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NYSE · Consumer Discretionary

Builders FirstSource, Inc. (BLDR)

As-reported financials and SEC filings for Builders FirstSource, Inc. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Builders FirstSource, Inc.

Builders FirstSource, Inc. provides building materials and integrated homebuilding solutions for professional builders involved in new residential construction and repair and remodeling. The company manufactures and supplies products such as factory-built roof and floor trusses, wall panels, vinyl windows, custom millwork, modular homes, and engineered wood, and offers services including professional installation and turnkey framing. It serves a diverse customer base across the United States, including large production homebuilders, custom homebuilders, remodeling contractors, and multi-family builders.

Snapshot

Revenue
$15.19B
Revenue growth (YoY)
-7.4%
Net income
$435.2M
Diluted EPS
$3.89
Gross margin
30.4%
Operating margin
5.2%
Net margin
2.9%
FCF margin
5.6%
ROE
10.0%
net income / fiscal-year-end equity
P/E
73.8×
trailing when available, otherwise FY EPS
Market cap
$7.14B
Long-term debt / equity
1.02×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Builders FirstSource

  • Revenue fell 7.4% to $15.2B in FY2025, after a 4.1% decline the year before.
  • Operating margin is 5.2% in FY2025, -6.8 pp against 12.0% in FY2021.
  • Most recent quarter Q2 FY2026: revenue $3.9B, down 8.8% from Q2 FY2025.
  • Free cash flow was $853M in FY2025, 5.6% of revenue.
  • Net income fell 59.6% to $435M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Builders FirstSource’s fundamentals sit among the 403 Consumer Discretionary companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin30.4%
42nd percentile of 275
Operating margin5.2%
56th percentile of 348
Net margin2.9%
53rd percentile of 377
FCF margin5.6%
61st percentile of 351
Revenue growth (YoY)-7.4%
16th percentile of 394
ROE10.0%
58th percentile of 343
P/E73.8×
95th percentile of 249
Long-term debt / equity1.02×
68th percentile of 234
Short interest3.75d
48th percentile of 401

Builders FirstSource’s P/E of 73.8 ranks in the 95th percentile of the 249 peers with a meaningful P/E.

No reported insider transactions (codes P/S) in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 5 of the superinvestors we track (plus 5 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
5
+5 quant / multi-strat
Initiated / added
5
2 new, 3 added
Reduced / exited
8
5 trimmed, 3 exited
Combined position
$326.7M
reported long value
InvestorAs ofPosition valueSharesChange
Sands Capital ManagementQ2 2026$204.3M2.3MReduced
Citadel AdvisorsquantQ2 2026$41.7M465.5KReduced
Millennium ManagementquantQ2 2026$31.7M354.5KReduced
Gotham Asset ManagementQ2 2026$20.4M228.0KAdded
AQR Capital ManagementquantQ2 2026$11.9M133.1KReduced
Giverny CapitalQ2 2026$8.2M91.5KReduced
Bridgewater AssociatesQ2 2026$4.6M51.3KAdded
Two Sigma InvestmentsquantQ2 2026$3.7M41.2KAdded
D. E. ShawquantQ2 2026$247,6812.8KNew
First Eagle Investment ManagementQ2 2026$14,943167New

No longer held by: Point72 Asset Management (as of Q2 2026), Renaissance Technologies (as of Q2 2026), Soros Fund Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
0
Reported activity
Quiet
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-05-08
filed 2026-05-12
Rush David EDirectorSell5.0K$78.17$391K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
7.3M
settled 2026-08-14
Change vs prior
-9.3%
vs previous settlement
Days to cover
3.75
at avg daily volume
Avg daily volume
1.9M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-147.3M-9.3%3.75
2026-07-318.0M+11.3%3.05
2026-07-157.2M-5.3%3.61
2026-06-307.6M-4.2%2.87
2026-06-157.9M-9.8%3.57
2026-05-298.8M+1.3%2.59
2026-05-158.7M+7.7%2.85
2026-04-308.1M+11.5%3.14

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$15.19B$16.40B$17.10B$22.73B$19.89B
Gross profit$4.62B$5.38B$6.01B$7.74B$5.85B
Operating income$786.3M$1.60B$2.18B$3.77B$2.39B
Net income$435.2M$1.08B$1.54B$2.75B$1.73B
Diluted EPS$3.89$9.06$11.94$16.82$8.48

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$1.22B$1.87B$2.31B$3.60B$1.74B
Capital expenditure$362.6M$380.6M$476.3M$340.2M$227.9M
Free cash flow$853.3M$1.49B$1.83B$3.26B$1.52B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$3.86B-8.8%$-3.9M$-0.04
Q1 FY2026$3.29B-10.1%$-47.4M$-0.43
Q4 FY2025$3.36B-12.1%$31.5M$0.28
Q3 FY2025$3.94B-6.9%$122.4M$1.10
Q2 FY2025$4.23B-5.0%$185.0M$1.66
Q1 FY2025$3.66B-6.0%$96.3M$0.84
Q4 FY2024$3.82B-8.0%$190.2M$1.65
Q3 FY2024$4.23B-6.7%$284.8M$2.44

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorConsumer Discretionary
SIC industryRetail-Lumber & Other Building Materials Dealers
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2017
SEC CIK1316835

Selected SEC filings

10-Q2026-07-30
View on EDGAR →
10-Q2026-04-30
View on EDGAR →
8-K2026-08-07
View on EDGAR →
8-K2026-07-30
View on EDGAR →
8-K2026-06-05
View on EDGAR →
8-K2026-05-18
View on EDGAR →

Largest Consumer Discretionary peers

All Consumer Discretionary companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.