The earnings call highlighted strategic investments in digital tools and successful acquisitions, alongside strong free cash flow and operational excellence. However, these positives were overshadowed by declines in net sales and profit margins, along with ongoing challenges in the housing market.

Company Guidance

During the Builders FirstSource Third Quarter 2025 Earnings Call, the company provided a detailed financial and strategic outlook amid a challenging housing market. Builders FirstSource reported a 6.9% decrease in net sales to $3.9 billion, primarily driven by a 12% decline in single-family and a 20% decline in multifamily sales, alongside commodity deflation. Despite these pressures, the company maintained a gross margin of 30.4%, attributing their resilience to operational discipline and strategic investments. Adjusted EBITDA was $434 million with an 11% margin, showcasing their ability to sustain profitability. The company highlighted $11 million in productivity savings and a $100 million capital deployment toward return-enhancing opportunities, including acquisitions and value-added solutions investments. Looking forward, Builders FirstSource forecasts 2025 net sales between $15.1 billion and $15.4 billion, with adjusted EBITDA ranging from $1.625 billion to $1.675 billion, supported by expected stabilization in the housing market and continued strategic focus on operational excellence, digital adoption, and M&A activities.

Strong Free Cash Flow and Capital Deployment

Generated $548 million in operating cash flow and $465 million in free cash flow for the third quarter, with a trailing 12-month free cash flow yield of approximately 8%. Deployed over $100 million toward return-enhancing opportunities.

Digital Tools and Technology Adoption

Since launching in early 2024, digital tools have processed over $2.5 billion of orders and over $5 billion of quotes, representing increases in excess of 200% year-to-date, supporting operational agility and growth.

Successful M&A Strategy

Acquired St. George Truss Company and Builders Door & Trim, expanding value-added product offerings and strengthening market position in the Las Vegas area.

Operational Excellence and Productivity Savings

Generated $11 million in productivity savings in Q3, primarily through targeted supply chain initiatives.

Builders Firstsource (BLDR) Earnings, Revenues Date & History

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BLDR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 19, 2026	2025 (Q4)	1.28 / -	2.31	―	―	―
Oct 30, 2025	2025 (Q3)	1.63 / 1.88	3.07	-38.76% (-1.19)
Jul 31, 2025	2025 (Q2)	2.23 / 2.38	3.5	-32.00% (-1.12)
May 01, 2025	2025 (Q1)	1.38 / 1.51	2.65	-43.02% (-1.14)
Feb 20, 2025	2024 (Q4)	2.15 / 2.31	3.55	-34.93% (-1.24)
Nov 05, 2024	2024 (Q3)	2.98 / 3.07	4.24	-27.59% (-1.17)
Aug 06, 2024	2024 (Q2)	3.02 / 3.50	3.89	-10.03% (-0.39)
May 07, 2024	2024 (Q1)	2.30 / 2.65	2.96	-10.47% (-0.31)
Feb 22, 2024	2023 (Q4)	2.56 / 3.55	3.21	10.59% (+0.34)
Nov 01, 2023	2023 (Q3)	3.88 / 4.24	5.2	-18.46% (-0.96)

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
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%
Feb 20, 2025	$144.79	$144.39	-0.28%

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.