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Builders Firstsource (BLDR)
:BLDR
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.26Last Year’s EPS
3.5Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: -9.45%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed outlook. There were significant achievements in digital sales growth, M&A activity, and share repurchases, which indicate a strategic focus on long-term growth. However, these were offset by declines in net sales, multifamily segment performance, and EBITDA, along with ongoing gross margin pressure. The company's liquidity and proactive productivity savings are positive, but the overall sentiment remains cautious due to the challenging market conditions.Company Guidance
During the Builders FirstSource First Quarter 2025 Earnings Conference Call, management provided guidance on various financial metrics and strategic initiatives. For the full year 2025, the company anticipates net sales to range from $16.05 billion to $17.05 billion, with adjusted EBITDA expected between $1.7 billion and $2.1 billion. The projected adjusted EBITDA margin is between 10.6% and 12.3%, while gross margins are expected to be in the range of 29% to 31%. Free cash flow is forecasted at $800 million to $1.2 billion. In the first quarter, net sales decreased by 6% to $3.7 billion, and gross profit decreased by 14% to $1.1 billion, primarily due to margin normalization and a below-normal starts environment. The company completed two acquisitions with aggregate prior year sales of roughly $565 million and committed over $900 million towards business investments, acquisitions, and share repurchases in Q1. Additionally, they reported $19 million in incremental digital sales for the quarter, with an expected additional $200 million in incremental sales by the end of 2025. Builders FirstSource remains focused on organic growth, operational excellence, and disciplined capital allocation while navigating affordability challenges and macroeconomic uncertainties.Strong Digital Sales Growth
The company realized $19 million in incremental digital sales for the quarter, bringing the total to $153 million since launch.
High On-Time Delivery Rate
Builders FirstSource achieved an on-time and in-full delivery rate of 92%.
Successful M&A Activity
Completed two acquisitions in the first quarter with prior year sales of $565 million, including Alpine Lumber and O.C. Cluss.
Significant Share Repurchases
The company repurchased 3.3 million shares for $391 million in April and announced a $500 million share repurchase program.
Strong Liquidity Position
Total liquidity was $1.1 billion, consisting of $944 million in net borrowing availability and $115 million in cash.
Productivity Savings
Achieved $17 million in productivity savings in Q1 through supply chain initiatives, efficient manufacturing, and fleet management.
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 |
|---|---|---|---|
May 01, 2025 | $119.63 | $111.93 | -6.44% |
Feb 20, 2025 | $144.79 | $144.39 | -0.28% |
Nov 05, 2024 | $172.43 | $180.99 | +4.96% |
Aug 06, 2024 | $149.65 | $155.73 | +4.06% |
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 31, 2025, TBA Not Confirmed.
What is Builders Firstsource (BLDR) earnings time?
Builders Firstsource (BLDR) earnings time is at Jul 31, 2025, TBA Not 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 2025 (Q2) is 2.26.
