Builders FirstSource Gestion
Gestion contrôle des critères 2/4
Le PDG Builders FirstSource est Peter Jackson, nommé en Nov2024, a un mandat de 1.5 ans. La rémunération annuelle totale est $ 8.13M, composée du salaire de 12.3% et des bonus 87.7%, y compris les actions et options de la société. détient directement 0.2% des actions de la société, d'une valeur de $ 15.74M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.5 ans et 5.3 ans.
Informations clés
Peter Jackson
Directeur général
US$8.1m
Rémunération totale
| Pourcentage du salaire du PDG | 12.30% |
| Durée du mandat du directeur général | 1.5yrs |
| Propriété du PDG | 0.2% |
| Durée moyenne d'occupation des postes de direction | 1.5yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.3yrs |
Mises à jour récentes de la gestion
Recent updates
Builders FirstSource: Still Not The Time To Upgrade To Buy Yet
May 06
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.
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.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$291m |
| Dec 31 2025 | US$8m | US$1m | US$435m |
| Sep 30 2025 | n/a | n/a | US$594m |
| Jun 30 2025 | n/a | n/a | US$756m |
| Mar 31 2025 | n/a | n/a | US$915m |
| Dec 31 2024 | US$3m | US$753k | US$1b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$4m | US$686k | US$2b |
| Sep 30 2023 | n/a | n/a | US$2b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$2b |
| Dec 31 2022 | US$5m | US$655k | US$3b |
| Sep 30 2022 | n/a | n/a | US$3b |
| Jun 30 2022 | n/a | n/a | US$3b |
| Mar 31 2022 | n/a | n/a | US$2b |
| Dec 31 2021 | US$3m | US$625k | US$2b |
| Sep 30 2021 | n/a | n/a | US$1b |
| Jun 30 2021 | n/a | n/a | US$896m |
| Mar 31 2021 | n/a | n/a | US$477m |
| Dec 31 2020 | US$3m | US$533k | US$314m |
| Sep 30 2020 | n/a | n/a | US$215m |
| Jun 30 2020 | n/a | n/a | US$207m |
| Mar 31 2020 | n/a | n/a | US$195m |
| Dec 31 2019 | US$2m | US$525k | US$222m |
Rémunération vs marché: La rémunération totale de Peter ($USD 8.13M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 8.55M ).
Rémunération et revenus: La rémunération de Peter a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.
PDG
Peter Jackson (53 yo)
1.5yrs
Titularisation
US$8,133,324
Compensation
Mr. Peter M. Jackson, CPA, is President, CEO & Director of Builders FirstSource, Inc. from November 6, 2024 and was its Chief Financial Officer since November 14, 2016 until November 6, 2024. Mr. Jackson s...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 1.5yrs | US$8.13m | 0.20% $ 15.7m | |
| Executive VP & CFO | 1.5yrs | US$2.72m | 0.076% $ 6.1m | |
| Chief Operating Officer | 3.2yrs | US$4.42m | 0.080% $ 6.4m | |
| President of Technology & Digital Solutions | less than a year | US$3.80m | pas de données | |
| Chief Talent Officer | 5.3yrs | US$3.14m | 0.032% $ 2.6m | |
| VP, Controller & Principal Accounting Officer | 4.3yrs | pas de données | 0.0043% $ 344.8k | |
| Chief Information Officer | less than a year | pas de données | pas de données | |
| Senior Vice President of Investor Relations | no data | pas de données | pas de données | |
| Executive VP | less than a year | pas de données | 0.017% $ 1.3m | |
| Senior Vice President of the Strategic Management Office | less than a year | pas de données | 0.056% $ 4.5m | |
| President of West Division | 8.3yrs | US$2.29m | 0.13% $ 10.1m | |
| President of East Division | 1.3yrs | pas de données | 0.029% $ 2.4m |
1.5yrs
Durée moyenne de l'emploi
51.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de BLDR n'est pas considérée comme expérimentée (ancienneté moyenne 1.5 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 1.5yrs | US$8.13m | 0.20% $ 15.7m | |
| Independent Director | 3.9yrs | US$315.10k | 0.014% $ 1.1m | |
| Independent Director | 5.3yrs | US$315.10k | 0.040% $ 3.2m | |
| Independent Director | 20.7yrs | US$339.08k | 0.031% $ 2.5m | |
| Independent Chairman of the Board | 28.3yrs | US$497.43k | 1.6% $ 128.7m | |
| Independent Director | 27.3yrs | US$315.33k | 0.073% $ 5.8m | |
| Independent Director | 5.3yrs | US$336.20k | 0.080% $ 6.4m | |
| Independent Director | 5.3yrs | US$315.10k | 0.021% $ 1.6m | |
| Independent Director | 19.9yrs | US$338.87k | 0.090% $ 7.3m | |
| Independent Director | 6.6yrs | US$343.79k | 0.027% $ 2.2m | |
| Independent Director | 1.2yrs | US$314.60k | 0.0012% $ 98.6k | |
| Director | no data | US$494.15k | 0.11% $ 9.0m |
5.3yrs
Durée moyenne de l'emploi
62yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de BLDR sont considérés comme expérimentés (ancienneté moyenne 5.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/06 02:18 |
| Cours de l'action en fin de journée | 2026/05/06 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Builders FirstSource, Inc. est couverte par 26 analystes. 21 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Manthey | Baird |
| Matthew Bouley | Barclays |
| Reuben Garner | Benchmark Company |