Diversify Advisory Services ve třetím čtvrtletí získala nový podíl ve společnosti Builders FirstSource (BLDR) v podobě 63 460 akcií v hodnotě přibližně 3,618 milionu USD.
Diversify Advisory Services LLC bought a new stake in shares of Builders FirstSource, Inc. (NYSE:BLDR – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 63,460 shares of the company’s stock, valued at approximately $3,618,000. Diversify Advisory Services LLC owned 0.06% of Builders FirstSource as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Root Financial Partners LLC increased its position in Builders FirstSource by 43.6% in the 1st quarter. Root Financial Partners LLC now owns 372 shares of the company’s stock worth $31,000 after buying an additional 113 shares during the period. Wedbush Securities Inc. lifted its holdings in shares of Builders FirstSource by 5.3% during the second quarter. Wedbush Securities Inc. now owns 2,927 shares of the company’s stock worth $262,000 after buying an additional 147 shares during the last quarter. Private Advisor Group LLC lifted its holdings in shares of Builders FirstSource by 5.9% during the first quarter. Private Advisor Group LLC now owns 2,890 shares of the company’s stock worth $238,000 after buying an additional 162 shares during the last quarter. Altshuler Shaham Ltd boosted its position in shares of Builders FirstSource by 2.4% in the first quarter. Altshuler Shaham Ltd now owns 7,600 shares of the company’s stock valued at $626,000 after acquiring an additional 180 shares during the period. Finally, Mufg Securities Americas Inc. boosted its position in shares of Builders FirstSource by 5.9% in the second quarter. Mufg Securities Americas Inc. now owns 3,240 shares of the company’s stock valued at $290,000 after acquiring an additional 180 shares during the period. Institutional investors and hedge funds own 95.53% of the company’s stock.
Builders FirstSource Trading Up 7.4% Shares of BLDR opened at $57.49 on Friday. The stock’s 50-day moving average price is $60.60 and its 200 day moving average price is $71.91. The company has a quick ratio of 1.09, a current ratio of 1.79 and a debt-to-equity ratio of 1.14. The firm has a market capitalization of $6.19 billion, a price-to-earnings ratio of 63.18, a P/E/G ratio of 1.76 and a beta of 1.45. Builders FirstSource, Inc. has a 12-month low of $49.67 and a 12-month high of $131.50.
Builders FirstSource (NYSE:BLDR – Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The company reported $1.17 EPS for the quarter, missing analysts’ consensus estimates of $1.25 by ($0.08). Builders FirstSource had a return on equity of 11.73% and a net margin of 0.71%. The firm had revenue of $3.86 billion during the quarter, compared to the consensus estimate of $3.91 billion. During the same quarter in the prior year, the business posted $2.38 EPS. Builders FirstSource’s revenue was down 8.8% compared to the same quarter last year. As a group, research analysts predict that Builders FirstSource, Inc. will post 3.10 earnings per share for the current year. Analyst Ratings Changes Several equities research analysts have recently issued reports on BLDR shares. KeyCorp lowered their price objective on shares of Builders FirstSource from $100.00 to $91.00 and set an “overweight” rating on the stock in a research note on Monday, July 13th. Zacks Research raised shares of Builders FirstSource from a “strong sell” rating to a “hold” rating in a research report on Friday, October 2nd. Truist Financial cut their target price on shares of Builders FirstSource from $90.00 to $70.00 and set a “buy” rating for the company in a research note on Thursday, October 8th. Barclays reduced their price target on shares of Builders FirstSource from $93.00 to $81.00 and set an “overweight” rating for the company in a report on Friday, July 31st. Finally, Citigroup restated a “market perform” rating on shares of Builders FirstSource in a research report on Thursday, October 8th. Eight analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $82.25.
Check Out Our Latest Report on Builders FirstSource
Builders FirstSource Company Profile (Free Report)
Builders FirstSource, Inc is a supplier of building materials, manufactured components and construction services for professional homebuilders, remodelers and other construction customers in the United States. The company provides products used throughout the residential construction process, from structural framing to interior and exterior finishes.
Its offerings include lumber and engineered wood products, roof and floor trusses, wall panels, prefabricated components, windows, doors, millwork, cabinets, roofing, siding, insulation, gypsum and related hardware.
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Builders FirstSource očekává za čtvrtletí zisk na akcii (EPS) ve výši 1,13 USD, což představuje meziroční pokles o 39,9 %, a tržby ve výši 3,79 miliardy USD, meziročně o 3,8 % nižší.
Builders FirstSource (BLDR - Free Report) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on October 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis construction supply company is expected to post quarterly earnings of $1.13 per share in its upcoming report, which represents a year-over-year change of -39.9%.
Revenues are expected to be $3.79 billion, down 3.8% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 7.53% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Builders FirstSource?For Builders FirstSource, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.35%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Builders FirstSource will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Builders FirstSource would post earnings of $1.29 per share when it actually produced earnings of $1.17, delivering a surprise of -9.30%.
Over the last four quarters, the company has beaten consensus EPS estimates just once.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Builders FirstSource doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Cohen Klingenstein LLC ve třetím čtvrtletí otevřela pozici ve společnosti Builders FirstSource, když koupila 90 900 akcií BLDR za zhruba 5,182 milionu USD, což odpovídá podílu ve výši 0,08 %.
Cohen Klingenstein LLC acquired a new position in Builders FirstSource, Inc. (NYSE:BLDR – Free Report) during the third quarter, according to its most recent filing with the SEC. The firm acquired 90,900 shares of the company’s stock, valued at approximately $5,182,000. Cohen Klingenstein LLC owned about 0.08% of Builders FirstSource as of its most recent filing with the SEC.
Several other hedge funds have also recently made changes to their positions in BLDR. Sunbelt Securities Inc. increased its position in shares of Builders FirstSource by 508.5% during the first quarter. Sunbelt Securities Inc. now owns 359 shares of the company’s stock valued at $30,000 after buying an additional 300 shares during the period. Root Financial Partners LLC raised its stake in Builders FirstSource by 43.6% in the first quarter. Root Financial Partners LLC now owns 372 shares of the company’s stock worth $31,000 after buying an additional 113 shares in the last quarter. Allworth Financial LP purchased a new stake in Builders FirstSource in the second quarter worth about $42,000. Continuum Advisory LLC purchased a new stake in Builders FirstSource in the second quarter worth about $48,000. Finally, Global Retirement Partners LLC purchased a new stake in Builders FirstSource in the second quarter worth about $49,000. 95.53% of the stock is owned by hedge funds and other institutional investors.
Builders FirstSource Price Performance BLDR opened at $53.70 on Friday. The company has a debt-to-equity ratio of 1.14, a current ratio of 1.79 and a quick ratio of 1.09. The firm has a market cap of $5.78 billion, a PE ratio of 59.01, a P/E/G ratio of 1.62 and a beta of 1.45. Builders FirstSource, Inc. has a 1 year low of $49.67 and a 1 year high of $131.50. The stock has a 50-day moving average price of $62.50 and a 200-day moving average price of $72.81.
Builders FirstSource (NYSE:BLDR – Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The company reported $1.17 EPS for the quarter, missing analysts’ consensus estimates of $1.25 by ($0.08). Builders FirstSource had a net margin of 0.71% and a return on equity of 11.73%. The firm had revenue of $3.86 billion for the quarter, compared to analysts’ expectations of $3.91 billion. During the same quarter in the previous year, the company earned $2.38 EPS. The company’s quarterly revenue was down 8.8% compared to the same quarter last year. Sell-side analysts predict that Builders FirstSource, Inc. will post 3.19 earnings per share for the current fiscal year. Analyst Ratings Changes Several analysts have weighed in on BLDR shares. Royal Bank Of Canada cut their price objective on Builders FirstSource from $107.00 to $88.00 and set an “outperform” rating on the stock in a research report on Friday, July 31st. Deutsche Bank Aktiengesellschaft set a $66.00 target price on Builders FirstSource in a research report on Friday, July 31st. Melius Research initiated coverage on Builders FirstSource in a research note on Tuesday, October 6th. They issued a “sell” rating and a $52.00 target price for the company. Citizens Jmp initiated coverage on Builders FirstSource in a research report on Friday, August 21st. They set a “market perform” rating on the stock. Finally, Oppenheimer dropped their price target on Builders FirstSource from $110.00 to $90.00 and set an “outperform” rating on the stock in a research report on Friday, July 31st. Nine analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, Builders FirstSource presently has an average rating of “Hold” and a consensus price target of $84.50.
Check Out Our Latest Analysis on BLDR
Builders FirstSource Profile (Free Report)
Builders FirstSource, Inc (NYSE: BLDR) is a supplier and manufacturer of building materials, manufactured components and construction services for professional homebuilders, contractors, remodelers and other construction professionals in the United States. The company serves customers through a network of locations across the country and supports both residential and selected commercial construction projects.
Its product offerings include lumber and other structural materials, engineered wood products, windows, interior and exterior doors, roofing, siding, cabinets, flooring and related building supplies.
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Builders FirstSource, Inc. (NYSE:BLDR – Get Free Report)’s share price reached a new 52-week low during trading on Tuesday. The stock traded as low as $51.93 and last traded at $52.13, with a volume of 1,613,616 shares changing hands. The stock had previously closed at $52.85.
Analyst Upgrades and Downgrades A number of analysts have commented on BLDR shares. Deutsche Bank Aktiengesellschaft set a $66.00 price objective on Builders FirstSource in a research report on Friday, July 31st. Barclays reduced their target price on Builders FirstSource from $93.00 to $81.00 and set an “overweight” rating for the company in a research report on Friday, July 31st. Royal Bank Of Canada decreased their price target on shares of Builders FirstSource from $107.00 to $88.00 and set an “outperform” rating on the stock in a research note on Friday, July 31st. BMO Capital Markets reaffirmed a “market perform” rating and set a $80.00 price objective on shares of Builders FirstSource in a report on Thursday, August 6th. Finally, Benchmark decreased their price objective on Builders FirstSource from $105.00 to $100.00 and set a “buy” rating on the stock in a report on Thursday, July 23rd. Nine research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $84.50.
View Our Latest Analysis on Builders FirstSource
Builders FirstSource Stock Performance The firm has a market capitalization of $5.61 billion, a P/E ratio of 57.29, a price-to-earnings-growth ratio of 1.70 and a beta of 1.45. The company has a debt-to-equity ratio of 1.14, a quick ratio of 1.09 and a current ratio of 1.79. The stock has a 50-day moving average of $63.86 and a 200 day moving average of $73.46. Builders FirstSource (NYSE:BLDR – Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The company reported $1.17 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.25 by ($0.08). The business had revenue of $3.86 billion during the quarter, compared to the consensus estimate of $3.91 billion. Builders FirstSource had a net margin of 0.71% and a return on equity of 11.73%. The business’s quarterly revenue was down 8.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.38 earnings per share. On average, research analysts anticipate that Builders FirstSource, Inc. will post 3.19 earnings per share for the current year.
Institutional Investors Weigh In On Builders FirstSource Several institutional investors have recently modified their holdings of the business. Sunbelt Securities Inc. raised its position in shares of Builders FirstSource by 508.5% in the first quarter. Sunbelt Securities Inc. now owns 359 shares of the company’s stock valued at $30,000 after buying an additional 300 shares in the last quarter. Root Financial Partners LLC grew its stake in Builders FirstSource by 43.6% during the first quarter. Root Financial Partners LLC now owns 372 shares of the company’s stock worth $31,000 after buying an additional 113 shares in the last quarter. Allworth Financial LP acquired a new stake in Builders FirstSource during the second quarter worth about $42,000. Continuum Advisory LLC bought a new position in Builders FirstSource in the 2nd quarter valued at about $48,000. Finally, Global Retirement Partners LLC bought a new position in Builders FirstSource in the 2nd quarter valued at about $49,000. Institutional investors and hedge funds own 95.53% of the company’s stock.
(Get Free Report)
Builders FirstSource, Inc (NYSE: BLDR) is a supplier and manufacturer of building materials, manufactured components and construction services for professional homebuilders, contractors, remodelers and other construction professionals in the United States. The company serves customers through a network of locations across the country and supports both residential and selected commercial construction projects.
Its product offerings include lumber and other structural materials, engineered wood products, windows, interior and exterior doors, roofing, siding, cabinets, flooring and related building supplies.
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Společnosti Builders FirstSource a Digs oznámily strategické partnerství pro AI workflow v rezidenční výstavbě. Builders FirstSource je zároveň sólo vedoucím investorem v investičním kole Series A společnosti Digs za 25,3 milionu USD.
Companies join forces to help professional builders work smarter, build faster, and deliver a better homeowner experience.
, /PRNewswire/ -- Builders FirstSource, Inc. (NYSE: BLDR), a leading provider of building materials and value-added services, and Digs, a leading AI platform for homebuilders and homeowners, today announced a strategic partnership to deliver the next generation of AI-powered workflows and digital infrastructure for professional builders and homeowners.
Under the partnership, Builders FirstSource is the solo lead on Digs' $25.3 million Series A financing and has also entered into a five-year commercial agreement with Digs to accelerate product development, strengthen platform integration, and expand AI capabilities. Through the commercial agreement, the companies will collaborate to strengthen Builders FirstSource's digital ecosystem for residential homebuilders and build out new experiences for homeowners.
"Our customers are looking for seamless technology that helps them operate more efficiently and deliver a better homeowner experience," said Peter Jackson, CEO of Builders FirstSource. "By combining Builders FirstSource's scale, deep customer relationships, product data, and extensive digital ecosystem with Digs' AI platform, we are advancing tools that can simplify workflows, improve productivity, and create a more connected experience across the homebuilding lifecycle, enabling us to serve our customers in new ways at every stage."
The companies intend to leverage Builders FirstSource's comprehensive digital ecosystem and Digs' patented AI platform to better serve homebuilders, including the more than 140,000 customers served by Builders FirstSource today, by helping them eliminate disconnected workflows, reduce manual work, and deliver exceptional homeowner experiences from pre-construction through warranty and beyond.
One Intelligent Platform Across the Entire Build
As part of the partnership, Builders FirstSource and Digs intend to enhance Builders FirstSource's digital ecosystem with Digs' patented AI technology to turn thousands of disconnected construction documents into a single living source of truth, connecting plans, specifications, selections, products, approvals, warranties, conversations, and project history into one intelligent platform.
For builders: Every stakeholder can work from the same trusted information, from estimating and purchasing to construction, design, sales, and homeowner care. For homeowners: Greater transparency during construction and a complete digital twin of their home that continues delivering value long after move-in. The result is faster decisions, less rework, shorter project cycle times, and a better ownership experience.
Helping Builders Work Faster at Every Stage
The partnership accelerates a new generation of AI-powered capabilities to streamline operations and improve both internal workflows and the homeowner experience.
Planned innovations include:
A single source of truth for every project with AI chat, files, e-signatures, QR codes, comments, tasks, and project collaboration. AI-powered diagramming, finish selections, and visual coordination between builders, designers, trades, and homeowners. Consumer-grade client experiences that keep homeowners informed throughout construction while reducing interruptions to project teams. AI-powered homeowner handoff, warranty, and aftercare that extends the builder relationship long after move-in. Integrated into Builders FirstSource's digital ecosystem, these connected workflows will be devised to span estimating, procurement, construction, and ongoing homeownership, helping teams build more homes with greater efficiency and confidence.
Extending the Builder Relationship Beyond Move-In
This intelligent foundation will be designed to enable homeowners to receive personalized maintenance guidance, warranty support, and tailored services for their home, while giving builders a more efficient way to manage aftercare and strengthen long-term customer relationships.
Over time, it opens the door to new services and innovations across the full life of the home.
"Our vision has always been beyond construction software," said Ryan Fink, CEO and Co-founder of Digs. "We're building the AI platform that understands every home. Builders FirstSource brings national reach, industry relationships, product data, and market scale. Together, we're creating something even beyond the next generation of residential construction, we're creating the first scalable true digital twin of the home for homeowners to power new experiences for the life of their home."
About Builders FirstSource
Builders FirstSource (NYSE: BLDR), headquartered in Irving, Texas, is a leading provider of building materials for professional builders in new residential construction and repair and remodeling. We deliver integrated homebuilding solutions by manufacturing, supplying, and installing a full range of structural and related building products. With approximately 565 locations across 43 states, we serve 48 of the top 50 and 91 of the top 100 Core Based Statistical Areas (CBSAs), ensuring broad geographic coverage and enhancing our ability to partner with our customers. Our leading network of strategically located manufacturing facilities produces factory-built roof and floor trusses, wall panels, vinyl windows, custom millwork and trim, manufactured and semi-custom modular homes, as well as engineered wood that we design and cut specifically for each home. We also assemble interior and exterior doors into pre-hung units for easy installation. Additionally, we distribute a wide range of building products, including lumber, sheet goods, windows, doors, millwork, and specialty items. Our services, which vary by market, include professional installation, turnkey framing, and shell construction. Supported by the latest construction innovations and digital solutions, we help drive greater efficiency across homebuilding. Learn more at www.bldr.com.
About Digs
Digs is the leading AI platform for homebuilders and homeowners. Using patented artificial intelligence, Digs transforms construction documents into a single source of truth that helps builders boost productivity, accelerate workflows, improve collaboration, and deliver exceptional homeowner experiences from pre-construction through warranty, aftercare, and beyond. Digs serves builders, contractors, designers, trade partners, vendors, and homeowners across all 50 states.
Forward-Looking Statements
Statements in this news release and the schedules hereto that are not purely historical facts or that necessarily depend upon future events, including statements about the partnership between Builders FirstSource and Digs, the resulting product innovation and the capabilities of Builders FirstSource's and Digs' digital platforms, may be forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. Readers are cautioned not to place undue reliance on forward-looking statements. In addition, oral statements made by the Builders FirstSource's directors, officers and employees to the investor and analyst communities, media representatives and others, depending upon their nature, may also constitute forward-looking statements. As with the forward-looking statements included in this release, these forward-looking statements are by nature inherently uncertain, and actual results or events may differ materially as a result of many factors. All forward-looking statements are based upon information available to Builders FirstSource on the date this release was submitted. Builders FirstSource undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. Forward-looking statements involve risks and uncertainties, many of which are beyond the Builders FirstSource's control or may be currently unknown to the Builders FirstSource, that could cause actual events or results to differ materially from the events or results described in the forward-looking statements; such risks or uncertainties include those related to the partnership between Builders FirstSource and Digs and the ability of the partnership to achieve the anticipated benefits thereof, adoption of the technologies being developed by Builders FirstSource and Digs by homebuilders and homeowners, the ability of Builders FirstSource's growth strategies, including acquisitions, organic growth and digital and technology strategies, including the Builders FirstSource's ability to drive growth by incorporating artificial intelligence and machine learning solutions into its platform, or the dependence of the Builders FirstSource's revenues and operating results on, among other things, the homebuilding industry and, to a lesser extent, repair and remodel activity, which in each case is dependent on economic conditions, including inflation, interest rates, home size and affordability, consumer confidence, labor and supply shortages, tariffs and duties, and also lumber and other commodity prices. The Builders FirstSource may not succeed in addressing these and other risks. Further information regarding factors that could affect our financial and other results can be found in the risk factors section of Builders FirstSource's most recent annual report on Form 10-K filed with the Securities and Exchange Commission (the "SEC") and may also be described from time to time in the other reports Builders FirstSource files with the SEC. Consequently, all forward-looking statements in this release are qualified by the factors, risks and uncertainties contained therein.
Builders FirstSource ve 2. čtvrtletí 2026 opět zklamal na zisku, když EPS činil 1,17 USD proti očekávaným 1,29 USD. Tržby meziročně klesly o 8,8 % na 3,9 miliardy USD.
Key Takeaways In Q2 2026, Builders FirstSource missed on earnings for the third quarter in a row.Earnings are expected to fall for the fourth year in a row, declining 54.3% in 2026. Builders FirstSource has repurchased 49.7% of its total shares for $8.3 billion since Aug 2021. Builders FirstSource, Inc. (BLDR - Free Report) is caught in a four-year housing recession and is waiting for it to end. Earnings of this Zacks #5 (Strong Sell) are expected to fall another 54.3% this year.
Builders FirstSource is the largest supplier of structural building products, components and services to the professional homebuilding industry for new residential construction and repair as well as remodeling.
It operates 565 distribution and manufacturing locations in 43 states and in 91 of the top 100 Core Based Statistical Areas (CBSAs).
Builders FirstSource produces factory-built roof and floor trusses, wall panels, vinyl windows, custom millwork and trim, manufactured and semi-custom modular homes, as well as engineered wood that it designs and cuts specifically for each home. It also distributes a wide range of building products, including lumber, sheet goods, windows, doors, millwork and specialty items.
Builders FirstSource Misses on Earnings in the Second Quarter of 2026On July 30, 2026, Builders FirstSource reported second quarter 2026 results and it missed on the Zacks Consensus by $0.12. Earnings were $1.17 versus the consensus of $1.29.
This was the company’s third earnings miss in a row.
Sales fell 8.8% year-over-year to $3.9 billion primarily due to a lower housing starts environment and related headwinds. Translation, fewer houses are being built compared to 2025.
“We remain focused on the factors within our control, including managing the business with discipline, and leveraging both our technology capabilities and our value-added solutions,” said Peter Jackson, CEO.
Housing Is Not Expected to Rebound in 2026Builders FirstSource provided some assumptions for 2026 in terms of guidance.
Within the company’s geographies, Single Family starts are projected to be down mid- to high- single digits, Multi-Family starts are projected to be down mid-single digits, and Repair & Remodel activity is projected to be down 1%.
It guided for 2026 net sales between $14 billion and $14.8 billion. The Zacks Consensus is looking for $14.3 billion, which is a decline of 5.7% from 2025 when sales were $15.2 billion.
Analysts Cut Earnings Estimates on Builders FirstSource for 2026 and 2027Given that the housing market is not expected to bounce back in 2026, it’s not a surprise that the analysts are cutting earnings estimates for 2026 and 2027.
Six estimates were cut in the last week for 2026 pushing the Zacks Consensus down to $3.15 from $4.13. That’s an earnings decline of 54.3% as Builders FirstSource made $6.89 in 2025.
It would also be the fourth year in a row that earnings decline, if it holds. Earnings fell 22% in 2023, 20.8% in 2024, and 40.4% in 2025.
However, for 2027, analysts see the beginning of a turnaround. While six estimates were also cut for 2027 in the last week, pushing the Zacks Consensus down to $4.28 from $5.67, that is earnings growth of 36%.
Here’s what it looks like on the 5-year price and consensus chart.
Image Source: Zacks Investment Research
Shares of Builders FirstSource Tumble to 4-Year LowsShares of Builders FirstSource have struggled to hold onto the big gains from the pandemic, when building was booming.
Over the last year, the shares have tumbled 45%.
Image Source: Zacks Investment Research
Are they a deal?
Builders FirstSource is still trading with a price-to-earnings (P/E) ratio of 24 because, even though the shares have fallen, so have the earnings. It’s not cheap on a P/E basis. A P/E of 15 or under usually indicates value.
Builders FirstSource is shareholder friendly. While it doesn’t pay dividends, the company has had a massive share repurchase authorization that was started in August of 2021.
Since inception of that authorization, the company has repurchased 102.6 million shares, or 49.7% of its total shares, at an average price of $81.26 for a total of $8.3 billion.
It has $500 million left on the authorization.
Many believed the housing industry would start its recovery in 2026 but it didn’t happen. For investors interested in getting in, you might want to wait for Builders FirstSource’s earnings estimates to begin to rise again.
Builders FirstSource snížila výhled tržeb na rok 2026 na 14–14,8 mld. USD a výhled upraveného zisku před úroky, daněmi, odpisy a amortizací (EBITDA) na 1–1,2 mld. USD kvůli slabší poptávce po bydlení. Akcie BLDR za poslední měsíc klesly asi o 12 %.
Key Takeaways Builders FirstSource cut its 2026 sales and adjusted EBITDA outlook amid softer housing construction demand.BLDR's Q2 margins contracted as pricing pressure and weaker operating leverage weighed on profitability.BLDR's 2026 earnings estimate has fallen sharply, while higher leverage and weak housing trends remain risks. Builders FirstSource, Inc. (BLDR - Free Report) shares have fallen about 12% in the past month, extending a difficult stretch for the building-products supplier. The decline raises a central question for investors: Has the pullback created value, or are weaker fundamentals still being reflected in the stock?
The latest results favor caution. Housing demand remains soft, margins have contracted and the Zacks Consensus Estimate for 2026 earnings has moved sharply lower.
BLDR Faces Broad Housing Demand PressureCore organic sales declined 7% year over year in the second quarter of 2026. Single-family sales fell 8.1%, multifamily dropped 9.7% and repair-and-remodel and other sales decreased 1.8%, showing that weakness was not confined to one end market.
Management now expects single-family starts to decline by mid to high-single digits in 2026, multifamily starts to fall by mid-single digits and repair-and-remodel activity to decrease 1%. Installed Building Products, Inc. (IBP - Free Report) , a national installer of insulation and complementary building products, also has meaningful exposure to residential construction. UFP Industries, Inc. (UFPI - Free Report) serves construction customers alongside retail and industrial packaging markets, giving investors another building-products company through which to assess demand conditions.
Builders FirstSource Sees Margins ContractBuilders FirstSource’s gross margin fell 260 basis points year over year to 28.1% in the second quarter. Adjusted EBITDA margin declined 350 basis points to 8.5% as lower gross profit and reduced operating leverage outweighed cost reductions.
Pricing pressure remains another constraint. Value-added core organic sales declined 11%, including a 12% drop in manufactured products and a 10% decrease in windows, doors and millwork. Management said industry participants have competed aggressively to fill capacity, leaving margins below desired levels despite greater stability in recent months.
BLDR Estimate Cuts Reinforce the RisksThe company lowered its 2026 net sales outlook to $14-$14.8 billion from $14.6-$15.6 billion. It also reduced adjusted EBITDA guidance to $1-$1.2 billion from $1.1-$1.5 billion and narrowed the expected adjusted EBITDA margin range to 7.1-8.1%.
Second-quarter adjusted earnings of $1.17 per share missed the Zacks Consensus Estimate by 9.3%, while revenues of $3.86 billion missed by 1.2%. The consensus estimate for 2026 earnings has declined 22.9% over the past four weeks, reducing near-term earnings visibility.
Builders FirstSource Retains Recovery LeversBuilders FirstSource continues to use acquisitions, digital tools and productivity programs to strengthen its competitive position. Since the 2021 BMC merger, it has completed 42 acquisitions representing nearly $2.3 billion in annual sales, while recent deals expanded installation and manufactured-product capabilities.
Cost actions could also soften the downturn. The company generated $28 million of productivity savings in the second quarter and expects $50-$70 million for 2026. It remained free-cash-flow positive, with $32 million generated in the quarter and $1.6 billion of liquidity. Still, net debt to trailing adjusted EBITDA rose to 3.6 times from 2.3 times a year earlier, limiting the margin for error.
BLDR’s Weak Signals Favor Continued CautionBLDR’s lower share price and discounted valuation may attract value-focused investors, but the operating and estimate trends have not stabilized. Housing weakness, margin pressure and higher leverage suggest that a durable recovery may depend on improved residential construction activity.
The stock currently carries a Zacks Rank #5 (Strong Sell), reflecting unfavorable earnings estimate revisions and weak near-term prospects.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Its Value Score of B indicates comparatively favorable valuation characteristics, but the Growth Score of D, Momentum Score of C and VGM Score of D show that valuation support is not matched by broad strength across growth and momentum measures. The combination supports a cautious stance rather than a clear value case.
Builders FirstSource oznámila zisk na akcii (EPS) 1,17 USD a tržby 3,86 miliardy USD za čtvrtletí končící v červnu 2026, obojí pod odhady. Akcie letos klesly asi o 34,1 %.
Builders FirstSource (BLDR - Free Report) came out with quarterly earnings of $1.17 per share, missing the Zacks Consensus Estimate of $1.29 per share. This compares to earnings of $2.38 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -9.30%. A quarter ago, it was expected that this construction supply company would post earnings of $0.39 per share when it actually produced earnings of $0.27, delivering a surprise of -30.77%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Builders FirstSource, which belongs to the Zacks Building Products - Retail industry, posted revenues of $3.86 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 1.23%. This compares to year-ago revenues of $4.23 billion. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Builders FirstSource shares have lost about 34.1% since the beginning of the year versus the S&P 500's gain of 6.9%.
What's Next for Builders FirstSource?While Builders FirstSource has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Builders FirstSource was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.68 on $3.99 billion in revenues for the coming quarter and $4.16 on $14.71 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Building Products - Retail is currently in the bottom 7% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Tecnoglass (TGLS - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This architectural glass maker is expected to post quarterly earnings of $0.52 per share in its upcoming report, which represents a year-over-year change of -49.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Tecnoglass' revenues are expected to be $265.74 million, up 4% from the year-ago quarter.
Builders FirstSource má ve 2. čtvrtletí 2026 vykázat pokles EPS na 1,29 USD a tržeb na 3,91 miliardy USD. Tlak na marže dál zvyšují slabá bytová výstavba, cenová konkurence a vyšší vstupní náklady.
Key Takeaways Builders FirstSource is expected to post lower Q2 earnings and sales amid weak residential construction.BLDR faces margin pressure from competitive pricing, a lower-margin sales mix and elevated input costs.Acquisitions, bundled offerings and AI-enabled digital tools may support revenue and market share. Builders FirstSource, Inc. (BLDR - Free Report) is slated to report second-quarter 2026 results on July 30, before market open.
In the last reported quarter, the company’s adjusted earnings per share (EPS) missed the Zacks Consensus Estimate by 30.8%, while net sales beat the same by 4.5%. On a year-over-year basis, both top and bottom lines tumbled 10.1% and 82.1%, respectively.
BLDR’s earnings topped the consensus mark in two of the trailing four quarters and missed on two occasions, the average surprise being negative 8%.
Trend in Estimate Revision of BLDRThe Zacks Consensus Estimate for Builders FirstSource’s second-quarter EPS has moved south to $1.29 from $1.32 in the past 30 days. The estimated figure indicates a 45.8% year-over-year decline from EPS of $2.38 reported in the year-ago quarter.
The consensus estimate for net sales is pegged at $3.91 billion, indicating a decline of 7.6% from $4.23 billion reported in the year-ago quarter.
Factors Likely to Shape Builders FirstSource’s Q2 ResultsNet Sales
Builders FirstSource's second-quarter revenues are likely to remain under pressure as elevated mortgage rates, affordability constraints and cautious consumer sentiment continue to weigh on residential construction activity. Single-family revenues may remain soft as lower starts and the ongoing shift toward smaller, less complex homes reduce sales dollars per start. Multifamily activity is also expected to stay muted, with management not anticipating a meaningful improvement before 2027.
Value-added products, which comprised 48.3% of first-quarter sales, likely remained pressured by weak single-family construction and lower structural content per home. Specialty products, representing 26% of sales, may have provided some support, though pricing pressure and volatility likely persisted. Lumber and sheet goods, at 25.7% of sales, likely benefited from bundling and share gains, but lower margins and commodity-price movements may have limited the revenue contribution.
Despite these industry headwinds, the company continues to benefit from its broad product portfolio, bundled offerings and expanding value-added solutions. Acquisitions are expected to provide incremental revenue support. Since the BMC merger, Builders FirstSource has completed 41 acquisitions representing more than $2.3 billion in annual sales, while the Premium Building Components deal expanded its manufactured products presence into New York. Digital initiatives may also support growth, with the company preparing to launch its next generation of AI-enabled solutions later this year to strengthen customer engagement and capture additional market share.
Margins
Margins are likely to remain under pressure in the second quarter despite ongoing cost-control efforts. Competitive pricing, an unfavorable product mix with higher lumber and sheet goods sales, and elevated fuel and input costs are expected to weigh on profitability. While BLDR's $100 million cost-reduction program should provide some relief, weak housing demand, affordability challenges and pricing pressure are likely to keep second-quarter margins constrained.
What the Zacks Model Predicts for BLDROur proven model does not conclusively predict an earnings beat for Builders FirstSource this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. Unfortunately, this is not the case here, as you will see below.
BLDR’s Earnings ESP: BLDR has an Earnings ESP of -8.74%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank of BLDR: The company currently carries a Zacks Rank of #4 (Sell).
Stocks With the Favorable CombinationHere are some companies in the Zacks Retail-Wholesale sector, which, per our model, have the right combination of elements to post an earnings beat in the respective quarters to be reported.
BJ's Restaurants, Inc. (BJRI - Free Report) currently has an Earnings ESP of +7.51% and a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.
In the to-be-reported quarter, BJRI's earnings are expected to decline 10.3%. BJRI's earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed on one occasion, the average surprise being 136%.
CAVA Group, Inc. (CAVA - Free Report) currently has an Earnings ESP of +20.30% and a Zacks Rank of 3.
In the to-be-reported quarter, CAVA’s earnings are expected to increase 6.3%. CAVA's earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed on one occasion, the average surprise being 16.6%.
The Cheesecake Factory Incorporated (CAKE - Free Report) currently has an Earnings ESP of +2.76% and a Zacks Rank of 3.
In the to-be-reported quarter, Cheesecake Factory’s earnings are expected to register a 0.9% year-over-year rise. Cheesecake Factory’s earnings surpassed estimates in each of the trailing four quarters, with an average beat of 6.7%.
