Builders FirstSource

Builders FirstSource, Inc. engages in the supply and manufacture of building materials, manufactured components and construction services to professional homebuilders, subcontractors, remodelers and consumers. Its products include factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood. The company was founded by Kevin P. O'Meara, Donald F. McAleenan and John D. Roach in March 1998 and is headquartered in Dallas, TX.

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q3 2024

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Earnings data Q1 2025

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Earnings data Q3 2025

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Earnings data Q1 2026

Earnings data Q2 2026

Builders FirstSource exceeds targets, eyes Multi-Family growth amid challenges

Builders FirstSource delivered strong financial performance in Q2 2023, driven by value-added products and strategic acquisitions.
The company's focus on the Multi-Family segment and productivity savings highlights its resilience and growth potential.
Challenges include supply chain strains and margin erosion, but opportunities lie in continued efficiency improvements and Multi-Family expansion.

Builders FirstSource (BLDR) posts strong Q3 results amidst market challenges

Builders FirstSource (BLDR) reported resilient Q3 performance with strong margins and acquisitions driving growth. Despite challenges in multifamily market and margin normalization, BLDR remains confident in navigating market uncertainties and creating value for shareholders.

Builders FirstSource reports strong 2023 performance and outlines growth strategies

Builders FirstSource delivered strong financial performance in 2023 with a focus on operational excellence and innovation.
The company's strategic focus for 2024 includes profitable growth, digital platform deployment, and expansion through M&A.
Challenges include price deflation expectations, weather impacts, and competition in manufactured products.
Opportunities lie in driving growth through digital platforms, installation sales strategy, and productivity initiatives.

Builders FirstSource reports resilient Q1 results amidst market challenges

Builders FirstSource (BLDR) showcased strong financial performance in Q1 2024, driven by value-added products and operational efficiency. Despite market challenges, the company reaffirmed its 2024 guidance, expressing confidence in meeting targets and navigating headwinds.
Strategic strengths in value-added products, digital solutions, and recent acquisitions position the company for growth. Challenges include multifamily market declines, weather-related disruptions, and intense competition, requiring proactive strategies for mitigation.
Opportunities lie in digital tools adoption, disciplined acquisitions, and market consolidation. Leveraging margin normalization, value-added products, and competitive dynamics can drive profitability and market share for Builders FirstSource.

Builders FirstSource reports solid Q2 performance amidst market challenges

Builders FirstSource navigated challenges in Q2 2024 with strong financial performance but revised outlook due to market conditions. The company's focus on investments in value-added products, digital solutions, and acquisitions underscores its commitment to driving growth and enhancing market position.

Builders FirstSource posts strong Q3 results amidst market challenges

Builders FirstSource (BLDR) delivered a strong Q3 performance with robust financial results and strategic acquisitions, positioning the company for continued growth.
While facing challenges in margin erosion and market trends, the company's focus on innovation, partnerships, and customer-centric strategies offers avenues for sustainable success.
Opportunities lie in leveraging new tools, supporting builders in adapting to market pressures, and driving efficiency to enhance competitiveness and long-term viability.

Builders FirstSource reports mixed Q4 results, eyes margin normalization

Builders FirstSource navigated challenges in the multifamily segment while focusing on operational efficiency and strategic investments. The company's 2025 outlook includes a flat single-family market, margin normalization, and a commitment to maintaining margins and capital deployment strategies amidst market uncertainties.

Builders FirstSource (BLDR) reports resilient Q1 results and strategic growth focus

Builders FirstSource (BLDR) showcases resilience and strategic focus in Q1 2025 earnings call, emphasizing operational efficiency and growth initiatives. Despite challenges from soft single-family starts, the company highlights achievements in digital sales, productivity savings, and customer service levels. Strategic investments, successful M&A activities, and a strong capital allocation strategy position Builders FirstSource for future growth and market share gains.

Builders FirstSource maintains profitability amidst market challenges, eyes growth opportunities

Builders FirstSource navigated challenges in the housing market with a focus on profitability and efficiency. The company's disciplined approach to capital allocation and strategic investments position it for long-term growth. Despite market weaknesses in certain regions, BFS remains optimistic about its growth prospects and financial strength. BFS's emphasis on customer service, technology adoption, and M&A activities underscores its commitment to sustainable growth.

Builders FirstSource reports resilient Q3 performance amidst market challenges

Builders FirstSource's Q3 performance reflects resilience and strategic investments in organic growth and acquisitions. Despite market challenges, the company remains confident in its ability to drive growth and create shareholder value.

Builders FirstSource reports mixed Q4 results amidst strategic investments

Builders FirstSource showcased strong operational performance in 2025 but faced challenges in Q4, prompting cost reduction actions. Investments in acquisitions, digital solutions, and operational excellence position the company for long-term growth and value creation. By focusing on affordability, strategic initiatives, and market agility, Builders FirstSource aims to navigate challenges and capitalize on opportunities for growth.

Builders FirstSource excels in Q1 amidst housing market challenges

Builders FirstSource navigated a challenging housing market to deliver strong Q1 results at the upper end of expectations. Management's focus on strategic growth initiatives, cost control, and operational efficiency underscores resilience and long-term vision. Addressing concerns on margins, cost inflation, and market dynamics, the company remains committed to value-added products and growth. Maintaining gross margins within a narrow range and prudent capital management are key strategies for sustained performance.

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Builders FirstSource, Inc. engages in the supply and manufacture of building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers. Its products include factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood. The company was founded by Kevin P. O'Meara, Donald F. McAleenan and John D. Roach in March 1998 and is headquartered in Irving, TX.