Reading the tape
NYSE: BLDR
Builders FirstSource, Inc.
Industrials · Construction
Market Cap
$8.35B
52w High
$151.03
52w Low
$74.79
P/E
28.54
Volume
113.30K
Outstanding Shares
110.61M
Price vs Fundamentals
Why The Stock Is Moving
Likely fundamental deteriorationHigh confidence
1Y Price: -32.35%Revenue (TTM): -8.33%FCF (TTM): -33.75%P/FCF: 39th pct
What changed
The stock fell 32.35% over the last year. Revenue declined 8.33% over the trailing twelve months. Operating margin moved from 8.7% to 4.18%. Free cash flow declined 33.75% over the trailing twelve months.
What the market seems to be pricing
The market is reacting to weaker business momentum more than just compressing the valuation multiple. Even if the shares already screen cheap on P/FCF, investors are still discounting lower future earnings power.
What would invalidate this read
Operating margin stands at 4.18%. Revenue declined 8.33% — this read reverses if that trend stabilizes. Free cash flow fell 33.75% — a return toward positive territory would undermine the deterioration thesis. If margins and cash flow stabilize while the stock stays depressed, the gap shifts from fundamental damage toward pure multiple compression.
Company profile
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.
CEOPeter Jackson
SectorIndustrials
IndustryConstruction
Employees29,000
IPO dateJun 28, 2005
Valuation
Forward P/E—
EV/EBITDA12.29
Enterprise value$16.93B
Stock splits
Dec 17, 2009↑ Forward
Every 1000 shares became 1091
Profitability & growth
Revenue growth-10.13%
Gross margin29.89%▼11.57%vs FY2024
Operating margin4.18%▼46.79%vs FY2024
ROE10%▼60.14%vs FY2024
Analyst consensus
RatingBuy
Target price$109.92▲45.68%
22
Buy
20
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Jul 30, 2026
Q3 FY26 · EPS est $1.36 · Revenue est $3.95B
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