Builders FirstSource, Inc. (BLDR) Stock: Price, Forecast & Analyst Target
Builders FirstSource, Inc. (BLDR) — MoonshotScore 54/100 (Fair band), calculated Oct 5, 2026. Price $56.17 (-0.14%), as of the Oct 5, 2026 trading session; market cap $6.04B. Expected results Oct 29, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 92.00× (market value Oct 5, 2026; cash Jun 30, 2026) · expected results Oct 29, 2026
Builders FirstSource, Inc. · BLDR · NYSE · Basic Materials · Construction Materials
Research dated 2026-09-13: The company supplies structural components and materials directly to homebuilders and contractors. The core tension is whether the business can protect its profit margins while residential construction volume remains depressed and competition for available projects intensifies.
Price as of Oct 5, 2026
Key Statistics
MoonshotScore v2 · Builders FirstSource (BLDR)
FairWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Cheap, but a fragile balance sheet, and the price trend has turned against it. Business Quality: Solid; Financial Safety: Strained; Valuation: Cheap; Growth Durability: Growing; Momentum: Falling.
- quarterly revenue $3.86B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 4 of 8
- expected results Oct 29, 2026
Holding back: balance-sheet strain, weak price trend
Helping: an attractive price
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 54 | Fair | |
| 54 | Fair | |
| 54 | Fair | |
| 54 | Fair | |
| 54 | Fair | |
| 54 | Fair |
The score was 54 in the stored Oct 4, 2026 snapshot and remains 54 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Growth Durability +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $56.17 | |
| Change on the day | -0.14% | |
| 52-week range | $54.75–$131.50 | |
| Market capitalisation | $6.04B | |
| Price / earnings (trailing) | 61.14 | |
| Shares traded on the day | 1.17M | |
| Beta (volatility vs the S&P 500) | 1.41 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings call · management outlook
- · Earnings results · below the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
For Q3, we expect net sales to be $3.6 billion to $3.9 billion and adjusted EBITDA to be $275 million to $325 million.
Pete Beckmann · Statement from
We expect our 2026 full year gross margin to be in the range of 27.5% to 28.5%, reflecting below normal starts activity. We expect free cash flow of approximately $400 million to $500 million.
Pete Beckmann · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for Builders FirstSource (BLDR): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
9-Factor Breakdown
Legends Council
2 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 6, 2026, except a card that shows its own read date.
Watch the BLDR film — every key number, told as a short cinematic story
~2 min · open the film
What is Builders FirstSource (BLDR), and what does it report?
Short answer · as of
Builders FirstSource, Inc. engages in the supply and manufacture of building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers.
Research dated 2026-09-13.
Rather than operating retail hardware stores for consumers, the enterprise manufactures and delivers heavy structural elements like roof trusses, wall panels, and engineered lumber directly to construction sites.
Revenue tracking across segments reflects the pace of residential development, distributed across prefabricated structures, millwork, raw lumber, and specialty supplies.
What do the latest results show for Builders FirstSource (BLDR)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $3.86B.
Research dated 2026-09-13.
Recent earnings periods show clear deterioration in profitability, with bottom line results turning negative despite steady operating cash generation.
Management attributes the margin compression to a slump in new housing starts and aggressive pricing battles to win a reduced volume of available building contracts, forcing them to sacrifice pricing power to maintain sales volume.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $3.86B Jun 30, 2026
- Latest quarter · SG&A
- $958.28M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $128.51M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $3.86B | Not available | $958.28M | $128.51M |
| Mar 31, 2026 | $3.29B | Not available | $911.05M | $17.92M |
| Dec 31, 2025 | $3.36B | Not available | $940.20M | $61.80M |
| Sep 30, 2025 | $3.94B | Not available | $970.72M | $228.77M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $3.86B Jul 30, 2026
- Latest report · revenue estimate
- $3.91B Jul 30, 2026
- Latest report · revenue vs estimate
- Below estimate Jul 30, 2026
- Latest report · EPS vs estimate
- Below estimate Jul 30, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 30, 2026 | $3.86B | $3.91B | $1.1700 | $1.2500 |
| Apr 30, 2026 | $3.29B | $3.17B | $0.2700 | $0.3900 |
| Feb 17, 2026 | $3.36B | $3.45B | $1.1200 | $1.3000 |
| Oct 30, 2025 | $3.94B | $3.86B | $1.8800 | $1.7500 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $3.86B | -$4M | -$0.04 (diluted) |
| Q1 FY2026 | $3.29B | -$47M | -$0.43 (diluted) |
| Q4 FY2025 | $3.36B | $32M | $0.28 (diluted) |
| Q3 FY2025 | $3.94B | $122M | $1.10 (diluted) |
What are the financial strengths and risks for Builders FirstSource (BLDR)?
Short answer
Cash and short-term investments were $65.65M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $68.03M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
A massive debt load sits against a shrinking cash position, though operating activities continue to pull in positive cash flow.
The immediate vulnerability lies in prolonged weakness in housing starts; because the company relies on volume to offset the fixed costs of its manufacturing facilities, an extended housing slump could burn through its remaining liquidity before demand recovers.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $68.03M Jun 30, 2026
- Previous quarter · operating cash flow
- $87.45M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $68.03M | −$38.05M |
| Mar 31, 2026 | $87.45M | −$46.74M |
| Dec 31, 2025 | $194.79M | −$88.07M |
| Sep 30, 2025 | $547.72M | −$85.82M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Builders FirstSource (BLDR)?
Short answer · as of
The next earnings report is expected on Oct 29, 2026.
Research dated 2026-09-13.
Investors should monitor the upcoming strategy presentation for any shift in capital allocation or cost reduction measures meant to offset margin decay.
Analysts have held their ratings steady but will likely adjust forward revenue estimates if management confirms that pricing pressure in the lumber and millwork segments is becoming a permanent drag on gross profitability.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
For Q3, we expect net sales to be $3.6 billion to $3.9 billion and adjusted EBITDA to be $275 million to $325 million.
Pete Beckmann ·
We expect our 2026 full year gross margin to be in the range of 27.5% to 28.5%, reflecting below normal starts activity. We expect free cash flow of approximately $400 million to $500 million.
Pete Beckmann ·
Later this year, we will host our Investor Day where we plan to share more on our growth strategy, operational initiatives, capital allocation framework and long-term value creation opportunities.
Peter Jackson ·
But we took the approach based on where we exited Q3 and what we're seeing with the lower -- or Q2, excuse me, with the lower starts expectations for the full year, that it's going to be a continued competitive environment that we're going to have to continue to compete and win business every day. And so that's going to keep the pressure on the margins, but we're going to find a way to improve and capture every nickel we can.
Pete Beckmann ·
How does Builders FirstSource compare with its peers?
Short answer
Builders FirstSource's score ranks tied for 12th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Instead of merely acting as a middleman passing raw materials from mills to job sites, the enterprise adds value through direct manufacturing of complex architectural components.
This prefabrication model theoretically offers thicker margins than pure distribution, provided construction volume stays robust enough to keep the factory floors busy.
| Company | Price | Market value | Score |
|---|---|---|---|
| $110.78 Oct 5, 2026 | $3.18B | 95 5-pillar Oct 5, 2026 | |
| $274.94 Oct 5, 2026 | $15.2B | 86 5-pillar Oct 5, 2026 | |
| $68.46 Oct 5, 2026 | $13.5B | 81 5-pillar Oct 5, 2026 | |
| $523.33 Oct 5, 2026 | $16.1B | 76 5-pillar Oct 5, 2026 | |
| $331.03 Oct 5, 2026 | $13.4B | 76 5-pillar Oct 5, 2026 | |
| $13.50 Oct 5, 2026 | $2.49B | 68 5-pillar Oct 5, 2026 | |
| $169.82 Oct 5, 2026 | $5.23B | 67 5-pillar Oct 5, 2026 | |
| $74.84 Oct 5, 2026 | $2.64B | 67 5-pillar Oct 5, 2026 | |
| $34.91 Oct 5, 2026 | $1.55B | 63 5-pillar Oct 5, 2026 | |
| $37.20 Oct 5, 2026 | $20.6B | 58 5-pillar Oct 5, 2026 | |
| $485.50 Oct 5, 2026 | $29.2B | 58 5-pillar Oct 5, 2026 | |
| Builders FirstSource (BLDR) — this page | $56.17 | $6.04B | 54 |
| $25.20 Oct 5, 2026 | $14.5B | 54 5-pillar Oct 5, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $63.00 – $115.00
- Consensus target
- $84.54
- Median target
- $81.00
Consensus record · Captured .
Measured against a quoted price of $56.17 (as of Oct 5, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 10, 2026
- Transactions
- 36
- Identified insiders
- 18
- Purchases
- 0
- Sales
- 1
- Other transactions
- 35
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 707 Period end Jun 30, 2026
- Previous quarter · holders
- 764 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 7,833,417 |
| Vanguard Capital Management LLC | 6,854,631 |
| State Street Corp | 4,839,758 |
| Vanguard Portfolio Management LLC | 4,162,116 |
| Capital International Investors | 3,907,321 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Builders FirstSource (BLDR)?
Common Questions About BLDR (Basic Materials)
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
How does the reliance on prefabricated roof trusses impact overall profitability?
Manufacturing structural components internally allows the business to capture production premiums rather than just standard markup on raw materials. However, this strategy requires maintaining expensive factory capacity that drains cash when residential building slows down.
Are falling lumber prices a direct threat to the revenue mix?
Because raw lumber and sheet goods make up a substantial portion of total sales volume, commodity price deflation immediately shrinks total revenue. The company attempts to insulate itself by heavily weighting its operations toward engineered specialty products and millwork.
Why did net income turn negative despite positive cash from operations?
The core business still collects payments from builders efficiently, keeping operating cash flowing into the accounts. The accounting losses stem from heavy fixed overhead and high debt carrying costs that overwhelm the gross profit generated during periods of weak construction activity.
What exactly did the executive team mean by below normal starts activity?
Management uses this phrase to describe a sluggish environment for newly initiated residential housing projects. A lack of groundbreaking ceremonies translates directly to reduced orders for foundational and framing materials, intensifying the bidding wars among suppliers.
What is the BLDR stock price today?
The last price recorded on this page for Builders FirstSource, Inc. (BLDR) is $56.17, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the BLDR price target?
The analyst consensus price target for Builders FirstSource, Inc. (BLDR) is $84.54 (range $63.00 to $115.00, median $81.00), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
When are BLDR's next earnings?
The next earnings date listed on this page for Builders FirstSource, Inc. (BLDR) is Oct 29, 2026. Companies sometimes move report dates, so the company's own announcement is the final word on timing.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (77 figures)
The 77 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Pete Beckmann (Jul 30, 2026): For Q3, we expect net sales to be $3.6 billion to $3.9 billion and adjusted EBITDA to be $275 million to $325 million. Pete Beckmann (Jul 30, 2026): We expect our 2026 full year gross margin to be in the range of 27.5% to 28.5%, reflecting below normal starts activity. We expect free cash flow of approximately $400 million to $500 million. Peter Jackson (Jul 30, 2026): Later this year, we will host our Investor Day where we plan to share more on our growth strategy, operational initiatives, capital allocation framework and long-term value creation opportunities. Pete Beckmann (Jul 30, 2026): But we took the approach based on where we exited Q3 and what we're seeing with the lower -- or Q2, excuse me, with the lower starts expectations for the full year, that it's going to be a continued competitive environment that we're going to have to continue to compete and win business every day. And so that's going to keep the pressure on the margins, but we're going to find a way to improve and capture every nickel we can. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 6031 Connection DR., STE. 400, Irving, TX, 75039 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "6031 Connection Drive, Irving, TX, 75039, US". |
FMP — 68 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $56.17 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T17:34:40.206Z. | |
px.change | Change on the day | -0.14% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $6.04B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T17:34:31.000Z. Captured from FMP at 2026-10-05T17:34:33.524Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$0.08 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $3.86B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $54.75–$131.50 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 61.14 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 1.17M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.41 | FMP | Financial Modeling Prep (FMP) company profile | |
id.business_summary | Business description (FMP excerpt) | Builders FirstSource, Inc. engages in the supply and manufacture of building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers. | FMP | Financial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation | |
id.ceo | Chief executive | Peter Jackson | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 28,000 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $19.89B, net result $1.73B; FY2022 revenue $22.73B, net result $2.75B; FY2023 revenue $17.10B, net result $1.54B; FY2024 revenue $16.40B, net result $1.08B; FY2025 revenue $15.19B, net result $435.20M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Manufactured Products $3.41B · Windows Doors And Millwork $3.84B · Lumber And Lumber Sheet Goods $3.88B · Specialty Building Products And Services $4.07B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 29.2% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $3.86B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $958.28M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $128.51M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $3.29B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $911.05M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $17.92M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $3.36B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $940.20M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $61.80M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $3.94B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $970.72M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $228.77M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-30.revenue_actual | Revenue · reported — report date 2026-07-30 | $3.86B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.revenue_estimated | Revenue · estimate — report date 2026-07-30 | $3.91B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_actual | EPS · reported — report date 2026-07-30 | $1.1700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_estimated | EPS · estimate — report date 2026-07-30 | $1.2500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.revenue_actual | Revenue · reported — report date 2026-04-30 | $3.29B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.revenue_estimated | Revenue · estimate — report date 2026-04-30 | $3.17B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.eps_actual | EPS · reported — report date 2026-04-30 | $0.2700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.eps_estimated | EPS · estimate — report date 2026-04-30 | $0.3900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-17.revenue_actual | Revenue · reported — report date 2026-02-17 | $3.36B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-17.revenue_estimated | Revenue · estimate — report date 2026-02-17 | $3.45B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-17.eps_actual | EPS · reported — report date 2026-02-17 | $1.1200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-17.eps_estimated | EPS · estimate — report date 2026-02-17 | $1.3000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_actual | Revenue · reported — report date 2025-10-30 | $3.94B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_estimated | Revenue · estimate — report date 2025-10-30 | $3.86B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_actual | EPS · reported — report date 2025-10-30 | $1.8800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_estimated | EPS · estimate — report date 2025-10-30 | $1.7500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $65.65M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $68.03M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $5.24B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 1.53× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $68.03M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $87.45M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$38.05M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$46.74M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $194.79M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$88.07M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $547.72M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$85.82M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $63.00 – $115.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $84.54 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $81.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 36 transactions · 0 purchases, 1 sales, 35 other transactions · 18 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 10, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 707 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 764 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 7,833,417 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Vanguard Capital Management LLC — shares in provider snapshot | 6,854,631 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | State Street Corp — shares in provider snapshot | 4,839,758 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 4,162,116 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Capital International Investors — shares in provider snapshot | 3,907,321 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 29, 2026 | UNRECORDED | Stored earnings-calendar observation — Captured 2026-09-14 | |
earn.history | Reported versus estimated, recent quarters | EPS beat 4 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-21 · Expired observation |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 92.00× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $65.65M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-05. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-07-30.revenue_actual.comparison | Latest report · revenue vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($3.86B) with the recorded estimate ($3.91B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-30.eps_actual.comparison | Latest report · EPS vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.1700) with the recorded estimate ($1.2500) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 54 of 100 · Fair · pillars 62 / 21 / 80 / 60 / 16 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 54 (stored snapshot Oct 4, 2026) → 54 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-07-30. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-30.revenue_actual,earn.history.depth.2026-07-30.revenue_estimated,earn.history.depth.2026-07-30.revenue_actual.comparison,earn.history.depth.2026-07-30.eps_actual.comparison,earn.history.depth.2026-07-30.eps_actual,earn.history.depth.2026-07-30.eps_estimated,earn.history.depth.2026-04-30.revenue_actual,earn.history.depth.2026-04-30.revenue_estimated,earn.history.depth.2026-04-30.eps_actual,earn.history.depth.2026-04-30.eps_estimated,earn.history.depth.2026-02-17.revenue_actual,earn.history.depth.2026-02-17.revenue_estimated,earn.history.depth.2026-02-17.eps_actual,earn.history.depth.2026-02-17.eps_estimated,earn.history.depth.2025-10-30.revenue_actual,earn.history.depth.2025-10-30.revenue_estimated,earn.history.depth.2025-10-30.eps_actual,earn.history.depth.2025-10-30.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Builders FirstSource, Inc. engages in the supply and manufacture of building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers. Its products include factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood. The company was founded by Kevin P. O'Meara, Donald F. McAleenan and John D. Roach in March 1998 and is headquartered in Irving, TX. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Manufactured Products: $3.41B; Windows Doors And Millwork: $3.84B; Lumber And Lumber Sheet Goods: $3.88B; Specialty Building Products And Services: $4.07B | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Management outlook — dated call excerpts | Captured record · 4 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-30 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Sector / industry (provider taxonomy) | Basic Materials / Construction Materials The company's SEC filings classify it under SIC 5211 — Retail-Lumber & Other Building Materials Dealers. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Cash, investments and debt | Total debt: $5.24B; Liquidity basis: cash and short-term investments; Total liabilities: $7.32B; Cash and short-term investments: $65.65M; Cash and investments: $65.70M; Long-term investments: $0; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash decline over the reported window | To: 2026-06-30; From: 2024-09-30; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $65.70M; Decline: $262.50M; Opening balance: $328.10M; Average change per period: $37.50M Change in cash, cash equivalents and short-term investments between the 2024-09-30 and 2026-06-30 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length. | 2026-06-30 | COMPUTED | Computed from reported balances |
| Next earnings report | Date: 2026-10-29; EPS estimate: $1.09 per share; Revenue estimate: $3.77B The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst actions, most recent per firm | Captured record · 10 entries
One row per firm — the firm's most recent action in our feed. Other data vendors may carry firms ours does not. | 2026-09-11 | FMP | Financial Modeling Prep (FMP) analyst grades |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Trailing twelve-month ratio set | Quick ratio: 1.09; Current ratio: 1.79; Debt to equity: 1.31; Net margin: 0.7%; Gross margin: 29.2%; Operating margin: 3%; Return on assets: 0.9%; Return on equity: 2.5% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
Data provided for informational purposes only.
ETFs that hold BLDR
Funds in our ETF coverage that list BLDR among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| USEQ ETF | 0.19% |