Builders FirstSource, Inc.
BLDRConsumer & retailbldr.com
Latest available resultsSeptember 30, 2026Quarter · 10-Q filed Oct 29, 2026
Next reportFebruary 15, 2027pre-market · forecast 0.55 $/share
Revenue
$3.85B
▼ -2.2% vs prior year YoY
Net income
$60.41M
▼ -50.6% vs prior year YoY
EPS
0.56$
▼ -49.1% vs prior year YoY
Net margin
1.6%
▼ -1.5 pp vs prior year YoY
Revenue▼ -2.2%
Margins (% of revenue)GrossOperatingNet
Net income▼ -50.6%
EPS▼ -49.1%
Financial statements
View 10-Q filed October 29, 2026 on SEC ↗| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $3.82B | $3.66B | $4.23B | $3.94B | $3.36B | $3.29B | $3.86B | $3.85B | ▼ -2.2% |
| Gross profit | $1.23B | $1.12B | $1.30B | $1.20B | $1.00B | $928.97M | $1.09B | $1.07B | ▼ -10.6% |
| Operating income | $304.15M | $184.44M | $311.29M | $228.77M | $61.78M | $16.52M | $128.51M | $99.09M | ▼ -56.7% |
| Net income | $190.24M | $96.30M | $185.03M | $122.38M | $31.48M | −$47.41M | −$3.90M | $60.41M | ▼ -50.6% |
| R&Dnever filed | — | — | — | — | — | — | — | — | — |
| EPS (diluted) | — | 0.84 $ | 1.66 $ | 1.10 $ | — | -0.43 $ | -0.04 $ | 0.56 $ | ▼ -49.1% |
| Margins (% of revenue) | |||||||||
| Gross | 32.3 % | 30.5 % | 30.7 % | 30.4 % | 29.8 % | 28.3 % | 28.1 % | 27.8 % | ▼ -2.6 pt |
| Operating | 8.0 % | 5.0 % | 7.4 % | 5.8 % | 1.8 % | 0.5 % | 3.3 % | 2.6 % | ▼ -3.2 pt |
| Net | 5.0 % | 2.6 % | 4.4 % | 3.1 % | 0.9 % | -1.4 % | -0.1 % | 1.6 % | ▼ -1.5 pt |
| Balance sheet | |||||||||
| Assets | $10.58B | $11.45B | $11.46B | $11.43B | $11.24B | $11.30B | $11.32B | $11.33B | ▼ -0.8% |
| Liabilities | $6.29B | $7.07B | $7.29B | $7.11B | $6.89B | $7.30B | $7.32B | $7.25B | ▲ +2.0% |
| Equity | $4.30B | $4.37B | $4.18B | $4.32B | $4.35B | $4.00B | $4.01B | $4.08B | ▼ -5.4% |
| Cash | $153.62M | $115.37M | $87.02M | $296.16M | $181.75M | $98.34M | $65.65M | $55.01M | ▼ -81.4% |
| Capital | |||||||||
| Shares outstanding | 113.62M | 110.51M | 110.55M | 110.58M | 110.61M | 107.56M | 107.60M | 107.61M | ▼ -2.7% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.