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BLDR

Builders FirstSource, Inc.

BLDR

NYSE·Industrials·Construction Materials·Mkt cap $9.1B

$84.69

-0.09%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$65.10 - $151.03

P/E

32.45

Fwd P/E

19.81

Beta

1.45

Div Yield

0.00%

Avg Vol

2.6M

Shares Out

110.6M

Mkt Cap

$9.1B

Price action

Price chart

Down 33.7% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Extensive nationwide distribution network
  • Vertically integrated manufacturing capabilities
  • Comprehensive product portfolio
  • Strong relationships with professional builders

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Residential housing market recovery

Value

Attractively priced below Construction & Engineering peer average

Momentum

Strong

+7.1% over 3m

Quality

Stable

Solid business

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 29, 2026

Q2 26 RECAP

APR 30, 2026

Reported EPS of $0.27 vs $0.39 consensus (-30.8% surprise). Revenue of $3.3B vs $3.2B expected (+3.6%).

EPS miss
Rev beat +3.6%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-30.8%

Next: Apr 29, 2026

Revenue trend · last 8Q

-8%

-6%

-5%

-7%

-12%

-10%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$4.5B

$4.2B

$3.8B

$3.7B

$4.2B

$3.9B

$3.4B

$3.3B

Margins · last 8Q

Gross

28.3%

Operating

0.5%

Profit

-1.4%

Wall Street consensus

12 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

6

50%

Hold

6

50%

Sell

0%

Median Price Target

$100.00

+18.1% vs $84.69

Low $81.00
Median $100.00
High $121.00

Latest: BMO Capital · $93.00 · May 5, 2026

9 analysts covering

vs Industry

How BLDR stacks vs Construction Materials

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.