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.

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Builders FirstSource reports record 2022 sales amidst market challenges

Builders FirstSource delivered strong financial performance in 2022, focusing on strategic priorities and acquisitions.
The company faces challenges from commodity deflation and changing market dynamics but remains optimistic about its future.
Opportunities lie in M&A activities, productivity savings initiatives, and digital solutions revenue growth.
Maintaining margins and enhancing customer service are key strengths for Builders FirstSource.

Builders FirstSource exceeds Q1 expectations, eyes growth opportunities ahead

Builders FirstSource demonstrated strong financial performance, operational efficiency, and strategic growth initiatives in Q1 2023.
While facing challenges in the lumber market and backlog normalization, the company is well-positioned to capitalize on opportunities for growth.
With a focus on customer relationships, acquisitions, and productivity enhancements, Builders FirstSource aims to maintain profitability and drive value.
Expectations of exceeding $1.5 billion in free cash flow for 2023 underscore the company's positive outlook and financial strength.

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.

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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 Irving, TX.

Softness in the housing and R&R markets is likely to get reflected in Builders FirstSource's (BLDR) Q1 performance.

What to Note Ahead of Builders FirstSource (BLDR) Q1 Earnings

Builders FirstSource (BLDR) benefits from accretive acquisitions, cost-efficiency initiatives and digital investments.

Builders FirstSource (BLDR) Hits 52-Week High: What's Aiding It?

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Accretive acquisitions, continued innovation, digital initiatives and strong consumer demand has been aiding the Retail Building Products industry players. LOW, FAST, BLDR, BECN and TGLS are well-poised for growth.

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Builders FirstSource is priced at approximately 11x this year's free cash flow. But viewing the stock in terms of its valuation is not the best way to think about it. My investment thesis is that the housing market may be close to the bottom.

Builders FirstSource: Up And To The Right

DALLAS, April 05, 2023 (GLOBE NEWSWIRE) -- Builders FirstSource, Inc. (NYSE: BLDR) (“Builders FirstSource” or the "Company") will host a conference call and webcast on Wednesday, May 3, 2023, to discuss the Company's financial results and other business matters. The teleconference will begin at 8:00 a.m. Central Time and will be hosted by Dave Rush, Chief Executive Officer, and Peter Jackson, Chief Financial Officer.

Builders FirstSource to Host First Quarter Financial Results Conference Call and Webcast

Builders FirstSource (BLDR) is benefiting from robust acquisitions and digital initiatives. However, increasing costs and supply-related disruptions hurt growth prospects.

Builders FirstSource (BLDR) Banks On Buyouts Amid Inflation

Builders FirstSource (BLDR) reported earnings 30 days ago. What's next for the stock?

Builders FirstSource (BLDR) Up 0.8% Since Last Earnings Report: Can It Continue?

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Builders FirstSource is the largest supplier and manufacturer of building materials and construction services in the United States. In the last five years, the company has earned investors a total shareholder return of nearly 296%.

Builders FirstSource: Building A High-Performing Portfolio

Builders FirstSource (BLDR) witnesses low single-family starts, two fewer selling days and commodity deflation in Q4.

Builders FirstSource (BLDR) Q4 Earnings Beat, Margins Dip

Builders FirstSource, Inc. (NYSE:BLDR ) Q4 2022 Earnings Conference Call February 28, 2023 9:00 AM ET Company Participants Michael Neese - SVP Finance and Investor Relations David Rush - Chief Executive Officer Peter Jackson - Chief Financial Officer Conference Call Participants Trey Grooms - Stephens, Inc. Matthew Bouley - Barclays Ketan Mamtora - BMO Capital Markets David Manthey - Baird Keith Hughes - Truist Securities Adam Baumgarten - Zelman & Associates Steven Ramsey - Thompson Research Group Jay McCanless - Wedbush Reuben Garner - The Benchmark Company Collin Verron - Jefferies Michael Dahl - RBC Capital Markets Alex Rygiel - B. Riley Operator Good day, and welcome to the Builders FirstSource Fourth Quarter 2022 and Year End Earnings Conference Call.

Builders FirstSource, Inc. (BLDR) Q4 2022 Earnings Call Transcript

Fourth Quarter 2022 Highlights Net sales of $4.4 billion, a decrease of 6.0% Net income of $384.5 million, a decrease of 13.1%  Earnings per diluted share of $2.62 per share, an increase of 13.4% Adjusted EBITDA of $0.7 billion, a decrease of 12.2% Repurchased $651.4 million of common shares in the fourth quarter

Builders FirstSource Reports Fourth Quarter and Record Full Year 2022 Results

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Two big-time home improvement retailers, Lowe's and Builders FirstSource, are scheduled to reveal their quarterly results this week. How do they stack up?

Taking Stock of Home Improvement Retailers Before Earnings

Softness in the housing and R&R markets is likely to have been reflected in Builders FirstSource's (BLDR) Q4 performance.

What Awaits Builders FirstSource (BLDR) This Earnings Season?

Builders FirstSource, Inc.'s double-digit growth over the past few years was due to acquisitions and one-off high product prices. It is not a high-growth company when these are stripped out. Builders FirstSource is a cyclical company whose performance is tied to Housing Starts. It should be analyzed and valued as a cyclical one.

Builders FirstSource: Don't Be Mesmerized By The Past Few Years' Performance

Builders FirstSource is a profitable business that's cheaply valued. The balance sheet is strong, and the company is buying back its shares.

Builders FirstSource: Ready To Sizzle In 2023

DALLAS, Jan. 31, 2023 (GLOBE NEWSWIRE) -- Builders FirstSource, Inc. (NYSE: BLDR) (“Builders FirstSource” or the "Company") will host a conference call and webcast on Tuesday, February 28, 2023, to discuss the Company's financial results and other business matters. The teleconference will begin at 8:00 a.m. Central Standard Time and will be hosted by Dave Rush, Chief Executive Officer, and Peter Jackson, Chief Financial Officer.

Builders FirstSource to Host Fourth Quarter and Full Year 2022 Financial Results Conference Call and Webcast

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Why Builders FirstSource (BLDR) is a Top Growth Stock for the Long-Term

DALLAS, Jan. 10, 2023 (GLOBE NEWSWIRE) -- Builders FirstSource, Inc. (NYSE: BLDR) (“Builders FirstSource” or the "Company") today announced that Dave Rush has been named Chief Executive Officer, effective immediately. Mr. Rush has served as Interim Chief Executive Officer of Builders FirstSource since November 18, 2022, when he was also appointed to the Company's Board of Directors.

Dave Rush Named Chief Executive Officer of Builders FirstSource

In the short term, industry-wide headwinds should negatively affect BLDR's revenue and margin. The long-term outlook for the homebuilding industry is strong.

Builders FirstSource: Weak Housing Market Presents A Good Buying Opportunity

Buyouts synergies and digital solutions are driving Builders FirstSource (BLDR). Yet, inflation and housing demand woes persist.

Will Builders FirstSource (BLDR) Beat Inflation in 2023?

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News for Builders FirstSource Stock (BLDR)