0.383 by -$0.113.
          Is Builders Firstsource overvalued?
          According to Wall Street analysts Builders Firstsource’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Builders Firstsource pay dividends?
            Builders Firstsource does not currently pay dividends.
            What is Builders Firstsource’s EPS estimate?
            Builders Firstsource’s EPS estimate is 1.28.
              How many shares outstanding does Builders Firstsource have?
              Builders Firstsource has 107,559,875 shares outstanding.
                What happened to Builders Firstsource’s price movement after its last earnings report?
                Builders Firstsource reported an EPS of $0.27 in its last earnings report, missing expectations of $0.383. Following the earnings report the stock price went down -5.145%.
                  Which hedge fund is a major shareholder of Builders Firstsource?
                  Currently, no hedge funds are holding shares in BLDR
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Builders Firstsource

                    Builders FirstSource, Inc., through its various subsidiaries, operates as a key supplier of construction resources across the United States. The company is involved in fabricating and distributing a wide array of building materials, prefabricated components, and specialized construction services, catering to a diverse clientele that includes professional homebuilders, subcontractors, renovation experts, and individual consumers. Its extensive product range encompasses foundational lumber and sheet goods, such as dimensional timber, plywood, and oriented strand board, primarily used for on-site residential framing. Furthermore, Builders FirstSource manufactures factory-assembled elements like wood and steel floor and roof trusses, wall panels, stair units, and engineered wood products. Complementing these, the company supplies windows, both internal and external door assemblies, various interior and exterior finishing trims, and bespoke items marketed under the Synboard brand. Additionally, the firm provides gypsum, roofing, and insulation solutions, including wallboards, ceiling materials, joint compounds, and finishes. Its offerings also extend to siding, metal, and concrete products, featuring vinyl, composite, and wood siding options, alongside exterior trims, other exterior finishes, metal studs, and cement-based items. Beyond these materials, Builders FirstSource furnishes other building essentials like cabinetry and hardware, and delivers value-added services such as comprehensive turn-key framing, shell construction, design consultation, and expert installation. Founded in 1998, the enterprise initially operated as BSL Holdings, Inc. before formally changing its name to Builders FirstSource, Inc. in October 1999. The company's corporate headquarters are situated in Dallas, Texas.

                    Builders Firstsource (BLDR) Earnings & Revenues

                    BLDR Company Deck

                    BLDR Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    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.View all BLDR earnings summaries

                    BLDR Net sales Breakdown

                    25.25%25.25%22.45%25.51%26.78%
                    25.25% Lumber & lumber sheet goods
                    22.45% Manufactured products
                    25.51% Windows, doors & millwork
                    26.78% Specialty building products & services
                    tipranks

                    BLDR Stock 12 Month Forecast

                    Average Price Target

                    $100.19
                    ▲(13.21% Upside)
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13,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":116.17,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 9,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":113.18,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 10,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 10, \t&nbsp;</span>\n 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