Builders FirstSource, Inc. BLDR SPX

Industrials · Building Products & Equipment · United States

https://www.bldr.com

Builders FirstSource, Inc., together with its subsidiaries, provides building materials for professional builders in new residential construction and repair, and remodeling in the United States. It offers manufactured products, such as factory-built substitutes for job-site framing, wood floor and roof trusses, wall panels, and engineered wood; Ready-Frame, a whole house framing solution; manufactured and semi-custom modular homes, and built in a temperature-controlled facility under its Pine Grove Homes and Pleasant Valley Homes brand names; manufactured housing plans including ranch, community, and single-section homes; manufacturing, assembly, and distribution of windows; and the assembly and distribution of interior and exterior door units. The company also provides millwork, including interior trim and custom features under the Synboard brand name; specialty building products and services comprising vinyl, composite and wood siding, exterior trim, metal studs, cement, roofing, insulation, wallboard, ceilings, cabinets, and hardware; turn-key framing, shell construction, design assistance, and professional installation of products. In addition, it offers drafting, estimating, quoting, and virtual home design services to retailers, distributors, manufacturers, and homebuilders; dimensional lumber, plywood, and oriented strand board products used in on-site house framing. The company was formerly known as BSL Holdings, Inc. and changed its name to Builders FirstSource, Inc. in October 1999. Builders FirstSource, Inc. was incorporated in 1998 and is based in Irving, Texas.

Market & Price

Market Cap

$8.20B

Current Price

$76.26

High / Low (52W)

$149.21 / $66.39

Beta

1.49

Valuation

Stock P/E

29.11

Industry PE

28.38

Forward P/E

12.97

PEG Ratio

2.02

Book Value

$37.24

Price to Book

2.05

P/S

0.55

EV/EBITDA

11.09

Dividend Yield

Profitability & Returns

ROCE

8.14%

ROE

6.96%

ROA

3.40%

Profit Margin

1.97%

Op Margin

0.50%

EPS (Latest Qtr)

$-0.43

EPS (TTM)

$2.62

Balance Sheet & Liquidity

Debt/Equity

1.32

Quick Ratio

1.01

Current Ratio

1.76

Debt

$5.29B

Total Assets

$11.24B

Current Assets

$2.93B

Working Capital

$1.35B

Ownership

Promoter Holding

2.70%

Chg in Prom Hold

FII / Inst Holding

101.55%

Chg in FII Hold

Financial Snapshot

Enterprise Value

$13.40B

Total Revenue (TTM)

$14.82B

EBITDA

$1.21B

Free Cash Flow

$640.90M

Operating Cash Flow

$1.17B

Shares Outstanding

107.56M

Gross Margin

29.89%

Payout Ratio

0.00%

Growth (CAGR)

Revenue 5Y

-12.57%

Profit 5Y

-45.91%

Revenue (YoY)

-10.10%

Earnings (YoY)

PROS

Generates positive free cash flow.

CONS

Revenue declined at -12.6% CAGR over 5 years.
Earnings shrank at -45.9% CAGR over 5 years.
Trading 48.9% below its 52-week high.
In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Period: Metric:

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Industrials).

#	Name	CMP $	P/E	Mkt Cap	Div Yld %	ROCE %	ROE %	Rev CAGR 5Y %	Profit CAGR 5Y %
1	BLDR Builders FirstSource, Inc. SPX	76.26	29.11	$8.20B	-	8.14%	6.96%	-12.57%	-45.91%
2	CAT Caterpillar Inc. SPX	875.87	43.66	$403.42B	0.69%	19.42%	51.33%	4.38%	9.83%
3	GE GE Aerospace SPX	323.76	40.17	$338.27B	0.58%	11.89%	45.43%	16.32%	195.89%
4	GEV GE Vernova Inc. SPXAI	968.32	28.33	$260.21B	0.21%	6.30%	75.71%	8.68%	92.84%
5	RTX RTX Corporation SPX	179.66	33.64	$241.95B	1.54%	9.41%	11.57%	9.72%	9.01%
6	UNP Union Pacific Corporation SPX	262.64	21.60	$155.93B	2.10%	16.19%	40.69%	-0.49%	0.66%
7	ETN Eaton Corporation plc SPXAI	400.60	39.20	$155.55B	1.10%	16.23%	20.84%	9.77%	18.41%
8	HON Honeywell International Inc. NDXSPX	237.86	38.00	$150.72B	2.00%	13.57%	24.26%	1.82%	-1.62%
9	DE Deere & Company SPX	542.18	30.67	$146.45B	1.20%	12.82%	18.35%	-4.50%	-11.00%

Quarterly Results

Figures in USD.

Metric	Sep 2015	Dec 2015	Mar 2016	Jun 2016	Sep 2016	Dec 2016	Mar 2017	Jun 2017	Sep 2017	Dec 2017	Mar 2018	Jun 2018	Sep 2018	Dec 2018	Mar 2019	Jun 2019	Sep 2019	Dec 2019	Mar 2020	Jun 2020	Sep 2020	Dec 2020	Mar 2021	Jun 2021	Sep 2021	Mar 2022	Jun 2022	Sep 2022	Mar 2023	Jun 2023	Sep 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026
Revenue	-	-	-	-	-	-	1.53B	1.84B	1.88B	1.78B	1.70B	2.09B	2.12B	1.82B	1.63B	1.90B	1.98B	1.76B	1.79B	1.95B	2.30B	2.53B	4.17B	5.58B	5.51B	5.68B	6.93B	5.76B	3.88B	4.53B	4.53B	3.89B	4.46B	4.23B	-	3.66B	4.23B	3.94B	3.36B	3.29B
Cost of Revenue	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	2.54B	2.94B	2.74B	2.36B	2.36B
Gross Profit	324.77M	382.34M	349.75M	418.33M	437.09M	391.57M	376.05M	460.80M	459.32M	431.22M	411.05M	496.33M	522.78M	492.78M	441.98M	517.16M	541.14M	476.56M	465.41M	517.33M	570.65M	669.19M	1.07B	1.58B	1.71B	1.83B	2.41B	2.01B	1.37B	1.59B	1.58B	1.30B	1.46B	1.39B	-	1.12B	1.30B	1.20B	1.00B	928.97M
Operating Expenses	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	930.80M	987.75M	970.72M	940.23M	912.45M
Operating Income	38.24M	-	22.78M	76.42M	86.26M	-	40.28M	91.34M	88.68M	-	52.14M	104.56M	121.79M	-	71.89M	115.64M	129.63M	-	60.95M	129.25M	139.76M	-	247.96M	680.24M	837.44M	863.80M	1.37B	1.01B	467.18M	577.07M	641.63M	373.60M	489.48M	428.02M	-	184.44M	311.29M	228.77M	61.78M	16.52M
EBITDA	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	329.47M	458.81M	376.30M	213.12M	164.88M
Interest Expense	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	64.89M	71.99M	69.26M	67.75M	74.39M
Pretax Income	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	119.55M	239.30M	159.51M	-5.97M	-57.88M
Tax Provision	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	23.25M	54.27M	37.13M	-37.45M	-10.46M
Net Income	-8.76M	-10.58M	-16.98M	29.44M	125.47M	6.41M	3.82M	37.91M	39.75M	-42.70M	23.22M	56.62M	73.33M	52.02M	35.71M	66.60M	78.13M	41.37M	8.77M	78.92M	85.93M	139.91M	172.58M	497.24M	613.14M	639.64M	987.21M	738.01M	333.79M	404.62M	451.46M	258.78M	344.09M	284.78M	-	96.30M	185.03M	122.38M	31.48M	-47.41M
Diluted EPS	-0.08	-0.10	-0.15	0.26	1.10	0.06	0.03	0.33	0.34	-0.38	0.20	0.49	0.63	0.45	0.31	0.57	0.67	0.35	0.07	0.67	0.73	1.18	0.83	2.39	2.98	3.56	5.75	4.72	2.41	3.16	3.59	2.10	2.87	2.44	-	0.84	1.66	1.10	0.28	-0.43

Profit & Loss (Annual)

Figures in USD.

Metric	Dec 2009	Dec 2010	Dec 2011	Dec 2012	Dec 2013	Dec 2014	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Revenue	-	-	-	-	-	-	-	6.37B	7.03B	7.72B	7.28B	8.56B	19.89B	22.73B	17.10B	16.40B	15.19B
Cost of Revenue	-	-	-	-	-	-	-	-	-	-	-	-	-	14.98B	11.08B	11.02B	10.57B
Gross Profit	142.41M	131.76M	157.94M	214.57M	319.92M	357.00M	901.46M	1.60B	1.73B	1.92B	1.98B	2.22B	5.85B	7.74B	6.01B	5.38B	4.62B
Operating Expenses	-	-	-	-	-	-	-	-	-	-	-	-	-	3.97B	3.84B	3.79B	3.83B
Operating Income	-60.67M	-63.73M	-37.48M	-8.70M	48.04M	49.61M	90.75M	236.34M	285.10M	368.97M	392.31M	543.85M	2.39B	3.77B	2.18B	1.60B	786.28M
EBITDA	-	-	-	-	-	-	-	-	-	-	-	-	-	4.27B	2.73B	2.16B	1.38B
Interest Expense	-	-	-	-	-	-	-	-	-	-	-	-	-	198.37M	192.12M	207.72M	273.89M
Pretax Income	-	-	-	-	-	-	-	-	-	-	-	-	-	3.57B	1.98B	1.39B	512.38M
Tax Provision	-	-	-	-	-	-	-	-	-	-	-	-	-	822.46M	443.65M	309.63M	77.18M
Net Income	-61.85M	-95.51M	-65.00M	-56.86M	-42.69M	18.15M	-22.83M	144.34M	38.78M	205.19M	221.81M	313.54M	1.73B	2.75B	1.54B	1.08B	435.20M
Diluted EPS	-	-	-	-0.60	-0.44	0.18	-0.22	1.27	0.34	1.76	1.90	2.66	8.48	16.82	11.94	9.06	3.89

Compounded Sales Growth

5 Years:	-12.57%
1 Year:	-10.10%

Compounded Profit Growth

5 Years:	-45.91%
1 Year:	-

Stock Price Performance

1 Year:	-29.18%
6 Months:	-30.02%
3 Months:	-26.88%
1 Month:	-8.54%

Balance Sheet (Annual)

Figures in USD.

Metric	Dec 2008	Dec 2009	Dec 2010	Dec 2011	Dec 2012	Dec 2013	Dec 2014	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Total Assets	-	-	412.80M	493.79M	550.84M	515.84M	574.07M	2.88B	2.91B	3.01B	2.93B	3.25B	4.17B	-	10.60B	10.50B	10.58B	11.24B
Current Assets	-	-	-	-	-	-	-	-	-	-	-	-	-	-	3.50B	3.30B	3.14B	2.93B
Cash & Equivalents	106.89M	84.10M	103.23M	146.83M	131.43M	54.70M	17.77M	65.06M	14.45M	57.53M	10.13M	14.10M	423.81M	-	80.44M	66.16M	153.62M	181.75M
Inventory	-	-	-	-	-	-	-	-	-	-	-	-	-	-	1.43B	1.23B	1.21B	1.09B
Receivables	-	-	-	-	-	-	-	-	-	-	-	-	-	-	1.45B	1.44B	1.16B	1.06B
Total Liabilities	-	-	253.30M	392.57M	502.75M	500.47M	533.87M	2.73B	2.60B	2.63B	2.34B	2.42B	3.02B	-	5.63B	5.77B	6.29B	6.89B
Current Liabilities	-	-	76.45M	76.13M	117.23M	126.42M	172.17M	735.24M	754.70M	798.35M	731.26M	821.30M	1.07B	-	1.84B	1.86B	1.78B	1.57B
Long Term Debt	-	-	163.80M	297.45M	360.89M	353.90M	353.83M	-	-	-	-	-	-	-	2.98B	3.18B	3.70B	4.43B
Total Debt	-	-	-	-	-	-	-	-	-	-	-	-	-	-	3.49B	3.71B	4.33B	5.10B
Total Equity	102.47M	46.95M	159.50M	101.22M	48.10M	15.37M	40.20M	149.19M	309.62M	376.21M	596.34M	824.95M	1.15B	-	4.96B	4.73B	4.30B	4.35B
Shares Outstanding	-	-	-	-	-	-	-	-	-	-	-	-	-	-	138.86M	121.86M	113.58M	110.58M

Cash Flows (Annual)

Figures in USD.

Metric	Dec 2009	Dec 2010	Dec 2011	Dec 2012	Dec 2013	Dec 2014	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Operating Cash Flow	-2.75M	-41.72M	-66.41M	-66.85M	-47.58M	27.49M	177.03M	158.23M	178.53M	282.83M	504.05M	260.07M	-	3.60B	2.31B	1.87B	1.22B
Investing Cash Flow	-117.00K	-8.35M	-18.61M	-9.03M	571.00K	-94.84M	-1.51B	-38.33M	-59.43M	-96.66M	-199.18M	-136.22M	-	-957.48M	-668.29M	-710.72M	-1.47B
Financing Cash Flow	-19.93M	69.21M	128.62M	60.48M	-29.73M	30.42M	1.38B	-170.51M	-76.02M	-233.58M	-300.90M	285.87M	-	-2.60B	-1.65B	-1.07B	279.42M
Capital Expenditure	-2.10M	-8.95M	-4.79M	-10.40M	-15.05M	-25.72M	-43.81M	-42.66M	-62.41M	-101.41M	-112.87M	-112.08M	-	-340.15M	-476.33M	-380.57M	-362.60M
Free Cash Flow	-4.85M	-50.67M	-71.20M	-77.25M	-62.63M	1.78M	133.22M	115.56M	116.12M	181.42M	391.18M	147.99M	-	3.26B	1.83B	1.49B	853.28M
Net Change in Cash	-	-	-	-	-	-	-	-	-	-	-	-	-	37.84M	-14.29M	87.47M	28.13M
Share Buybacks	126.00K	31.00K	2.00K	496.00K	1.04M	1.31M	986.00K	1.09M	2.64M	4.89M	10.39M	4.15M	1.71B	2.59B	1.81B	1.52B	413.96M

Ratios (Annual)

Figures in %.

Metric	Dec 2009	Dec 2010	Dec 2011	Dec 2012	Dec 2013	Dec 2014	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Gross Margin %	-	-	-	-	-	-	-	25.1%	24.6%	24.9%	27.2%	26.0%	29.4%	34.1%	35.2%	32.8%	30.4%
Operating Margin %	-	-	-	-	-	-	-	3.7%	4.1%	4.8%	5.4%	6.4%	12.0%	16.6%	12.7%	9.7%	5.2%
Net Margin %	-	-	-	-	-	-	-	2.3%	0.6%	2.7%	3.0%	3.7%	8.7%	12.1%	9.0%	6.6%	2.9%
ROE %	-131.8%	-59.9%	-64.2%	-118.2%	-277.8%	45.1%	-15.3%	46.6%	10.3%	34.4%	26.9%	27.2%	-	55.4%	32.6%	25.1%	10.0%
ROCE %	-	-18.9%	-9.0%	-2.0%	12.3%	12.3%	4.2%	11.0%	12.9%	16.8%	16.2%	17.6%	-	43.1%	25.2%	18.1%	8.1%

Shareholding Pattern

Insiders

2.70%

Institutions

101.55%

Public Float

104.36%

Top Institutional Holders

#	Holder	% Held	Shares	Value
1	Blackrock Inc.	8.15%	8.76M	$668.14M
2	Vanguard Capital Management LLC	6.53%	7.03M	$535.88M
3	State Street Corporation	4.76%	5.12M	$390.46M
4	Vanguard Portfolio Management LLC	4.02%	4.32M	$329.35M
5	Wellington Management Group, LLP	3.42%	3.68M	$280.60M
6	Dimensional Fund Advisors LP	2.76%	2.97M	$226.32M
7	Capital International Investors	2.74%	2.94M	$224.44M
8	Geode Capital Management, LLC	2.68%	2.88M	$219.97M
9	Sands Capital Management, LLC	2.44%	2.62M	$199.88M
10	Invesco Ltd.	2.42%	2.60M	$198.61M

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