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Builders Firstsource (MX:BLDR)
NYSE:BLDR

Builders Firstsource (BLDR) Price & Analysis

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BLDR Stock Chart & Stats

$1515.00
$0.00(0.00%)
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Bulls Say, Bears Say

Bulls Say
Free Cash Flow GenerationConsistent trailing‑12‑month operating cash flow (~$1.17B) and free cash flow (~$0.86B) provide durable capital flexibility to fund M&A, buybacks and capex. Even with mixed conversion, sizable FCF underpins strategic optionality and resiliency across housing cycles.
National Scale And Vertical IntegrationA national branch and manufacturing footprint with value‑added component production (trusses, wall panels, engineered assemblies) creates durable competitive advantages: higher‑margin manufactured products, tighter customer relationships, lower jobsite labor for builders and stronger scale economics across markets.
Proven M&A Expansion And Capital ReturnsA sustained M&A track record (41 deals, >$2.3B annual sales) plus aggressive repurchases has expanded geographic reach and product capability in a fragmented LBM industry. This consolidation trend strengthens market position and creates durable scale and cross‑sell opportunities.
Bears Say
Margin CompressionProfitability has materially deteriorated: net margin collapsed to ~2.9% from ~9% in 2023 and adjusted EBITDA plunged. Persistent specialty product hits, mix and input cost pressure erode earnings power, reducing retained capital and making recovery more dependent on sustained cost actions.
Sustained Revenue WeaknessTop‑line trends are weak and driven by structural housing headwinds: Q1 sales down ~10% and TTM revenue negative. Lower single‑family starts and a roughly 10% decline in average start value limit organic growth, making near‑term revenue recovery reliant on market improvements.
Elevated LeverageLeverage has increased meaningfully (debt/equity ~1.30; net debt/adj. EBITDA ≈3.2x), reducing financial flexibility. Higher leverage heightens sensitivity to further EBITDA declines, constrains discretionary investment or large M&A, and raises refinancing and covenant risk if cyclical weakness persists.

BLDR FAQ

What was Builders Firstsource’s price range in the past 12 months?
Builders Firstsource lowest stock price was $1.00 and its highest was $2847.49 in the past 12 months.
    What is Builders Firstsource’s market cap?
    Builders Firstsource’s market cap is $137.02B.
      When is Builders Firstsource’s upcoming earnings report date?
      Builders Firstsource’s upcoming earnings report date is Jul 30, 2026 which is in 4 days.
        How were Builders Firstsource’s earnings last quarter?
        Builders Firstsource released its earnings results on Apr 30, 2026. The company reported $4.727 earnings per share for the quarter, missing the consensus estimate of $6.706 by -$1.978.
          Is Builders Firstsource overvalued?
          According to Wall Street analysts Builders Firstsource’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Builders Firstsource pay dividends?
            Builders Firstsource does not currently pay dividends.
            What is Builders Firstsource’s EPS estimate?
            Builders Firstsource’s EPS estimate is 22.15.
              How many shares outstanding does Builders Firstsource have?
              Builders Firstsource has 107,559,875 shares outstanding.
                What happened to Builders Firstsource’s price movement after its last earnings report?
                Builders Firstsource reported an EPS of $4.727 in its last earnings report, missing expectations of $6.706. Following the earnings report the stock price went down -8%.
                  Which hedge fund is a major shareholder of Builders Firstsource?
                  Currently, no hedge funds are holding shares in MX:BLDR
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Builders Firstsource Stock Smart Score

                    Company Description

                    Builders Firstsource

                    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.

                    Builders Firstsource (BLDR) Earnings & Revenues

                    BLDR Net sales Breakdown

                    25.25%25.25%22.45%25.51%26.78%
                    25.25% Lumber & lumber sheet goods
                    22.45% Manufactured products
                    25.51% Windows, doors & millwork
                    26.78% Specialty building products & services
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