Builders FirstSource (BLDR)
Industrials · building materials & supplies · NYSE
Builders FirstSource is the largest U.S. professional building materials supplier, offering a comprehensive suite of structural components and value-added services to homebuilders and professional contractors.
What Builders FirstSource does
Builders FirstSource is a leading supplier of structural building products, value-added components, and professional services to the residential construction market in the U.S. The company provides integrated solutions including manufactured roof and floor trusses, wall panels, custom millwork, windows, doors, and lumber products. It serves professional homebuilders, subcontractors, remodelers, and consumers.
Themes: residential construction supply chain, construction materials distribution, housing market demand, value-added construction services
Fundamentals
- Price$53.81 as of 2026-10-08 close
- Market cap$5.8B as of 2026-07-23 (share count; price 2026-10-08)
- 1-year return-58.5% 2025-10-08 close $129.54 → 2026-10-08 close $53.81
- P/E58.52 as of 2026-10-08
- Net margin+2.9% FY2025, SEC XBRL
- Gross margin+30.4% FY2025, SEC XBRL
- ROE+10.0% FY2025, SEC XBRL
- Debt / equity1.15 as of 2026-09-03
- Revenue growth (YoY)-9.4% as of 2026-09-03
- Revenue CAGR (3y)-12.6% SEC XBRL
- Beta1.20 as of 2026-09-03
- Last reported earnings2026-07-30 SEC EDGAR Form 8-K (Item 2.02)
How BLDR compares in its sector
- price-to-earnings ratiotop 25% 349 covered Industrials peers, as of 2026-10-08
- net profit marginmiddle range 417 covered Industrials peers, as of 2026-09-03
- operating marginmiddle range 392 covered Industrials peers, as of 2026-09-03
- gross marginmiddle range 253 covered Industrials peers, as of 2026-09-03
- return on equitymiddle range 432 covered Industrials peers, as of 2026-09-03
- 3-year revenue CAGRbottom 10% 428 covered Industrials peers
- free cash flow (absolute dollars, latest fiscal year)top 25% 417 covered Industrials peers, as of FY2025
Position among covered Industrials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
BLDR is not currently in any published Top 10 list. Its scores are below.
Top 10 score
27.0 #1362 of 1,379 scored · #237 of 238 in Industrials
Capital return 56th (net share count bought back over the year 6, consecutive years of dividend increases 0 years) and valuation 47th (price to book 1.4, price to earnings 58.5); weakest is growth (5th, 3-year revenue CAGR -12.6%, revenue growth year over year -9.4%).
Scores as of 8 Oct 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 4.
How Builders FirstSource looks technically
Builders FirstSource (BLDR) is trading 36.5% below its 200-day average, the long-term trend line — a long-term downtrend. Its 50-day average crossed below its 200-day average about 234 trading days ago — a "death cross", a bearish long-term signal. A strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 28, with sellers in control. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 31, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 2 trading days ago (its momentum flipped negative). It made a new 20-day low about 2 trading days ago. It is 3.3% above its 52-week low (its lowest price of the past year). Day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 10% of the past ~6 months), which often precedes a bigger move.
Trend
7
| Distance from the 200-day | it is trading 36.5% below its 200-day average, the long-term trend line — a long-term downtrend | -36.5% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $64.52 | $64.52 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $84.75 | $84.75 |
| Swing structure | each recent peak has been lower than the one before it and each dip deeper — the pattern chart-watchers call a downtrend, which describes where price has already been and not where it goes next | lower highs and lower lows |
| Last swing turn | its last significant turn was a swing low 20 calendar days ago — the swings before that are what the structure reading is measured on | 20 sessions |
| Since the 50/200 cross | its 50-day average crossed below its 200-day average about 234 trading days ago — a "death cross", a bearish long-term signal | 234 sessions |
| Trend strength (14-day ADX) | a strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 28, with sellers in control | 27.8 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 31, neither overbought (above 70) nor oversold (below 30) | 30.8 |
|---|---|---|
| Position in its 14-day range | it is trading near the bottom of its 14-day range ($52.08 to $61.32) — its "stochastic" reading is 19 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 18.7 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bearish about 2 trading days ago (its momentum flipped negative) | 2 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $131.50 | $131.50 |
|---|---|---|
| From the 52-week high | it is 59.1% below its 52-week high (its highest price of the past year) | -59.1% |
| Above the 52-week low | it is 3.3% above its 52-week low (its lowest price of the past year) | +3.3% |
| Below the 52-week high | it is 59.1% below its highest point of the past year | 59.1% |
| Since a 20-day breakout | it made a new 20-day low about 2 trading days ago | 2 sessions |
| Since a 55-day breakout | it made a new 55-day low about 2 trading days ago | 2 sessions |
| All-time high | its highest closing price on record is $214.70 (set on 2024-03-21) | $214.70 |
| Given back of the 52-week move | over the past year its closes ranged ($53.55 to $129.54), and it has recovered essentially none of its fall from last year’s high — 0% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $100.51 to $102.94. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 0.3% |
| From the all-time high | it is 74.9% below its all-time high | -74.9% |
| Nearest price level | it is trading 21.0% below a resistance level at $65.11 — a price it turned at twice since 2026-05-20, most recently on 2026-07-31. Since 2024-10-08 it has 0 such levels below the current price and 16 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +21.0% |
| All-time low | its lowest closing price on record is $0.6897 (set on 2008-11-21) | $0.6897 |
| Above the all-time low | it is 7702.5% above its all-time low | +7,702% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 10% of the past ~6 months), which often precedes a bigger move | 10th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $2.52 between its high and its low — about 4.7% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $2.52 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $53.88 and $61.89 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $53.88 – $57.88 – $61.89 |
| Typical daily range (% of price) | its price moves about 4.7% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 4.7% |
| Stretch from the 200-day average | it is trading 12.3 daily ranges below its 200-day average price (36.5% below it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 12.3 daily ranges below its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.85× |
|---|
Analyst
2
| Change in the average price target | analysts have cut their average price target by 0.9% since the prior reading | -0.9% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
4
| Since a doji | 8 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 8 sessions ago |
|---|---|---|
| Since a hammer | 5 sessions ago, after a stretch of decline, it sold off hard during the session and then closed back near its high — a "hammer", the long lower wick showing the drop was bought back before the close | 5 sessions ago |
| Since a bullish engulfing | 9 sessions ago it opened below the previous session's close and finished above that session's open — a "bullish engulfing" pair, where one up day more than undid the down day before it | 9 sessions ago |
| Since a bearish engulfing | 4 sessions ago it opened above the previous session's close and finished below that session's open — a "bearish engulfing" pair, where one down day more than undid the up day before it | 4 sessions ago |
Price gaps
3
| Gap at the open | it opened on 2026-10-08 1.6% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | -1.6% |
|---|---|---|
| Open gap | it gapped 3.4% below the previous close 1 session ago and has not traded back through the level it left behind at 56.22 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | -3.4% |
| Gap filled | a 3.0% gap up opened on 2026-10-02 has been "filled" 4 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it | 4 sessions ago |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 15.1 percentage points (the stock lost 14.0% while the market gained 1.0%) | -15.1% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock lagged the market by 31.3 percentage points (the stock lost 27.5% while the market gained 3.8%) | -31.3% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 51.9 percentage points (the stock lost 34.4% while the market gained 17.5%) | -51.9% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 73.4 percentage points (the stock lost 58.5% while the market gained 15.0%) | -73.4% |
Signal agreement
2
| Bullish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bullish state: near the bottom of its 14-day range (oversold) — these describe past price behaviour, not a forecast | 1 of 9 |
|---|---|---|
| Bearish technical signals | 7 of the 9 technical signals we can compute for it are currently in a bearish state: a "death cross" — its 50-day average is below its 200-day, trading below its 200-day average, a fresh 20-day low, MACD momentum is negative, a strong downtrend, with sellers in control, lagging the market over 6 months, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast | 7 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 21% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-01 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is thick, spanning 15.1% of the share price, which is taken to mean a barrier that has held for a while and takes effort to cross. | -21.5% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 35% below the average price paid so far this year, so the typical buyer over that stretch is under water. That average is $82.15 — a volume-weighted average of daily closes over 192 sessions, not a true tick-by-tick VWAP. | -34.5% |
|---|---|---|
| Vs the average paid since it last reported | the price is 14% below the average price paid since it last reported on 2026-07-30 (its 10-Q), so the typical buyer over that stretch is under water. That average is $62.76 — a volume-weighted average of daily closes over 50 sessions, not a true tick-by-tick VWAP. | -14.3% |
Price levels it has turned at before
BLDR last closed at $53.81 on 2026-10-08. Since 2024-10-08 it has turned at 0 prices below its last close and 16 above; the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $65.11 | Resistance | 21.0% above the last close | turned there twice · 2026-05-20 to 2026-07-31 |
| $76.33 | Resistance | 41.9% above the last close | turned there three times · 2026-04-02 to 2026-08-07 |
| $79.94 | Resistance | 48.5% above the last close | turned there three times · 2026-03-20 to 2026-07-17 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
No Elliott-wave labelling currently fits its swings: the recent highs and lows do not satisfy the three rules a five-wave count has to obey, so there is no count to show rather than a count we are unsure about.
Read from daily closes as of 2026-10-08.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading below the 200-day moving average · Pulled back from the 12-month high · Broke down to a new 20-day low · MACD just crossed bearish (12/26/9) · in a Bollinger Band volatility squeeze · lagging the market | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low · bollinger bands
Based on daily closing prices as of 2026-10-08. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (2.26 mean, 1=Strong Buy…5=Strong Sell) — 21 analysts
- Mean price target$79.90 range $61.00 – $100.00; median $81.00
Analyst estimates, as of 2026-10-06. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for BLDR
- Consensus EPS estimate$1.07 next reporting period, as of 2026-10-06
- Estimate change, 30 days-$0.00024 (-0.0%) from $1.07, on 2026-09-02, 34-day window
- Readings revised upward13% of 8 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Dependence on the cyclical residential construction industry and new housing starts.","Exposure to fluctuations in commodity prices, particularly lumber and other building materials.","Integration risks and potential liabilities associated with its ongoing strategy of growth through acquisitions."]
What changed in the latest 10-Q
AI-assisted comparison of BLDR's 10-Q filed 2026-07-30 against the prior one filed 2026-04-30.
Management's Discussion & Analysis (MD&A)
- Added:
- Newer filing (2026-07-30): Company overview states the company operates approximately 565 locations (older stated approximately 570 locations).
- Newer filing (2026-07-30): Company overview specifies locations are internally organized into two geographic operating divisions (East and West), which represent the Company's operating segments; older filing did not name East and West divisions.
- Newer filing (2026-07-30): Business Combinations section states acquisitions of PBC and Precision Design were completed through June 30, 2026, for an aggregate purchase price of approximately $31.0 million.
- Newer filing (2026-07-30): Business Combinations section notes these acquisitions further expand market footprint and provide additional operations in value-added product categories (plural framing), whereas older filing only mentioned the PBC acquisition.
- Newer filing (2026-07-30): Share repurchase section states repurchases occurred during the six months ended June 30, 2026 (older stated three months ended March 31, 2026).
- Newer filing (2026-07-30): Share repurchase authorization refers to the prior April 2025 $500.0 million authorization (older referred to prior $500.0 million April 30, 2025 authorization).
- Newer filing (2026-07-30): Current Operating Conditions section states actual U.S. total housing starts were 372 thousand for Q2 2026, a decrease of 0.7% versus Q2 2025.
- Newer filing (2026-07-30): Current Operating Conditions section states actual U.S. single-family starts for Q2 2026 were 253 thousand, a decrease of 4.2% versus Q2 2025.
- Newer filing (2026-07-30): Current Operating Conditions section states 2026 single-family housing starts forecast is 910 thousand (older stated 930 thousand).
- Newer filing (2026-07-30): Current Operating Conditions section states 2026 forecast decreases are 2.3% (total) and 3.2% (single-family) compared to 2025 (older stated 3.8% and 1.1%).
- Newer filing (2026-07-30): Current Operating Conditions section adds the phrase 'Notwithstanding these headwinds' before the long-term outlook sentence.
- Removed:
- Older filing (2026-04-30): Business Combinations section stated PBC acquisition date as January 2, 2026, for approximately $13.0 million, net of cash acquired; this specific date and amount are not in newer filing.
- Older filing (2026-04-30): Current Operating Conditions section contained a sentence explaining that housing starts data for the full first quarter of 2026 were not presented due to timing of the U.S. Census Bureau's publication; this sentence is not in newer filing.
- Older filing (2026-04-30): Current Operating Conditions section stated seasonally adjusted annual rate U.S. single-family housing starts were 935 thousand as of January 2026, a decrease of 6.5%; this data point is not in newer filing.
- Reworded:
- Newer filing (2026-07-30) says 'consumer confidence and macroeconomic uncertainty... have adversely impacted' (plural 'have'); older (2026-04-30) said 'has adversely impacted' (singular 'has').
- Newer filing (2026-07-30) says 'and working with our vendors to improve payment terms'; older (2026-04-30) said 'and by working with our vendors to improve payment terms' (removed 'by').
- Newer filing (2026-07-30) share repurchase section says 'the Company's board of directors authorized'; older (2026-04-30) said 'the Company's Board of Directors authorized' (capitalization change).
- Newer filing (2026-07-30) omitted 'net of cash acquired' when describing the PBC acquisition purchase price; older included this phrase.
- Notes:
- The newer filing text is truncated at the end of the SEASONALITY AND OTHER FACTORS section and the older filing text is also truncated, so changes beyond that point cannot be assessed.
- This comparison covers only the MD&A portion provided and does not include financial statements, notes, or other sections of the filings.
Risk Factors
- Reworded:
- In the newer filing (filed 2026-07-30), the text references 'Part I,' while the older filing (filed 2026-04-30) references 'Part 1,'.
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
No open-market insider purchases or sales recorded in the last 90 days, of which we have read Form 4 filings through 2026-10-04. The 5 days since 2026-10-04 have not been checked yet.
- Last 180 days · read to 2026-10-040 buys · 1 sell ($390850) — 1 selling insider
Most recent open-market transaction: 2026-05-08. Based on Form 4 filings read through 2026-10-04; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about BLDR's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
5 institutional 13F filers reported holding BLDR as of 2026-06-30 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 15,394,560
- Reported value $1,377,510,686
reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 2 increased, 3 decreased, 1 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Ask about BLDR's institutional holders → See what each manager we track holds →
Short interest (FINRA)
BLDR had 8,907,075 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).
BLDR had 8.28% of its shares outstanding sold short as of the 2026-09-15 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 3.37 days to cover at the same settlement.
- Reported short interest (shares) 8,907,075
- Short interest (% of shares outstanding) 8.28%
- Prior settlement (shares) 7,829,223
- Reported change 13.77%
- Days to cover (reported) 3.37
Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- US LBM Holdings
- Beacon Roofing Supply (BECN)
- BMC Stock Holdings
- 84 Lumber
- BlueLinx Holdings (BXC)
- Builders FirstSource (BLDR) is also affected by broader construction material retailers like Home Depot (HD) and Lowe's (LOW) in some product categories.
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does Builders FirstSource (BLDR) do?
Builders FirstSource is a leading supplier of structural building products, value-added components, and professional services to the residential construction market in the U.S. The company provides integrated solutions including manufactured roof and floor trusses, wall panels, custom millwork, windows, doors, and lumber products. It serves professional homebuilders, subcontractors, remodelers, and consumers.
What sector is Builders FirstSource (BLDR) in?
Builders FirstSource (BLDR) is classified in the Industrials sector. Its industry is building materials & supplies. It trades on NYSE.
Who are Builders FirstSource's (BLDR) competitors?
Notable peers of Builders FirstSource (BLDR) include US LBM Holdings, Beacon Roofing Supply, BMC Stock Holdings, 84 Lumber and BlueLinx Holdings. This peer set is informational only — not financial advice.
Is Builders FirstSource (BLDR) overbought or oversold right now?
Builders FirstSource (BLDR) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 31, in the neutral middle (as of 2026-10-08). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on BLDR come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest; prices are market data, as of 2026-09-03; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.