BLDR
Builders FirstSourcePrevious close
59.16
Change
— / —
P/E (TTM) ?
64.1
Market Cap
$6.5B
1M
—
S&P 500 −0.91% over same period
Volume / Avg Volume
1.8M / 5.7M
0.32× average · Volume on 09-23
Latest earnings analysisFY2026 Q2Reported 2026-07-30
Builders FirstSource Q2 FY2026: net loss as sales fall 8.8%
Builders FirstSource posted a net loss of $3.9 million in FY2026 Q2 as revenue fell 8.8% to $3.86 billion, and adjusted EPS of $1.17 missed the $1.293 consensus. Management also cut full-year sales guidance to $14.0 billion to $14.8 billion. The read: costs are falling, but not fast enough to offset weaker housing demand. The scorecard explains the margin math and the balance sheet shows the leverage cost.
Read the full analysis →Revenue$3.86BYoY −8.80%
EPS (non-GAAP)$1.17Missest. $1.29
Next-quarter revenue guidance$14.40B ±2.8%YoY +272.80%
Next-day move+0.65%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-30 | $3.9B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-30 | $3.3B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-02-17 | $15.2B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-30 | $3.9B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-31 | $4.2B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-05-01 | $3.7B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 97 of its 5-year rangeExpensive
5-year range 9.7 – 29.9 · Median 16.2
Last 4 quarters: $304M in buybacks + $0 in dividends, 4.63% of market cap combined
P/E (TTM)
64.1
P/B
1.6
P/S
0.5
PEG
—
Earnings Reaction
Over the last 6 reports, the stock moved ±2.3% on average on the first trading day after, rising 4 times
Most recent +0.65%
Volatility & Correlation
1-year beta 1.72 · Correlation with S&P 500 0.44High beta
Annualized volatility 51% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
No open-market buys or sells by officers or directors in the last 90 days.
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 3.86 | −8.8% | 28.1% | -0.00 | -0.04 |
| FY2026 Q1 | 3.29 | −10.1% | 28.3% | -0.05 | -0.43 |
| FY2025 Q4 | 3.36 | −12.1% | 29.8% | 0.03 | 0.29 |
| FY2025 Q3 | 3.94 | −6.9% | 30.4% | 0.12 | 1.10 |
| FY2025 Q2 | 4.23 | −5.0% | 30.7% | 0.19 | 1.66 |
| FY2025 Q1 | 3.66 | −6.0% | 30.5% | 0.10 | 0.84 |
| FY2024 Q4 | 3.82 | −8.0% | 32.3% | 0.19 | 1.65 |
| FY2024 Q3 | 4.23 | −6.7% | 32.8% | 0.28 | 2.44 |
| FY2024 Q2 | 4.46 | −1.6% | 32.8% | 0.34 | 2.87 |
| FY2024 Q1 | 3.89 | +0.2% | 33.4% | 0.26 | 2.10 |
| FY2023 Q4 | 4.15 | −4.7% | 35.3% | 0.35 | 2.78 |
| FY2023 Q3 | 4.53 | −21.3% | 34.9% | 0.45 | 3.59 |