Builders FirstSource (BLDR)
Industrials · Building materials supply and manufacturing
A leading integrated building materials distributor and manufacturer supplying structural products and solutions to professional homebuilders across the U.S.
What Builders FirstSource does
Builders FirstSource manufactures and distributes integrated homebuilding solutions to professional builders in new residential construction and repair/remodel markets. The company operates approximately 585 locations across 43 U.S. states, manufacturing factory-built roof and floor trusses, wall panels, vinyl windows, custom millwork, modular homes, and engineered wood, while also distributing lumber, sheet goods, doors, and specialty building products. The company provides services including professional installation, turnkey framing, and shell construction, supported by digital and construction innovation tools.
Themes: ["Residential construction supply","Homebuilding efficiency","Manufacturing and distribution","Digital construction solutions","Repair and remodeling market","AI and machine learning integration"]
Fundamentals
- Price$74.54 as of 2026-07-09 close
- Market cap$8.0B as of 2026-07-10
- 1-year return-44.0% as of 2026-07-09 close
- P/E27.48 as of 2026-07-10
- Net margin+2.0% as of 2026-07-10
- Gross margin+29.9% as of 2026-07-10
- ROE+6.9% as of 2026-07-10
- Debt / equity1.16 as of 2026-07-10
- Revenue growth (YoY)-8.3% as of 2026-07-10
- Revenue CAGR (3y)-12.6% SEC XBRL
- Beta1.41 as of 2026-07-10
Key risks (from latest filing)
["High dependence on homebuilding industry and macroeconomic conditions including interest rates, inflation, and housing affordability; also exposed to lumber and commodity price volatility and tariffs","Significant debt burden ($4.6 billion in long-term debt as of Q1 2026) and recent profitability decline with Q1 2026 net loss of $47.4 million versus Q1 2025 net income of $96.3 million","Fragmented competitive market with large national competitors; revenue declined 8.33% YoY and company faced margin compression in recent periods"]
Competitors & peers
- Weyerhaeuser (WY)
- Lumber Liquidators (LL)
- UFP Technologies
- BlokBlox Holdings
- Huttig Building Products
- ScanSource Inc.
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.