US · Industrials · Building Products & Equipment
EPS came in at 1.51 against a street estimate of 1.12 — a beat of 34.8%.
Analysts rate Builders FirstSource Inc a buy (9 buy, 13 hold, 2 sell out of 24) with an average price target of $67.64.
CAUTIOUS Builders FirstSource met expectations despite weak housing demand, gained share and maintained 2026 guidance, but margins, leverage and near-term starts remain pressured. Q3 FY26 Performance was weaker in Texas and Colorado and relatively stronger in California, Florida and the Northeast. Analysts focused on 2027 margins, cost flexibility, M&A leverage, competitive pricing, freight and market-share gains. Management emphasized additional cost levers, disciplined acquisitions and stabilization in pricing and commodities. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.28% |
| Vanguard Capital Management, LLC | 6.37% |
| State Street Corp | 4.50% |
| Vanguard Portfolio Management, LLC | 3.87% |
| Capital Research & Mgmt Co - Division 3 | 3.63% |
| Pictet Asset Manangement SA | 3.53% |
| Wellington Management Company LLP | 3.22% |
| Dimensional Fund Advisors, Inc. | 3.20% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $3,854,048,000, down from $3,941,190,000 in Q3 2025. • Nine-month 2026 net sales were $11,003,6 | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $3.9 billion, down 2.2% year over year. • Gross profit was $1.1 billion, down 10.6%; gross marg | 2026-10-29 |
| Board / officer change · Q3 2026 BUILDERS FIRSTSOURCE, INC. - 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Gayatri Narayan separated from her position as President, Technology and Di | 2026-08-07 |
| Quarterly report · Q2 2026 BUILDERS FIRSTSOURCE, INC. - 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Net sales Q2 2026: $3,862.5 million (down 8.8% vs Q2 2 | 2026-07-30 |
| Results announced · Q3 2026 BUILDERS FIRSTSOURCE Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net sales: $3.9 billion, down 8.8% year-over-year • Net loss: $(3.9) million, or $( | 2026-07-30 |
| Board / officer change · Q2 2026 BUILDERS FIRSTSOURCE, INC. - 8-K SUMMARY OTHER NOTABLE POINTS • Board member Mark A. Alexander resigned effective immediately on June 3, 2026, citin | 2026-06-05 |
| Board / officer change · Q2 2026 BUILDERS FIRSTSOURCE, INC. - 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Company is Builders FirstSource, Inc. (ticker: BLDR), a building products r | 2026-05-18 |
| Quarterly report · Q1 2026 BUILDERS FIRSTSOURCE, INC. - 10-Q SUMMARY For Quarter Ended March 31, 2026 --- HEADLINE NUMBERS • Net Sales: $3,287,077 thousand (Q1 2026) vs. $3,6 | 2026-04-30 |
Readable in the app.
| Announcement | Date |
|---|---|
| Company narrows its full-year outlook based on year-to-date performance Builders FirstSource reported a weak third quarter for the period ended September 30, 2026. Net sales fell 2.2% year over year to $3.9 billion, mainly because of lower housing starts and wea | 2026-10-29 |
| Q4 2025 results reported; 2026 financial outlook provided Builders FirstSource reported weak Q4 2025 results due to a struggling housing market. Net sales fell 12.1% to $3.4 billion, driven by a 14% decline in core organic sales as housing starts r | 2026-02-17 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.