EarningsQ2 2026 Earnings Report
DE:B1F Q2 2026 EPS Results
Actual EPS€1.04
Consensus EPS€1.11
Beat/MissMissed by -€0.07
One Year Ago EPS€2.12
DE:B1F Q2 2026 Revenue Results
Actual Revenue€3.44B
Expected Revenue€3.48B
Beat/MissMissed by -€40.81M
YoY Revenue Growth-8.77%
Earnings Announcement Details
QuarterQ2 2026
Date07/30/2026
TimeBefore Open
Conference CallThursday, July 30, 2026
DE:B1F Upcoming Earnings
Builders Firstsource's next earnings date is estimated for October 29, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
DE:B1F Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear operational and strategic positives — including productivity savings, expanded M&A capability, strong liquidity and progress on digital/SAP initiatives — against pronounced near-term financial pressure: declines in sales, gross profit, adjusted EBITDA and EPS, a sizable operating cash flow drop for the quarter, and lowered guidance tied to weak housing starts and commodity/fuel headwinds. Management emphasized disciplined cost actions (raising targeted savings to a $115M run rate), rightsizing capacity and preserving flexibility, but near-term metrics remain pressured.Company Guidance
Maintained Market Share and Operational Resilience
Management said the company maintained share in Q2 despite weak housing conditions; on-time & in-full delivery rate remained above 90%, and the operating model enabled rightsizing capacity without compromising service.
Productivity and Cost Actions
Generated $28 million in productivity savings in Q2 from supply chain and logistics initiatives; adjusted SG&A decreased $37 million year-over-year; company increased targeted cost actions to a $115 million run rate for 2026 (including an incremental $40 million of savings, with approximately $15 million expected to hit in 2026).
Strong Liquidity and Cash-Return Flexibility
Reported $1.6 billion of liquidity, trailing-12-month free cash flow yield of ~7%, operating cash flow return on invested capital ~10%; full-year free cash flow guidance of approximately $400M–$500M provides capacity to invest, pursue M&A and return capital.
Disciplined Capital Allocation and CapEx Conservatism
Q2 capital deployment included $36 million of capex and $14 million of acquisitions; company reduced near-term capex (cut/delayed ~$50M) to conserve capital in the weaker demand environment and deployed ~ $50 million toward return-enhancing opportunities aligned with priorities.
M&A and Strategic Capability Expansion
Completed acquisition of Precision Design & Trim in June to expand installation capabilities in Boise; since the BMC merger in 2021 completed 42 acquisitions representing nearly $2.3 billion in annual sales, and management expects M&A to remain a key contributor to long-term growth.
Progress on Digital and SAP Initiatives
Management reported steady progress on SAP implementation and refined digital/AI investments to prioritize sales effectiveness, customer connectivity and integrations with homebuilder technology — positioning technology as a long-term differentiator.
DE:B1F 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