Builders FirstSource, Inc. (BLDR)
Builders FirstSource is a major American supplier of building materials and construction services for new homes and renovations.
Is Builders FirstSource, Inc. a good stock for a UK beginner?
The honest version: There's no rating here and nothing for sale. In its favour: Dominant scale in the US building supply market. Worth weighing: Revenue has recently declined compared to the previous year.
Is this normal for this company?
Each figure against the range this same company has produced recently. Neither end of a range is the good end.
Share price divided by the earnings actually reported over the four most recent quarters. The range is the same calculation at each of this company's last few results, so roughly the past year.
Profit as a share of sales, from the company's own quarterly statements. The range covers the 5 quarters we hold, and the figure shown is its most recent one.
How these ranges are built
Every number here is the company's own reported figure, not a comparison with other companies. The ranges come from this company's own results and its share price. Where it reports in a different currency from the one its shares trade in, the price-to-earnings range is left out rather than mixing the two.
What does Builders FirstSource, Inc. do?
Think of this company as a giant warehouse and logistics partner for homebuilders, providing everything from roof trusses to windows and doors. Selling these materials and offering installation services to professional contractors across the United States is what pays the bills. Everything tracks the health of the American housing market, since their success is tied directly to how many new homes get built.
On our factor screen it looks strongest on value and quality, and weakest on growth.
- !Pays no dividend - the whole return rides on the share price
- !Revenue slipped about 9% over the year
- !Thin profits - turns only about 1% of sales into profit
- !High P/E of 82 - big growth is already priced in
- —
- Quality screens low
- Growth screens low
- Momentum screens low
- Income screens low
Does Builders FirstSource, Inc. pay a dividend?
No - Builders FirstSource, Inc. doesn't currently pay a dividend, so the whole return would rest on the share price. Plenty of growing companies reinvest their profits instead of paying them out - neither approach is better or worse, they're just different.
Does Builders FirstSource, Inc. have more cash or more debt?
It holds about $65.65M in cash against about $5.24B of debt - so it has net debt of about $5.17B. Debt is not automatically a problem - it funds growth - but it has to be serviced and repaid, which matters more when profits wobble.
From the latest reported balance sheet. Cash and debt levels change, and some borrowing is normal - this is context, not a judgment.
What do Builders FirstSource, Inc.'s numbers mean?
How has it performed?
Growth of £1,000, the worst fall, and year by year
Over about 2 years to 2026-09-11. This is the share price only; any dividends would add to it. And it's the USD return - as a UK investor your actual £ return also moves with the exchange rate. Past performance is not a guide to the future, and it could just as easily have fallen.
How much has Builders FirstSource, Inc. actually fallen?
Over the last 2 years of daily prices, Builders FirstSource, Inc. fell as much as −71% from a high to a later low. Falls like this are normal when you own a share.
Past falls are not a forecast - it can fall further, or recover.
How has it done year by year?
Calendar-year total return - the share price with dividends reinvested - from adjusted closing prices. The current year is only part-complete. Past returns are not a guide to the future.
A closer look at the numbers
Ownership, earnings history, where the money goes, and the outlook range
Does the share price tell you if it's cheap or expensive?
Based on beta - how much the price swings versus the whole market. Bumpier isn't bad; it just means a rougher ride, which matters more the sooner you might need the money.
Prices move on results, news and the mood of the whole market - no single headline explains a day, and a quiet week is usually just noise, not a signal.
How much money does Builders FirstSource, Inc. make?
Revenue and profit by quarter, and how much of each sale turns into profit.
Where does each £100 of Builders FirstSource, Inc.'s sales go?
A rough split of the latest full-year figures: of every £100 of sales, about £71 covers making the product or service, £28 goes on running costs, tax and interest, and about £1 is left as profit. Margins vary a lot by industry, and one-off items can distort a single year.
When does Builders FirstSource, Inc. report earnings, and how did recent quarters go?
Builders FirstSource, Inc. is next scheduled to report on about 2026-10-29 - dates can move, and we don't predict results; this just tells you when to look.
‘Beat’ and ‘missed’ are against what analysts expected, not whether the business is doing well.
| Reported | Expected EPS: The earnings per share analysts expected for the quarter - the average of their forecasts. 'Beating' or 'missing' is measured against this number. | Actual EPS | vs expected |
|---|---|---|---|
| 2026-07-30 | $1.27 | $1.17 | Missed -8% |
| 2026-04-30 | $0.37 | $0.27 | Missed -28% |
| 2026-02-17 | $1.28 | $1.12 | Missed -12% |
| 2025-10-30 | $1.72 | $1.88 | Beat +9% |
| 2025-07-31 | $2.34 | $2.38 | Beat +2% |
| 2025-05-01 | $1.42 | $1.51 | Beat +6% |
Across the last 6 quarters here, Builders FirstSource, Inc. came in ahead of what analysts expected 3 times. One quarter is noise, not a trend.
See who else reports over the next two weeks →
Where these figures come from
Each quarter a company reports its results against a consensus of analyst forecasts. The figures here are reported versus expected earnings per share from published results; the expectation is that analyst consensus, not our view. Report dates are estimates and can move.
What are the scenarios for Builders FirstSource, Inc.?
An illustrative range for the year ahead — not a prediction or a price target.
What are the pros, cons and common questions?
The case each way, and the questions people ask
Long-term housing shortage drives years of high demand.
Structural decline in home ownership or construction.
What are the pros and cons of Builders FirstSource, Inc.?
A balance check, not a score or verdict.
- Dominant scale in the US building supply market
- Wide range of products and services for professional builders
- Potential for improved profitability as indicated by the forward P/E: Like P/E, but using analysts' forecast of NEXT year's profit instead of last year's. A much lower forward figure implies profits are expected to jump.
- Revenue has recently declined compared to the previous year
- Very thin profit margins leave little room for error
- No dividend payments for those looking for regular income
- Highly sensitive to interest rate changes which affect mortgage costs
- Cyclical: A business whose sales and profits rise and fall with the wider economy - booming in good times, sinking in downturns. Miners, carmakers and banks are classic examples. nature of the construction industry
- High volatility compared to the broader market
The write-up's own warning lights — if these start happening, the case above changes.
- A sustained, multi-year drop in US housing starts
- Significant loss of market share to smaller, local competitors
Common questions about Builders FirstSource, Inc.
Does Builders FirstSource, Inc. pay a dividend?
No - Builders FirstSource, Inc. does not currently pay a dividend, so the return would rest on the share price. Many growing companies reinvest profits instead of paying them out.
When does Builders FirstSource, Inc. report earnings next?
Builders FirstSource, Inc. is next scheduled to report results on about 2026-10-29. Report dates are estimates and can move; this is a diary note for when to look, not a forecast of the outcome.
More in Industrials
International Consolidated Airlines (IAG)
IMI plc
Rolls-Royce Holdings
Experian plc
Diploma PLC
Intertek Group plc
Halma plc
Rentokil Initial plcBuilt from public filings & market prices, checked for an education-only tone, and never a price target. How we make these →
This plain-English summary was auto-generated on 2026-08-02 from public data and checked for an education-only, no-advice tone (the figures above carry their own, usually fresher, 'as of' date). It's information, never a recommendation.