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The median of 11 price targets is $105[FMP target], stock is $77, +35.7% vs the analyst consensus median. Q1 FY26 EPS $0.27 vs $0.39 estimate: miss (-30.8%)[FMP earnings]. Stock move on D+1: -4.3%.
B — FMP rating [FMP ratings]. Form 4: unavailable[FMP Form 4].
Quick AnswerBuilders FirstSource, Inc. (BLDR) Q2 consensus: revenue $3.9B[FMP est], EPS $1.32[FMP est]. 0 consecutive quarters of beat[FMP earnings].
Q1 FY26 EPS $0.27 vs $0.39 estimate: miss (-30.8%)[FMP]. Stock move on D+1: -4.3%[FMP D+1].
Watchlist
Revised Fy26 Guidance
revised_fy26_guidance
The company has revised its full year 2026 net sales guidance to a range of $14.6 billion to $15.6 billion due to weak market conditions.
"As a result, we are adding net sales in the range of $14.6 billion to $15.6 billion, adjusted EBITDA of $1.1 billion to $1.5 billion and adjusted EBITDA margin of 7.5% to 9.6%."
- Pete Beckmann, CFO - Q1 FY26 Earnings Call - April 30, 2026
Q2 2026 Guidance
q2_2026_guidance
The company expects net sales for Q2 2026 to be between $3.75 billion and $4.05 billion and adjusted EBITDA to be between $300 million and $350 million.
"For Q2, we expect net sales to be between $3.75 billion and $4.05 billion and adjusted EBITDA to be between $300 million and $350 million."
- Pete Beckmann, CFO - Q1 FY26 Earnings Call - April 30, 2026
Digital Platform Growth
digital_platform_growth
The company's digital platform processed nearly $800 million of quotes in Q1, highlighting the platform's growth and importance.
"In Q1, our digital platform processed nearly $800 million of quotes as we continue to automate key steps of the process."
- Peter Jackson, CEO - Q1 FY26 Earnings Call - April 30, 2026
Cost Reduction Actions
cost_reduction_actions
The company has executed $100 million of cost actions as part of its downturn playbook.
"As we touched on in February, we linked further into our downturn playbook with $100 million of cost actions, which includes $75 million in year-over-year cost reductions and $25 million in cost avoidance."
- Pete Beckmann, CFO - Q1 FY26 Earnings Call - April 30, 2026
Share Repurchase Program
share_repurchase_program
Since the inception of the buyback program in August of 2021, the company has repurchased nearly 50% of its total shares outstanding.
"Since the inception of the buyback program in August of 2021, we have repurchased nearly 50% of our total shares outstanding."
- Peter Jackson, CEO - Q1 FY26 Earnings Call - April 30, 2026
Stock Expert AI - Methodology
Historical V1 earnings-model score (archived, May 9, 2026) — not the current MoonshotScore. Current MoonshotScore: BLDR stock page
multi-pillar methodology. Cash Runway strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 3 bullish (Ray Dalio, Klarman, Munger), 1 bearish (Ken Griffin), 2 neutral (Jim Simons, Buffett).
How is it calculated? ->Quality business, discounted price.
How is it calculated? ->Past Performance
Q1 FY26 (April 30, 2026) EPS $0.27 vs $0.39 estimate: miss (-30.8%)[FMP]. Stock move on D+1: -4.3%[FMP D+1].
Q1 FY26 EPS $0.27 vs $0.39 estimate: miss (-30.8%)[FMP]. Stock move on D+1: -4.3%[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $46.7M[FMP cashflow]. Q1 op margin 0.5%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Thursday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Thursday evening. The framework is ready on this page: Q2 EPS threshold $1.32[FMP], CapEx threshold "below $46.7M". Two anchors, three scenarios.
Comparison Stock Expert AI is free today — no credit card.
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Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI is free today — no credit card. Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This Builders FirstSource, Inc. (BLDR) Q2 FY26 earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Builders FirstSource, Inc. (BLDR): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
Builders FirstSource, Inc. (BLDR): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
Builders FirstSource, Inc. (BLDR): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.