Builders FirstSource

BLDR

Market cap $8.25B

Builders FirstSource (BLDR) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

IRVING, Texas--(BUSINESS WIRE)--Builders FirstSource, Inc. (NYSE: BLDR) announced today that as part of a planned leadership transition, Mike Hiller has been appointed Chief Operating Officer-Designate, succeeding Steve Herron, who will retire on December 31, 2026. “This succession plan reflects both the bench depth of quality leadership within our company and our ability to attract top talent from outside our industry,” said Peter Jackson, CEO of Builders FirstSource. “The timeline will suppor.

Zacks.com users have recently been watching Builders FirstSource (BLDR) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Builders FirstSource reported a weak Q1 2026, with net sales down 10% y/y and broad-based declines across segments. BLDR's cost actions and facility consolidations are positive, but earnings remain under pressure with gross margin down 220 bps and adjusted EBITDA down 42.1%. Demand remains soft, with management citing affordability pressures, muted consumer confidence, and deferred multi-family projects clouding the recovery outlook.

The housing recovery is delayed until next year.

Builders FirstSource (BLDR) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Builders FirstSource, Inc. (BLDR) Q1 2026 Earnings Call Transcript

BLDR Q1 EPS misses estimates as sales fall 10%. Sales, however, beat forecasts.

Builders FirstSource faces significant headwinds from declining single-family home construction, with shares down 30% over the past year. Q1 results were weak: revenue fell 11%, EPS dropped 82%, and adjusted EBITDA declined 42%, reflecting deteriorating margins and operating leverage. BLDR cut revenue and EBITDA guidance by $200 million, now expecting $1.1–$1.5 billion EBITDA and $400–$500 million free cash flow for the year.

Builders FirstSource (BLDR) came out with quarterly earnings of $0.27 per share, missing the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $1.51 per share a year ago.