Builders FirstSource, Inc. (BLDR) Stock Price & Analysis
Builders FirstSource, Inc. (BLDR) closed at USD 53.68 on Thursday, October 15, 2026, up 6.25% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 50.52; the Oct 15, 2026 session ranged USD 51.24–54.09 on volume of 4,713,751 shares. Market capitalization is $5.78B, with a 52-week range of USD 49.67–131.5 (NYQ). Source: Nexqual, retrieved October 16, 2026 at 05:22 UTC.
Also available as compact Markdown for AI agents: nexqual.com/BLDR.md
Key facts (BLDR)
- Last four reported quarters (through Jun 30, 2026): revenue $14.4B, net income $103M (0.7% margin), free cash flow $639M (SEC filings).
- Valuation: P/E 56.3x (avg 18.7x at the last 3 fiscal year-ends), EV/EBITDA 10.0x, net debt $4.51B.
- 6 of 80 tracked superinvestors hold BLDR (13F, Q2 2026): 2 new, 2 added, 2 reduced, 0 unchanged.
- Analysts: Hold (mean 2.58 on a 1–5 scale) (24 analysts), mean target USD 71.73 (range 50–91).
- Total return with dividends: 1Y -56.3% vs S&P 500 +18.1%; 5Y -5.9% vs S&P 500 +85.1%.
- Next earnings: 2026-10-29, EPS estimate USD 1.05, revenue estimate $3.76B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (BLDR)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $19.9B | $22.7B | $17.1B | $16.4B | $15.2B | $14.4B |
| Gross profit | $5.85B | $7.74B | $6.01B | $5.38B | $4.62B | — |
| Operating income | $2.39B | $3.77B | $2.18B | $1.60B | $786M | $436M |
| Net income | $1.73B | $2.75B | $1.54B | $1.08B | $435M | $103M |
| EPS (diluted) | $8.48 | $16.82 | $11.94 | $9.06 | $3.89 | — |
| Free cash flow | $1.52B | $3.26B | $1.83B | $1.49B | $853M | $639M |
| Gross margin | 29.4% | 34.1% | 35.2% | 32.8% | 30.4% | — |
| Operating margin | 12.0% | 16.6% | 12.7% | 9.7% | 5.2% | 3.0% |
| Net margin | 8.7% | 12.1% | 9.0% | 6.6% | 2.9% | 0.7% |
| Revenue growth | +132.4% | +14.2% | -24.8% | -4.1% | -7.4% | — |
| Cash + short-term investments | $42.6M | $80.4M | $66.2M | $154M | $182M | — |
| Total debt | $2.98B | $2.98B | $3.18B | $3.70B | $4.43B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (BLDR)
P/E 56.3x · P/S 0.4x · EV/EBITDA 10.0x · EV/Sales 0.7x · P/FCF 9.0x · P/B 1.4x · FCF yield 11.07% · Earnings yield 1.78% · Buyback yield (TTM) 5.26% · Net debt $4.51B · EV $10.3B
P/E at fiscal year-ends: Dec 2025 26.4x, Dec 2024 15.8x, Dec 2023 14.0x.
Superinvestors (SEC 13F-HR, Q2 2026) (BLDR)
6 of 80 tracked investors hold BLDR. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Christopher Bloomstran | Semper Augustus | 5.60% | $49.5M | Added +142.6% |
| Glenn Greenberg | Brave Warrior Advisors | 4.56% | $209M | Reduced -1.3% |
| Bill Miller | Miller Value Partners | 0.40% | $1.7M | Added +1.2% |
| Francois Rochon | Giverny Capital | 0.28% | $8.2M | Reduced -0.4% |
| Tweedy Browne | 0.13% | $1.8M | New position | |
| First Eagle Investment | First Eagle Investment Management | <0.01% | $15K | New position |
Analysts (BLDR)
Consensus Hold (mean 2.58 on a 1–5 scale), 24 analysts; mean target USD 71.73 (low 50, high 91).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-08 | Truist Securities | Target lowered | Buy | $90 → $70 |
| 2026-10-07 | RBC Capital | Downgrade | Outperform → Sector Perform | $88 → $62 |
| 2026-10-01 | StoneX | Target lowered | Buy | $100 → $85 |
| 2026-09-11 | Wells Fargo | Target lowered | Equal-Weight | $65 → $63 |
| 2026-08-21 | Citizens | Initiated | Market Perform | |
| 2026-07-31 | UBS | Target lowered | Buy | $122 → $88 |
| 2026-07-31 | RBC Capital | Target lowered | Outperform | $107 → $88 |
| 2026-07-31 | Oppenheimer | Target lowered | Outperform | $110 → $90 |
| 2026-07-31 | Wells Fargo | Target lowered | Equal-Weight | $85 → $65 |
| 2026-07-31 | Truist Securities | Target lowered | Buy | $115 → $90 |
| 2026-07-31 | Barclays | Target lowered | Overweight | $93 → $81 |
| 2026-07-28 | BMO Capital | Target lowered | Market Perform | $93 → $85 |
Total return (dividends reinvested) (BLDR)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | -56.3% | -5.9% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | -56.5% | -1.2% |
| Volatility (annualized) | 49.3% | 45.6% |
| Max drawdown | -60.8% (Jan 2026→Oct 2026) | -74.9% (Mar 2024→Oct 2026) |
Key Statistics (as of October 16, 2026 at 05:22 UTC)
| Price | USD 53.68 |
|---|---|
| Change | ▲ 6.25% (up) |
| Previous Close | USD 50.52 |
| Open | USD 52.43 |
| Day Range | USD 51.24 – 54.09 |
| 52-Week Range | USD 49.67 – 131.5 |
| Volume | 4,713,751 shares |
| Market Cap | $5.78B |
| Exchange | NYQ |
Technical Analysis (BLDR)
Nexqual's technical model rates BLDR "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 16, 2026 at 05:22 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 36.64 (neutral) |
| vs SMA50 | Below (USD 62.61) |
| MACD | -2.95 (negative) |
Analyst Ratings (BLDR)
Wall Street analysts rate BLDR "Hold" based on 24 analysts, with a mean price target of USD 71.73 (range USD 50–91), per Nexqual as of October 16, 2026 at 05:22 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 24 |
| Mean Target | USD 71.73 |
| High Target | USD 91 |
| Low Target | USD 50 |
| Buy / Hold / Sell | 10 / 12 / 2 |
Earnings (BLDR)
| Next Earnings Date | 2026-10-29 |
|---|---|
| EPS Estimate | USD 1.05 |
| Revenue Estimate | $3.76B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.17 vs est 1.26 ▼ miss |
| 2026-03-31 | USD 0.27 vs est 0.37 ▼ miss |
| 2025-12-31 | USD 1.12 vs est 1.28 ▼ miss |
| 2025-09-30 | USD 1.88 vs est 1.72 ▲ beat |
Source: Nexqual, October 16, 2026 at 05:22 UTC.
Financials & Fundamentals (BLDR)
| Total Revenue | $14.45B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -8.80% |
| Gross Margin | +29.19% |
| Operating Margin | +3.33% |
| Profit Margin | +0.71% |
| ROE | +2.51% |
| Debt / Equity | 1.31 |
| Current Ratio | 1.79 |
| Total Cash | $65.65M |
| Total Debt | $5.24B |
| Free Cash Flow (fiscal year ended Dec 2025, SEC 10-K) | $853.28M (5.6% of revenue) |
Source: Nexqual, October 16, 2026 at 05:22 UTC.
Financial Health Score (BLDR)
Nexqual rates Builders FirstSource, Inc.'s overall financial health "Mixed" across five dimensions, as of October 16, 2026 at 05:22 UTC.
| Growth | Weak — Revenue -7% YoY (annual), declining |
|---|---|
| Profitability | Mixed — Gross margin 29%, operating 3% |
| Balance Sheet | Mixed — $66M cash vs $5.24B debt |
| Cash Flow | Solid — FCF $853M (FY ended Dec 2025, 10-K), 6% margin |
| Efficiency | Weak — ROE 3%, ROA 2.4% |
Ownership (BLDR)
| Insider Ownership | +2.71% |
|---|---|
| Institutional Ownership | +101.96% |
| Shares Outstanding | 107.60M |
| Float | 104.48M |
| Short % of Float | +10.17% |
Source: Nexqual, October 16, 2026 at 05:22 UTC.
Leadership (BLDR)
Builders FirstSource, Inc. is led by Peter M. Jackson (age 53), President, CEO & Director, per Nexqual as of October 16, 2026 at 05:22 UTC.
| President, CEO & Director | Peter M. Jackson (age 53) |
|---|---|
| Executive VP & CFO | Pete R. Beckmann (age 47) |
| Chief Operating Officer | Stephen J. Herron (age 66) |
| Senior Vice President of Investor Relations | Heather Anne Kos (age 54) |
| Senior Vice President of the Strategic Management Office | Jami Beckmann Coulter (age 48) |
Major Backers & Investors (BLDR)
Notable institutional backers of Builders FirstSource, Inc. include Invesco, Capital International Investors, Pictet Asset Management Holding SA, according to Nexqual as of October 16, 2026 at 05:22 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Invesco | 5.46% |
| Capital International Investors | 3.63% |
| Pictet Asset Management Holding SA | 3.53% |
| Wellington Management | 3.22% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 2.39% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 21.2% |
| BlackRock | 8.61% |
| State Street | 4.5% |
| Dimensional Fund Advisors | 3.2% |
| Geode Capital | 2.63% |
Source: Nexqual, October 16, 2026 at 05:22 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| LPX | Louisiana-Pacific Corporation | USD 69.39 | ▲ 3.86% |
| FBIN | Fortune Brands Innovations, Inc | USD 39.96 | ▲ 2.33% |
| TREX | Trex Company, Inc. | USD 46.21 | ▲ 2.57% |
| AAON | AAON, Inc. | USD 77.3 | ▼ 10.31% |
| AWI | Armstrong World Industries Inc | USD 166.59 | ▲ 1.17% |
| GFF | Griffon Corporation | USD 93.21 | ▲ 1.06% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 16, 2026 at 05:22 UTC. This page is informational and not investment advice.
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