YouTube · Q2 2026 · 2026-08-12
BLDR · NYSE
Builders FirstSource, Inc.
Building Products & Equipment · United States
- Market cap (USD)
- US$6.04B
- Trailing P/E
- 61.05x
- Forward P/E
- 12.88x
- Quarterly revenue growth
- -8.8%
- Trailing net margin
- 0.7%
- Indicated dividend yield
- —
Snapshot 2026-10-06 · Latest financial period 2026-06-30 · Yahoo Finance. Quotes may be delayed; reporting periods can differ.
Next earnings: 2026-10-29 (provider estimate, not issuer-confirmed).
Company background
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.
Company websiteQ1 2026
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Comparable businesses
BLDR peer comparison
Same business group first, then company size. Preferred market cap: 0.5–2x; extended range: one-third–3x. Outside that range, industry benchmarks are labeled separately and excluded from peer medians.
| Metric | BLDRBuilders FirstSource, Inc.Snapshot 2026-10-06Financial period: 2026-06-30 | AAONAAON, Inc.Snapshot 2026-10-06Financial period: 2026-06-30 | MASMasco CorporationSnapshot 2026-10-06Financial period: 2026-06-30 | Peer medianSimilar-size peers only |
|---|---|---|---|---|
| Market capMarket value, converted to USD | US$6.04B | US$7.26B | US$13.56B | US$10.41Bn=2 |
| Forward P/EProvider forward earnings estimate | 12.88x | 25.15x | 14.77x | 19.96xn=2 |
| EV / EBITDAEnterprise value / trailing EBITDA | 10.91x | 24.68x | 11.07x | 17.88xn=2 |
| Revenue growthLatest quarter vs prior-year quarter | -8.8% | 101.2% | -2.9% | 49.1%n=2 |
| Operating marginLatest reported quarter | 3.3% | 11.0% | 23.6% | 17.3%n=2 |
| Free cash flow yieldTrailing cash flow / market cap | 7.7% | -2.9% | 6.6% | 1.8%n=2 |
| Net debt / EBITDANet debt / trailing EBITDA | 5.06x | 1.51x | 1.95x | 1.73xn=2 |
| Debt / equityTotal debt / positive book equity | 1.31x | 0.45x | — | — |
| Trailing P/ETrailing twelve-month earnings | 61.05x | 46.32x | 15.85x | 31.08xn=2 |
| Price / bookPrice / positive book equity per share | 1.51x | 7.18x | — | — |
| EV / salesEnterprise value / trailing revenue | 0.77x | 3.83x | 2.19x | 3.01xn=2 |
| Earnings growthLatest quarter vs prior-year quarter | — | 257.9% | 24.5% | 141.2%n=2 |
| Gross marginTrailing twelve months | 29.2% | 25.6% | 37.2% | 31.4%n=2 |
| Net marginTrailing twelve months | 0.7% | 8.2% | 11.6% | 9.9%n=2 |
| Return on equityProvider trailing return; positive equity only | 2.5% | 17.3% | — | — |
| Free cash flow marginTrailing free cash flow / revenue | 3.2% | -11.1% | 11.8% | 0.4%n=2 |
| Dividend yieldIndicated annual dividend / price | — | 0.5% | 1.9% | 1.2%n=2 |
| Earnings payoutProvider trailing dividend payout | 0.0% | 21.0% | 29.0% | 25.0%n=2 |
| Current ratioCurrent assets / current liabilities | 1.79x | 3.01x | 1.86x | 2.44xn=2 |
| BetaProvider historical market sensitivity | 1.45 | 1.41 | 1.29 | 1.35n=2 |
YouTube · Q2 2026 · 2026-08-12
YouTube · Q1 2026 · 2026-04-23
Comparison methodology & limitations
Reviewed operating groups override broad sector classifications. Other companies are matched only within a sufficiently specific provider industry. Business mix, geography and accounting standards can still differ. Market caps are converted to USD using exchange rates captured during the snapshot refresh. Financial ratios that would mix currencies are omitted. Snapshots must be at most 14 days old and no more than seven days apart for automatic selection.
Peer medians require at least two valid similar-size peers for each metric. Negative earnings, nonpositive equity, missing data and irrelevant bank ratios are not presented as attractive valuations. A higher or lower number is not automatically a better investment. Financial statement periods are not calendar-aligned across companies.
Reported performance
Financial trends
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Revenue
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Financial data & calculation notes
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Earnings-multiple scenario
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Starting assumptions, when available, use provider forward estimates as of 2026-10-06. Negative earnings require a different valuation method. This calculation omits balance-sheet, dilution and execution risks.
THE RESEARCH RECORD
Research history for BLDR
Q1 20262026-05-01
BLDR Stock: Earnings Deep Dive — Q1 2026 Earnings Analysis
Presentation · 2026-05-01 · YouTube
BLDR Stock: Q1 2026 Earnings Analysis
Presentation · 2026-05-01 · YouTube