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. Below, we lay out what it does, what its numbers mean, and the honest risks, so you can decide for yourself.
Over about 2 years to 2026-07-31. 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 −67% from a high to a later low. Drops of this size are a normal part of owning a share - worth knowing in advance, so a dip doesn't come as a shock.
Worst peak-to-trough fall in the daily closing price over the period we hold. Past falls are not a forecast - it can fall further, or recover.
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.
Long-term housing shortage drives years of high demand.
Structural decline in home ownership or construction.
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 72 - big growth is already priced in
- 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
- Quality screens low (20/100)
- Growth screens low (4/100)
- Momentum screens low (4/100)
- Income screens low (16/100)
- Highly sensitive to interest rate changes which affect mortgage costs
What do Builders FirstSource, Inc.'s numbers mean?
How much money does Builders FirstSource, Inc. make?
Revenue and profit by quarter, and how much of each sale turns into profit.
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.
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.
Each quarter a company reports its results against what analysts expected. ‘Beating’ or ‘missing’ is about that expectation, not whether the business is doing well in absolute terms.
| 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 →
Reported vs expected earnings per share (EPS) from published results; the expectation is the analyst consensus, not our view. Report dates are estimates that can move.
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Southwest Airlines Co.What are the scenarios for Builders FirstSource, Inc.?
An illustrative range for the year ahead, with the assumption behind each case — not a prediction or a price target.
What are the pros and cons of Builders FirstSource, Inc.?
How many points the write-up makes each way — 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
Built 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.