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BLDR Builders FirstSource, Inc.

USIndustrials
$75.69+1.54%ClosedMarket Cap: $8.14B

As of 2026-07-10 16:00

Why BLDR matters now

Builders FirstSource, Inc. (BLDR) is a US stock in Industrials. The latest InvestLog snapshot shows $75.69 with +1.54% on the session and $8.14B in market capitalization; recent performance reads 1-month +21.39% and YTD -21.67%.

The latest financial table shown here is Q1 2026, with revenue of $3.29B, net income of $-47.4M, and EPS of $-0.43. Investors can compare that operating picture with valuation signals such as P/E 21.68 and FCF yield 9.9%.

The latest indexable market news headline is "Builders FirstSource (BLDR) Exceeds Market Returns: Some Facts to Consider" from Zacks Investment Research.

Additional event context on this page matters because analyst consensus is Hold with a median target of $100.00; recent insider activity includes Narayan Gayatri filing F-InKind; recent congressional disclosure data includes Ro Khanna Purchase. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

21.68

PEG

P/B

2.21

P/S

0.58

EV/EBITDA

11.43

DCF Value

$108.17

FCF Yield

9.9%

Div Yield

0.0%

Margins & Returns

Gross Margin

29.9%

Operating Margin

4.2%

Net Margin

2.0%

ROE

6.9%

ROA

2.6%

ROIC

5.6%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$3.29B$-47.4M$-0.43
Q4 2025$3.36B$31.5M$0.28
FY 2025$15.19B$435.2M$3.89
Q3 2025$3.94B$122.4M$1.10

Analyst Ratings

Consensus

Hold

Target (Consensus)

$106.38

Target (Median)

$100.00

Target Range

$81.00 - $143.00

Strong Buy: 3Buy: 8Hold: 10Sell: 1Strong Sell: 0
UBSBuy
2026-05-01
BenchmarkBuy
2026-05-01
KeybancOverweight
2026-05-01
Wells FargoEqual Weight
2026-05-01
BarclaysOverweight
2026-05-01

Trading Activity

Insider Trades

Narayan Gayatriofficer: President - Tech & Digital
Sell2026-06-16
Herron Stephen Jofficer: Chief Operating Officer
Sell2026-06-10
Hiller Michaelofficer: COO-Designate
Sell2026-06-08
Steinke Craig Arthurdirector
Sell2026-06-02
Charles Dirkson Rdirector
Sell2026-06-02

Congress Trades

Ro KhannaBuy
2026-06-11

Company Info

Sector

Industrials

Industry

Construction

Country

US

Exchange

Beta

1.45

Builders FirstSource, Inc., through its various subsidiaries, operates as a key supplier of construction resources across the United States. The company is involved in fabricating and distributing a wide array of building materials, prefabricated components, and specialized construction services, catering to a diverse clientele that includes professional homebuilders, subcontractors, renovation experts, and individual consumers. Its extensive product range encompasses foundational lumber and sheet goods, such as dimensional timber, plywood, and oriented strand board, primarily used for on-site residential framing. Furthermore, Builders FirstSource manufactures factory-assembled elements like wood and steel floor and roof trusses, wall panels, stair units, and engineered wood products. Complementing these, the company supplies windows, both internal and external door assemblies, various interior and exterior finishing trims, and bespoke items marketed under the Synboard brand. Additionally, the firm provides gypsum, roofing, and insulation solutions, including wallboards, ceiling materials, joint compounds, and finishes. Its offerings also extend to siding, metal, and concrete products, featuring vinyl, composite, and wood siding options, alongside exterior trims, other exterior finishes, metal studs, and cement-based items. Beyond these materials, Builders FirstSource furnishes other building essentials like cabinetry and hardware, and delivers value-added services such as comprehensive turn-key framing, shell construction, design consultation, and expert installation. Founded in 1998, the enterprise initially operated as BSL Holdings, Inc. before formally changing its name to Builders FirstSource, Inc. in October 1999. The company's corporate headquarters are situated in Dallas, Texas.