Builders FirstSource, Inc. BLDR

Consumer discretionary SIC 5211 - Retail-Lumber & Other Building Materials Dealers NAICS Retail Trade › Building Material and Garden Equipment and Supplies Dealers › Building Material and Supplies Dealers › Other Building Material Dealers derived NYSE

We are a leading provider of building materials for professional builders in new residential construction and repair and remodeling. We deliver integrated homebuilding solutions by manufacturing, supplying, and installing a full range of structural and related building products. The Company operates approximately 585 locations in 43 states across the United States ("U.S."), which are internally organized into geographic operating divisions. Due to the similar economic characteristics, categories of products, distribution methods and customers, our operating divisions are aggregated into one reportable segment.

Our leading network of strategically located manufacturing facilities produces factory-built roof and floor trusses, wall panels, vinyl windows, custom millwork and trim, manufactured and semi-custom modular homes, as well as engineered wood that we design and cut specifically for each home. We also assemble interior and exterior doors into pre-hung units for easy installation. Additionally, we distribute a wide range of building products, including lumber, sheet goods, windows, doors, millwork, and specialty items. Our services, which vary by market, include professional installation, turnkey framing, and shell construction. Supported by the latest construction innovations and digital solutions, we help drive greater efficiency across homebuilding.

Last close 56.85 2026-10-23
Market cap $6.12B 2026-06-30 share count
52-week range 49.66 - 131.50

Valuation FY2025 figures against the last close

P/S0.4x
P/E14.6x
P/FCF7.2x
EV/EBITDA4.4x
Dividend yield—
Diluted EPS3.89

Annual financial statements

Income statement

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Revenue $15.19B$16.40B$17.10B$22.73B$19.89B$8.56B$7.28B$7.72B$7.03B$6.37B
Cost of revenue $10.57B$11.02B$11.08B$14.98B$14.04B$6.34B$5.30B$5.80B$5.31B$4.77B
Gross profit $4.62B$5.38B$6.01B$7.74B$5.85B$2.22B$1.98B$1.92B$1.73B$1.60B
SG&A $3.83B$3.79B$3.84B$3.97B$3.46B$1.68B$1.58B$1.55B$1.44B$1.36B
Operating income $786.3M$1.60B$2.18B$3.77B$2.39B$543.9M$392.3M$369.0M$285.1M$236.3M
Interest expense ————————$193.2M$214.7M
Pre-tax income $512.4M$1.39B$1.98B$3.57B$2.25B$408.2M$282.8M$260.8M$91.9M$21.7M
Income tax $77.2M$309.6M$443.6M$822.5M$526.1M$94.6M$60.9M$55.6M$53.1M$122.7M
Net income $435.2M$1.08B$1.54B$2.75B$1.73B$313.5M$221.8M$205.2M$38.8M$144.3M
EPS, basic 3.919.1312.0616.988.552.691.921.790.341.30
EPS, diluted 3.899.0611.9416.828.482.661.901.760.341.27
Shares, diluted (wtd. avg.) 111.8M119.0M129.0M163.5M203.5M117.9M117.0M116.6M115.6M113.6M

Balance sheet

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Cash and equivalents $181.8M$153.6M$66.2M$80.4M$42.6M$423.8M$14.1M$10.1M$57.5M$14.4M
Receivables $1.06B$1.16B$1.44B$1.45B$1.71B$822.8M$614.9M$654.2M$632.0M$569.2M
Inventory $1.09B$1.21B$1.23B$1.43B$1.63B$784.5M$561.3M$596.9M$601.5M$541.8M
Total current assets $2.93B$3.14B$3.30B$3.50B$3.97B$2.22B$1.31B$1.37B$1.40B$1.22B
Property, plant and equipment $2.20B$1.96B$1.80B$1.57B$1.39B$749.1M$721.9M$670.1M$639.3M$656.1M
Goodwill $4.14B$3.68B$3.56B$3.46B$3.27B$785.3M$769.0M$740.4M$740.4M$740.4M
Other intangibles $1.18B$1.10B$1.30B$1.55B$1.60B$119.9M$128.4M$103.2M$132.6M$159.4M
Total assets $11.24B$10.58B$10.50B$10.60B$10.71B$4.17B$3.25B$2.93B$3.01B$2.91B
Accounts payable $714.7M$868.1M$881.4M$803.5M$1.09B$600.4M$436.8M$423.2M$514.3M$409.8M
Total current liabilities $1.57B$1.78B$1.86B$1.84B$2.13B$1.07B$821.3M$731.3M$798.4M$754.7M
Total liabilities $6.89B$6.29B$5.77B$5.63B$5.91B$3.02B$2.42B$2.34B$2.63B$2.60B
Retained earnings $153.9M$24.1M$460.2M$703.5M$540.0M$562.4M$248.8M$35.0M-$171.7M-$219.4M
Total equity $4.35B$4.30B$4.73B$4.96B$4.80B$1.15B$825.0M$596.3M$376.2M$309.6M

Cash flow

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Operating cash flow $1.22B$1.87B$2.31B$3.60B$1.74B$260.1M$504.0M$282.8M$178.5M$158.2M
Depreciation and amortisation $591.4M$561.9M$558.3M$497.1M$547.4M$116.6M$100.0M$97.9M$93.0M$109.8M
Stock-based compensation $53.5M$63.1M$48.5M$31.3M$31.5M$17.0M$12.2M$14.4M$13.5M$10.5M
Capital expenditure $362.6M$380.6M$476.3M$340.2M$227.9M$112.1M$112.9M$101.4M$62.4M$42.7M
Investing cash flow -$1.47B-$710.7M-$668.3M-$957.5M-$1.34B-$136.2M-$199.2M-$96.7M-$59.4M-$38.3M
Financing cash flow $279.4M-$1.07B-$1.65B-$2.60B-$780.1M$285.9M-$300.9M-$233.6M-$76.0M-$170.5M
Buybacks $414.0M$1.52B$1.81B$2.59B$1.71B$4.2M$10.4M$4.9M$2.6M$1.1M

Figures as tagged in each year's own filing, in US dollars. A year restated by a later filing shows the restated figure. Capital expenditure, dividends and buybacks are cash out, shown positive. A line the filer does not report is not listed. Latest from accession 0001193125-26-054643.

Plot the figures US dollars

Income statement Revenue Cost of revenue Gross profit R&D SG&A Total operating expenses Operating income Interest expense Pre-tax income Income tax Net income EPS, basic EPS, diluted Shares, diluted (wtd. avg.)
Balance sheet Cash and equivalents Short-term investments Receivables Inventory Total current assets Property, plant and equipment Goodwill Other intangibles Total assets Accounts payable Short-term debt Total current liabilities Long-term debt Total liabilities Retained earnings Total equity
Cash flow Operating cash flow Depreciation and amortisation Stock-based compensation Capital expenditure Investing cash flow Financing cash flow Dividends paid Buybacks
  • Revenue
  • Gross profit
  • Net income
Revenue, Gross profit, Net income by fiscal year, in US dollars The same figures are in the table below this chart. 0 10B 20B 30B Revenue, FY2016: 6.4B Gross profit, FY2016: 1.6B Net income, FY2016: 144.3M Revenue, FY2017: 7B Gross profit, FY2017: 1.7B Net income, FY2017: 38.8M Revenue, FY2018: 7.7B Gross profit, FY2018: 1.9B Net income, FY2018: 205.2M Revenue, FY2019: 7.3B Gross profit, FY2019: 2B Net income, FY2019: 221.8M Revenue, FY2020: 8.6B Gross profit, FY2020: 2.2B Net income, FY2020: 313.5M Revenue, FY2021: 19.9B Gross profit, FY2021: 5.9B Net income, FY2021: 1.7B Revenue, FY2022: 22.7B Gross profit, FY2022: 7.7B Net income, FY2022: 2.7B Revenue, FY2023: 17.1B Gross profit, FY2023: 6B Net income, FY2023: 1.5B Revenue, FY2024: 16.4B Gross profit, FY2024: 5.4B Net income, FY2024: 1.1B Revenue, FY2025: 15.2B Gross profit, FY2025: 4.6B Net income, FY2025: 435.2M FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025
Fiscal year FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Revenue $6.37B $7.03B $7.72B $7.28B $8.56B $19.89B $22.73B $17.10B $16.40B $15.19B
Gross profit $1.60B $1.73B $1.92B $1.98B $2.22B $5.85B $7.74B $6.01B $5.38B $4.62B
Net income $144.3M $38.8M $205.2M $221.8M $313.5M $1.73B $2.75B $1.54B $1.08B $435.2M

Recent filings and events

  • Officer or director change Someone at the top arrived or left. The item covers everything from a board retirement to a chief executive being removed, and only the filing itself says which. Item 5.02
  • Results announced The quarterly or annual earnings release. Arrives four times a year from almost every company here. Item 2.02
  • Officer or director change Item 5.02
  • Officer or director change Item 5.02
  • Shareholder vote The results of the annual meeting or a special vote. Item 5.07
  • Regulation FD disclosure Something the company told the market and had to tell everyone at once - usually a slide deck or a press release. Item 7.01
  • Results announced Item 2.02
  • Other event The catch-all. The company chose to disclose something that fits no other item, so the content is whatever it says it is. Item 8.01
  • Annual report filed A new 10-K. The figures and the business description on this site come from it. Form 10-K
  • Results announced Item 2.02
  • Results announced Item 2.02
  • Results announced Item 2.02

Item numbers are Form 8-K's own, and a filing date is up to four business days after the thing it reports. The same feed across the whole market.

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