Builders FirstSource (BLDR)
Supplies professional builders with lumber, prefabricated components, installation, and digital design tools.
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Supplies professional homebuilders with lumber, factory-built trusses and wall panels, engineered wood, windows, doors, millwork, specialty products, installation, and digital design tools through a nationwide U.S. network. Revenue depends mainly on residential construction activity, with lumber prices influencing reported sales and margins.
Manufactures and distributes building products for professional builders through a nationwide U.S. network. The offering spans lumber and sheet goods; factory-built roof and floor trusses, wall panels, and engineered wood; windows, doors, and millwork; and specialty products including roofing, siding, insulation, and wallboard. Installation, turnkey framing, shell construction, and Paradigm drafting, estimating, quoting, and home-design software extend the package beyond materials.
Combines local sales and delivery with job-specific design and offsite fabrication, shifting labor from jobsites into controlled plants. Customers include production and custom homebuilders, multifamily builders, and remodeling contractors. Operations form one reportable segment in the United States. Demand depends primarily on residential construction and, to a lesser extent, repair and remodeling, while lumber and other commodity prices affect sales and margins.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 18, 2026 | Stifel Nicolaus | Target | Target: $70 | Target: $65 |
| Sep 11, 2026 | Wells Fargo | Reiterate | Rating: —Target: $120 | Target: $63 |
| Aug 21, 2026 | Citigroup | Initiate | Rating: — | |
| Aug 6, 2026 | BMO Capital | Reiterate | Rating: —Target: $93 | Target: $80 |
| Jul 31, 2026 | D.A. Davidson | Target | Target: $100 | Target: $68 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $65.7M · Total debt $5.24B · Total assets $11.32B · Shareholders' equity $4.01B
- Revenue
- $3.86B
- Operating income
- $128.5M
- Net income
- −$3.9M
No dividends on record.
| Institutions | ≈ 102.47% | 110.25M shares | |
|---|---|---|---|
| 707 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 3.11% | 3.35M shares | |
| 26 holders · as of Sep 14, 2026 | |||
| Strategic holders | 6.41% | 6.89M shares | |
| 2 holders · as of Feb 14, 2020 | |||
| Adds to | 111.99% | ||
107.60M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 111.99%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.28% | 7.83M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.37% | 6.85M | as of Jun 30, 2026 |
Conifer Management, L.L.C.Strategic | 6.34% | 6.82M | filed Feb 14, 2020 |
State Street CorpInstitution | 4.50% | 4.84M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 3.87% | 4.16M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 8, 2026 | David E. Rush | director | −5,000 | $78.17 |
| Mar 13, 2026 | Paul S. Levy | director | +50,000 | $87.73 |
- Home Depot
Jobsite delivery network of 1,200+ pro branches via SRS and GMS acquisitions.
- QXO
Now lumber and building materials #2 in North America after Kodiak acquisition.
- UFP Industries
UFP Construction targets the same site-built truss and panel market.
- Lowe's
Pro expansion via Foundation Building Materials and Artisan Design Group.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Builders FirstSource | $60.95 | +4.15% | $6.30B | 64.3 | 16.9 | 0.4 | −8.8% |
| Home Depot | $303.92 | +2.26% | $296.34B | 20.8 | 19.7 | 1.8 | +5.7% |
| QXO | $12.53 | +2.66% | $12.66B | — | 26.5 | 1.3 | +70.3% |
| UFP Industries | $82.90 | +3.28% | $4.53B | 18.5 | 16.3 | 0.7 | +2.6% |
| Lowe's | $195.48 | +2.35% | $107.12B | 16.1 | 15.6 | 1.2 | +8.3% |
| Median | 18.5 | 18.0 | 1.2 | +7.0% |