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Axxcess Wealth Management LLC bought a new stake in Builders FirstSource, Inc. (NYSE:BLDR – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 32,911 shares of the company’s stock, valued at approximately $1,876,000.

Other large investors have also modified their holdings of the company. BlackRock Inc. purchased a new stake in shares of Builders FirstSource in the second quarter valued at about $700,934,000. Dimensional Fund Advisors LP boosted its holdings in Builders FirstSource by 12.3% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,967,744 shares of the company’s stock valued at $244,301,000 after purchasing an additional 325,935 shares in the last quarter. Diamond Hill Capital Management LLC Investment Advisor acquired a new position in Builders FirstSource during the 2nd quarter worth approximately $134,908,000. Pictet Asset Management Holding SA increased its position in Builders FirstSource by 74.6% during the 1st quarter. Pictet Asset Management Holding SA now owns 1,378,332 shares of the company’s stock worth $113,478,000 after purchasing an additional 588,987 shares during the period. Finally, Bank of America Corp DE acquired a new position in Builders FirstSource during the 2nd quarter worth approximately $83,832,000. Hedge funds and other institutional investors own 95.53% of the company’s stock.

Builders FirstSource Stock Down 1.1% Shares of NYSE:BLDR opened at $56.88 on Friday. The stock has a 50-day simple moving average of $60.29 and a 200-day simple moving average of $71.80. The stock has a market capitalization of $6.12 billion, a P/E ratio of 12.96, a PEG ratio of 1.91 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 company has a debt-to-equity ratio of 1.14, a quick ratio of 1.09 and a current ratio of 1.79.

Builders FirstSource (NYSE:BLDR – Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The company reported $1.17 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.25 by ($0.08). Builders FirstSource had a return on equity of 11.73% and a net margin of 0.71%. The business had revenue of $3.86 billion during the quarter, compared to analyst estimates of $3.91 billion. During the same period in the previous year, the company earned $2.38 EPS. Builders FirstSource’s revenue was down 8.8% on a year-over-year basis. Equities analysts forecast that Builders FirstSource, Inc. will post 3.07 earnings per share for the current year. Wall Street Analyst Weigh In A number of equities analysts have recently issued reports on BLDR shares. Truist Financial cut their price target on shares of Builders FirstSource from $90.00 to $70.00 and set a “buy” rating for the company in a report on Thursday, October 8th. Weiss Ratings reissued a “sell (d)” rating on shares of Builders FirstSource in a report on Monday. BMO Capital Markets restated a “market perform” rating and set a $80.00 target price on shares of Builders FirstSource in a research report on Thursday, August 6th. Barclays lowered their target price on shares of Builders FirstSource from $93.00 to $81.00 and set an “overweight” rating on the stock in a research report on Friday, July 31st. Finally, KeyCorp dropped their target price on shares of Builders FirstSource from $100.00 to $91.00 and set an “overweight” rating for the company in a report on Monday, July 13th. Eight research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $82.25.

Read Our Latest Stock Report on BLDR

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.

Read More Five stocks we like better than Builders FirstSource Spotify Soars After Earnings as the Company Touts AI Benefits and Moderating Costs Lockheed Martin’s Record $292 Billion Backlog Comes With a Delivery Test Palantir’s Next Big Test Isn’t a Partnership—It’s the Numbers Kinder Morgan’s $4.7 Billion Pipeline Bet Could Be Bigger Than Its Earnings Beat Want to see what other hedge funds are holding BLDR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Builders FirstSource, Inc. (NYSE:BLDR – Free Report).

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In the latest close session, Builders FirstSource (BLDR - Free Report) was down 1.2% at $56.85. The stock's performance was behind the S&P 500's daily loss of 0.52%. Elsewhere, the Dow lost 1.24%, while the tech-heavy Nasdaq lost 0.21%.

The construction supply company's shares have seen a decrease of 1.27% over the last month, not keeping up with the Retail-Wholesale sector's gain of 2.31% and the S&P 500's loss of 1.21%.

The upcoming earnings release of Builders FirstSource will be of great interest to investors. The company's earnings report is expected on October 29, 2026. The company is expected to report EPS of $1.13, down 39.89% from the prior-year quarter. Simultaneously, our latest consensus estimate expects the revenue to be $3.79 billion, showing a 3.8% drop compared to the year-ago quarter.

Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $3.07 per share and revenue of $14.29 billion, indicating changes of -55.44% and -5.91%, respectively, compared to the previous year.

Investors should also take note of any recent adjustments to analyst estimates for Builders FirstSource. These revisions help to show the ever-changing nature of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 3.59% downward. Builders FirstSource is holding a Zacks Rank of #4 (Sell) right now.

With respect to valuation, Builders FirstSource is currently being traded at a Forward P/E ratio of 18.72. Its industry sports an average Forward P/E of 18.96, so one might conclude that Builders FirstSource is trading at a discount comparatively.

It's also important to note that BLDR currently trades at a PEG ratio of 1.91. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Building Products - Retail was holding an average PEG ratio of 1.91 at yesterday's closing price.

The Building Products - Retail industry is part of the Retail-Wholesale sector. This industry currently has a Zacks Industry Rank of 220, which puts it in the bottom 11% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow BLDR in the coming trading sessions, be sure to utilize Zacks.com.

CWA Asset Management Group LLC purchased a new position in Builders FirstSource, Inc. (NYSE: BLDR) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 14,534 shares of the company's stock, valued at approximately $829,000. Other hedge funds and other institutional investors have also

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.

First Bank & Trust bought a new position in Builders FirstSource, Inc. (NYSE:BLDR – Free Report) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 20,351 shares of the company’s stock, valued at approximately $1,160,000.

Several other hedge funds have also made changes to their positions in the company. BlackRock Inc. bought a new position in shares of Builders FirstSource during the 2nd quarter worth $700,934,000. Diamond Hill Capital Management LLC Investment Advisor bought a new stake in shares of Builders FirstSource in the second quarter valued at about $134,908,000. Bank of America Corp DE purchased a new stake in Builders FirstSource in the second quarter worth about $83,832,000. Fort Washington Investment Advisors Inc. OH purchased a new stake in Builders FirstSource in the third quarter worth about $48,738,000. Finally, Jupiter Topco LLC bought a new position in Builders FirstSource during the 2nd quarter worth about $73,935,000. 95.53% of the stock is currently owned by hedge funds and other institutional investors.

Builders FirstSource Trading Up 0.2% Shares of NYSE BLDR opened at $54.74 on Monday. 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 stock has a market capitalization of $5.89 billion, a P/E ratio of 60.15, a price-to-earnings-growth ratio of 1.79 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 business has a fifty day moving average price of $62.10 and a 200 day moving average price of $72.64.

Builders FirstSource (NYSE:BLDR – Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The company reported $1.17 earnings per share 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 company had revenue of $3.86 billion for the quarter, compared to the consensus estimate of $3.91 billion. During the same period in the previous year, the business earned $2.38 EPS. Builders FirstSource’s revenue for the quarter was down 8.8% compared to the same quarter last year. Equities research analysts expect that Builders FirstSource, Inc. will post 3.13 EPS for the current fiscal year. Analyst Upgrades and Downgrades A number of research analysts have commented on BLDR shares. Benchmark cut their target price on shares of Builders FirstSource from $105.00 to $100.00 and set a “buy” rating on the stock in a research report on Thursday, July 23rd. Citigroup reaffirmed a “market perform” rating on shares of Builders FirstSource in a research report on Thursday, October 8th. Truist Financial dropped their price objective on shares of Builders FirstSource from $90.00 to $70.00 and set a “buy” rating on the stock in a research note on Thursday, October 8th. Zacks Research upgraded shares of Builders FirstSource from a “strong sell” rating to a “hold” rating in a research note on Friday, October 2nd. Finally, Deutsche Bank Aktiengesellschaft set a $66.00 price objective on shares of Builders FirstSource in a report on Friday, July 31st. Nine research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $83.54.

View Our Latest Stock Analysis on BLDR

Builders FirstSource Company 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.

Further Reading Five stocks we like better than Builders FirstSource These 3 Green Stocks Have a Growth Story That Goes Far Beyond Washington Meta Claims Frontier-Class AI Status With New Muse Wonder Models Berkshire Just Backed This Little-Known Stock—Should You Chase It? Broadcom’s CEO Sees Years of AI Demand But Warns of a Bigger Threat to the Boom Want to see what other hedge funds are holding BLDR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Builders FirstSource, Inc. (NYSE:BLDR – Free Report).

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In the latest trading session, Builders FirstSource (BLDR - Free Report) closed at $54.84, marking a +2.16% move from the previous day. The stock's performance was ahead of the S&P 500's daily loss of 1.09%. Elsewhere, the Dow lost 0.34%, while the tech-heavy Nasdaq lost 2.15%.

Prior to today's trading, shares of the construction supply company had lost 6.93% lagged the Retail-Wholesale sector's gain of 3.71% and the S&P 500's gain of 2.44%.

Market participants will be closely following the financial results of Builders FirstSource in its upcoming release. The company plans to announce its earnings on October 29, 2026. The company's earnings per share (EPS) are projected to be $1.14, reflecting a 39.36% decrease from the same quarter last year. Meanwhile, our latest consensus estimate is calling for revenue of $3.8 billion, down 3.68% from the prior-year quarter.

For the full year, the Zacks Consensus Estimates are projecting earnings of $3.13 per share and revenue of $14.3 billion, which would represent changes of -54.57% and -5.84%, respectively, from the prior year.

Investors should also take note of any recent adjustments to analyst estimates for Builders FirstSource. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Within the past 30 days, our consensus EPS projection has moved 1.88% lower. As of now, Builders FirstSource holds a Zacks Rank of #5 (Strong Sell).

With respect to valuation, Builders FirstSource is currently being traded at a Forward P/E ratio of 17.16. Its industry sports an average Forward P/E of 17.92, so one might conclude that Builders FirstSource is trading at a discount comparatively.

We can also see that BLDR currently has a PEG ratio of 1.75. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Building Products - Retail was holding an average PEG ratio of 1.75 at yesterday's closing price.

The Building Products - Retail industry is part of the Retail-Wholesale sector. This industry currently has a Zacks Industry Rank of 238, which puts it in the bottom 4% of all 250+ industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.

First Citizens Bank & Trust Co. acquired a new position in Builders FirstSource, Inc. (NYSE:BLDR – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 56,449 shares of the company’s stock, valued at approximately $3,218,000. First Citizens Bank & Trust Co. owned approximately 0.05% of Builders FirstSource as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Focus Financial Network Inc. acquired a new stake in Builders FirstSource in the third quarter valued at approximately $2,755,000. Roberts Wealth Advisors LLC acquired a new position in shares of Builders FirstSource during the third quarter worth $271,000. Virginia Estate & Retirement Planning Advisors Inc. acquired a new position in shares of Builders FirstSource during the third quarter worth $34,000. MFA Wealth Services purchased a new stake in shares of Builders FirstSource during the 3rd quarter valued at $898,000. Finally, XY Planning Network Inc. purchased a new stake in shares of Builders FirstSource during the 3rd quarter valued at $378,000. Institutional investors own 95.53% of the company’s stock.

Builders FirstSource Stock Performance Shares of Builders FirstSource stock opened at $50.46 on Thursday. The business has a 50-day moving average of $62.87 and a 200 day moving average of $73.00. Builders FirstSource, Inc. has a 12 month low of $49.67 and a 12 month high of $131.50. The stock has a market capitalization of $5.43 billion, a price-to-earnings ratio of 55.45, a price-to-earnings-growth ratio of 1.66 and a beta of 1.45. The company has a debt-to-equity ratio of 1.14, a current ratio of 1.79 and a quick ratio of 1.09.

Builders FirstSource (NYSE:BLDR – Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The company reported $1.17 EPS for the quarter, missing the consensus estimate of $1.25 by ($0.08). The company had revenue of $3.86 billion during the quarter, compared to analysts’ expectations of $3.91 billion. Builders FirstSource had a net margin of 0.71% and a return on equity of 11.73%. The business’s revenue for the quarter was down 8.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.38 earnings per share. As a group, sell-side analysts forecast that Builders FirstSource, Inc. will post 3.19 earnings per share for the current year. Analyst Upgrades and Downgrades Several equities analysts recently issued reports on the company. Benchmark cut their target price on Builders FirstSource from $105.00 to $100.00 and set a “buy” rating on the stock in a research report on Thursday, July 23rd. Zacks Research raised Builders FirstSource from a “strong sell” rating to a “hold” rating in a research report on Friday, October 2nd. UBS Group set a $85.00 price target on Builders FirstSource in a research note on Thursday, October 1st. Citizens Jmp started coverage on Builders FirstSource in a report on Friday, August 21st. They issued a “market perform” rating on the stock. Finally, Royal Bank Of Canada reduced their price objective on Builders FirstSource from $107.00 to $88.00 and set an “outperform” rating for the company in a research note on Friday, July 31st. Nine analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, Builders FirstSource presently has a consensus rating of “Hold” and a consensus target price of $84.50.

Check Out Our Latest Research Report on Builders FirstSource

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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Forvis Mazars Wealth Advisors LLC purchased 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 Securities & Exchange Commission. The institutional investor purchased 10,015 shares of the company’s stock, valued at approximately $571,000.

A number of other large investors have also added to or reduced their stakes in the stock. BlackRock Inc. bought a new position in Builders FirstSource during the second quarter worth about $700,934,000. The Manufacturers Life Insurance Company purchased a new position in shares of Builders FirstSource in the second quarter worth about $7,317,000. Lodge Hill Capital LLC increased its stake in shares of Builders FirstSource by 9.9% in the first quarter. Lodge Hill Capital LLC now owns 333,000 shares of the company’s stock worth $27,416,000 after purchasing an additional 30,000 shares in the last quarter. JB Capital Partners LP bought a new stake in shares of Builders FirstSource in the second quarter valued at approximately $26,151,872. Finally, GoodHaven Capital Management LLC raised its position in shares of Builders FirstSource by 23.4% in the second quarter. GoodHaven Capital Management LLC now owns 228,760 shares of the company’s stock valued at $20,469,000 after purchasing an additional 43,330 shares during the period. Hedge funds and other institutional investors own 95.53% of the company’s stock.

Builders FirstSource Price Performance BLDR opened at $50.46 on Thursday. The stock has a 50-day moving average price of $62.87 and a 200-day moving average price of $73.00. Builders FirstSource, Inc. has a 12-month low of $49.67 and a 12-month high of $131.50. The company has a current ratio of 1.79, a quick ratio of 1.09 and a debt-to-equity ratio of 1.14. The stock has a market capitalization of $5.43 billion, a P/E ratio of 55.45, a PEG ratio of 1.66 and a beta of 1.45.

Builders FirstSource (NYSE:BLDR – Get Free Report) last released its earnings results on Thursday, July 30th. The company reported $1.17 EPS for the quarter, missing the consensus estimate of $1.25 by ($0.08). The business had revenue of $3.86 billion for 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%. Builders FirstSource’s revenue for the quarter was down 8.8% on a year-over-year basis. During the same period in the prior year, the business posted $2.38 EPS. Equities analysts predict that Builders FirstSource, Inc. will post 3.19 earnings per share for the current fiscal year. Wall Street Analyst Weigh In Several research analysts recently commented on BLDR shares. Barclays cut their price objective 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. Oppenheimer lowered their target price on shares of Builders FirstSource from $110.00 to $90.00 and set an “outperform” rating on the stock in a report on Friday, July 31st. KeyCorp lowered their target price on shares of Builders FirstSource from $100.00 to $91.00 and set an “overweight” rating on the stock in a report on Monday, July 13th. Wells Fargo & Company dropped their target price on Builders FirstSource from $65.00 to $63.00 and set an “equal weight” rating on the stock in a research report on Friday, September 11th. Finally, Melius Research assumed coverage on Builders FirstSource in a report on Tuesday, October 6th. They issued a “sell” rating and a $52.00 price target for the company. Nine investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $84.50.

Check Out Our Latest Research Report 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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NorthCrest Asset Manangement LLC purchased a new stake in Builders FirstSource, Inc. (NYSE: BLDR) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 141,922 shares of the company's stock, valued at approximately $8,091,000. NorthCrest Asset Manangement LLC owned 0.13% of

Builders FirstSource (BLDR - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Over the past month, shares of this construction supply company have returned -13.5%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Building Products - Retail industry, which Builders FirstSource falls in, has lost 13.6%. The key question now is: What could be the stock's future direction?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, Builders FirstSource is expected to post earnings of $1.16 per share, indicating a change of -38.3% from the year-ago quarter. The Zacks Consensus Estimate has changed +4.3% over the last 30 days.

For the current fiscal year, the consensus earnings estimate of $3.19 points to a change of -53.7% from the prior year. Over the last 30 days, this estimate has changed +1.2%.

For the next fiscal year, the consensus earnings estimate of $4.18 indicates a change of +31% from what Builders FirstSource is expected to report a year ago. Over the past month, the estimate has changed +4.8%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #5 (Strong Sell) for Builders FirstSource.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

In the case of Builders FirstSource, the consensus sales estimate of $3.8 billion for the current quarter points to a year-over-year change of -3.6%. The $14.32 billion and $14.69 billion estimates for the current and next fiscal years indicate changes of -5.7% and +2.6%, respectively.

Last Reported Results and Surprise HistoryBuilders FirstSource reported revenues of $3.86 billion in the last reported quarter, representing a year-over-year change of -8.8%. EPS of $1.17 for the same period compares with $2.38 a year ago.

Compared to the Zacks Consensus Estimate of $3.91 billion, the reported revenues represent a surprise of -1.23%. The EPS surprise was -9.3%.

Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates two times over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Builders FirstSource is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Builders FirstSource. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.

NWPX Infrastructure (NASDAQ:NWPX – Get Free Report) and Builders FirstSource (NYSE:BLDR – Get Free Report) are both industrials companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, valuation, analyst recommendations, profitability, dividends, earnings and risk.

Risk and Volatility
NWPX Infrastructure has a beta of 1.08, suggesting that its share price is 8% more volatile than the S&P 500. Comparatively, Builders FirstSource has a beta of 1.45, suggesting that its share price is 45% more volatile than the S&P 500.

Analyst Recommendations
This is a breakdown of recent ratings and recommmendations for NWPX Infrastructure and Builders FirstSource, as provided by MarketBeat.com.

Sell Ratings
Hold Ratings
Buy Ratings
Strong Buy Ratings
Rating Score

NWPX Infrastructure
0
2
2
1
2.80

Builders FirstSource
3
13
9
0
2.24

NWPX Infrastructure currently has a consensus target price of $110.00, indicating a potential upside of 10.86%. Builders FirstSource has a consensus target price of $84.50, indicating a potential upside of 62.09%. Given Builders FirstSource’s higher probable upside, analysts clearly believe Builders FirstSource is more favorable than NWPX Infrastructure.
Profitability
This table compares NWPX Infrastructure and Builders FirstSource’s net margins, return on equity and return on assets.

Net Margins
Return on Equity
Return on Assets

NWPX Infrastructure
8.49%
12.22%
7.93%

Builders FirstSource
0.71%
11.73%
4.32%

Valuation and Earnings
This table compares NWPX Infrastructure and Builders FirstSource”s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue
Price/Sales Ratio
Net Income
Earnings Per Share
Price/Earnings Ratio

NWPX Infrastructure
$574.44 million
1.66
$35.41 million
$4.99
19.88

Builders FirstSource
$14.45 billion
0.39
$435.20 million
$0.91
57.29

Builders FirstSource has higher revenue and earnings than NWPX Infrastructure. NWPX Infrastructure is trading at a lower price-to-earnings ratio than Builders FirstSource, indicating that it is currently the more affordable of the two stocks.

Institutional and Insider Ownership
80.6% of NWPX Infrastructure shares are held by institutional investors. Comparatively, 95.5% of Builders FirstSource shares are held by institutional investors. 3.3% of NWPX Infrastructure shares are held by company insiders. Comparatively, 2.7% of Builders FirstSource shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary
NWPX Infrastructure beats Builders FirstSource on 8 of the 15 factors compared between the two stocks.

(Get Free Report)

Northwest Pipe Company, together with its subsidiaries, engages in the manufacture and supply of water-related infrastructure products in North America. It operates in two segments, Engineered Steel Pressure Pipe (SPP) and Precast Infrastructure and Engineered Systems (Precast). The SPP segment offers large-diameter and high-pressure steel pipeline systems for use in water infrastructure applications, which are primarily related to drinking water systems. Its products are also used for hydroelectric power systems, wastewater systems, seismic resiliency, and other applications. In addition, this segment makes products for industrial plant piping systems and certain structural applications. The Precast segment provides stormwater and wastewater technology products, precast, and reinforced concrete products, including reinforced concrete pipe, manholes, box culverts, vaults and catch basins, pump lift stations, oil water separators, biofiltration units, steel casing pipes, and bar-wrapped concrete cylinder pipes, as well as pipeline system joints, fittings, specialized components, and other environmental and engineered solutions. The company sells its water infrastructure products under ParkUSA, Geneva Pipe and Precast, Permalok, and Northwest Pipe Company brands primarily to installation contractors. Northwest Pipe Company was incorporated in 1966 and is headquartered in Vancouver, Washington.

About Builders FirstSource
(Get Free Report)

Builders FirstSource, Inc., together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. It offers lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing; manufactured products, such as wood floor and roof trusses, floor trusses, wall panels, stairs, and engineered wood products; and windows, and interior and exterior door units, as well as interior trims and custom products comprising intricate mouldings, stair parts, and columns under the Synboard brand name. The company also provides specialty building products and services, including vinyl, composite and wood siding, exterior trims, metal studs, cement, roofing, insulation, wallboards, ceilings, cabinets, and hardware products; turn-key framing, shell construction, design assistance, and professional installation services. In addition, it offers software products, such as drafting, estimating, quoting, and virtual home design services, which provide software solutions to retailers, distributors, manufacturers, and homebuilders. 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.

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In the latest close session, Builders FirstSource (BLDR - Free Report) was down 1.92% at $56.25. The stock trailed the S&P 500, which registered a daily gain of 0.73%. Elsewhere, the Dow saw an upswing of 0.49%, while the tech-heavy Nasdaq appreciated by 1.19%.

Prior to today's trading, shares of the construction supply company had lost 10.64% lagged the Retail-Wholesale sector's loss of 4.61% and the S&P 500's gain of 0.55%.

Market participants will be closely following the financial results of Builders FirstSource in its upcoming release. The company plans to announce its earnings on October 29, 2026. The company is expected to report EPS of $1.16, down 38.3% from the prior-year quarter. Alongside, our most recent consensus estimate is anticipating revenue of $3.8 billion, indicating a 3.62% downward movement from the same quarter last year.

BLDR's full-year Zacks Consensus Estimates are calling for earnings of $3.19 per share and revenue of $14.32 billion. These results would represent year-over-year changes of -53.7% and -5.71%, respectively.

Investors should also pay attention to any latest changes in analyst estimates for Builders FirstSource. Such recent modifications usually signify the changing landscape of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 1.18% higher. Currently, Builders FirstSource is carrying a Zacks Rank of #5 (Strong Sell).

Investors should also note Builders FirstSource's current valuation metrics, including its Forward P/E ratio of 17.99. This denotes a discount relative to the industry average Forward P/E of 18.16.

One should further note that BLDR currently holds a PEG ratio of 1.84. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Building Products - Retail industry currently had an average PEG ratio of 1.84 as of yesterday's close.

The Building Products - Retail industry is part of the Retail-Wholesale sector. At present, this industry carries a Zacks Industry Rank of 240, placing it within the bottom 3% of over 250 industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.

IRVING, Texas--(BUSINESS WIRE)--Builders FirstSource, Inc. (NYSE: BLDR) (“Builders FirstSource” or the "Company") will host a conference call and webcast on Thursday, October 29, 2026, to discuss the Company's financial results and other business matters. The teleconference will begin at 8:00 a.m. Central Time and will be hosted by Peter Jackson, President and Chief Executive Officer, and Pete Beckmann, Chief Financial Officer. The live webcast, archived replay, and the accompanying presentatio.

In the latest close session, Builders FirstSource (BLDR - Free Report) was down 2.81% at $59.16. This change lagged the S&P 500's daily loss of 0.76%. At the same time, the Dow lost 0.68%, and the tech-heavy Nasdaq lost 1.13%.

The construction supply company's stock has dropped by 12.24% in the past month, falling short of the Retail-Wholesale sector's loss of 3.45% and the S&P 500's gain of 1.26%.

Market participants will be closely following the financial results of Builders FirstSource in its upcoming release. The company's earnings per share (EPS) are projected to be $1.16, reflecting a 38.3% decrease from the same quarter last year. Meanwhile, our latest consensus estimate is calling for revenue of $3.8 billion, down 3.62% from the prior-year quarter.

For the full year, the Zacks Consensus Estimates are projecting earnings of $3.19 per share and revenue of $14.32 billion, which would represent changes of -53.7% and -5.71%, respectively, from the prior year.

It is also important to note the recent changes to analyst estimates for Builders FirstSource. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 1.18% upward. Builders FirstSource is holding a Zacks Rank of #5 (Strong Sell) right now.

Valuation is also important, so investors should note that Builders FirstSource has a Forward P/E ratio of 19.1 right now. This denotes a discount relative to the industry average Forward P/E of 19.24.

Investors should also note that BLDR has a PEG ratio of 1.95 right now. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. By the end of yesterday's trading, the Building Products - Retail industry had an average PEG ratio of 1.95.

The Building Products - Retail industry is part of the Retail-Wholesale sector. This industry currently has a Zacks Industry Rank of 228, which puts it in the bottom 8% of all 250+ industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.

Builders FirstSource (BLDR - Free Report) closed at $57.68 in the latest trading session, marking a -3.3% move from the prior day. The stock trailed the S&P 500, which registered a daily gain of 1.14%. At the same time, the Dow added 0.61%, and the tech-heavy Nasdaq gained 1.69%.

The construction supply company's stock has dropped by 17.78% in the past month, falling short of the Retail-Wholesale sector's loss of 8.01% and the S&P 500's loss of 2.85%.

Analysts and investors alike will be keeping a close eye on the performance of Builders FirstSource in its upcoming earnings disclosure. The company is predicted to post an EPS of $1.16, indicating a 38.3% decline compared to the equivalent quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $3.8 billion, showing a 3.62% drop compared to the year-ago quarter.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $3.19 per share and revenue of $14.32 billion. These totals would mark changes of -53.7% and -5.71%, respectively, from last year.

Investors should also note any recent changes to analyst estimates for Builders FirstSource. These revisions help to show the ever-changing nature of near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Within the past 30 days, our consensus EPS projection has moved 1.18% higher. Builders FirstSource currently has a Zacks Rank of #5 (Strong Sell).

From a valuation perspective, Builders FirstSource is currently exchanging hands at a Forward P/E ratio of 18.89. This indicates a premium in contrast to its industry's Forward P/E of 18.84.

Also, we should mention that BLDR has a PEG ratio of 1.93. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. By the end of yesterday's trading, the Building Products - Retail industry had an average PEG ratio of 1.93.

The Building Products - Retail industry is part of the Retail-Wholesale sector. With its current Zacks Industry Rank of 239, this industry ranks in the bottom 3% of all industries, numbering over 250.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow BLDR in the coming trading sessions, be sure to utilize Zacks.com.

Jim Cramer praised one AI-adjacent name, dismissed a housing supplier on instinct, and rejected a data-center story on principle, but his cash-first filter may be the wrong tool for at least one of those calls.

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On the September 9 Mad Money lightning round, Jim Cramer endorsed one AI-adjacent name, brushed off a housing supplier, and dismissed a data-center buildout story on principle. His words: “Akamai, the cybersecurity company I think is terrific” and, on Builders FirstSource, “No, thank you.” On Applied Digital, he said, “I’ve got, you know, I’m really focused on companies that are making money.”

Across three tickers in three sectors, the common screening philosophy is cash generation first, and the useful exercise is to run each call against the live financials to see which ones hold up under that lens.

Akamai: The “Terrific” Call Is Mostly Earned Cramer called Akamai (NASDAQ:AKAM | AKAM Price Prediction) a cybersecurity company, which is a loose characterization given that Akamai began as a content delivery network and is rebuilding around security and cloud infrastructure, a different mix than Cloudflare’s edge-native platform.

The pivot is showing up in the numbers. Q2 2026 Cloud Infrastructure Services revenue was $99 million, up 39% year-over-year, and security revenue was $604 million, up 10%. Delivery continued to fade, down 6%.

Moreover, CEO Tom Leighton said multi-year CIS commitments signed so far this year total more than $2.8 billion, and that overall revenue growth should accelerate into the low teens in 2027. GPU capacity is completely sold out. See the Q1 2026 8-K for the frontier-AI contract framing.

Shares closed at $107.13, up 39.58% over one year. With a forward P/E near 14x and an analyst target of $153.31, the call is earned.

Builders FirstSource: A Cyclical Trough Story Cramer’s Builders FirstSource rejection came down to preference rather than a fundamentals argument. He would rather own a retailer with a repair-and-remodel base than a supplier further down the chain.

The Q2 print supports his caution on timing. Builders FirstSource (NYSE:BLDR) posted adjusted EPS of $1.17, missing the $1.27 consensus, on revenue of $3.86 billion, down 8.77% year-over-year.

In addition, adjusted EBITDA fell 34.9% to $329.3 million, margin compressed 350 basis points to 8.5%, and net leverage sits at 3.6x. Shares are down 57.95% over one year to $58.98.

CEO Peter Jackson said the company sees “a trend towards stabilization” in margins, but multifamily and Texas remain weak. The supplier is more cyclical and more levered to starts than a retailer, so Cramer is right to prefer the retailer for now.

The name looks like a cyclical asset trading near a cyclical low, and his caution on timing fits his stated philosophy.

Applied Digital: Is This the Wrong Call? Cramer wants companies making money. Applied Digital (NASDAQ:APLD) is not, on a GAAP basis. That is where a profitability screen misfires on an infrastructure buildout.

The contracted book is the story. Applied Digital ended fiscal Q4 2026 with $36 billion of total contracted long-term lease value, roughly 76% with investment-grade hyperscalers, across 1.41 gigawatts of contracted critical IT load.

Q4 revenue was $258.7 million, adjusted EBITDA reached $42.4 million, and NOI margin was 91% on operating capacity. CEO Wes Cummins said the company expects a $1 billion NOI run rate a year from now, three years ahead of schedule.

GAAP losses of $111.6 million reflect stock-based comp and depreciation against only the first 100 megawatts online. Screening this against a mature-cash-flow filter is like judging a REIT during construction. That said, if the AI buildout stops or companies start pulling back on their commitment, Cramer can still be proven right on APLD stock.

Where Akamai Stands After the Call Cramer’s throughline was a preference for cash over narrative, which is a reasonable posture for most readers most of the time. It is the wrong lens for Applied Digital specifically, where take-or-pay contracts with investment-grade tenants are the asset.

On Akamai, the primary name here, the pivot is validated, security is growing double digits, and the forward multiple near 14 understates the CIS trajectory. Analyst consensus target of $153.31 sits well above the current $107.13, implying the market is still discounting the CIS ramp even as the legacy delivery drag is largely reflected in the multiple.

On balance, the legacy delivery drag looks priced in, while the AI infrastructure book does not yet appear reflected in the current multiple.

Contact [email protected] for any questions or corrections.

Builders FirstSource (BLDR - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Over the past month, shares of this construction supply company have returned -16.7%, compared to the Zacks S&P 500 composite's -0.4% change. During this period, the Zacks Building Products - Retail industry, which Builders FirstSource falls in, has lost 11.9%. The key question now is: What could be the stock's future direction?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

Builders FirstSource is expected to post earnings of $1.14 per share for the current quarter, representing a year-over-year change of -39.4%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.

For the current fiscal year, the consensus earnings estimate of $3.15 points to a change of -54.3% from the prior year. Over the last 30 days, this estimate has remained unchanged.

For the next fiscal year, the consensus earnings estimate of $4.28 indicates a change of +36% from what Builders FirstSource is expected to report a year ago. Over the past month, the estimate has remained unchanged.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Builders FirstSource is rated Zacks Rank #5 (Strong Sell).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

For Builders FirstSource, the consensus sales estimate for the current quarter of $3.8 billion indicates a year-over-year change of -3.6%. For the current and next fiscal years, $14.32 billion and $14.74 billion estimates indicate -5.7% and +2.9% changes, respectively.

Last Reported Results and Surprise HistoryBuilders FirstSource reported revenues of $3.86 billion in the last reported quarter, representing a year-over-year change of -8.8%. EPS of $1.17 for the same period compares with $2.38 a year ago.

Compared to the Zacks Consensus Estimate of $3.91 billion, the reported revenues represent a surprise of -1.23%. The EPS surprise was -9.3%.

Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates two times over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Builders FirstSource is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Builders FirstSource. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.

Builders FirstSource (BLDR - Free Report) ended the recent trading session at $65.79, demonstrating a +2.51% change from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily loss of 0.38%. Elsewhere, the Dow saw a downswing of 0.51%, while the tech-heavy Nasdaq depreciated by 0.29%.

Shares of the construction supply company have depreciated by 11.49% over the course of the past month, underperforming the Retail-Wholesale sector's loss of 6.14%, and the S&P 500's gain of 2.08%.

Investors will be eagerly watching for the performance of Builders FirstSource in its upcoming earnings disclosure. On that day, Builders FirstSource is projected to report earnings of $1.14 per share, which would represent a year-over-year decline of 39.36%. At the same time, our most recent consensus estimate is projecting a revenue of $3.8 billion, reflecting a 3.62% fall from the equivalent quarter last year.

BLDR's full-year Zacks Consensus Estimates are calling for earnings of $3.15 per share and revenue of $14.32 billion. These results would represent year-over-year changes of -54.28% and -5.71%, respectively.

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Builders FirstSource. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Our research shows that these estimate changes are directly correlated with near-term stock prices. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has remained unchanged. Right now, Builders FirstSource possesses a Zacks Rank of #5 (Strong Sell).

In terms of valuation, Builders FirstSource is currently trading at a Forward P/E ratio of 20.37. For comparison, its industry has an average Forward P/E of 19.88, which means Builders FirstSource is trading at a premium to the group.

We can also see that BLDR currently has a PEG ratio of 2.08. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. Building Products - Retail stocks are, on average, holding a PEG ratio of 2.08 based on yesterday's closing prices.

The Building Products - Retail industry is part of the Retail-Wholesale sector. This industry currently has a Zacks Industry Rank of 239, which puts it in the bottom 3% of all 250+ industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.

Builders FirstSource (NYSE:BLDR – Get Free Report) and Tecnoglass (NYSE:TGLS – Get Free Report) are both industrials companies, but which is the superior stock? We will contrast the two businesses based on the strength of their dividends, risk, institutional ownership, earnings, profitability, valuation and analyst recommendations.

Analyst Ratings This is a breakdown of current ratings and price targets for Builders FirstSource and Tecnoglass, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Builders FirstSource 3 13 9 0 2.24 Tecnoglass 0 2 3 0 2.60 Builders FirstSource presently has a consensus price target of $90.35, suggesting a potential upside of 33.38%. Tecnoglass has a consensus price target of $63.33, suggesting a potential upside of 57.94%. Given Tecnoglass’ stronger consensus rating and higher possible upside, analysts clearly believe Tecnoglass is more favorable than Builders FirstSource.

Earnings and Valuation This table compares Builders FirstSource and Tecnoglass”s gross revenue, earnings per share (EPS) and valuation. Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Builders FirstSource $14.45 billion 0.50 $435.20 million $0.91 74.44 Tecnoglass $983.61 million 1.81 $159.57 million $2.84 14.12 Builders FirstSource has higher revenue and earnings than Tecnoglass. Tecnoglass is trading at a lower price-to-earnings ratio than Builders FirstSource, indicating that it is currently the more affordable of the two stocks.

Volatility and Risk Builders FirstSource has a beta of 1.44, indicating that its stock price is 44% more volatile than the S&P 500. Comparatively, Tecnoglass has a beta of 1.43, indicating that its stock price is 43% more volatile than the S&P 500.

Institutional and Insider Ownership 95.5% of Builders FirstSource shares are owned by institutional investors. Comparatively, 37.3% of Tecnoglass shares are owned by institutional investors. 2.7% of Builders FirstSource shares are owned by company insiders. Comparatively, 0.1% of Tecnoglass shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Profitability This table compares Builders FirstSource and Tecnoglass’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Builders FirstSource 0.71% 11.73% 4.32% Tecnoglass 12.35% 17.84% 10.14% (Get Free Report)

Builders FirstSource, Inc., together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. It offers lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing; manufactured products, such as wood floor and roof trusses, floor trusses, wall panels, stairs, and engineered wood products; and windows, and interior and exterior door units, as well as interior trims and custom products comprising intricate mouldings, stair parts, and columns under the Synboard brand name. The company also provides specialty building products and services, including vinyl, composite and wood siding, exterior trims, metal studs, cement, roofing, insulation, wallboards, ceilings, cabinets, and hardware products; turn-key framing, shell construction, design assistance, and professional installation services. In addition, it offers software products, such as drafting, estimating, quoting, and virtual home design services, which provide software solutions to retailers, distributors, manufacturers, and homebuilders. 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.

About Tecnoglass (Get Free Report)

Tecnoglass Inc., through its subsidiaries, designs, produces, markets, and installs architectural systems for the commercial and residential construction industries in Colombia, the United States, Panama, and internationally. The company offers low emissivity, laminated/thermo-laminated, thermo-acoustic, tempered, silk-screened, curved, and digital print glass products. It also provides aluminum products, including bars, plates, profiles, rods, and tubes that are used in the manufacture of architectural glass settings, such as windows, doors, spatial separators, and related products. In addition, the company offers curtain wall/floating facades, windows and doors, interior dividers and commercial display windows, hurricane-proof windows, and stick facade systems; and other products comprising awnings, structures, automatic doors, and other components of architectural systems. It markets and sells its products primarily under the Tecnoglass, ESWindows, and Alutions brands through internal and independent sales representatives, as wells as directly to distributors. The company was founded in 1984 and is headquartered in Barranquilla, Colombia. Tecnoglass Inc. is a subsidiary of Energy Holding Corporation.

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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.

SOURCE Digs

Bank of New York Mellon Corp purchased a new stake in Builders FirstSource, Inc. (NYSE:BLDR – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 554,604 shares of the company’s stock, valued at approximately $49,626,000. Bank of New York Mellon Corp owned approximately 0.52% of Builders FirstSource as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. increased its holdings in Builders FirstSource by 99,084.1% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,241,561 shares of the company’s stock worth $230,634,000 after purchasing an additional 2,239,301 shares in the last quarter. Norges Bank acquired a new stake in shares of Builders FirstSource in the 4th quarter valued at about $109,269,000. Boston Partners lifted its holdings in shares of Builders FirstSource by 73.0% in the third quarter. Boston Partners now owns 1,852,292 shares of the company’s stock valued at $224,627,000 after purchasing an additional 781,506 shares in the last quarter. Coliseum Capital Management LLC bought a new stake in shares of Builders FirstSource in the fourth quarter valued at about $80,321,000. Finally, Dimensional Fund Advisors LP boosted its position in shares of Builders FirstSource by 37.9% during the fourth quarter. Dimensional Fund Advisors LP now owns 2,641,809 shares of the company’s stock worth $271,816,000 after buying an additional 725,905 shares during the period. Institutional investors and hedge funds own 95.53% of the company’s stock.

Builders FirstSource Price Performance NYSE:BLDR opened at $67.29 on Friday. Builders FirstSource, Inc. has a 1-year low of $65.10 and a 1-year high of $151.03. The company has a current ratio of 1.79, a quick ratio of 1.09 and a debt-to-equity ratio of 1.14. The firm has a fifty day simple moving average of $75.22 and a 200 day simple moving average of $82.90. The stock has a market capitalization of $7.24 billion, a PE ratio of 73.94, a P/E/G ratio of 2.23 and a beta of 1.44.

Builders FirstSource (NYSE:BLDR – Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The company reported $1.17 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.25 by ($0.08). The firm had revenue of $3.86 billion for the quarter, compared to the consensus estimate of $3.91 billion. Builders FirstSource had a return on equity of 11.73% and a net margin of 0.71%.The business’s revenue was down 8.8% compared to the same quarter last year. During the same period last year, the company posted $2.38 earnings per share. On average, research analysts expect that Builders FirstSource, Inc. will post 3.15 EPS for the current fiscal year. Builders FirstSource announced that its Board of Directors has initiated a stock buyback plan on Thursday, April 30th that permits the company to repurchase $500.00 million in shares. This repurchase authorization permits the company to purchase up to 5.4% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s board believes its stock is undervalued.

Analyst Ratings Changes A number of equities research analysts recently issued reports on the company. Stifel Nicolaus dropped their target price on Builders FirstSource from $76.00 to $70.00 and set a “hold” rating on the stock in a research report on Thursday, July 23rd. Benchmark reduced their price target on Builders FirstSource from $105.00 to $100.00 and set a “buy” rating for the company in a research report on Thursday, July 23rd. Deutsche Bank Aktiengesellschaft set a $66.00 price target on shares of Builders FirstSource in a research note on Friday, July 31st. Robert W. Baird set a $75.00 price objective on shares of Builders FirstSource in a report on Friday, July 31st. Finally, UBS Group cut their price objective on shares of Builders FirstSource from $122.00 to $88.00 and set a “buy” rating on the stock in a research report on Friday, July 31st. Nine research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $90.35.

Check Out Our Latest Research Report on BLDR

Builders FirstSource Profile (Free Report)

Builders FirstSource, Inc is a leading supplier of structural and value-added building products and services to professional contractors, homebuilders and remodelers. The company provides a comprehensive range of materials and prefabricated components that support all phases of residential construction, from site development and framing to finishing and installation.

The company’s core offerings include lumber and lumber sheet goods, windows and doors, millwork, roofing and siding, and engineered wood products such as roof and floor trusses.

Read More Five stocks we like better than Builders FirstSource Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes Shape SEC Probe Puts Wall Street Leverage Risk Back in Focus A Bearish-Dollar Options Surge Raises the Stakes for Warsh at Jackson Hole Five Below’s Turnaround Is Working—But Has the Stock Run Too Far? Want to see what other hedge funds are holding BLDR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Builders FirstSource, Inc. (NYSE:BLDR – Free Report).

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Posted by Defense World Staff on Aug 6th, 2026

Cetera Investment Advisers lowered its stake in Builders FirstSource, Inc. (NYSE:BLDR – Free Report) by 16.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 41,118 shares of the company’s stock after selling 8,025 shares during the period. Cetera Investment Advisers’ holdings in Builders FirstSource were worth $3,385,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the stock. Northwestern Mutual Wealth Management Co. lifted its position in Builders FirstSource by 99,084.1% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,241,561 shares of the company’s stock valued at $230,634,000 after purchasing an additional 2,239,301 shares during the period. Norges Bank bought a new stake in shares of Builders FirstSource during the fourth quarter worth approximately $109,269,000. Boston Partners raised its stake in shares of Builders FirstSource by 73.0% during the third quarter. Boston Partners now owns 1,852,292 shares of the company’s stock worth $224,627,000 after buying an additional 781,506 shares during the last quarter. Coliseum Capital Management LLC acquired a new position in Builders FirstSource in the fourth quarter valued at approximately $80,321,000. Finally, Dimensional Fund Advisors LP boosted its stake in Builders FirstSource by 37.9% in the fourth quarter. Dimensional Fund Advisors LP now owns 2,641,809 shares of the company’s stock valued at $271,816,000 after acquiring an additional 725,905 shares during the last quarter. Institutional investors own 95.53% of the company’s stock.

Builders FirstSource Stock Performance BLDR opened at $75.93 on Thursday. The company has a market capitalization of $8.17 billion, a price-to-earnings ratio of 83.44, a P/E/G ratio of 2.45 and a beta of 1.44. The business’s 50-day moving average price is $76.88 and its two-hundred day moving average price is $88.50. Builders FirstSource, Inc. has a 1 year low of $65.10 and a 1 year high of $151.03. The company has a debt-to-equity ratio of 1.14, a current ratio of 1.79 and a quick ratio of 1.09.

Builders FirstSource (NYSE:BLDR – Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The company reported $1.17 earnings per share for the quarter, missing the consensus estimate 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 for the quarter, compared to analyst estimates of $3.91 billion. During the same period in the prior year, the company earned $2.38 earnings per share. The firm’s quarterly revenue was down 8.8% on a year-over-year basis. Equities analysts expect that Builders FirstSource, Inc. will post 3.15 EPS for the current fiscal year.

Builders FirstSource declared that its board has approved a share buyback program on Thursday, April 30th that allows the company to buyback $500.00 million in shares. This buyback authorization allows the company to repurchase up to 5.4% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s board of directors believes its stock is undervalued.

Wall Street Analysts Forecast Growth A number of equities research analysts recently commented on BLDR shares. Deutsche Bank Aktiengesellschaft set a $66.00 price objective on Builders FirstSource in a report on Friday, July 31st. Benchmark lowered their price target on Builders FirstSource from $105.00 to $100.00 and set a “buy” rating for the company in a research note on Thursday, July 23rd. Truist Financial cut their price target on shares of Builders FirstSource from $115.00 to $90.00 and set a “buy” rating on the stock in a research report on Friday, July 31st. Raymond James Financial decreased their price objective on shares of Builders FirstSource from $140.00 to $100.00 in a report on Friday, May 1st. Finally, Weiss Ratings downgraded shares of Builders FirstSource from a “sell (d+)” rating to a “sell (d)” rating in a research note on Tuesday, July 21st. Nine equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Builders FirstSource presently has a consensus rating of “Hold” and a consensus price target of $90.59.

Read Our Latest Research Report on BLDR

Builders FirstSource Company Profile (Free Report)

Builders FirstSource, Inc is a leading supplier of structural and value-added building products and services to professional contractors, homebuilders and remodelers. The company provides a comprehensive range of materials and prefabricated components that support all phases of residential construction, from site development and framing to finishing and installation.

The company’s core offerings include lumber and lumber sheet goods, windows and doors, millwork, roofing and siding, and engineered wood products such as roof and floor trusses.

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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.

Key Takeaways Builders FirstSource lowered 2026 sales and adjusted EBITDA guidance as residential construction weakens.BLDR's Q2 earnings, sales and margins declined as pricing pressure and lower volumes hurt profitability.BLDR is expanding cost-saving measures, but falling earnings estimates and higher leverage support caution. Builders FirstSource, Inc. (BLDR - Free Report) lowered its 2026 outlook as softer housing activity and competitive pricing weighed on earnings. The reset turns the construction slowdown into a more immediate issue for investors.

The new ranges imply that weaker volumes, reduced operating leverage and margin pressure may continue through the rest of the year. Cost actions provide support, but they do not eliminate the demand problem.

BLDR Lowers Its Full-Year Sales ForecastBuilders FirstSource reduced expected 2026 net sales to $14-$14.8 billion from $14.6-$15.6 billion. The revised range reflects a more cautious view of residential construction and customer activity.

Management expects single-family starts to decline by mid to high-single digits, multifamily starts to fall by mid-single digits and repair-and-remodel activity to decrease 1%. Those assumptions point to broad weakness across the company’s major end markets.

Builders FirstSource Resets Profit ExpectationsAdjusted EBITDA guidance fell to $1-$1.2 billion from $1.1-$1.5 billion. The expected adjusted EBITDA margin range narrowed to 7.1-8.1% from 7.5-9.6%, showing the effect of lower volumes and reduced fixed-cost absorption.

Builders FirstSource also expects a 2026 gross margin of 27.5-28.5%. Competitive pricing and excess industry capacity make a meaningful profit rebound harder to achieve without better housing activity.

BLDR’s Second Quarter Explains the ResetSecond-quarter net sales declined 8.8% year over year to $3.86 billion. Adjusted earnings fell 50.8% to $1.17 per share, missing the Zacks Consensus Estimate by 9.3%, while revenues missed the consensus mark by 1.2%.

Weakness reached every major product category. Value-added product sales declined 11.1%, including a 13.3% drop in manufactured products and a 9.1% decrease in windows, doors and millwork. Adjusted EBITDA fell 34.9%, and adjusted EBITDA margin contracted 350 basis points to 8.5%.

Builders FirstSource Intensifies Cost ActionsThe company increased targeted 2026 cost actions to $115 million. Measures include lower overtime and temporary labor, reduced overhead spending, tighter discretionary controls and additional facility consolidations.

Productivity savings totaled $28 million in the second quarter and $34 million in the first half. Management expects $50-$70 million for 2026, though those savings may only partly offset weaker demand and pricing.

Installed Building Products, Inc. (IBP - Free Report) , a national installer serving residential and commercial construction, offers a useful comparison for labor-intensive building services. UFP Industries, Inc. (UFPI - Free Report) supplies construction customers while also operating in retail and industrial packaging markets. Those business models illustrate how service exposure and diversification can affect resilience when housing activity slows.

BLDR’s Ratings Reflect the Guidance RiskThe lower outlook and sharp estimate cuts leave BLDR exposed to further earnings volatility. Liquidity of about $1.6 billion and expected free cash flow of $400-$500 million provide flexibility, but net debt to trailing adjusted EBITDA has risen to 3.6 times.

BLDR currently carries a Zacks Rank #5 (Strong Sell), which reflects unfavorable earnings estimate revisions and weak near-term prospects. The Zacks Consensus Estimate for 2026 earnings has declined 22.9% over the past four weeks.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Value Score of B indicates relatively favorable valuation characteristics. However, the Growth Score of D, Momentum Score of C and VGM Score of D show limited support from growth and momentum factors. Because the Style Scores complement the Zacks Rank, the overall mix favors caution until demand, margins or estimates show clearer improvement.

Builders FirstSource, Inc. (BLDR) Q2 2026 Earnings Call Transcript