US · Industrials · Building Products & Equipment
EPS came in at 1.17 against a street estimate of 1.29 — a miss of 9.3%.
Analysts rate Builders FirstSource Inc a buy (16 buy, 5 hold, 0 sell out of 21) with an average price target of $80.71.
CAUTIOUS Q2 sales fell 9% YoY to $3.9B; adjusted EBITDA down 35% to $329M. Lowered full-year guidance citing weak housing starts, persistent affordability pressure, geopolitical uncertainty. Executing $115M cost actions; maintaining market share and 90%+ on-time delivery. Q2 2026 Company covers ~80% of national starts; not present in Chicago, South Florida, chunks of Illinois/Indiana. Analysts pressed on multifamily numbers (management disputes NAHB data as incorrect), margin sustainability (management sees stabilization, not compression), and M&A appetite (management committed despite elevated cycle leverage, focused on fit not valuation multiples). 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.14% |
| Vanguard Capital Management, LLC | 6.53% |
| State Street Corp | 4.76% |
| Vanguard Portfolio Management, LLC | 4.01% |
| 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 |
|---|---|
| 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 |
| Proxy statement · Q2 2026 BUILDERS FIRSTSOURCE, INC. — 2026 PROXY STATEMENT SUMMARY CEO COMPENSATION • Peter M. Jackson (CEO) total 2025 compensation: Document does not provi | 2026-04-02 |
| Annual report FY2025 BUILDERS FIRSTSOURCE, INC. - 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization: approximately $12.6 billion as of June 30, | 2026-02-17 |
Readable in the app.
| Announcement | Date |
|---|---|
| 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 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Builders FirstSource Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.