Builders FirstSource, Inc.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Very Bullish +85

Builders FirstSource: Q1 Earnings Snapshot

AI-generated analysis

Builders FirstSource Inc. (BLDR) reported first-quarter net income of $172.6 million, or 83 cents per share, on revenue of $4.17 billion. Both figures exceeded Wall Street expectations, with adjusted earnings reaching $1.10 per share against an average analyst estimate of 81 cents. The Dallas-based construction...

Bullish Signals

  • Q1 net income $172.6M and revenue $4.17B beat expectations.
  • Adjusted EPS $1.10 beat analyst estimate of 81 cents.
  • Full-year revenue guidance set at $16B to $17 billion.
  • Shares rose 20% year-to-date and nearly tripled in 12 months.
2
Bearish -65

Moody’s cuts Builders FirstSource to Ba2 on housing slump and rising leverage

Analyst downgrade Financial outlook AI-generated analysis

Moody's Ratings has downgraded Builders FirstSource Inc. (NYSE:BLDR) to Ba2 from Ba1 and revised its outlook to negative, citing severe margin compression and surging leverage driven by persistent weakness in the U.S. residential construction market. The agency attributes these challenges to elevated mortgage rates, deteriorating...

Bullish Signals

  • Retains top-tier SGL-1 liquidity rating affirming solid balance sheet protection.
  • Holds $1.5B liquidity with no debt maturities until 2030.

Bearish Signals

  • Moody's downgraded to Ba2 with negative outlook due to margin compression and leverage.
  • Adjusted EBITDA margins contracted sharply to 7.4% in Q3 2026.
  • Debt-to-EBITDA ratio surged to 5.0x, exceeding management targets.
  • Further downgrades possible if debt-to-EBITDA stays above 3.5x.
  • Single-family starts face anticipated 5% annual contraction through 2027.
3
Bullish +75

This Secret Growth Stock Has Crushed Tesla Over the Past Five Years, and Now It's Joining the S&P 500

AI-generated analysis

Builders FirstSource (NYSE: BLDR), a major supplier of residential construction materials including windows, doors, drywall, and lumber, is set to join the S&P 500 index later this month. The company has delivered exceptional performance, posting a 1,100% stock return over the past five years, significantly...

Bullish Signals

  • 1,100% stock return over past five years.
  • $5.5B-$8.5B cash deployment for buybacks and M&A.
  • Targets 9% revenue and 12% EBITDA growth.
  • 3.5 million underbuilt housing units drive demand.
  • 11% share of $110B construction materials market.

Bearish Signals

  • 2023 quarterly revenue fell year over year.
  • Homebuilding markets adjusting to high interest rates.
4
Somewhat Bullish +50

Builders FirstSource Announces $500 Million Share Repurchase Authorization

AI-generated analysis

Builders FirstSource (NYSE: BLDR) announced on April 30, 2026, that its Board of Directors has authorized a new share repurchase program to buy back up to $500 million of the company's common stock. This authorization includes approximately $200 million remaining under a prior program initiated...

Bullish Signals

  • BLDR authorized $500M stock repurchase.
  • Strong balance sheet confidence signals shareholder value return.
  • $200M remaining under prior authorization.

Bearish Signals

  • No guaranteed buyback purchases; program can be suspended or discontinued.
  • Revenue depends on homebuilding industry health.
5
Very Bearish -75

Builders FirstSource stock heads into the open after a sharp recent slide

AI-generated analysis

Builders FirstSource (BLDR) shares opened near $60 on the NYSE, cementing a steep decline of over 50% from their previous year's peak. The stock is currently trading well below its 52-week high of approximately $146 and sits just above its 52-week low of roughly $58,...

Bearish Signals

  • Stock lost >50% value, trading near 52-week low.
6
Bullish +75

Is Builders FirstSource (BLDR) a Worthy Stock?

AI-generated analysis

Black Bear Value Partners highlighted Builders FirstSource (BLDR) in its first quarter 2023 investor letter, citing the company's strategic shift from cyclical lumber sales to a value-add business model. The firm notes that value-added products now constitute over 40% of the company's top-line revenue, providing...

Bullish Signals

  • Black Bear Value Partners highlighted BLDR in Q1 2023.
  • Value-added products now account for over 40% of revenue.
  • Repurchased more than 30% of stock using free cash flow.
  • Implied free-cash-flow yield of 9-13% at price near $89.
  • Structural housing shortage supports long-term demand for building materials.

Bearish Signals

  • Rising mortgage rates create a rocky 6-12 month outlook.
  • Higher rates may force buyers toward existing homes.
7
Somewhat Bullish +45

If You Invested $1000 in Builders FirstSource a Decade Ago, This is How Much It'd Be Worth Now

Earnings report Guidance lowered AI-generated analysis

The article analyzes the long-term performance of Builders FirstSource (BLDR), noting that a $1,000 investment made in November 2016 would be worth approximately $5,809 as of November 13, 2026. This represents a total gain of roughly 481%, significantly outperforming the S&P 500 and gold over...

Bullish Signals

  • Investment grew 481% from Nov 2016 to Nov 2026.

Bearish Signals

  • Adjusted earnings and sales declined 24.5% and 2.2% YoY.
  • Pricing pressures and higher costs weighed on profit margins.
  • Free cash flow declined, reducing internal liquidity.
  • Elevated leverage limits capital allocation flexibility.
8
Bullish +60

BLDR Q3 deep dive: cost controls and tech investment support margin in ...

Acquisition Earnings report New AI features AI-generated analysis

Builders FirstSource (NYSE:BLDR) reported third-quarter results that beat Wall Street expectations for revenue and non-GAAP profit, despite a year-over-year sales decline of 2.2% to $3.85 billion. The company's adjusted earnings per share surged 44.8% above consensus estimates at $1.51, driven by disciplined cost management and...

Bullish Signals

  • Revenue beat estimates at $3.85B despite YoY decline.

Bearish Signals

  • Margins contracted to 2.6% due to higher expenses.
  • Sales fell 2.2% YoY amid housing softness.
  • Headwinds persist from high mortgage rates and weak demand.
9
Somewhat Bearish -25

Builders FirstSource (BLDR) Stock Rebounds As Q3 Earnings Face Margin Strain

Earnings report Guidance lowered AI-generated analysis

Builders FirstSource (BLDR) reported Q3 2026 earnings showing a return to profitability with basic EPS of US$0.56 on revenue of US$3.9 billion, resulting in a roughly 3% stock price increase. However, the company faces significant margin pressure, with net profit margins hovering near 0.3% and...

Bullish Signals

  • EPS hit $0.56 in Q3 2026, boosting stock 3%.
  • Gained 1-2% market share via $2.5B M&A sales.
  • Generated $76M free cash flow for liquidity.

Bearish Signals

  • Revenue fell 2% YoY to $3.85B; net income halved to $60.4M.
10
Bearish -65

StoneX cuts target for Builders FirstSource stock to USD 85.00

Analyst downgrade AI-generated analysis

StoneX analyst firm has downgraded its price target for Builders FirstSource (BLDR) to USD 85.00 from USD 100.00, while maintaining a Buy rating. The revision reflects growing concerns over rising fuel costs, higher mortgage rates, and weakening housing conditions that are impacting the construction materials...

Bullish Signals

  • StoneX maintains Buy rating showing long-term confidence.
  • Management projects 7.1%-8.1% adjusted EBITDA margins for FY2026.

Bearish Signals

  • StoneX cut target to $85 from $100.
  • Fiscal 2026 EPS lowered to $3.25.
  • Q2 adjusted earnings fell 51% to $1.17.
  • Revenue declined 8.8% year-over-year.
  • Stock dropped 3.28% near 52-week low.
11
Somewhat Bearish -45

Builders FirstSource stock falls out of S&P 500 as shares hover near 52-week low

AI-generated analysis

Builders FirstSource (BLDR) shares fell out of the S&P 500 index on September 21, 2026, as the stock hovered near its 52-week low. The company's stock closed at USD 58.10 on the NYSE on September 18, 2026, representing a significant decline of approximately 43.5 percent...

Bullish Signals

  • $500M buyback program initiated April 2026.
  • Analysts see ~50% upside to $87.27 target.

Bearish Signals

  • Removed from S&P 500 on Sept 21, 2026.
  • Q2 2026 revenue slipped 8.8% to USD 3.86B.
  • Missed EPS consensus by USD 0.08 at USD 1.17.
  • Full-year EBITDA guidance fell short of expectations.
  • Stock down 43.5% YTD, trading near USD 56.56 low.
12
Somewhat Bearish -45

Builders FirstSource Braces for Q2 Report Amid Housing Market ...

AI-generated analysis

Builders FirstSource (NYSE: BLDR) is preparing to release its second-quarter 2026 financial results on July 30, an event viewed as a critical barometer for the U.S. housing market's health. Following a challenging first quarter characterized by significant headwinds, the company faces scrutiny over its ability...

Bullish Signals

  • $500M share repurchase program authorized.
  • $8.3B stock repurchased since 2021.
  • $100M cost-cutting actions and 21 facility consolidations.
  • Acquired Precision Design and Trim for expansion.
  • Strong Sun Belt permit activity in Texas/Florida.

Bearish Signals

  • Q1 net sales declined 10.1% year-over-year to $3.3 billion.
  • Company posted significant Q1 net loss of $47.4 million.
  • Full-year guidance assumes low-single-digit declines in housing starts.
  • Building material prices accelerated in first half of 2026.
13
Somewhat Bullish +45

Does Builders FirstSource’s (BLDR) Russell 2500 Inclusion Reframe Its Scale And Liquidity Narrative? - simplywall.st

AI-generated analysis

Builders FirstSource (BLDR) has been added to the Russell 2500 Index and the Russell 2500 Value Benchmark, a move expected to increase its visibility among institutional investors and index-tracking funds. This inclusion is anticipated to reshape market perceptions regarding the company's scale and liquidity, potentially...

Bullish Signals

  • BLDR added to Russell 2500 Index for visibility.
  • Buyback authorization expanded to $500 million.
  • Fair value $97.81 indicates 10% upside potential.

Bearish Signals

  • Reliant on housing starts amid market fluctuations.
  • Margin pressure from commodity price swings.
  • Cautious outlook with only 3.2% revenue growth.
14
Bearish -50

Builders FirstSource (BLDR) Q1 Earnings Lag Estimates

AI-generated analysis

Builders FirstSource (BLDR) reported first-quarter earnings of $0.27 per share, falling short of the Zacks Consensus Estimate of $0.39 per share, marking a -30.93% earnings surprise. This compares to adjusted quarterly earnings of $1.51 per share from the same period last year. Revenue for the...

Bullish Signals

  • Builders FirstSource posted revenues of $3.29 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 4.48%.
  • The company has topped consensus revenue estimates two times over the last four quarters.
  • Over the last four quarters, Builders FirstSource has surpassed consensus EPS estimates two times.
  • Tecnoglass (TGLS), another stock in the same Building Products - Retail industry, is expected to post revenues of $243 million, representing a 9.3% increase from the year-ago quarter.

Bearish Signals

  • Builders FirstSource reported earnings of $0.27 per share, missing the Zacks Consensus Estimate of $0.39 by -30.93%.
  • Despite revenue beating estimates by 4.48%, total revenue declined to $3.29 billion from $3.66 billion a year ago.
  • Shares have underperformed the market significantly, losing about 19% this year compared to the S&P 500's gain of 4.2%.
  • Ahead of the earnings release, unfavorable estimate revisions translated into a Zacks Rank #4 (Sell), suggesting expected near-term underperformance.
  • The company belongs to the Building Products - Retail industry, which is currently ranked in the bottom 1% of all 250+ tracked industries.
15
Somewhat Bearish -45

Oppenheimer cuts target for Builders FirstSource stock to USD 78

Analyst downgrade AI-generated analysis

Oppenheimer has lowered its price target for Builders FirstSource (BLDR) from USD 90.00 to USD 78.00, reflecting concerns over recent financial performance. The analyst firm's revision comes after the company reported a significant decline in second-quarter revenue and a sharp drop in earnings compared to...

Bearish Signals

  • Oppenheimer lowered price target from $90 to $78.
  • Q2 revenue declined 8.8% year over year.
  • Swung to GAAP net loss of $3.9M in Q2.
16
Somewhat Bearish -45

StoneX cuts target for Builders FirstSource stock to USD 85

Analyst downgrade AI-generated analysis

StoneX analyst firm has lowered its price target for Builders FirstSource stock from USD 100.00 to USD 85.00 following a disappointing second-quarter performance reported in early October 2026. Despite maintaining a Buy rating, the revision reflects concerns over weaker operating results and lower earnings expectations...

Bullish Signals

  • StoneX maintains Buy rating despite lower price target.
  • Consensus target of $87.27 exceeds StoneX's revised target.

Bearish Signals

  • Revenue declined 8.80% year-over-year to USD 3.86 billion.
  • EPS of USD 1.17 missed estimates by eight cents.
  • StoneX cut price target from USD 100.00 to USD 85.00.
17
Slightly Bearish -15

Builders FirstSource stock gains 1.50 percent as valuation stays high

AI-generated analysis

Builders FirstSource shares rose 1.50% to close at $58.99 on September 22, 2026, following a daily gain of $0.87. Despite the intraday recovery, the stock remains significantly below its 52-week high of $131.50 and trades near its 52-week low of $56.56, reflecting a broader annual...

Bullish Signals

  • Shares gained 1.50% to close at $58.99.
  • Q2 FY26 revenue reached $3.86 billion.

Bearish Signals

  • Q2 FY26 earnings were negative $3.9M with -0.10% margin.
  • Missed EPS by $0.09; actual $1.17 vs $1.26 estimate.
  • Wells Fargo cut price target from $65 to $63.
  • High P/E of 64.02 risks valuation if earnings slow.
18
Somewhat Bullish +50

Builders FirstSource stock gains as S&P SmallCap 600 inclusion boosts sentiment

AI-generated analysis

Builders FirstSource stock gained approximately 2.51% to trade at $65.79 on September 6, 2026, following its announced inclusion in the S&P SmallCap 600 index. This addition is expected to drive incremental demand from passive funds tracking the benchmark, potentially improving trading liquidity and narrowing bid-ask...

Bullish Signals

  • Builders FirstSource stock gained approximately 2.51% to $65.79 following its announced inclusion in the S&P SmallCap 600 index.
  • The planned index addition is expected to generate incremental demand from passive funds, potentially improving trading liquidity and narrowing bid-ask spreads.
19
Somewhat Bearish -45

Builders FirstSource Slides as Housing Weakness and Rising Yields Weigh on Sentiment - Quiver Quantitative

AI-generated analysis

Builders FirstSource (BLDR) shares declined 5.4% on September 1, 2026, driven by a combination of company-specific headwinds and broader macroeconomic pressures. The stock fell as investors reacted to lingering concerns following recent weak financial results and a deteriorating interest rate environment that negatively impacts economically...

Bullish Signals

  • Pictet added 2.4M shares (+175.8%) in Q2 2026.
  • Investment reached $216.8M in Q2 2026.

Bearish Signals

  • Net sales fell 8.8% YoY to $3.9B in Q2 2026.
  • Reported net loss and sharp adjusted EBITDA decline.
  • Housing starts expected to drop mid- to high-single digits.
  • Rising yields and oil prices pressured construction demand.
  • Major institutional investors reduced holdings significantly.
20
Bearish -65

Builders FirstSource Q2 Earnings Ahead: What Should Investors Expect? - Zacks Investment Research

AI-generated analysis

Builders FirstSource (BLDR) reported Q2 adjusted earnings per share that missed the Zacks Consensus Estimate by 30.8%, although net sales beat estimates by 4.5%. On a year-over-year basis, both revenue and earnings declined significantly, dropping 10.1% and 82.1% respectively. The company has a history of...

Bullish Signals

  • Net sales beat consensus by 4.5% in last quarter.
  • Completed 41 acquisitions adding $2.3B annual sales since BMC merger.
  • Acquisitions expected to provide incremental revenue support moving forward.
  • New York presence expanded via Premium Building Components deal.
  • AI solutions aim to strengthen customer engagement and capture market share.

Bearish Signals

  • EPS missed estimates by 30.8% in last quarter.
  • Revenue and earnings declined 10.1% and 82.1% YoY.
  • Multifamily activity expected to stay muted until 2027.
  • Zacks Rank #4 (Sell) indicates negative analyst sentiment.