Builders FirstSource, Inc.

Report azionario NYSE:BLDR

Capitalizzazione di mercato: US$8.0b

Builders FirstSource Dividendi e riacquisti

Criteri Dividendo verificati 0/6

Builders FirstSource non ha registrato alcun pagamento di dividendi.

Informazioni chiave

n/a

Rendimento del dividendo

9.0%

Rendimento del riacquisto

Rendimento totale per gli azionisti9.0%
Rendimento futuro dei dividendi0%
Crescita dei dividendin/a
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazionen/a

Aggiornamenti recenti su dividendi e riacquisti

Nessun aggiornamento

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
Builders FirstSource, Inc.'s (NYSE:BLDR) Intrinsic Value Is Potentially 19% Below Its Share Price

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 23
Not Many Are Piling Into Builders FirstSource, Inc. (NYSE:BLDR) Just Yet

Builders FirstSource (NYSE:BLDR) Has A Somewhat Strained Balance Sheet

Jun 23
Builders FirstSource (NYSE:BLDR) Has A Somewhat Strained Balance Sheet

Is Builders FirstSource, Inc. (NYSE:BLDR) Trading At A 43% Discount?

May 22
Is Builders FirstSource, Inc. (NYSE:BLDR) Trading At A 43% Discount?

Builders FirstSource: Capitalizing On Considerable Pent-Up Demand

Apr 24

Builders FirstSource: Limited Visibility Into Top- And Bottom-Line Recovery

Mar 07

Builders FirstSource: Normalization Set To Continue In 2025

Jan 13

Builders FirstSource: Near Term Uncertainty Creates Opening In This Long Term Compounder

Dec 31

Builders FirstSource: Encouraging Margins But Soft Revenue In Q3

Nov 06

Builders FirstSource: Tuesday Drop May Indicate Trouble To Come For Homebuilding

Oct 30

Builders FirstSource: Cautious Approach Due To Housing Challenges

Sep 12
User avatar

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.

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di BLDR siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di BLDR siano aumentati.


Rendimento dei dividendi rispetto al mercato

Builders FirstSource Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di BLDR rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (BLDR)n/a
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.2%
Media del settore (Building)1.2%
Analista previsionale (BLDR) (fino a 3 anni)0%

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di BLDR rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di BLDR rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.


Distribuzione degli utili agli azionisti

Copertura degli utili: Dati insufficienti per calcolare il payout ratio di BLDR per determinare se i suoi pagamenti di dividendi sono coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché BLDR non ha segnalato alcun pagamento.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/06 23:22
Prezzo dell'azione a fine giornata2026/05/06 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Builders FirstSource, Inc. è coperta da 26 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
David MantheyBaird
Matthew BouleyBarclays
Reuben GarnerBenchmark Company