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BLDR Industrials Latest YouTube: Q1 2026 Published 2026-05-01

Builders FirstSource, Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

BLDR Stock: Earnings Deep Dive — Q1 2026 Earnings Analysis

Published 2026-05-01

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q1 2026
2026-05-01
Podcast available
Yes
Current price
$70.21
+1.21 (+1.75%)
Trailing / Forward P/E
76.32x
Forward: 15.72x
Market cap / Volume
Volume:
Revenue / Earnings Growth
-8.8%
Earnings: —
Margins
3.3% op
Gross: 29.2% · Net: 0.7%
Balance sheet
1.79x current
Debt / Equity: 130.8
52-week range / Beta
$65.10 - $151.03
Beta: 1.42
Analyst target
$80.71
Upside: 15.0%
Cash / shareholder return
6.15% FCF yield
Dividend yield: —

Company context

Industry: Building Products & Equipment
Country: United States
Employees:
Price to book: 1.89x
Return on equity: 2.5%
Builders FirstSource, Inc., together with its subsidiaries, provides building materials for professional builders in new residential construction and repair, and remodeling in the United States. It offers manufactured products, such as factory-built substitutes for job-site framing, wood floor and roof trusses, wall panels, and engineered wood; Ready-Frame, a whole house framing solution; manufactured and semi-custom modular homes, and built in a temperature-controlled facility under its Pine Grove Homes and Pleasant Valley Homes brand names; manufactured housing plans including ranch, community, and single-section homes; manufacturing, assembly, and distribution of windows; and the assembly and distribution of interior and exterior door units. The company also provides millwork, including interior trim and custom features under the Synboard brand name; specialty building products and services comprising vinyl, composite and wood siding, exterior trim, metal studs, cement, roofing, insulation, wallboard, ceilings, cabinets, and hardware; turn-key framing, shell construction, design assistance, and professional installation of products. In addition, it offers drafting, estimating, quoting, and virtual home design services to retailers, distributors, manufacturers, and homebuilders; dimensional lumber, plywood, and oriented strand board products used in on-site house framing. The company was formerly known as BSL Holdings, Inc. and changed its name to Builders FirstSource, Inc. in October 1999. Builders FirstSource, Inc. was incorporated in 1998 and is based in Irving, Texas.

Price chart

Market context for BLDR

Competitive view

BLDR vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Builders FirstSource, Inc. latest YouTube video thumbnail YouTube
Builders FirstSource, Inc.
BLDR
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Honeywell International Inc. latest YouTube video thumbnail YouTube
Honeywell International Inc.
HON
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Lockheed Martin Corporation latest YouTube video thumbnail YouTube
Lockheed Martin Corporation
LMT
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
BLDR
$7.55B
Builders FirstSource, Inc.
HON
$68.43B
Honeywell International Inc.
LMT
$130.07B
Lockheed Martin Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
BLDR
76.3x
Builders FirstSource, Inc.
HON
8.3x
Honeywell International Inc.
LMT
20.8x
Lockheed Martin Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
BLDR
15.7x
Builders FirstSource, Inc.
HON
21.6x
Honeywell International Inc.
LMT
17.2x
Lockheed Martin Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
BLDR
-8.8%
Builders FirstSource, Inc.
HON
4.3%
Honeywell International Inc.
LMT
10.5%
Lockheed Martin Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
BLDR
Builders FirstSource, Inc.
HON
263.9%
Honeywell International Inc.
LMT
443.8%
Lockheed Martin Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
BLDR
3.3%
Builders FirstSource, Inc.
HON
20.2%
Honeywell International Inc.
LMT
12.0%
Lockheed Martin Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
BLDR
29.2%
Builders FirstSource, Inc.
HON
36.5%
Honeywell International Inc.
LMT
11.8%
Lockheed Martin Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
BLDR
0.7%
Builders FirstSource, Inc.
HON
21.6%
Honeywell International Inc.
LMT
8.2%
Lockheed Martin Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
BLDR
2.5%
Builders FirstSource, Inc.
HON
46.6%
Honeywell International Inc.
LMT
89.2%
Lockheed Martin Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
BLDR
6.2%
Builders FirstSource, Inc.
HON
3.8%
Honeywell International Inc.
LMT
4.3%
Lockheed Martin Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
BLDR
130.79x
Builders FirstSource, Inc.
HON
185.37x
Honeywell International Inc.
LMT
234.24x
Lockheed Martin Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
BLDR
1.79x
Builders FirstSource, Inc.
HON
1.21x
Honeywell International Inc.
LMT
1.19x
Lockheed Martin Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
BLDR
1.42
Builders FirstSource, Inc.
HON
0.92
Honeywell International Inc.
LMT
0.11
Lockheed Martin Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
BLDR
Builders FirstSource, Inc.
HON
4.3%
Honeywell International Inc.
LMT
2.4%
Lockheed Martin Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
BLDR
15.0%
Builders FirstSource, Inc.
HON
21.8%
Honeywell International Inc.
LMT
12.3%
Lockheed Martin Corporation

Episode timeline

Episode archive for BLDR

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
2026-05-01
Published youtube complete
BLDR Stock: Earnings Deep Dive — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Builders FirstSource, Inc.. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
2026-05-01
Published youtube podcast complete
BLDR Stock: Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Builders FirstSource, Inc.. Use the links on the right to open the video or podcast episode.