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
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).
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).
| Investor | As of | Position value | Shares | Change |
|---|---|---|---|---|
| Sands Capital Management | Q2 2026 | $204.3M | 2.3M | Reduced |
| Citadel Advisorsquant | Q2 2026 | $41.7M | 465.5K | Reduced |
| Millennium Managementquant | Q2 2026 | $31.7M | 354.5K | Reduced |
| Gotham Asset Management | Q2 2026 | $20.4M | 228.0K | Added |
| AQR Capital Managementquant | Q2 2026 | $11.9M | 133.1K | Reduced |
| Giverny Capital | Q2 2026 | $8.2M | 91.5K | Reduced |
| Bridgewater Associates | Q2 2026 | $4.6M | 51.3K | Added |
| Two Sigma Investmentsquant | Q2 2026 | $3.7M | 41.2K | Added |
| D. E. Shawquant | Q2 2026 | $247,681 | 2.8K | New |
| First Eagle Investment Management | Q2 2026 | $14,943 | 167 | New |
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.
| Trade date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
2026-05-08 filed 2026-05-12 | Rush David EDirector | Sell | 5.0K | $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.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 2026-08-14 | 7.3M | -9.3% | 3.75 |
| 2026-07-31 | 8.0M | +11.3% | 3.05 |
| 2026-07-15 | 7.2M | -5.3% | 3.61 |
| 2026-06-30 | 7.6M | -4.2% | 2.87 |
| 2026-06-15 | 7.9M | -9.8% | 3.57 |
| 2026-05-29 | 8.8M | +1.3% | 2.59 |
| 2026-05-15 | 8.7M | +7.7% | 2.85 |
| 2026-04-30 | 8.1M | +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)
| FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | |
|---|---|---|---|---|---|
| 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)
| FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | |
|---|---|---|---|---|---|
| Cash and equivalents | $181.8M | $153.6M | $66.2M | $80.4M | $42.6M |
| Current assets | $2.93B | $3.14B | $3.30B | $3.50B | $3.97B |
| Total assets | $11.24B | $10.58B | $10.50B | $10.60B | $10.71B |
| Current liabilities | $1.57B | $1.78B | $1.86B | $1.84B | $2.13B |
| Long-term debt | $4.43B | $3.70B | $3.18B | $2.98B | $2.98B |
| Total liabilities | $6.89B | $6.29B | $5.77B | $5.63B | $5.91B |
| Total equity | $4.35B | $4.30B | $4.73B | $4.96B | $4.80B |
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)
| FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | |
|---|---|---|---|---|---|
| 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)
| Quarter | Revenue | Revenue YoY | Net income | Diluted 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
Selected SEC filings
Largest Consumer Discretionary peers
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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.