Builders FirstSource, Inc., manufactures and supplies building materials, manufactured components, and construction services to professional home builders, subcontractors, remodelers, and consumers in the United States. The company is headquartered in Dallas, Texas.
| Revenue (TTM) | $14.36B |
| Gross Profit (TTM) | $4.09B |
| EBITDA | $893.70M |
| Operating Margin | 2.57% |
| Return on Equity | 0.97% |
| Return on Assets | 1.68% |
| Revenue/Share (TTM) | $131.88 |
| Book Value | $37.93 |
| Price-to-Book | 1.73 |
| Price-to-Sales (TTM) | 0.47 |
| EV/Revenue | 0.855 |
| EV/EBITDA | 13.57 |
| Quarterly Earnings Growth (YoY) | -49.10% |
| Quarterly Revenue Growth (YoY) | -2.20% |
| Shares Outstanding | $107.61M |
| Float | $104.49M |
| % Insiders | 2.72% |
| % Institutions | 102.59% |
Volatility is currently expanding
The Fund returned 3.18% compared to a 2.61% return for the Russell 1000 Value Index. Key contributors include Microsoft, Salesforce and Thermo Fisher Scientific. Key detractors include Aon, Carrier Global and Builders FirstSource.
Builders FirstSource trades near trough valuation as housing starts and EBITDA decline, but its capital structure and liquidity support survival through the cycle. BLDR's aggressive share buybacks halved its share count since 2021, amplifying per-share upside when volumes recover, despite leverage rising to 4.1x net debt/EBITDA. Debt maturities are pushed out beyond 2030, with 96% fixed-rate borrowings and strong liquidity, minimizing near-term refinancing risk even in a prolonged downturn.
Recently, Zacks.com users have been paying close attention to Builders FirstSource (BLDR). This makes it worthwhile to examine what the stock has in store.
Builders FirstSource NYSE: BLDR reported third-quarter 2026 results that management said met its expectations despite continued softness in single-family housing activity, as cost actions, productivity measures and value-added offerings helped mitigate lower volumes.
Builders FirstSource, Inc. (BLDR) Q3 2026 Earnings Call Transcript
The portfolio's outperformance was primarily driven by our holdings in the Health Care sector, which delivered strong returns for the quarter on company-specific catalysts. Information Technology holdings and underweight to the Energy sector detracted from returns. For the year-to-date period, the Fund returned 5.80% (net of fees), outperforming the Russell Midcap Growth Index's 1.01%.
Builders FirstSource (BLDR) came out with quarterly earnings of $1.51 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $1.88 per share a year ago.
IRVING, Texas--(BUSINESS WIRE)--Builders FirstSource, Inc. (NYSE: BLDR) today reported its results for the third quarter ended September 30, 2026. Third Quarter 2026 Highlights All Year-Over-Year Comparisons Unless Otherwise Noted: Net sales were $3.9 billion, a decrease of 2.2%, primarily due to a lower housing starts environment and related headwinds. The decline reflects lower core organic net sales as well as commodity deflation, partially offset by growth from acquisitions. Gross profit wa.
BLDR heads into Q3 earnings with sales and EPS seen falling amid housing headwinds, as acquisitions and value-added products offer support.
Builders FirstSource (BLDR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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