Why did Builders FirstSource (BLDR) stock move recently?

On 9/1/2026, Builders FirstSource moved -5.4% — BLDR fell to a new 52-week low amid ongoing weakness in the housing market and the lingering effects of its Q2 2026 earnings miss and lowered full-year guidance (net sales $14.0-14.8B, Adj. EBITDA $1.0-1.2B), which cited lower starts, commodity deflation, and margin pressure. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Builders FirstSource (BLDR) overvalued or fairly valued?

MarketChacha shows Builders FirstSource's valuation in context — a trailing P/E of about 23.6, a forward P/E of about 14.1, a price-to-book of about 1.5 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Builders FirstSource's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.77×) from reported figures — education, not a rating.

What is Builders FirstSource's revenue?

Builders FirstSource reported revenue of $15.2B for FY2025, with net profit of $435.2M, per official filings.

What is the share price of Builders FirstSource (BLDR)?

Builders FirstSource last traded at $54.14 (+2.2% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

Builders FirstSource

BLDR · NYSE · Industrials · United States

Snapshot

TickerBLDR

ExchangeNYSE

SectorIndustrials

IndustryBuilding Products & Equipment

CountryUnited States

Employees28,000

HeadquartersIrving, United States

Websitewww.bldr.com

Filings tracked13

About Builders FirstSource

Builders FirstSource, Inc., together with its subsidiaries, provides building materials for professional builders in new residential construction and repair, and remodeling in the United States. It offers manufactured products, such as factory-built substitutes for job-site framing, wood floor and roof trusses, wall panels, and engineered wood; Ready-Frame, a whole house framing solution; manufactured and semi-custom modular homes, and built in a temperature-controlled facility under its Pine Grove Homes and Pleasant Valley Homes brand names; manufactured housing plans including ranch, community, and single-section homes; manufacturing, assembly, and distribution of windows; and the assembly and distribution of interior and exterior door units. The company also provides millwork, including interior trim and custom features under the Synboard brand name; specialty building products and services comprising vinyl, composite and wood siding, exterior trim, metal studs, cement, roofing, insulation, wallboard, ceilings, cabinets, and hardware; turn-key framing, shell construction, design assistance, and professional installation of products. In addition, it offers drafting, estimating, quoting, and virtual home design services to retailers, distributors, manufacturers, and homebuilders; dimensional lumber, plywood, and oriented strand board products used in on-site house framing. 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.

Who owns it

Insiders2.7%
Institutions97.3%
Public & other0.0%

904 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.7.28%
Vanguard Capital Management LLC6.37%
State Street Corporation4.50%
Vanguard Portfolio Management LLC3.87%
Capital International Investors3.63%
Pictet Asset Management Holding SA3.53%
Wellington Management Group, LLP3.22%
Dimensional Fund Advisors LP3.20%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Margin has compressed by about 6.1 points over the period — profitability is trending down.

Cash conversion1.77×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend9.0% → 2.9%

Margin has compressed by about 6.1 points over the period — profitability is trending down.

Growth qualityrev -6% · PAT -47%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $3.4B · EPS 0.54

Est. earnings growth -52.1%

Next fiscal year

Rev $14.6B · EPS 3.81

Est. earnings growth +25.7%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$15.2B

Net margin

2.9%

ROE

10.0%

Revenue CAGR (2y)

-5.7%

Profit CAGR (2y)

-46.8%

EPS (FY2025)

3.89

Net profit (FY2025)

$435.2M

Ask MarketChacha about BLDR

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Sep 1, 2026
BLDR fell to a new 52-week low amid ongoing weakness in the housing market and the lingering effects of its Q2 2026 earnings miss and lowered full-year guidance (net sales $14.0-14.8B, Adj. EBITDA $1.0-1.2B), which cited lower starts, commodity deflation, and margin pressure.
source 1 ↗source 2 ↗source 3 ↗· confidence: medium
Aug 4, 2026
BLDR rose on institutional buying, including Edgestream Partners increasing its stake, alongside reaffirmed Buy ratings from RBC and Truist, following the prior week's Q2 results and lowered 2026 guidance on weaker housing demand.
source 1 ↗source 2 ↗source 3 ↗· confidence: medium
Jul 27, 2026
No clear company-specific catalyst identified; BLDR rose ahead of its Q2 2026 earnings release scheduled for July 30.
source 1 ↗source 2 ↗· confidence: low
Jul 24, 2026
No clear company-specific catalyst; BLDR rose alongside positive sentiment around housing demand supporting the outlook, with recent reports of institutional buying.
source 1 ↗source 2 ↗· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$15.2B	$435.2M	3.89	2.9%	10.0%
FY2024	$16.4B	$1.1B	9.06	6.6%	25.1%
FY2023	$17.1B	$1.5B	11.94	9.0%	32.6%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$3.9B	$-3.9M	-0.04	-0.1%
2026Q1	$3.3B	$-47.4M	-0.43	-1.4%
2025Q3	$3.9B	$122.4M	1.10	3.1%
2025Q2	$4.2B	$185.0M	1.66	4.4%
2025Q1	$3.7B	$96.3M	0.84	2.6%
2024Q3	$4.2B	$284.8M	2.44	6.7%
2024Q2	$4.5B	$344.1M	2.87	7.7%
2024Q1	$3.9B	$258.8M	2.10	6.7%
2023Q3	$4.5B	$451.5M	3.59	10.0%
2023Q2	$4.5B	$404.6M	3.16	8.9%
2023Q1	$3.9B	$333.8M	2.41	8.6%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Executive/director change
SEC8/7/2026material
10-Q filing
SEC7/30/2026
8-K — Results of operations, Exhibits
SEC7/30/2026material
8-K — Executive/director change
SEC6/5/2026material
8-K — Executive/director change, Shareholder vote results, Reg FD disclosure, Exhibits
SEC5/18/2026material
8-K — Results of operations, Other events, Exhibits
SEC4/30/2026material
10-Q filing
SEC4/30/2026
8-K — Results of operations, Exhibits
SEC2/17/2026material
10-K filing
SEC2/17/2026

2025

8-K — Results of operations, Exhibits
SEC10/30/2025material
10-Q filing
SEC10/30/2025
8-K — Results of operations, Exhibits
SEC7/31/2025material
10-Q filing
SEC7/31/2025

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.