Builders FirstSource, Inc. BLDR
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Full analysis: 31 Jul 2026
Latest news check: 7 Jun 2026
General analysis — not personal advice.
HOLD
7/10
Confidence
Existing position can be maintained pending clearer signs of stabilization.
Negative earnings, lowered guidance and high leverage support the hold signal despite strong market position.
Market sentiment
4/10
↓
Trend: Declining
The market is predominantly negative following the report and lowered outlook.
Price context
The stock trades near its 52-week low after a sharp decline, reflecting market concern over cyclical weakness but implying limited downside if margins stabilize.
Risk assessment
6/10
Dilution:
Low
500 MUSD repurchase program ongoing
Jurisdiction:
Low
Operations solely in the US
Execution:
Medium
Must deliver cost savings in weak market
About the company
Builders FirstSource is the largest US supplier of building materials, prefabricated components and installation services to professional homebuilders. The company operates in a mature phase with focus on cost control and consolidation. Operations are highly cyclical and directly tied to housing starts volumes.
Sector:
Building materials and prefabricated components
Type:
Industrial
Next report
30 Oct 2026
Q3
Catalysts
Q4 2026
Q3 report
High
Horizon:
Bull case
Share repurchase program and cost savings can provide support if volumes stabilize.
Bear case
Weak housing market and lowered full-year guidance continue to pressure profitability.
Sensitivity analysis
| Factor | If it weakens | If it strengthens |
|---|---|---|
| Housing starts volumes | Lower volumes → continued margin pressure and weaker cash flow. | Higher volumes → improved profitability and stronger cash flow. |
| Lumber prices | Further price declines → lower revenue and gross margin. | Price recovery → higher revenue and better margins. |
We monitor these factors. Follow the company to get email when any of them hit.
Signal rationale (informational)
Negative earnings, lowered guidance and high leverage support the hold signal despite strong market position.
Recent news
- Q2 report showed net loss and lowered full-year guidance due to weaker demand. The company simultaneously expanded its cost savings program by 40 million USD.
Key figures
Revenue
Q2 2026
USD 3.9B
EBITDA
Q2 2026
USD 329M
Net income
Q2 2026
USD -3.9M
Cash
Q2 2026
USD 100M
Total debt
Q2 2026
USD 4.7B
Gross margin
Q2 2026
28.1%
Shares outstanding
Q2 2026
108M
EPS
Q2 2026
USD -0.04
Price & valuation
Last close
USD 75.10
Market Cap
USD 8.1B
1 week
-1.0 %
3 months
+3.8 %
12 months
-45.4 %
From 52w high
-49.7 %
From 52w low
+13.8 %
Exchange
NYSE
Type
Industrials
Sector
Building materials and prefabricated components
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Firelda provides general information and analysis, not personal investment advice. Content does not consider your financial situation or goals. Investments can rise and fall in value. Always do your own research.