Builders FirstSource, Inc.

🇺🇸New York Stock Exchange
Back to all articles
Builders FirstSource, Inc. stock analysis BLDR overview
Bearish -50

Builders FirstSource (BLDR) Q1 Earnings Lag Estimates

📉 Builders FirstSource (BLDR) reported Q1 earnings of $0.27 per share, significantly missing the Zacks Consensus Estimate of $0.39 per share.

📉 This result represents a -30.93% earnings surprise compared to the prior quarter's -13.85% miss.

💰 The company generated revenues of $3.29 billion for the quarter, which beat consensus estimates by 4.48%.

📈 Over the last four quarters, BLDR has beaten EPS estimates twice and revenue estimates twice.

📉 Shares have lost approximately 19% year-to-date, underperforming the S&P 500's 4.2% gain.

⚠️ An unfavorable trend in earnings estimate revisions ahead of this report led to a Zacks Rank #4 (Sell) rating.

📅 Current consensus EPS estimates are set at $1.84 for the next quarter and $5.58 for the current fiscal year.

🏗️ The Zacks Industry Rank places Builders FirstSource in the bottom 1% of all tracked industries.

🔍 Investors are advised to monitor management commentary on future earnings expectations for stock price sustainability.

📅 Peer company Tecnoglass (TGLS) is scheduled to report Q1 results on May 7, 2026.

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.
Risk Factors
  • 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.
Full 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 quarter ended March 2026 came in at $3.29 billion, which exceeded the consensus estimate by 4.48%, following two quarters of beating revenue estimates over the past four months. Despite topping revenue expectations, the company's stock has declined approximately 19% year-to-date, underperforming the S&P 500, which gained 4.2% during the same period. The sustainability of BLDR's share price will largely depend on management's commentary during the earnings call regarding future guidance. Ahead of this report, trend lines for estimate revisions had been unfavorable, contributing to a Zacks Rank #4 (Sell) designation, which suggests expectations for near-term underperformance versus the broader market. The current consensus EPS estimate for the coming quarter stands at $1.84 on projected revenues of $4.03 billion, while full-year fiscal year expectations are set at $5.58 per share on $14.93 billion in revenue. Investors should also consider the industry context, as Builders FirstSource operates in the Building Products - Retail sector, which currently ranks in the bottom 1% among over 250 Zacks industries. Research indicates that top-ranked industries tend to outperform bottom-ranked ones by more than a 2-to-1 factor. For comparison, competitor Tecnoglass (TGLS) is scheduled to release its earnings for the quarter ended March 2026 on May 7. Expected results for TGLS show quarterly earnings of $0.72 per share, representing a -21.7% decline year-over-year, with consensus estimates for that figure having been revised down by 41.4% over the last 30 days.