BLDR
Builders FirstSource, Inc. NYSE Listed Jun 28, 2005$59.65
-0.91%
vs $60.20
Mkt Cap $6.4B
52w Low $58.13
2.1% of range
52w High $131.62
50d MA $69.63
200d MA $88.68
P/E (TTM)
65.5x
EV/EBITDA
11.1x
P/B
1.5x
Debt/Equity
1.3x
ROE
10.0%
P/FCF
7.8x
RSI (14)
26.10
ATR (14)
$2.53
Beta
1.64
50d MA
$69.63
200d MA
$88.68
Avg Volume
2.1M
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, steel roof trusses, wall panels, stairs, and engineered wood products; and windows, and interior and exterior door units, as well as interior and exterior trims and custom products under the Synboard brand name. The company also offers gypsum, roofing, and insulation products, including wallboards, ceilings, joint treatments, and finishes; and siding, metal, and concrete products, such as vinyl, composite, and wood siding products, as well as exterior trims, other exteriors, metal studs, and cement products. In addition, it provides other building products and services, such as cabinets and hardware, as well as turn-key framing, shell construction, design assistance, and professional installation services. The company was formerly known as BSL Holdings, Inc. and changed its name to Builders FirstSource, Inc. in October 1999. Builders FirstSource, Inc. was founded in 1998 and is based in Dallas, Texas.
6031 Connection Drive, Suite 400 · Irving, TX 75039 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jul 30, 2026 | BMO | 1.26 | 1.17 | -7.1% | 67.76 | -2.0% | -2.6% | +0.7% | +9.1% | +4.0% | +0.7% | — |
| Apr 30, 2026 | BMO | 0.39 | 0.27 | -30.8% | 79.09 | +0.9% | -4.3% | -2.6% | +1.1% | +7.3% | -0.8% | — |
| Feb 17, 2026 | BMO | 1.30 | 1.12 | -13.8% | 114.63 | +1.0% | -0.6% | -2.2% | -0.8% | -3.0% | +2.2% | — |
| Oct 30, 2025 | BMO | 1.75 | 1.88 | +7.4% | 111.69 | +0.7% | +4.0% | -2.8% | -2.8% | +1.6% | -2.3% | — |
| Jul 31, 2025 | BMO | 2.35 | 2.38 | +1.3% | 127.13 | -0.3% | +2.4% | -1.5% | +3.7% | -1.7% | +0.4% | — |
| May 1, 2025 | BMO | 1.50 | 1.51 | +0.7% | 111.93 | +1.2% | +2.0% | -2.0% | -4.2% | -1.1% | +4.8% | — |
| Feb 20, 2025 | BMO | 2.18 | 2.31 | +6.0% | 144.39 | +0.1% | -4.9% | +0.9% | +1.6% | +0.9% | -2.1% | — |
| Nov 5, 2024 | BMO | 2.98 | 3.07 | +3.0% | 180.99 | -4.3% | -2.3% | +1.4% | -0.5% | +2.9% | -2.7% | — |
| Aug 6, 2024 | BMO | 3.02 | 3.50 | +15.9% | 155.73 | +2.3% | -1.8% | +0.2% | +1.5% | -1.4% | +5.0% | — |
| May 7, 2024 | BMO | 2.30 | 2.65 | +15.2% | 162.62 | -0.4% | +0.5% | +3.5% | -1.4% | +0.2% | +1.4% | — |
| Feb 22, 2024 | BMO | 2.54 | 3.55 | +39.8% | 188.37 | +0.3% | +0.2% | +0.9% | +1.4% | +0.1% | +1.0% | — |
| Nov 1, 2023 | BMO | 3.73 | 4.24 | +13.7% | 117.47 | +2.1% | +3.2% | +4.6% | -0.9% | +0.4% | -1.1% | — |
| Aug 2, 2023 | TNS | 2.51 | 3.89 | +55.0% | 148.64 | -0.3% | -2.7% | +3.4% | +1.7% | -0.3% | -1.0% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aug 21 | Citizens | Initiates | Mkt Perform | — | $70.32 | $70.12 | -0.3% | -0.2% | +0.0% | -1.2% | -1.0% | -2.1% |
| May 1 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $79.09 | $79.84 | +0.9% | -4.3% | -2.6% | +1.1% | +7.3% | -0.8% |
| May 1 | Benchmark | Maintains | Buy → Buy | — | $79.09 | $79.84 | +0.9% | -4.3% | -2.6% | +1.1% | +7.3% | -0.8% |
| May 1 | UBS | Maintains | Buy → Buy | — | $79.09 | $79.84 | +0.9% | -4.3% | -2.6% | +1.1% | +7.3% | -0.8% |
| May 1 | Barclays | Maintains | Overweight → Overweight | — | $79.09 | $79.84 | +0.9% | -4.3% | -2.6% | +1.1% | +7.3% | -0.8% |
| May 1 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $79.09 | $79.84 | +0.9% | -4.3% | -2.6% | +1.1% | +7.3% | -0.8% |
| May 1 | DA Davidson | Maintains | Neutral → Neutral | — | $79.09 | $79.84 | +0.9% | -4.3% | -2.6% | +1.1% | +7.3% | -0.8% |
| May 1 | RBC Capital | Maintains | Outperform → Outperform | — | $79.09 | $79.84 | +0.9% | -4.3% | -2.6% | +1.1% | +7.3% | -0.8% |
| Apr 27 | Stephens & Co. | Maintains | Equal Weight → Equal Weight | — | $90.04 | $89.86 | -0.2% | -0.2% | -2.0% | -5.4% | -5.1% | -4.3% |
| Apr 20 | BofA Securities | Maintains | Neutral → Neutral | — | $88.50 | $88.12 | -0.4% | +3.2% | -1.7% | +1.0% | -0.5% | -0.1% |
| Apr 13 | Goldman Sachs | Maintains | Buy → Buy | — | $85.30 | $84.27 | -1.2% | +2.6% | +0.3% | -3.0% | -1.4% | +5.5% |
| Apr 8 | Barclays | Maintains | Overweight → Overweight | — | $78.93 | $84.20 | +6.7% | +5.3% | +2.6% | +0.1% | +2.6% | +0.3% |
| Apr 8 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $78.93 | $84.20 | +6.7% | +5.3% | +2.6% | +0.1% | +2.6% | +0.3% |
| Mar 24 | Stephens & Co. | Maintains | Equal Weight → Equal Weight | — | $84.66 | $82.59 | -2.4% | -0.9% | +1.8% | -3.8% | -2.1% | -2.0% |
| Mar 16 | Stifel | Maintains | Hold → Hold | — | $88.09 | $88.23 | +0.2% | -1.2% | +4.2% | -4.5% | -2.5% | -3.9% |
| Mar 5 | RBC Capital | Upgrade | Sector Perform → Outperform | — | $95.99 | $95.91 | -0.1% | -0.5% | -2.5% | +2.0% | -1.3% | -2.7% |
| Feb 20 | Benchmark | Maintains | Buy → Buy | — | $111.42 | $111.50 | +0.1% | -0.8% | -3.0% | +2.2% | -6.4% | +1.9% |
| Feb 20 | Barclays | Maintains | Overweight → Overweight | — | $111.42 | $111.50 | +0.1% | -0.8% | -3.0% | +2.2% | -6.4% | +1.9% |
| Feb 18 | Baird | Maintains | Neutral → Neutral | — | $114.63 | $115.75 | +1.0% | -0.6% | -2.2% | -0.8% | -3.0% | +2.2% |
| Feb 11 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $128.42 | $124.91 | -2.7% | -1.2% | -5.0% | -4.8% | -0.1% | -0.6% |
| Feb 2 | DA Davidson | Maintains | Neutral → Neutral | — | $114.40 | $113.74 | -0.6% | -1.0% | +4.7% | +4.4% | -3.0% | +3.6% |
| Jan 20 | Stephens & Co. | Downgrade | Overweight → Equal Weight | — | $126.79 | $122.62 | -3.3% | -3.4% | +3.5% | -1.2% | -2.3% | -2.6% |
| Jan 15 | Barclays | Maintains | Overweight → Overweight | — | $126.38 | $127.46 | +0.9% | +2.0% | -1.7% | -3.4% | +3.5% | -1.2% |
| Jan 6 | UBS | Maintains | Buy → Buy | — | $108.44 | $107.50 | -0.9% | +2.6% | -5.6% | +5.9% | +12.0% | -0.5% |
| Dec 16 | Stifel | Maintains | Hold → Hold | — | $104.66 | $104.13 | -0.5% | -1.4% | +0.3% | +2.0% | -1.7% | -0.1% |
| Dec 15 | Jefferies | Downgrade | Buy → Hold | — | $108.48 | $107.45 | -0.9% | -3.5% | -1.4% | +0.3% | +2.0% | -1.7% |
| Dec 8 | Barclays | Maintains | Overweight → Overweight | — | $110.01 | $109.87 | -0.1% | -2.3% | -2.3% | +4.4% | +0.3% | -1.3% |
| Nov 3 | DA Davidson | Maintains | Neutral → Neutral | — | $116.17 | $114.86 | -1.1% | -2.8% | -2.8% | +1.6% | -2.3% | +0.3% |
| Oct 31 | UBS | Maintains | Buy → Buy | — | $111.69 | $112.50 | +0.7% | +4.0% | -2.8% | -2.8% | +1.6% | -2.3% |
| Oct 31 | Benchmark | Maintains | Buy → Buy | — | $111.69 | $112.50 | +0.7% | +4.0% | -2.8% | -2.8% | +1.6% | -2.3% |
| Oct 31 | Barclays | Maintains | Overweight → Overweight | — | $111.69 | $112.50 | +0.7% | +4.0% | -2.8% | -2.8% | +1.6% | -2.3% |
| Oct 31 | Zelman & Assoc | Upgrade | Underperform → Neutral | — | $111.69 | $112.50 | +0.7% | +4.0% | -2.8% | -2.8% | +1.6% | -2.3% |
| Sep 15 | Wedbush | Downgrade | Outperform → Neutral | — | $142.73 | $142.01 | -0.5% | -1.8% | -2.3% | -5.6% | -0.3% | -3.7% |
| Aug 4 | DA Davidson | Maintains | Neutral → Neutral | — | $130.18 | $129.00 | -0.9% | -1.5% | +3.7% | -1.7% | +0.4% | +0.7% |
| Aug 1 | Baird | Downgrade | Outperform → Neutral | — | $127.13 | $126.70 | -0.3% | +2.4% | -1.5% | +3.7% | -1.7% | +0.4% |
| Aug 1 | Barclays | Maintains | Overweight → Overweight | — | $127.13 | $126.70 | -0.3% | +2.4% | -1.5% | +3.7% | -1.7% | +0.4% |
| Aug 1 | RBC Capital | Downgrade | Outperform → Sector Perform | — | $127.13 | $126.70 | -0.3% | +2.4% | -1.5% | +3.7% | -1.7% | +0.4% |
| Aug 1 | Stifel | Maintains | Hold → Hold | — | $127.13 | $126.70 | -0.3% | +2.4% | -1.5% | +3.7% | -1.7% | +0.4% |
| Jul 29 | Baird | Maintains | Outperform → Outperform | — | $135.63 | $136.10 | +0.3% | -1.6% | -5.5% | +0.8% | +2.4% | -1.5% |
| Jul 18 | Zelman & Assoc | Downgrade | Neutral → Underperform | — | $126.85 | $126.01 | -0.7% | -2.9% | -1.0% | +7.3% | +3.0% | -1.4% |
| Jul 10 | Oppenheimer | Maintains | Outperform → Outperform | — | $133.00 | $132.76 | -0.2% | +1.6% | -1.4% | -1.7% | -3.9% | +0.1% |
| Jun 20 | Wedbush | Maintains | Outperform → Outperform | — | $106.85 | $109.63 | +2.6% | +7.5% | +3.8% | -0.2% | -2.4% | +0.0% |
| May 15 | RBC Capital | Maintains | Outperform → Outperform | — | $119.51 | $119.01 | -0.4% | -1.3% | +2.3% | -2.5% | -2.5% | -5.4% |
| May 5 | BMO Capital | Maintains | Market Perform → Market Perform | — | $114.13 | $112.83 | -1.1% | -2.0% | -4.2% | -1.1% | +4.8% | -0.3% |
| May 5 | Stifel | Maintains | Hold → Hold | — | $114.13 | $112.83 | -1.1% | -2.0% | -4.2% | -1.1% | +4.8% | -0.3% |
| May 2 | UBS | Maintains | Buy → Buy | — | $111.93 | $113.32 | +1.2% | +2.0% | -2.0% | -4.2% | -1.1% | +4.8% |
| May 2 | Barclays | Maintains | Overweight → Overweight | — | $111.93 | $113.32 | +1.2% | +2.0% | -2.0% | -4.2% | -1.1% | +4.8% |
| May 2 | Stephens & Co. | Maintains | Overweight → Overweight | — | $111.93 | $113.32 | +1.2% | +2.0% | -2.0% | -4.2% | -1.1% | +4.8% |
| May 2 | Baird | Maintains | Outperform → Outperform | — | $111.93 | $113.32 | +1.2% | +2.0% | -2.0% | -4.2% | -1.1% | +4.8% |
| May 2 | RBC Capital | Maintains | Outperform → Outperform | — | $111.93 | $113.32 | +1.2% | +2.0% | -2.0% | -4.2% | -1.1% | +4.8% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 8, 2026 | Rush David E | — | Sell | 5,000 | $78.17 | $391K | 122,284 | -0.63% | -5.40% |
8-K · 2.02
!! High
Builders FirstSource, Inc. -- 8-K 2.02: Earnings Results
Jul 30
8-K · 5.02
!!! Very High
Builders FirstSource, Inc. -- 8-K 5.02: Executive Change
May 18
8-K · 8.01
!! High
Builders FirstSource, Inc. -- 8-K 8.01: Material Event / Announcement
Builders FirstSource authorized a $500 million share repurchase program, signaling management confidence and providing potential support for the stock price through reduced share count.
Apr 30
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
I need additional context to provide an accurate analysis. The filing summary doesn't specify which company filed the 8-K or details about the executive change. Please clarify which ticker (BLDR, LOAR, or LOGC) filed this and what the executive change entails.
Apr 1
8-K
Builders FirstSource, Inc. -- 8-K Filing
Builders FirstSource reported Q4 2025 earnings and issued 2026 guidance, giving investors visibility into the building materials distributor's performance trajectory and management's outlook for the coming year.
Feb 17
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 7,833,417 | $701M | New | Jun 2026 |
| 2 | Vanguard Capital Management Llc | 6,854,631 | $613M | Reduced | Jun 2026 |
| 3 | Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 2,304,861 | $447M | Added | Sep 2024 |
| 4 | Vanguard Portfolio Management Llc | 4,162,116 | $372M | Reduced | Jun 2026 |
| 5 | Pictet Asset Management Holding Sa | 3,801,076 | $340M | Added | Jun 2026 |
| 6 | Morgan Stanley | 3,087,438 | $318M | Reduced | Dec 2025 |
| 7 | Sands Capital Management, Llc | 2,621,085 | $216M | Reduced | Mar 2026 |
| 8 | Invesco Ltd. | 2,604,322 | $214M | Added | Mar 2026 |
| 9 | Diamond Hill Capital Management Inc | 1,872,708 | $193M | Added | Dec 2025 |
| 10 | D1 Capital Partners L.p. | 1,639,222 | $147M | New | Jun 2026 |
| 11 | Focus Partners Wealth | 1,663,200 | $137M | Added | Mar 2026 |
| 12 | Fmr Llc | 1,266,304 | $104M | Reduced | Mar 2026 |
| 13 | Public Sector Pension Investment Board | 1,074,139 | $96M | New | Jun 2026 |
| 14 | Citadel Advisors Llc | 931,012 | $83M | Reduced | Jun 2026 |
| 15 | Northern Trust Corp | 954,772 | $79M | Reduced | Mar 2026 |
| 16 | Norges Bank | 860,958 | $77M | New | Jun 2026 |
| 17 | Bank Of America Corp /de/ | 885,081 | $73M | Added | Mar 2026 |
| 18 | Massachusetts Financial Services Co /ma/ | 809,251 | $72M | New | Jun 2026 |
| 19 | Atlas Frm Llc | 718,000 | $64M | Added | Jun 2026 |
| 20 | Capital World Investors | 779,198 | $64M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$6.42B
Enterprise Value
$11.46B
P/E (TTM)
65.55x
Forward P/E
10.56x
PEG Ratio
-0.46x
P/B
1.53x
P/S
0.46x
P/FCF
7.82x
EV/EBITDA
11.10x
Shares Out
111.8M
Financials (TTM)
Revenue
$14.45B
Net Income
$102.6M
EBITDA
$1.03B
Free Cash Flow
$853.3M
Op Cash Flow
$1.22B
EPS Basic
$3.91
EPS Diluted
$0.91
EPS Forward
$5.65
Gross Margin
29.2%
Op Margin
3.0%
Net Margin
0.7%
Balance Sheet
Total Assets
$11.24B
Total Liab.
$6.89B
Total Equity
$4.35B
Cash
$181.8M
LT Debt
$4.97B
Book Value/Sh
$39.07
Debt/Equity
1.30x
Current Ratio
1.86
Quick Ratio
1.16
Returns & Growth
ROE
10.0%
ROA
3.9%
ROIC
6.8%
Rev Growth YoY
-7.4%
EPS Growth YoY
-57.2%
Price Returns
2W
-5.0%
1M
-15.0%
3M
-21.7%
6M
-34.2%
12M
-53.9%
Technicals
52W High
$131.62
52W Low
$58.13
50d MA
$69.63
200d MA
$88.68
RSI (14)
26.10
ATR (14)
$2.53
Beta
1.64
Avg Volume
2.1M
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$119.50
High
$143.00
Low
$100.00
Median
$115.50
Data updated apr 24, 2026 9:59pm
· Source: financialmodelingprep.com