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Builders FirstSource, Inc. (BLDR) stock

BLDRNYSERetail-Lumber & Other Building Materials DealersFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 5/308% below fair value
$64.91+1.85 (+2.93%)

Close on Oct 30, 2026Market cap $6.98BP/E 175.4Yield –

Earnings

Builders FirstSource's quarterly results as reported in its earnings releases, with the company's own outlook. Hover a number to see the sentence it came from.

Next report
Feb 16, 2027
Q4 FY2026 · estimated, before the open
Revenue, Q3 FY2026
$3.90B
0.0% on a year earlier
Adjusted earnings per diluted share, Q3 FY2026
$1.51
$1.88 a year earlier
Latest guidance
Issued
Oct 29, 2026 · 6 items

Quarterly results

Revenue and earnings per share from each of Builders FirstSource's earnings releases, newest first

QuarterReportedRevenueYoYEPSAdj. EPSSource
Q4 FY2026ended Dec 31, 2026Feb 16, 2027Expected–––––
Q3 FY2026ended Sep 30, 2026Oct 29, 2026before the open$3.90B0.0%$0.56$1.51Release
Q2 FY2026ended Jun 30, 2026Jul 30, 2026before the open$3.90B-7.1%-$0.04$1.17Release
Q1 FY2026ended Mar 31, 2026Apr 30, 2026before the open$3.30B-10.8%-$0.43$0.27Release
Q4 FY2025ended Dec 31, 2025Feb 17, 2026before the open$3.40B-10.5%$0.28$1.12Release
Q3 FY2025ended Sep 30, 2025Oct 30, 2025before the open$3.90B-7.1%$1.10$1.88Release
Q2 FY2025ended Jun 30, 2025Jul 31, 2025before the open$4.20B-6.7%$1.66$2.38Release
Q1 FY2025ended Mar 31, 2025May 1, 2025before the open$3.70B-5.1%$0.84$1.51Release
Q4 FY2024ended Dec 31, 2024Feb 20, 2025before the open$3.80B-9.5%$1.65$2.31Release
Q3 FY2024ended Sep 30, 2024Nov 5, 2024before the open$4.20B-6.7%$2.44$3.07Release
Q2 FY2024ended Jun 30, 2024Aug 6, 2024before the open$4.50B0.0%$2.87$3.50Release
Q1 FY2024ended Mar 31, 2024May 7, 2024before the open$3.90B0.0%$2.10$2.65Release

Figures as first announced; later restatements appear under Financials. Expected dates are estimated from the company's past reporting pattern.

Current guidance

Builders FirstSource's latest outlook for periods it has not reported yet, compared with what it said before

MetricPeriodGuidanceBeforeChangeGiven
Net SalesGAAPFY2026$14.20B – $14.60B–NewOct 29, 2026
Net SalesFY2026$14.00B – $14.80B$14.60B – $15.60BLoweredJul 30, 2026
Gross Profit marginGAAPFY202627.5% – 28.5%–NewOct 29, 2026
Gross Profit marginFY202627.5% – 28.5%27.5% – 29%LoweredJul 30, 2026
Adjusted EBITDAnon-GAAPFY2026$1.08B – $1.13B–NewOct 29, 2026
Adjusted EBITDAnon-GAAPFY2026$1.00B – $1.20B$1.10B – $1.50BLoweredJul 30, 2026
Free cash flownon-GAAPFY2026$400.00M – $450.00M–NewOct 29, 2026
Free cash flownon-GAAPFY2026$400.00M – $500.00M$400.00M – $500.00MReaffirmedJul 30, 2026
Total capital expendituresGAAPFY2026$175.00M – $225.00M–NewOct 29, 2026
Total capital expendituresFY2026$175.00M – $225.00M$225.00M – $275.00MLoweredJul 30, 2026
Adjusted EBITDA marginnon-GAAPFY20267.4% – 7.9%–NewOct 29, 2026
Adjusted EBITDA marginnon-GAAPFY20267.1% – 8.1%7.5% – 9.6%LoweredJul 30, 2026
adjusted effective tax ratenon-GAAPFY202622% – 24%–RaisedJul 30, 2026
Depreciation and amortization expensesFY2026$580.00M – $610.00M$525.00M – $575.00MRaisedJul 30, 2026
effective tax rateFY202620% – 22%20% – 22%ReaffirmedApr 30, 2026
Interest expenseFY2026$280.00M – $290.00M$275.00M – $285.00MLoweredJul 30, 2026
productivity savingsFY2026$50.00M – $70.00M–LoweredJul 30, 2026

Guidance vs results

The last range Builders FirstSource gave before each report, against the figure it then reported. Full years add up the four quarters.

PeriodMetricGuidanceActualResult
FY2025Revenue$15.10B – $15.40B$15.20BΣ4QWithin range
Q2 FY2023Revenue$4.00B – $4.20B$4.50BAbove range
Q1 FY2023Revenue$3.40B – $3.70B$3.90BAbove range

Guidance history

Every forecast Builders FirstSource put in an earnings release, newest first

GivenMetricPeriodGuidanceChange
Oct 29, 2026Total capital expendituresFY2026$175.00M – $225.00MNew
Oct 29, 2026Adjusted EBITDAFY2026$1.08B – $1.13BNew
Oct 29, 2026Free cash flowFY2026$400.00M – $450.00MNew
Oct 29, 2026Gross Profit marginFY202627.5% – 28.5%New
Oct 29, 2026Adjusted EBITDA marginFY20267.4% – 7.9%New
Oct 29, 2026Net SalesFY2026$14.20B – $14.60BNew
Jul 30, 2026Total capital expendituresFY2026$175.00M – $225.00MLowered
Jul 30, 2026Adjusted EBITDAFY2026$1.00B – $1.20BLowered
Jul 30, 2026Free cash flowFY2026$400.00M – $500.00MReaffirmed
Jul 30, 2026Gross Profit marginFY202627.5% – 28.5%Lowered
Jul 30, 2026Adjusted EBITDA marginFY20267.1% – 8.1%Lowered
Jul 30, 2026adjusted effective tax rateFY202622% – 24%Raised
Jul 30, 2026Interest expenseFY2026$280.00M – $290.00MLowered
Jul 30, 2026Depreciation and amortization expensesFY2026$580.00M – $610.00MRaised
Jul 30, 2026productivity savingsFY2026$50.00M – $70.00MLowered
Jul 30, 2026Net SalesFY2026$14.00B – $14.80BLowered
Apr 30, 2026Total capital expendituresFY2026$225.00M – $275.00MLowered
Apr 30, 2026Adjusted EBITDAFY2026$1.10B – $1.50BLowered
Apr 30, 2026Free cash flowFY2026$400.00M – $500.00MLowered
Apr 30, 2026Gross Profit marginFY202627.5% – 29%Lowered

Read from the company's earnings releases; each figure links to its sentence on hover. “Raised” and “Lowered” compare with the previous range for the same metric and period.

Press releases

Releases Builders FirstSource filed with the SEC as exhibits to Form 8-K or 6-K

  1. Builders FirstSource Reports Third Quarter 2026 Results
    Results
  2. Builders FirstSource Reports Second Quarter 2026 Results
    Results
  3. Builders FirstSource Announces COO and CHRO Succession Plan
    Update
  4. Builders FirstSource Reports First Quarter 2026 Results
    Results
  5. Builders FirstSource Announces $500 Million Share Repurchase Authorization
    Results
  6. Builders FirstSource Reports Fourth Quarter and Full-Year 2025 Results; Provides 2026 Financial Outlook
    Results
  7. Builders FirstSource Reports Third Quarter 2025 Results
    Results
  8. Builders FirstSource Reports Second Quarter 2025 Results
    Results
  9. Builders FirstSource Prices Offering of $750 Million of Senior Notes due 2035
    Update
  10. Builders FirstSource Launches Offering of $500 Million of Senior Notes due 2035
    Update
  11. Builders FirstSource Reports First Quarter 2025 Results
    Results
  12. Builders FirstSource Announces $500 Million Share Repurchase Authorization
    Results
  13. Builders FirstSource Releases 2025 Corporate Social Responsibility Report
    Update
  14. Builders FirstSource Reports Fourth Quarter and Full-Year 2024 Results;
    Results
  15. Builders FirstSource Announces New Members to Board of Directors
    Results