Builders FirstSource, Inc. (BLDR)

Builders FirstSource, Inc., together with its subsidiaries, provides building materials for professional builders in new residential construction and repair, and remodeling in the United States. It offers manufactured products, such as factory-built substitutes for job-site framing, wood floor and roof trusses, wall panels, and engineered wood; Ready-Frame, a whole house framing solution; manufactured and semi-custom modular homes, and built in a temperature-controlled facility under its Pine Grove Homes and Pleasant Valley Homes brand names; manufactured housing plans including ranch, community, and single-section homes; manufacturing, assembly, and distribution of windows; and the assembly and distribution of interior and exterior door units. The company also provides millwork, including interior trim and custom features under the Synboard brand name; specialty building products and services comprising vinyl, composite and wood siding, exterior trim, metal studs, cement, roofing, insulation, wallboard, ceilings, cabinets, and hardware; turn-key framing, shell construction, design assistance, and professional installation of products. In addition, it offers drafting, estimating, quoting, and virtual home design services to retailers, distributors, manufacturers, and homebuilders; dimensional lumber, plywood, and oriented strand board products used in on-site house framing. The company was formerly known as BSL Holdings, Inc. and changed its name to Builders FirstSource, Inc. in October 1999. Builders FirstSource, Inc. was incorporated in 1998 and is based in Irving, Texas.

Symbol
BLDR
Exchange
NYSE
Sector
Industrials
Industry
Building Products & Equipment
Market cap
$6.05B
52 week range
54.75 - 131.5

Valuation

Share price
$56.25 (close of 2026-10-02)
P/E (TTM)
61.14x
Price to book
1.51x
Price to free cash flow
9.47x
Enterprise value
$11.22B
Book value per share
$37.22

Price performance

PeriodChange
1 day-1.92%
5 days-4.93%
1 month-10.84%
3 months-33.58%
6 months-28.91%
Year to date-45.33%
1 year-55.96%
3 years-54.27%
5 years+6.21%
10 years+388.71%
All time+318.22%

Super investors holding BLDR

Glenn Greenberg (Brave Warrior Advisors, LLC) · Christopher Bloomstran (Semper Augustus Investments Grroup LLC) · Ken Griffin (Citadel) · Francois Rochon (Giverny Capital Inc) · Ray Dalio (Bridgewater Associates) · Tweedy Browne (Tweedy Browne Company LLC) · Bill Miller (Miller Value Partners, LLC) · First Eagle Investment (First Eagle Investment Management, LLC)

Profitability and growth

Return on equity
10.00%
Return on invested capital
7.65%
Return on assets
3.87%
Return on capital employed
8.14%
Gross margin
30.39%
Net margin
2.86%
EBITDA margin
9.07%
Revenue growth
-7.38%
Net income growth
-59.63%
Free cash flow growth
-42.81%

Cash flow and balance sheet

Free cash flow yield (TTM)
10.56%
Current ratio
1.79x
Net debt to EBITDA
5.01x

Latest reported year

Period end
2025-12-31
Fiscal year
2025
Revenue
$15.19B
Cost of revenue
$10.57B
Gross profit
$4.62B
EBITDA
$1.38B
Net income
$435.20M
Earnings per share
$3.91
Shares outstanding
111.42M

Income statement by year

Period endRevenueGross profitNet incomeEPS
2025-12-31$15.19B$4.62B$435.20M$3.91
2024-12-31$16.40B$5.38B$1.08B$9.13
2023-12-31$17.10B$6.01B$1.54B$12.06
2022-12-31$22.73B$7.74B$2.75B$16.98
2021-12-31$19.89B$5.85B$1.73B$8.55
2020-12-31$8.56B$2.22B$313.54M$2.69
2019-12-31$7.28B$1.98B$221.81M$1.92
2018-12-31$7.72B$1.92B$205.19M$1.79
2017-12-31$7.03B$1.73B$38.78M$0.34
2016-12-31$6.37B$1.60B$144.34M$1.30

Margins and returns by year

Period endGross marginNet marginReturn on equityReturn on capital
2025-12-3130.39%2.86%10.00%7.65%
2024-12-3132.82%6.57%25.09%15.17%
2023-12-3135.17%9.01%32.55%20.68%
2022-12-3134.08%12.10%55.40%35.21%
2021-12-3129.41%8.67%35.93%35.55%
2020-12-3125.97%3.66%27.20%43.46%
2019-12-3127.15%3.05%26.89%29.33%
2018-12-3124.89%2.66%34.41%53.46%
2017-12-3124.56%0.55%10.31%72.79%
2016-12-3125.08%2.27%46.62%80.07%

Cash and debt by year

Period endCash
2025-12-31$181.75M
2024-12-31$153.62M
2023-12-31$66.16M
2022-12-31$80.44M
2021-12-31$42.60M
2020-12-31$423.81M
2019-12-31$14.10M
2018-12-31$10.13M
2017-12-31$57.53M
2016-12-31$14.45M

Free cash flow by year

Period endFree cash flowStock-based compensation
2025-12-31$853.28M$53.51M
2024-12-31$1.49B$63.11M
2023-12-31$1.83B$48.52M
2022-12-31$3.26B$31.34M
2021-12-31$1.52B$31.49M
2020-12-31$147.99M$17.02M
2019-12-31$391.18M$12.24M
2018-12-31$181.42M$14.42M
2017-12-31$116.12M$13.51M
2016-12-31$115.56M$10.55M

Investor relations

Next earnings report

Next confirmed report
2026-10-29
Consensus EPS estimate
$1.16

Past earnings dates

ReportedFiscal periodEPS estimate
2026-07-30Jun/2026$1.29
2026-04-30Mar/2026$0.39
2026-02-17Dec/2025$1.30
2025-10-30Sep/2025$1.69
2025-08-04--
2025-07-31Jun/2025$2.35
2025-05-05--
2025-05-01Mar/2025$1.50

Filings and sources

Company website
bldr.com
SEC filings
10-K, 10-Q and 8-K on EDGAR
Earnings calendar
All upcoming reports

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Price-to-earnings ratio · Discounted cash flow · Free cash flow · Earnings per share · Return on equity · Gross margin vs net margin · Reading a balance sheet · Debt and leverage · Dividend yield · Insider transactions and Form 4 · How to read a stock chart

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