Stocks · Basic Materials · Construction Materials
Builders FirstSource, Inc. BLDR
$55.63 -1.10% Close, Oct 5, 2026 · NYSE · Market cap $6.05B
Weak trendHigh risk
Next earnings report: Oct 29, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Diluted EPS over the last four quarters was $0.91, down 86.2% year over year.
- The shares trade at 61.1× trailing earnings, higher than 95% of the company's own readings over the past five years.
- Over the past year the stock returned -56.4%, behind the S&P 500 by 72.2 percentage points.
PromtFinance scores
Each score is a percentile within the Basic Materials sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 6, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Bottom 11%
- EPS growth (TTM, YoY)Bottom 18%
- FCF growth (TTM, YoY)Bottom 30%
- Revenue growth, 3-year CAGRBottom 9%
- Revenue growth accelerationBottom 32%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalBottom 41%
- Gross marginTop 43%
- Operating marginBottom 31%
- Cash conversion (OCF / net income)Top 8%
- Accruals (lower is better)Top 37%
- Net debt / EBITDA (lower is better)Bottom 17%
- Interest coverBottom 33%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldBottom 45%
- Free-cash-flow yieldTop 11%
- EBITDA / enterprise valueTop 31%
- Sales / enterprise valueTop 14%
- P/E vs own 5-year history (lower is better)Bottom 8%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthBottom 5%
- 6-month returnBottom 15%
- 1-year return vs S&P 500Bottom 5%
- Distance from 52-week highBottom 11%
- Trend checklist (0–4)Bottom 24%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersBottom 29%
- Consecutive EPS beatsBottom 21%
- Share of analysts rating BuyBottom 41%
- Upside to consensus price targetTop 33%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Bottom 39%
- Maximum drawdown, 3 yearsBottom 16%
- Beta vs S&P 500 (lower is better)Bottom 38%
- Net debt / EBITDA (lower is better)Bottom 17%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | -8.3% | -9.4% | ↓ |
| EPS growth (YoY) | -66.5% | -86.2% | ↓ |
| Gross margin | 31.6% | 29.2% | ↓ |
| Operating margin | 7.7% | 3.0% | ↓ |
| FCF margin | 7.5% | 4.4% | ↓ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | -9.4% | -8.3% | ↓ | Bottom 11% |
| EPS growth (TTM, YoY) | -86.2% | -66.5% | ↓ | Bottom 18% |
| Gross margin | 29.2% | 31.6% | ↓ | Top 43% |
| Operating margin | 3.0% | 7.7% | ↓ | Bottom 31% |
| Net margin | 0.7% | 4.7% | ↓ | — |
| Free-cash-flow margin | 4.4% | 7.5% | ↓ | — |
| Return on invested capital | 3.1% | — | Bottom 41% | |
| Revenue growth, 3-year CAGR | -12.6% | — | Bottom 9% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 3.00×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -7.0%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.3%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +1.8 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 5.01×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 1.5×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 0.00%
- Net buyback yield (TTM)
- 11.89%
- Shareholder yield
- 11.89%
- Share count change, 1 year
- -2.2%
- Share count change, 3-year CAGR
- -5.3%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Jul 30, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 0
- Beats in the last 8 reports
- 5 of 8
- Average EPS surprise, last 4
- -10.9%
- Average 2-day reaction, last 8
- -1.5%
- Positive 20 days after report
- 3 of 8
Analysts
- Consensus price target
- $84.54
- Target vs current price
- +52.0%
- Analysts with a rating
- 44
- Share rating Buy or Strong Buy
- 52%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Jul 30, 2026 | -6.4% | -2.6% | +12.0% | +1.3% | — |
| Apr 30, 2026 | -30.8% | -5.1% | -4.0% | -8.0% | -12.8% |
| Feb 17, 2026 | -13.8% | -0.1% | -6.5% | -24.2% | -36.6% |
| Oct 30, 2025 | +7.4% | -3.1% | -3.2% | -3.1% | +1.7% |
| Jul 31, 2025 | +1.3% | +0.8% | +3.7% | +12.4% | -1.5% |
| May 1, 2025 | +0.7% | -6.4% | -11.4% | -8.9% | +13.4% |
| Feb 20, 2025 | +6.0% | -0.3% | -1.9% | -11.4% | -18.5% |
| Nov 5, 2024 | +3.0% | +5.0% | +6.5% | +7.0% | -5.5% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Jul 30, 2026 | $1.17 | $1.25 | -6.4% | $3.86B |
| Apr 30, 2026 | $0.27 | $0.39 | -30.8% | $3.29B |
| Feb 17, 2026 | $1.12 | $1.30 | -13.8% | $3.36B |
| Oct 30, 2025 | $1.88 | $1.75 | +7.4% | $3.94B |
| Jul 31, 2025 | $2.38 | $2.35 | +1.3% | $4.23B |
| May 1, 2025 | $1.51 | $1.50 | +0.7% | $3.66B |
| Feb 20, 2025 | $2.31 | $2.18 | +6.0% | $3.82B |
| Nov 5, 2024 | $3.07 | $2.98 | +3.0% | $4.23B |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 61.1× | 13.7× | 95th | Bottom 45% |
| P/E (forward) | 17.9× | — | — | — |
| EV / EBITDA | 10.9× | — | — | Top 31% |
| EV / Sales | 0.78× | — | — | Top 14% |
| Free-cash-flow yield | 10.56% | — | — | Top 11% |
| Earnings yield | 1.64% | — | — | Bottom 45% |
P/E over the past five years
Range 3.7× – 72.5× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- -56.4%
- Earnings per share growth (TTM)
- -86.2%
- Change in P/E multiple
- +276.0%
Most of the move came from earnings growth.
Technical state
Trend checklist
- ✗ Price above 20-day average
- ✗ Price above 50-day average
- ✗ Price above 200-day average
- ✗ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 0
- 50-day average slope (20 days)
- -10.4%
- 200-day average slope (20 days)
- -5.3%
- Distance from 50-day average
- -15.1%
- Distance from 200-day average
- -34.8%
- RSI (14)
- 32.6
- Relative volume
- 0.79×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 48.8%
- Volatility vs own 5-year history
- 64th percentile · Normal for this stock
- Beta vs S&P 500 (2 years, weekly)
- 1.16
- Correlation with S&P 500
- 0.39
- Current drawdown from 1-year high
- -57.1%
- Maximum drawdown, 3 years
- -73.7%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Mar 21, 2024 | Oct 5, 2026 | -73.7% | 636 days | Not yet recovered |
| Dec 31, 2021 | Jun 22, 2022 | -41.6% | 118 days | 173 days (Mar 1, 2023) |
| Aug 7, 2023 | Oct 25, 2023 | -30.2% | 56 days | 34 days (Dec 13, 2023) |
| May 7, 2021 | Jul 19, 2021 | -22.7% | 49 days | 27 days (Aug 25, 2021) |
| Oct 12, 2020 | Oct 29, 2020 | -13.1% | 13 days | 5 days (Nov 5, 2020) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $6.05B
- P/E (TTM)
- 61.1
- EPS, diluted (TTM)
- $0.91
- Revenue (TTM)
- $14.45B
- 52-week range
- $54.75 – $131.50
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $19.89B | $22.73B | $17.10B | $16.40B | $15.19B |
| Gross profit | $5.85B | $7.74B | $6.01B | $5.38B | $4.41B |
| Operating income | $2.39B | $3.77B | $2.18B | $1.60B | $786.3M |
| Net income | $1.73B | $2.75B | $1.54B | $1.08B | $435.2M |
| EPS (diluted) | $8.48 | $16.82 | $11.94 | $9.06 | $3.89 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $4.23B | $3.82B | $3.66B | $4.23B | $3.94B | $3.36B | $3.29B | $3.86B |
| Net income | $284.8M | $190.2M | $96.3M | $185.0M | $122.4M | $31.5M | -$47.4M | -$3.9M |
| EPS (diluted) | $2.44 | $1.65 | $0.84 | $1.66 | $1.10 | $0.28 | -$0.43 | -$0.04 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $1.74B | $3.60B | $2.31B | $1.87B | $1.22B |
| Capital expenditure | -$227.9M | -$340.2M | -$476.3M | -$380.6M | -$362.6M |
| Free cash flow | $1.52B | $3.26B | $1.83B | $1.49B | $853.3M |
| Dividends paid | $0 | $0 | $0 | $0 | $0 |
| Net share buybacks | -$1.71B | -$2.63B | -$1.85B | -$1.52B | -$414.0M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $65.7M
- Total assets
- $11.32B
- Total liabilities
- $7.32B
- Total debt
- $5.24B
- Net debt
- $5.17B
- Shareholders’ equity
- $4.01B
As of Jun 30, 2026 (filed Jul 30, 2026).
Short interest
- Shares sold short
- 8,907,075
- Days to cover
- 3.37
- Change vs previous report
- +13.8%
FINRA short interest, settlement date Sep 15, 2026.
Stock splits
- Dec 17, 2009
- 1,091-for-1,000