Builders FirstSource Zukünftiges Wachstum
Future Kriterienprüfungen 3/6
Builders FirstSource wird ein jährliches Gewinn- und Umsatzwachstum von 26% bzw. 3.9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 28.2% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 18.9% betragen.
Wichtige Informationen
26.0%
Wachstumsrate der Gewinne
28.17%
EPS-Wachstumsrate
| Building Gewinnwachstum | 18.6% |
| Wachstumsrate der Einnahmen | 3.9% |
| Zukünftige Eigenkapitalrendite | 18.86% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 04 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
BLDR: Margin Resilience And 2026 Guidance Will Support Future Upside
Analysts have trimmed the fair value estimate for Builders FirstSource to $129.22 from $150.00, reflecting a series of reduced price targets across the Street as models factor in a slightly higher discount rate, modestly different revenue growth and profit margin expectations, and a lower future P/E assumption. Analyst Commentary Recent research on Builders FirstSource shows a cluster of lower price targets, but the overall tone is not uniformly negative.Builders FirstSource: A Weak Q1 But Nearing A Bottom (Upgrade)
Apr 30
BLDR: Margin Resilience And Housing Recovery Are Expected To Drive Upside
Analysts have trimmed the price target on Builders FirstSource to reflect a fair value move from about $126.24 to $120.62, citing updated assumptions for growth, margins, discount rates and P/E that mirror recent Street research, including multiple target reductions and some more constructive views on gross margin resilience. Analyst Commentary Recent Street research on Builders FirstSource points to a mixed but constructive debate around valuation, execution and growth, with several firms trimming price targets while others highlight support from margins and the housing cycle.BLDR: Margin Resilience Will Drive Upside As 2026 Guidance Sets Earnings Floor
Analysts have trimmed their average price targets on Builders FirstSource by a few dollars, with recent cuts toward the $93 to $143 range. These changes reflect more cautious assumptions about 2026 housing starts and near term earnings, even as many still highlight the company's margin resilience and competitive position.BLDR: Margin Resilience And Scale Are Expected To Outweigh Housing Headwinds
Narrative Update: Builders FirstSource Analyst Price Target Shift The Analyst Price Target for Builders FirstSource has moved slightly lower, with fair value edging from about $128.10 to $126.24. Analysts are factoring in more cautious revenue growth, slightly softer profit margin assumptions, a higher discount rate, and Street research that trims price targets while still highlighting gross margin resilience and the potential benefits of the company’s scale and services footprint.BLDR: Margin Resilience And Market Share Gains Will Drive Long Term Upside
The analyst price target for Builders FirstSource has been reduced from $171.29 to $150.00 as analysts factor in higher discount rates, more conservative revenue growth and profit margin assumptions, and a higher future P/E multiple, despite recent research highlighting resilient gross margins and potential market share upside. Analyst Commentary Recent research on Builders FirstSource reflects a mix of caution on housing and remodel demand alongside confidence in the company’s margin profile, scale, and ability to execute through softer conditions.BLDR: Cost Control And Margin Resilience Are Expected To Outweigh Housing Headwinds
Analysts have nudged our Builders FirstSource fair value estimate slightly lower to $128.10 from $130.24, reflecting recent cuts to Street price targets that factor in lighter Q4 results, cautious housing and residential outlooks, and modestly trimmed EPS forecasts, even as cost control and margin resilience remain key parts of the thesis. Analyst Commentary Street research around Builders FirstSource has tilted more cautious after Q4, with several firms trimming price targets and earnings expectations while still pointing to areas of operational strength.BLDR: Housing Affordability Pressures And R&R Recovery Shape Balanced Outlook
Analysts have trimmed their price targets for Builders FirstSource by a few dollars, reflecting slightly lower modeled fair value and profit margins as they weigh mixed housing and nonresidential trends along with ongoing sector volatility. Analyst Commentary Recent research on Builders FirstSource reflects a mix of optimism about long term positioning and caution around near term housing and repair and remodel headwinds, which is showing up in price target tweaks rather than major rating shifts.BLDR: Stabilizing Margins And Housing Cycle Trough Set Up Balanced Outlook
Analysts have modestly reduced their fair value estimate for Builders FirstSource to $131.00, reflecting slightly lower margin and growth assumptions. This is partially offset by higher future P/E expectations and a mixed set of recent price target revisions from Barclays, RBC Capital, UBS, and Jefferies.
BLDR: Lowered Margin Outlook And Cycle Trough Multiples Will Shape 2026 Rebound Potential
Narrative Update: Builders FirstSource The analyst price target for Builders FirstSource has moved lower, with the fair value estimate shifting from about $118 to roughly $103. Analysts are factoring in updated views on margin expectations, a higher discount rate, and valuation multiples, while also referencing stabilized margins, bottoming fundamentals, and recent Street targets of $143 and $138.BLDR: Stabilizing Margins And Cycle Trough Pricing Will Drive Upside
Analysts have modestly trimmed their price target on Builders FirstSource, cutting it by about $8 to roughly $138 per share. They cite a still competitive market even as margins stabilize and fundamentals appear to be bottoming with solid recovery potential.BLDR: Stabilizing Margins Will Support Recovery As Competitive Pressures Ease
Analysts have modestly reduced their price target on Builders FirstSource, trimming it by $8 to $138 as they factor in a still-competitive market. They also point to stabilizing margins, bottom-of-cycle valuation support near $100, and improving fundamentals with strong recovery potential.BLDR: Margins Will Hold Steady as Cycle Recovery Brings Upside Potential
Analysts have slightly lowered their price target for Builders FirstSource from $146 to $138, citing stabilized margins and expectations for support at recent valuation lows as the company approaches a cyclical recovery. Analyst Commentary Recent analyst updates highlight a mix of optimism and caution regarding Builders FirstSource's outlook as the company navigates the current industry cycle.BLDR: Margins Will Stabilize as Market Recovery Signals Strength Ahead
Analysts have reduced their price target for Builders FirstSource by $7, citing stabilizing margins and signs of a bottoming market. They continue to maintain a positive outlook for eventual recovery.Turnkey Market Expansion And Share Repurchases Will Drive Future Upside
Analysts have lowered their price target for Builders FirstSource from approximately $140.32 to $139.02. They cite expectations for a "lower for longer" earnings trough and a reduced growth outlook in their rationale.Builders FirstSource, Inc.'s (NYSE:BLDR) Intrinsic Value Is Potentially 19% Below Its Share Price
Sep 09
Digital Transformation And Acquisitions Will Shape Future Markets
Consensus analyst price targets for Builders FirstSource remain unchanged at $141.16 as analysts cite weaker housing starts, margin pressure, and cautious earnings outlooks for 2025–26, despite long-term optimism around U.S. housing under-builds and M&A potential. Analyst Commentary Bearish analysts are forecasting a “lower for longer” trough driven by reduced FY25 and FY26 adjusted EBITDA outlooks, citing a more cautious earnings reset.Not Many Are Piling Into Builders FirstSource, Inc. (NYSE:BLDR) Just Yet
Jul 23Builders FirstSource (NYSE:BLDR) Has A Somewhat Strained Balance Sheet
Jun 23Is Builders FirstSource, Inc. (NYSE:BLDR) Trading At A 43% Discount?
May 22Builders FirstSource: Capitalizing On Considerable Pent-Up Demand
Apr 24Builders FirstSource: Limited Visibility Into Top- And Bottom-Line Recovery
Mar 07Builders FirstSource: Normalization Set To Continue In 2025
Jan 13Builders FirstSource: Near Term Uncertainty Creates Opening In This Long Term Compounder
Dec 31Builders FirstSource: Encouraging Margins But Soft Revenue In Q3
Nov 06Builders FirstSource: Tuesday Drop May Indicate Trouble To Come For Homebuilding
Oct 30Builders FirstSource: Cautious Approach Due To Housing Challenges
Sep 12
Digital Transformation And Critical M&A Poised To Bolster Market Leadership And Shareholder Value
The company's digital platform adoption and focus on value-added services aim to drive future revenue growth and improve operational efficiency.Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 16,614 | 595 | 597 | 863 | 7 |
| 12/31/2027 | 15,617 | 401 | 667 | 1,059 | 21 |
| 12/31/2026 | 14,836 | 225 | 476 | 728 | 21 |
| 3/31/2026 | 14,820 | 291 | 862 | 1,171 | N/A |
| 12/31/2025 | 15,191 | 435 | 853 | 1,216 | N/A |
| 9/30/2025 | 15,653 | 594 | 1,020 | 1,395 | N/A |
| 6/30/2025 | 15,944 | 756 | 1,189 | 1,577 | N/A |
| 3/31/2025 | 16,167 | 915 | 1,301 | 1,688 | N/A |
| 12/31/2024 | 16,400 | 1,078 | 1,492 | 1,873 | N/A |
| 9/30/2024 | 16,731 | 1,238 | 1,730 | 2,111 | N/A |
| 6/30/2024 | 17,033 | 1,405 | 1,604 | 2,030 | N/A |
| 3/31/2024 | 17,105 | 1,466 | 1,506 | 1,970 | N/A |
| 12/31/2023 | 17,097 | 1,541 | 1,831 | 2,307 | N/A |
| 9/30/2023 | 17,304 | 1,574 | 2,155 | 2,667 | N/A |
| 6/30/2023 | 18,531 | 1,861 | 3,066 | 3,518 | N/A |
| 3/31/2023 | 20,929 | 2,444 | 3,678 | 4,074 | N/A |
| 12/31/2022 | 22,726 | 2,749 | 3,259 | 3,599 | N/A |
| 9/30/2022 | 23,004 | 2,807 | 3,195 | 3,468 | N/A |
| 6/30/2022 | 22,751 | 2,682 | 2,825 | 3,074 | N/A |
| 3/31/2022 | 21,401 | 2,192 | 1,885 | 2,124 | N/A |
| 12/31/2021 | 19,894 | 1,725 | 1,516 | 1,744 | N/A |
| 9/30/2021 | 17,790 | 1,423 | 819 | 1,008 | N/A |
| 6/30/2021 | 14,577 | 896 | -269 | -114 | N/A |
| 3/31/2021 | 10,946 | 477 | -13 | 110 | N/A |
| 12/31/2020 | 8,559 | 314 | 148 | 260 | N/A |
| 9/30/2020 | 7,792 | 215 | 180 | 299 | N/A |
| 6/30/2020 | 7,477 | 207 | 373 | 495 | N/A |
| 3/31/2020 | 7,436 | 195 | 327 | 447 | N/A |
| 12/31/2019 | 7,280 | 222 | N/A | 504 | N/A |
| 9/30/2019 | 7,333 | 232 | N/A | 634 | N/A |
| 6/30/2019 | 7,470 | 228 | N/A | 631 | N/A |
| 3/31/2019 | 7,656 | 218 | N/A | 467 | N/A |
| 12/31/2018 | 7,725 | 205 | N/A | 283 | N/A |
| 9/30/2018 | 7,688 | 110 | N/A | 196 | N/A |
| 6/30/2018 | 7,448 | 77 | N/A | 86 | N/A |
| 3/31/2018 | 7,202 | 58 | N/A | 137 | N/A |
| 12/31/2017 | 7,034 | 39 | N/A | 179 | N/A |
| 9/30/2017 | 6,802 | 88 | N/A | 154 | N/A |
| 6/30/2017 | 6,669 | 174 | N/A | 114 | N/A |
| 3/31/2017 | 6,503 | 165 | N/A | 65 | N/A |
| 12/31/2016 | 6,367 | 144 | N/A | 158 | N/A |
| 9/30/2016 | 6,276 | 127 | N/A | 55 | N/A |
| 6/30/2016 | 5,806 | -7 | N/A | 128 | N/A |
| 3/31/2016 | 4,591 | -33 | N/A | 124 | N/A |
| 12/31/2015 | 3,564 | -23 | N/A | 177 | N/A |
| 9/30/2015 | 2,505 | -10 | N/A | 116 | N/A |
| 6/30/2015 | 1,664 | 8 | N/A | 44 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: BLDRDas prognostizierte Gewinnwachstum (26% pro Jahr) liegt über der Sparquote (3.5%).
Ertrag vs. Markt: BLDRDie Erträge des Unternehmens (26% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.1% pro Jahr).
Hohe Wachstumserträge: BLDREs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.
Einnahmen vs. Markt: BLDRDie Einnahmen des Unternehmens (3.9% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.3% pro Jahr).
Hohe Wachstumseinnahmen: BLDRDie Einnahmen des Unternehmens (3.9% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: BLDRDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (18.9%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/05 08:50 |
| Aktienkurs zum Tagesende | 2026/05/05 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
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| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
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| Eigentümerschaft | 10 Jahre |
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| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Builders FirstSource, Inc. wird von 26 Analysten beobachtet. 21 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| David Manthey | Baird |
| Matthew Bouley | Barclays |
| Reuben Garner | Benchmark Company |