Builders FirstSource, Inc.

BLDR · NYSE

Company research

Builders FirstSource, Inc. (NYSE: BLDR) is the largest U.S. supplier of structural building products, prefabricated components, and value-added services to the professional market for new residential construction and repair and remodeling, headquartered in Irving, Texas. Founded in 1998 and publicly traded since 2005, the company operates approximately 570 distribution and manufacturing locations across 43 states, serving professional homebuilders, sub-contractors, remodelers, and consumers with a comprehensive product portfolio that includes factory-built roof and floor trusses, wall panels, stairs, vinyl windows, custom millwork, engineered wood, dimensional lumber, and specialty building products. The company further differentiates itself through an integrated homebuilding solution encompassing manufacturing, supply, delivery, and installation services, as well as technology-enabled offerings such as software and design services that help builders optimize project planning and reduce jobsite waste. Under the leadership of CEO Peter Jackson and with approximately 28,000 full-time employees, Builders FirstSource has solidified its dominant market position through a disciplined acquisition strategy, most notably its transformative 2021 merger with BMC Stock Holdings, which significantly expanded its scale and geographic footprint across 94 of the top 100 core based statistical areas.

Research reports

Yahoo Finance · June 19, 2026Builders FirstSource (BLDR): Buy, Sell, or Hold Post Q1 Earnings?

Post–Q1 2026, the report highlights BLDR’s 22.7% six‑month share price decline, a forward P/E of 16.1, and concludes that despite a reasonable valuation there is no compelling buy case versus better alternatives, framing the stock as a hold while flagging macro and execution risks.

Flash (StockSentinel) · May 2, 2026Builders FirstSource, Inc. (BLDR) Stock Research Report

This deep-dive positions BLDR as a technology-enabled manufacturing platform with a scale and software moat, emphasizing value-added mix (~48% of sales), national density, and aggressive buybacks that have retired nearly 50% of shares since 2021, and derives a probability‑weighted 5‑year price target of about 208.50 while stressing interest-rate, housing‑starts, tariff, and leverage risks.

StockStory · February 16, 2026Builders FirstSource (NYSE:BLDR) Reports Sales Below Analyst Estimates in Q4 CY2025

This Q4 2025 earnings note details a 12.1% year‑on‑year revenue decline to 3.36 billion and misses versus consensus on both sales and non‑GAAP EPS, breaks down segment trends and margin compression, and characterizes the quarter as soft while directing readers to a fuller valuation-focused research report without making a strong directional call.

StockStory · August 17, 2025Builders FirstSource (BLDR) Research Report

The flagship research report reviews BLDR’s business model, competitors, and five‑year revenue, EPS, margin, free‑cash‑flow, and ROIC trends, concluding that despite historically strong growth and cash generation, recent deterioration in growth and returns plus cyclicality make it a lower‑quality, fairly valued name and that “there are superior stocks to buy right now.”