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$70.21 as of 2026-08-21 close
- Market cap$7.6B as of 2026-08-21
- 1-year return-47.3% 2025-08-21 close $133.22 → 2026-08-21 close $70.21
- P/E77.18 as of 2026-08-24
- Net margin+0.7% as of 2026-08-24
- Gross margin+29.2% as of 2026-08-24
- ROE+2.5% as of 2026-08-24
- Debt / equity1.15 as of 2026-08-24
- Revenue growth (YoY)-9.4% as of 2026-08-24
- Revenue CAGR (3y)-12.6% SEC XBRL
- Beta1.45 as of 2026-08-24
- Last reported earnings2026-07-30 SEC EDGAR Form 8-K (Item 2.02)
How BLDR compares in its sector
- price-to-earnings ratiotop 25% 357 covered Industrials peers, as of 2026-08-24
- net profit marginmiddle range 457 covered Industrials peers, as of 2026-08-24
- operating marginmiddle range 457 covered Industrials peers, as of 2026-08-24
- gross marginmiddle range 455 covered Industrials peers, as of 2026-08-24
- return on equitymiddle range 460 covered Industrials peers, as of 2026-08-24
- 3-year revenue CAGRbottom 10% 426 covered Industrials peers
- free cash flow (absolute dollars, latest fiscal year)top 25% 414 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.
Long-term score
Not scored for the long-term list: no shareholder return data.
Short-term score
42.7 #1254 of 1,704 scored · #189 of 283 in Industrials
Catalysts 60th: open-market insider buys in 90 days 24, the analyst consensus rating is unchanged since the prior reading; setup 55th: no Elliott-wave labelling currently fits its swings; weakest is trend 22nd: a "death cross" — its 50-day average is below its 200-day.
Scores as of 21 Aug 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 2.
How Builders FirstSource looks technically
Builders FirstSource (BLDR) is trading 24.0% 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 201 trading days ago — a "death cross", a bearish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 14, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 46, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 1 trading day ago (its momentum flipped negative). It made a new 20-day low about 17 trading days ago. It is 53.5% below its highest point of the past year.
Trend
8
| Distance from the 200-day | it is trading 24.0% below its 200-day average, the long-term trend line — a long-term downtrend | -24.0% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $75.83 | $75.83 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $92.33 | $92.33 |
| 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 high 14 calendar days ago — the swings before that are what the structure reading is measured on | 14 sessions |
| Wave structure | its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in leg 3 of five; the labelling fails if price closes above 76.8. It is one of several labellings that fit, and it describes the swings already printed, not what comes next. The same swings also read as a three-part correction in leg C. | possible downward five-wave sequence, in wave 3 (one of several readings) |
| Since the 50/200 cross | its 50-day average crossed below its 200-day average about 201 trading days ago — a "death cross", a bearish long-term signal | 201 sessions |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 14, below the 25 that marks a real trend) | 13.5 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 46, neither overbought (above 70) nor oversold (below 30) | 45.7 |
|---|---|---|
| Position in its 14-day range | it is trading in the lower half of its 14-day range ($67.52 to $76.80) — its "stochastic" reading is 29 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 slipping within that range over the last few sessions. | 29.0 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bearish about 1 trading day ago (its momentum flipped negative) | 1 session |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $151.03 | $151.03 |
|---|---|---|
| From the 52-week high | it is 53.5% below its 52-week high (its highest price of the past year) | -53.5% |
| Above the 52-week low | it is 7.8% above its 52-week low (its lowest price of the past year) | +7.8% |
| Below the 52-week high | it is 53.5% below its highest point of the past year | 53.5% |
| Since a 20-day breakout | it made a new 20-day low about 17 trading days ago | 17 sessions |
| Since a 55-day breakout | it made a new 55-day low about 17 trading days ago | 17 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 ($66.01 to $149.21), and it has recovered only a small part of its fall from last year’s high — 5% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $117.43 to $120.09. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 5.0% |
| From the all-time high | it is 67.3% below its all-time high | -67.3% |
| Nearest price level | it is trading 7.3% above a support level at $65.11 — a price it turned at twice since 2026-05-20, most recently on 2026-07-31. Since 2024-08-21 it has 1 such level below the current price and 17 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | -7.3% |
| 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 10080.5% above its all-time low | +10,080% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are narrower than usual versus its own recent 6-month history (tighter than about 79% of it) | 21st percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $3.56 between its high and its low — about 5.1% 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 | $3.56 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $66.02 and $77.38 — 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 | $66.02 – $71.70 – $77.38 |
| Typical daily range (% of price) | its price moves about 5.1% 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 | 5.1% |
| Stretch from the 200-day average | it is trading 6.2 daily ranges below its 200-day average price (24.0% 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 | 6.2 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 | 0.77× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
3
| Since a doji | today 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 | today |
|---|---|---|
| Since a hammer | 1 session 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 | 1 session ago |
| Since a bearish engulfing | 7 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 | 7 sessions ago |
Price gaps
3
| Gap at the open | it opened on 2026-08-21 0.3% 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 | -0.3% |
|---|---|---|
| Open gap | it gapped 2.4% below the previous close 1 session ago and has not traded back through the level it left behind at 72.55 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | -2.4% |
| Gap filled | a 2.0% gap down opened on 2026-07-30 has been "filled" 16 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it | 16 sessions ago |
Price streaks
1
| Closing streak | it has closed lower 2 sessions in a row, a -3.23% move over the run — an unbroken run of down days, which describes what has already happened and says nothing about the next session | 2 sessions down |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 1.7 percentage points (the stock gained 0.7% while the market gained 2.3%) | -1.7% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock lagged the market by 8.0 percentage points (the stock lost 4.9% while the market gained 3.1%) | -8.0% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 47.6 percentage points (the stock lost 36.5% while the market gained 11.1%) | -47.6% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 67.8 percentage points (the stock lost 47.3% while the market gained 20.5%) | -67.8% |
Signal agreement
2
| Bullish technical signals | 0 of the 9 technical signals we can compute for it are currently in a bullish state — these describe past price behaviour, not a forecast | 0 of 9 |
|---|---|---|
| Bearish technical signals | 5 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, MACD momentum is negative, lagging the market over 6 months, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast | 5 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 10% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-15 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 moderate, spanning 3.5% of the share price. | -10.0% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 20% below the average price paid so far this year, so the typical buyer over that stretch is under water. That average is $88.22 — a volume-weighted average of daily closes over 159 sessions, not a true tick-by-tick VWAP. | -20.4% |
|---|---|---|
| Vs the average paid since it last reported | the price is 1% 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 $71.26 — a volume-weighted average of daily closes over 17 sessions, not a true tick-by-tick VWAP. | -1.5% |
Price levels it has turned at before
BLDR last closed at $70.21 on 2026-08-21. Since 2024-08-21 it has turned at 1 price below its last close and 17 above; the nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $65.11 | Support | 7.3% below the last close | turned there twice · 2026-05-20 to 2026-07-31 |
| $76.33 | Resistance | 8.7% above the last close | turned there three times · 2026-04-02 to 2026-08-07 |
| $79.94 | Resistance | 13.8% above the last close | turned there three times · 2026-03-20 to 2026-07-17 |
| $94.66 | Resistance | 34.8% above the last close | turned there twice · 2025-11-20 to 2026-04-21 |
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
Its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in leg 3 of five.
This labelling fails — stops being a possible reading at all — if it closes above $76.80.
This is one of several labellings that fit the same swings, so treat it as a reading rather than the reading. It was chosen from 2 labellings that survived the rules, counting shorter readings of the same bars.
On past moves of this shape the leg has usually ended somewhere between $52.72 and $61.92 — that is where it has tended to end if the count holds, not a forecast of where the price goes.
Alternate reading: The same swings also read as a three-part correction in leg C, which fails on a close above $76.80.
This reading has stood for 6 trading days, since 2026-08-14.
Read from daily closes as of 2026-08-21.
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 · MACD just crossed bearish (12/26/9) · trendless / choppy (low ADX) · lagging the market · Printed a doji candle | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (2.23 mean, 1=Strong Buy…5=Strong Sell) — 21 analysts
- Mean price target$80.71 range $61.00 – $100.00; median $81.00
Analyst estimates, as of 2026-08-18. 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 2026-08-18
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
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 2026-04-30 against the prior one filed 2025-10-30.
Management's Discussion & Analysis (MD&A)
- Added:
- Newer filing references 2025 Form 10-K instead of 2024 Form 10-K as the base comparison document
- Newer filing reports PBC acquisition completed January 2, 2026 for approximately $13.0 million net of cash acquired
- Newer filing reports share repurchases of 3.3 million shares at $92.25 weighted average price for $302.9 million during three months ended March 31, 2026
- Newer filing reports Board authorization on April 29, 2026 for $500.0 million repurchase plan with approximately $200.0 million remaining from prior April 30, 2025 authorization
- Newer filing reports January 2026 U.S. single-family housing starts of 935 thousand (SAAR), down 6.5% compared to comparable 2025 period
- Newer filing includes 2026 housing start forecasts of approximately 1.3 million total and 930 thousand single-family starts, representing decreases of 3.8% and 1.1% respectively versus 2025
- Newer filing adds reference to 'domestic and global conditions' and 'stock market volatility' in discussion of macroeconomic uncertainty impacts
- Newer filing mentions approximately 570 locations instead of 585 locations
- Removed:
- Older filing reported four acquisitions (Alpine Lumber, Cluss Lumber, Truckee Tahoe, St. George Truss) totaling approximately $910.8 million through September 30, 2025 - not mentioned in newer filing's recent developments
- Older filing reported share repurchases of 3.4 million shares at $118.65 weighted average price for $403.6 million during nine months ended September 30, 2025 - replaced by Q1 2026 repurchase activity in newer filing
- Older filing describes April 30, 2025 Board authorization of $500.0 million repurchase plan replacing prior $1.0 billion authorization with $100.0 million remaining
- Older filing includes debt transaction details: May 8, 2025 private offering of $750.0 million 6.750% senior unsecured notes due 2035, and May 20, 2025 amendment increasing Revolving Facility from $1.8 billion to $2.2 billion with maturity extension to May 20, 2030
- Older filing includes Market Information section describing NYSE and NYSE Texas dual listing with commencement date of August 12, 2025
- Older filing reports August 2025 housing starts data (1.3 million total, 890 thousand single-family, down 6.0% and 11.7% respectively versus 2024)
- Older filing forecasts 1.3 million total and 940 thousand single-family housing starts for 2025 (decreases of 2.5% from 2024)
- Reworded:
- Cautionary statement changed from 'the Exchange Act' to include full phrase 'Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act")' in newer filing
- Cautionary statement changed from 'our directors' to 'the Company's directors' in newer filing
- Cautionary statement changed risk factors language from 'and also lumber' to 'and also lumber' (similar phrasing but reorganized list structure with added reference to tariffs and duties)
- Cautionary statement changed from referencing risk factors in '2024 Form 10-K filed with the Securities and Exchange Commission' to 'risk factors section of the Company's 2025 Form 10-K and may also be described from time to time in the other reports the Company files with the Securities and Exchange Commission'
- Company Overview description of manufacturing changed from 'manufactured and semi-custom modular homes' in older to 'manufactured and semi-custom modular homes' in newer (same phrase retained)
- Company Overview services description changed from 'include professional installation' to 'include, among others, professional installation' in newer filing
- Current Operating Conditions section changed from 'September 2025 housing starts have not been published as of the date of this quarterly report' to 'Housing starts data for the full first quarter of 2026 are not presented in this Quarterly Report on Form 10-Q due to the timing of the U.S. Census Bureau's publication'
- Housing market outlook language added phrase about 'domestic and global conditions' and 'stock market volatility' not present in older filing's macroeconomic uncertainty discussion
- Notes:
- The older filing text appears truncated at the end of the CURRENT OPERATING CONDITIONS section, limiting full comparison of market outlook discussions
- The newer filing text also appears truncated mid-sentence in the SEASONALITY AND OTHER FACTORS section
- Comparison limited to the portions of MD&A that are complete and readable in both documents
Risk Factors
The two filings could not be meaningfully compared for this section.
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.
- Last 180 days0 buys · 1 sell ($390850) — 1 selling insider
Most recent open-market transaction: 2026-05-08. As of 2026-08-24.
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)
6 institutional 13F filers reported holding BLDR as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 6
- Reported shares held 16,218,343
- Reported value $1,335,256,236
reported quarterly holdings change (2025-12-31 → 2026-03-31): 1 new, 1 increased, 4 decreased, 0 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.
Short interest (FINRA)
BLDR had 8,013,450 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
BLDR had 7.45% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 3.05 days to cover at the same settlement.
- Reported short interest (shares) 8,013,450
- Short interest (% of shares outstanding) 7.45%
- Prior settlement (shares) 7,200,190
- Reported change 11.29%
- Days to cover (reported) 3.05
Reported to FINRA as of the 2026-07-31 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 46, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on BLDR come from?
Fundamentals and prices come from market data, as of 2026-08-24; 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: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.