Builders FirstSource（1BLDR）株式概要ビルダーズ・ファーストソース社は、その子会社とともに、米国内のプロの住宅建設業者、下請け業者、リフォーム業者、消費者向けに建築資材、製造部品、建設サービスを製造・供給している。 詳細1BLDR ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績1/6財務の健全性2/6配当金0/6報酬当社が推定した公正価値より13.3%で取引されている 収益は年間25.08%増加すると予測されています リスク分析利払いは収益で十分にカバーされない 利益率(2%)は昨年より低い(5.7%) Italian市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る1BLDR Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW489,177 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeINBLROAG489,177 investors already sharing narrativesYour Fair Value€Current Price€77.4817.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-33m21b2016201920222025202620282031Revenue US$18.1bEarnings US$355.3mAdvancedSet Fair ValueView all narrativesBuilders FirstSource, Inc. 競合他社Carel IndustriesSymbol: BIT:CRLMarket cap: €3.6bLU-VESymbol: BIT:LUVEMarket cap: €1.5bAriston HoldingSymbol: BIT:ARISMarket cap: €1.3bSomecSymbol: BIT:SOMMarket cap: €174.0m価格と性能株価の高値、安値、推移の概要Builders FirstSource過去の株価現在の株価US$77.4852週高値US$119.3052週安値US$58.16ベータ1.451ヶ月の変化19.53%3ヶ月変化16.65%1年変化-29.02%3年間の変化n/a5年間の変化n/aIPOからの変化-26.66%最新ニュースValuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €79.14, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 17x in the Building industry in Europe. Total loss to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €82.72 per share.お知らせ • Jun 06Builders Firstsource, Inc. Announces Resignation of Mark A. Alexander from Director Role, Effective June 3, 2026Builders FirstSource, Inc. announced that on June 3, 2026, Mark A. Alexander notified the Board of Directors of his resignation from the Board, effective June 3, 2026, due to health reasons. Mr. Alexander's resignation was not the result of any disagreement with the Company on any matter relating to the Company's operations, policies, or practices.お知らせ • May 20Builders Firstsource, Inc. Announces COO and Chief Human Resources Officer ChangesBuilders FirstSource, Inc. announced 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. Mr. Herron joined the Company as part of the 2015 acquisition of ProBuild Holdings. He has more than 40 years of experience in the industry, including senior management roles at HD Supply Holdings, The Home Depot, Lowe’s and Williams Brothers Lumber. Prior to his 2023 appointment as COO, he was President of the Company’s East Division. Mr. Hiller has more than 25 years of experience in business development, finance and operational leadership in the building materials industry. Prior to the 2021 merger of Builders FirstSource and BMC Stock Holdings, he was vice president of BMC’s Intermountain Region. He later became president of the Company’s Central Division, and most recently served as Chief Talent Officer. Coley O’Brien has been appointed Chief Human Resources Officer, succeeding Mr. Hiller in leading the Company’s human resources functions. Mr. O’Brien has more than 25 years of experience in human resources and operations training. He joins the Company from The Wendy’s Company, where he held leadership roles in human resources and operations training since 2007. Most recently, he served as Chief People Officer, leading global HR strategy, innovation and people systems.Buy Or Sell Opportunity • May 19Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 40% to €58.48. The fair value is estimated to be €75.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.6% over the last 3 years. Earnings per share has declined by 42%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.Reported Earnings • May 04First quarter 2026 earnings released: US$0.43 loss per share (vs US$0.85 profit in 1Q 2025)First quarter 2026 results: US$0.43 loss per share (down from US$0.85 profit in 1Q 2025). Revenue: US$3.29b (down 10% from 1Q 2025). Net loss: US$47.4m (down 149% from profit in 1Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Building industry in Europe.お知らせ • May 03Builders FirstSource, Inc. Provides Earnings Guidance for the Full Year 2026Builders FirstSource, Inc. provided earnings guidance for the full year 2026. For the year, the company expects Net Sales to be in a range of $14.6 billion to $15.6 billion.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €79.14, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 17x in the Building industry in Europe. Total loss to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €82.72 per share.お知らせ • Jun 06Builders Firstsource, Inc. Announces Resignation of Mark A. Alexander from Director Role, Effective June 3, 2026Builders FirstSource, Inc. announced that on June 3, 2026, Mark A. Alexander notified the Board of Directors of his resignation from the Board, effective June 3, 2026, due to health reasons. Mr. Alexander's resignation was not the result of any disagreement with the Company on any matter relating to the Company's operations, policies, or practices.お知らせ • May 20Builders Firstsource, Inc. Announces COO and Chief Human Resources Officer ChangesBuilders FirstSource, Inc. announced 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. Mr. Herron joined the Company as part of the 2015 acquisition of ProBuild Holdings. He has more than 40 years of experience in the industry, including senior management roles at HD Supply Holdings, The Home Depot, Lowe’s and Williams Brothers Lumber. Prior to his 2023 appointment as COO, he was President of the Company’s East Division. Mr. Hiller has more than 25 years of experience in business development, finance and operational leadership in the building materials industry. Prior to the 2021 merger of Builders FirstSource and BMC Stock Holdings, he was vice president of BMC’s Intermountain Region. He later became president of the Company’s Central Division, and most recently served as Chief Talent Officer. Coley O’Brien has been appointed Chief Human Resources Officer, succeeding Mr. Hiller in leading the Company’s human resources functions. Mr. O’Brien has more than 25 years of experience in human resources and operations training. He joins the Company from The Wendy’s Company, where he held leadership roles in human resources and operations training since 2007. Most recently, he served as Chief People Officer, leading global HR strategy, innovation and people systems.Buy Or Sell Opportunity • May 19Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 40% to €58.48. The fair value is estimated to be €75.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.6% over the last 3 years. Earnings per share has declined by 42%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.Reported Earnings • May 04First quarter 2026 earnings released: US$0.43 loss per share (vs US$0.85 profit in 1Q 2025)First quarter 2026 results: US$0.43 loss per share (down from US$0.85 profit in 1Q 2025). Revenue: US$3.29b (down 10% from 1Q 2025). Net loss: US$47.4m (down 149% from profit in 1Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Building industry in Europe.お知らせ • May 03Builders FirstSource, Inc. Provides Earnings Guidance for the Full Year 2026Builders FirstSource, Inc. provided earnings guidance for the full year 2026. For the year, the company expects Net Sales to be in a range of $14.6 billion to $15.6 billion.お知らせ • Apr 21Builders Firstsource, Inc. Appoints Alena Brenner as Executive Vice President, Chief Legal Officer and Corporate Secretary, Advisor to the Board of DirectorsBuilders FirstSource, Inc. announced the appointment of Alena Brenner as Executive Vice President, Chief Legal Officer and Corporate Secretary, reporting to CEO Peter Jackson. Ms. Brenner will lead all legal, risk management, government affairs, compliance, corporate social responsibility, and insurance functions for the Company. She will also serve as the primary legal advisor to the Builders FirstSource Board of Directors. Ms. Brenner has nearly 25 years of legal experience in industries including manufacturing, CPG and fleet management. She joins the Company from Cornerstone Building Brands, where she served as EVP, General Counsel and Corporate Secretary beginning in 2021. Prior to that, Ms. Brenner held various legal leadership positions with Ryder System, Inc. including General Counsel of its largest division, Fleet Management Solutions, before advancing to Deputy General Counsel of Ryder. She also previously worked for Anheuser-Busch InBev and Hunton Andrews Kurth LLP in New York. Ms. Brenner earned her juris doctor from New York’s Fordham School of Law and has been admitted to the bar in New Jersey and New York. She also holds a bachelor’s degree in industrial and labor relations from Cornell University.お知らせ • Apr 14Builder's First Source LLC Faces Lawsuit over Alleged Failure to Provide Required Meal Periods and Rest PeriodsBuilder's First Source LLC, a tree maintenance and removal company, allegedly failed to provide employees with all legally required meal and rest breaks. This resulted in allegations of the company paying employees inaccurate wages, thus providing inaccurate wages statements. The San Diego employment law attorneys, at Blumenthal Nordrehaug Bhowmik De Blouw LLP, filed a class action complaint alleging that Builder's First Source LLC violated the California Labor Code. The Builders First Source LLC class action lawsuit, Case No. 26CU008344C, is currently pending in the San Diego Superior Court of the State of California. According to the lawsuit filed, Builder's First Source LLC allegedly (a) failed to provide meal and rest periods, (b) failed to pay employees minimum and overtime wages, (c) failed to provide accurate itemized wage statements, (d) failed to reimburse for required expenses, (e) failed to pay sick wages, and (f) failed to provide wages when due, all in violation of the applicable Labor Code sections listed in California Labor Code Sections 201-203, 226, 226.7, 233, 246, 510, 512, 1194, 1197, 1197.1, 2802, and the applicable Wage Order(s), and thereby gives rise to civil penalties as a result of such alleged conduct. The Complaint further alleges the wage statements failed to identify the accurate total hours worked each pay period. When the hours shown on the wage statements were added up, they did not equal the actual total hours worked during the pay period in violation of Cal. Lab. Code 226(a)(2). California Labor Code § 226 provides that every employer shall furnish each of his or her employees with an accurate itemized wage statement in writing showing, among other things, gross wages earned and all applicable hourly rates in effect during the pay period and the corresponding amount of time worked at each hourly rate.お知らせ • Apr 03Builders FirstSource, Inc., Annual General Meeting, May 14, 2026Builders FirstSource, Inc., Annual General Meeting, May 14, 2026. Location: 6031 connection drive, texas 75039, irving, United Statesお知らせ • Mar 23Builders FirstSource, Inc.(NYSE:BLDR) dropped from FTSE All-World Index (USD)Builders FirstSource, Inc.(NYSE:BLDR) dropped from FTSE All-World Index (USD)Recent Insider Transactions • Mar 22Independent Chairman of the Board recently bought €3.8m worth of stockOn the 13th of March, Paul Levy bought around 50k shares on-market at roughly €76.68 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Paul has been a buyer over the last 12 months, purchasing a net total of €53m worth in shares.Buy Or Sell Opportunity • Mar 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €78.32. The fair value is estimated to be €98.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 37%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Reported Earnings • Feb 18Full year 2025 earnings released: EPS: US$3.91 (vs US$9.13 in FY 2024)Full year 2025 results: EPS: US$3.91 (down from US$9.13 in FY 2024). Revenue: US$15.2b (down 7.4% from FY 2024). Net income: US$435.2m (down 60% from FY 2024). Profit margin: 2.9% (down from 6.6% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Building industry in Europe.お知らせ • Feb 17Builders Firstsource Provides Earning Outlook for the Year 2026Builders FirstSource provided earning outlook for the year 2026. For the year the company expects net sales to be in a range of $14.8 billion to $15.8 billion.Buy Or Sell Opportunity • Feb 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to €105. The fair value is estimated to be €87.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 32%. Revenue is forecast to grow by 1.3% in 2 years. Earnings are forecast to grow by 4.0% in the next 2 years.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €112, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Building industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €94.87 per share.Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$1.11 (vs US$2.45 in 3Q 2024)Third quarter 2025 results: EPS: US$1.11 (down from US$2.45 in 3Q 2024). Revenue: US$3.94b (down 6.9% from 3Q 2024). Net income: US$122.4m (down 57% from 3Q 2024). Profit margin: 3.1% (down from 6.7% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Building industry in Europe.お知らせ • Oct 30Builders Firstsource Provides Earning Outlook for the Year 2025Builders FirstSource provided earning outlook for the year 2025. For the year the company expects net sales to be in a range of $15.1 billion to $15.4 billion.お知らせ • Oct 03Builders FirstSource, Inc. (NYSE:BLDR) acquired Builders Door & Trim LLC.Builders FirstSource, Inc. (NYSE:BLDR) acquired Builders Door & Trim LLC on October 1, 2025. In a related transaction, Builders FirstSource, Inc. acquired Rystin Construction, Inc. from a family owner. Builder’s Door & Trim and Rystin Construction reported combined trailing twelve-month sales of approximately $48 million as of June 30, 2025. Builders FirstSource, Inc. (NYSE:BLDR) completed the acquisition of Builders Door & Trim LLC on October 1, 2025.お知らせ • Oct 02Builders FirstSource, Inc. (NYSE:BLDR) acquired Rystin Construction, Inc. from a family owner.Builders FirstSource, Inc. (NYSE:BLDR) acquired Rystin Construction, Inc. from a family owner on October 1, 2025. In a related transaction, Builders FirstSource, Inc. also acquired Builder’s Door & Trim. Builder’s Door & Trim and Rystin Construction had aggregate trailing twelve months sales of approximately $48 million as of June 30, 2025. Builders FirstSource, Inc. (NYSE:BLDR) completed the acquisition of Rystin Construction, Inc. from a family owner on October 1, 2025.Buy Or Sell Opportunity • Aug 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to €123. The fair value is estimated to be €102, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 25%. Revenue is forecast to grow by 1.0% in 2 years. Earnings are forecast to decline by 12% in the next 2 years.お知らせ • Jul 31Builders FirstSource, Inc. Provides Earnings Guidance for the Year 2025Builders FirstSource, Inc. provided earnings guidance for the year 2025. For the year company expected Net Sales to be in a range of $14.8 billion to $15.6 billion.お知らせ • Jun 30+ 3 more updatesBuilders FirstSource, Inc.(NYSE:BLDR) dropped from Russell Midcap Growth IndexBuilders FirstSource, Inc.(NYSE:BLDR) dropped from Russell Midcap Growth IndexRecent Insider Transactions • May 14Independent Chairman of the Board recently bought €49m worth of stockOn the 9th of May, Paul Levy bought around 500k shares on-market at roughly €98.49 per share. This transaction amounted to 43% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Paul's only on-market trade for the last 12 months.お知らせ • May 01Builders Firstsource, Inc. Provides Earnings Guidance for the Year 2025Builders FirstSource, Inc. provided earnings guidance for the year 2025. For the year company expects Net Sales to be in a range of $16.05 billion to $17.05 billion.株主還元1BLDRIT BuildingIT 市場7D2.3%8.3%0.07%1Y-29.0%36.0%24.3%株主還元を見る業界別リターン: 1BLDR過去 1 年間で36 % の収益を上げたItalian Building業界を下回りました。リターン対市場: 1BLDRは、過去 1 年間で24.3 % のリターンを上げたItalian市場を下回りました。価格変動Is 1BLDR's price volatile compared to industry and market?1BLDR volatility1BLDR Average Weekly Movement7.5%Building Industry Average Movement5.7%Market Average Movement4.7%10% most volatile stocks in IT Market8.2%10% least volatile stocks in IT Market2.9%安定した株価: 1BLDRの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1BLDRの weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト199828,000Peter Jacksonwww.bldr.comビルダーズ・ファーストソース社（Builders FirstSource, Inc.）は、その子会社とともに、米国でプロの住宅建設業者、下請け業者、リフォーム業者、消費者向けに建築資材、製造部品、建設サービスを製造・供給している。レディ・フレーム（Ready-Frame）のブランド名で、木製の床・屋根トラス、床トラス、壁パネル、階段、エンジニアードウッド製品などの製造製品、室内・室外ドアユニットで構成される窓・ドア、シンボード（Synboard）のブランド名で、複雑なモールディング、階段部品、柱などの内装トリムや特注品などの造作品を提供している。また、ビニール、複合材、木質サイディング、外装トリム、金属スタッド、セメント、屋根材、断熱材、壁板、天井、キャビネット、金物製品などの特殊建築製品およびサービス、ターンキーフレーム、シェル建設、設計支援、専門家による施工サービス、現場での住宅骨組みに使用されるディメンショナルランバー、合板、配向性ストランドボード製品などの製材および製材板材も提供している。さらに、製図、見積もり、見積もり、バーチャル住宅設計サービスなどのソフトウェア製品を提供し、小売業者、流通業者、製造業者、住宅建設業者にソフトウェア・ソリューションを提供している。製造業者や小規模注文住宅建築業者、集合住宅建築業者、修繕・リフォーム業者、軽商用建築業者に製品を提供している。以前はBSL Holdings, Inc.として知られ、1999年10月にBuilders FirstSource, Inc.に社名変更した。は1998 年に法人化され、テキサス州アービングに本拠を置く。もっと見るBuilders FirstSource, Inc. 基礎のまとめBuilders FirstSource の収益と売上を時価総額と比較するとどうか。1BLDR 基礎統計学時価総額€8.46b収益（TTM）€256.18m売上高(TTM)€13.03b31.3xPER（株価収益率0.6xP/Sレシオ1BLDR は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1BLDR 損益計算書（TTM）収益US$14.82b売上原価US$10.39b売上総利益US$4.43bその他の費用US$4.14b収益US$291.48m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）2.71グロス・マージン29.89%純利益率1.97%有利子負債／自己資本比率115.8%1BLDR の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/01 11:59終値2026/07/01 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Builders FirstSource, Inc. 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27 アナリスト機関David MantheyBairdMatthew BouleyBarclaysReuben GarnerBenchmark Company24 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €79.14, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 17x in the Building industry in Europe. Total loss to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €82.72 per share.
お知らせ • Jun 06Builders Firstsource, Inc. Announces Resignation of Mark A. Alexander from Director Role, Effective June 3, 2026Builders FirstSource, Inc. announced that on June 3, 2026, Mark A. Alexander notified the Board of Directors of his resignation from the Board, effective June 3, 2026, due to health reasons. Mr. Alexander's resignation was not the result of any disagreement with the Company on any matter relating to the Company's operations, policies, or practices.
お知らせ • May 20Builders Firstsource, Inc. Announces COO and Chief Human Resources Officer ChangesBuilders FirstSource, Inc. announced 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. Mr. Herron joined the Company as part of the 2015 acquisition of ProBuild Holdings. He has more than 40 years of experience in the industry, including senior management roles at HD Supply Holdings, The Home Depot, Lowe’s and Williams Brothers Lumber. Prior to his 2023 appointment as COO, he was President of the Company’s East Division. Mr. Hiller has more than 25 years of experience in business development, finance and operational leadership in the building materials industry. Prior to the 2021 merger of Builders FirstSource and BMC Stock Holdings, he was vice president of BMC’s Intermountain Region. He later became president of the Company’s Central Division, and most recently served as Chief Talent Officer. Coley O’Brien has been appointed Chief Human Resources Officer, succeeding Mr. Hiller in leading the Company’s human resources functions. Mr. O’Brien has more than 25 years of experience in human resources and operations training. He joins the Company from The Wendy’s Company, where he held leadership roles in human resources and operations training since 2007. Most recently, he served as Chief People Officer, leading global HR strategy, innovation and people systems.
Buy Or Sell Opportunity • May 19Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 40% to €58.48. The fair value is estimated to be €75.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.6% over the last 3 years. Earnings per share has declined by 42%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
Reported Earnings • May 04First quarter 2026 earnings released: US$0.43 loss per share (vs US$0.85 profit in 1Q 2025)First quarter 2026 results: US$0.43 loss per share (down from US$0.85 profit in 1Q 2025). Revenue: US$3.29b (down 10% from 1Q 2025). Net loss: US$47.4m (down 149% from profit in 1Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Building industry in Europe.
お知らせ • May 03Builders FirstSource, Inc. Provides Earnings Guidance for the Full Year 2026Builders FirstSource, Inc. provided earnings guidance for the full year 2026. For the year, the company expects Net Sales to be in a range of $14.6 billion to $15.6 billion.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €79.14, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 17x in the Building industry in Europe. Total loss to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €82.72 per share.
お知らせ • Jun 06Builders Firstsource, Inc. Announces Resignation of Mark A. Alexander from Director Role, Effective June 3, 2026Builders FirstSource, Inc. announced that on June 3, 2026, Mark A. Alexander notified the Board of Directors of his resignation from the Board, effective June 3, 2026, due to health reasons. Mr. Alexander's resignation was not the result of any disagreement with the Company on any matter relating to the Company's operations, policies, or practices.
お知らせ • May 20Builders Firstsource, Inc. Announces COO and Chief Human Resources Officer ChangesBuilders FirstSource, Inc. announced 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. Mr. Herron joined the Company as part of the 2015 acquisition of ProBuild Holdings. He has more than 40 years of experience in the industry, including senior management roles at HD Supply Holdings, The Home Depot, Lowe’s and Williams Brothers Lumber. Prior to his 2023 appointment as COO, he was President of the Company’s East Division. Mr. Hiller has more than 25 years of experience in business development, finance and operational leadership in the building materials industry. Prior to the 2021 merger of Builders FirstSource and BMC Stock Holdings, he was vice president of BMC’s Intermountain Region. He later became president of the Company’s Central Division, and most recently served as Chief Talent Officer. Coley O’Brien has been appointed Chief Human Resources Officer, succeeding Mr. Hiller in leading the Company’s human resources functions. Mr. O’Brien has more than 25 years of experience in human resources and operations training. He joins the Company from The Wendy’s Company, where he held leadership roles in human resources and operations training since 2007. Most recently, he served as Chief People Officer, leading global HR strategy, innovation and people systems.
Buy Or Sell Opportunity • May 19Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 40% to €58.48. The fair value is estimated to be €75.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.6% over the last 3 years. Earnings per share has declined by 42%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
Reported Earnings • May 04First quarter 2026 earnings released: US$0.43 loss per share (vs US$0.85 profit in 1Q 2025)First quarter 2026 results: US$0.43 loss per share (down from US$0.85 profit in 1Q 2025). Revenue: US$3.29b (down 10% from 1Q 2025). Net loss: US$47.4m (down 149% from profit in 1Q 2025). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Building industry in Europe.
お知らせ • May 03Builders FirstSource, Inc. Provides Earnings Guidance for the Full Year 2026Builders FirstSource, Inc. provided earnings guidance for the full year 2026. For the year, the company expects Net Sales to be in a range of $14.6 billion to $15.6 billion.
お知らせ • Apr 21Builders Firstsource, Inc. Appoints Alena Brenner as Executive Vice President, Chief Legal Officer and Corporate Secretary, Advisor to the Board of DirectorsBuilders FirstSource, Inc. announced the appointment of Alena Brenner as Executive Vice President, Chief Legal Officer and Corporate Secretary, reporting to CEO Peter Jackson. Ms. Brenner will lead all legal, risk management, government affairs, compliance, corporate social responsibility, and insurance functions for the Company. She will also serve as the primary legal advisor to the Builders FirstSource Board of Directors. Ms. Brenner has nearly 25 years of legal experience in industries including manufacturing, CPG and fleet management. She joins the Company from Cornerstone Building Brands, where she served as EVP, General Counsel and Corporate Secretary beginning in 2021. Prior to that, Ms. Brenner held various legal leadership positions with Ryder System, Inc. including General Counsel of its largest division, Fleet Management Solutions, before advancing to Deputy General Counsel of Ryder. She also previously worked for Anheuser-Busch InBev and Hunton Andrews Kurth LLP in New York. Ms. Brenner earned her juris doctor from New York’s Fordham School of Law and has been admitted to the bar in New Jersey and New York. She also holds a bachelor’s degree in industrial and labor relations from Cornell University.
お知らせ • Apr 14Builder's First Source LLC Faces Lawsuit over Alleged Failure to Provide Required Meal Periods and Rest PeriodsBuilder's First Source LLC, a tree maintenance and removal company, allegedly failed to provide employees with all legally required meal and rest breaks. This resulted in allegations of the company paying employees inaccurate wages, thus providing inaccurate wages statements. The San Diego employment law attorneys, at Blumenthal Nordrehaug Bhowmik De Blouw LLP, filed a class action complaint alleging that Builder's First Source LLC violated the California Labor Code. The Builders First Source LLC class action lawsuit, Case No. 26CU008344C, is currently pending in the San Diego Superior Court of the State of California. According to the lawsuit filed, Builder's First Source LLC allegedly (a) failed to provide meal and rest periods, (b) failed to pay employees minimum and overtime wages, (c) failed to provide accurate itemized wage statements, (d) failed to reimburse for required expenses, (e) failed to pay sick wages, and (f) failed to provide wages when due, all in violation of the applicable Labor Code sections listed in California Labor Code Sections 201-203, 226, 226.7, 233, 246, 510, 512, 1194, 1197, 1197.1, 2802, and the applicable Wage Order(s), and thereby gives rise to civil penalties as a result of such alleged conduct. The Complaint further alleges the wage statements failed to identify the accurate total hours worked each pay period. When the hours shown on the wage statements were added up, they did not equal the actual total hours worked during the pay period in violation of Cal. Lab. Code 226(a)(2). California Labor Code § 226 provides that every employer shall furnish each of his or her employees with an accurate itemized wage statement in writing showing, among other things, gross wages earned and all applicable hourly rates in effect during the pay period and the corresponding amount of time worked at each hourly rate.
お知らせ • Apr 03Builders FirstSource, Inc., Annual General Meeting, May 14, 2026Builders FirstSource, Inc., Annual General Meeting, May 14, 2026. Location: 6031 connection drive, texas 75039, irving, United States
お知らせ • Mar 23Builders FirstSource, Inc.(NYSE:BLDR) dropped from FTSE All-World Index (USD)Builders FirstSource, Inc.(NYSE:BLDR) dropped from FTSE All-World Index (USD)
Recent Insider Transactions • Mar 22Independent Chairman of the Board recently bought €3.8m worth of stockOn the 13th of March, Paul Levy bought around 50k shares on-market at roughly €76.68 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Paul has been a buyer over the last 12 months, purchasing a net total of €53m worth in shares.
Buy Or Sell Opportunity • Mar 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €78.32. The fair value is estimated to be €98.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 37%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Reported Earnings • Feb 18Full year 2025 earnings released: EPS: US$3.91 (vs US$9.13 in FY 2024)Full year 2025 results: EPS: US$3.91 (down from US$9.13 in FY 2024). Revenue: US$15.2b (down 7.4% from FY 2024). Net income: US$435.2m (down 60% from FY 2024). Profit margin: 2.9% (down from 6.6% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Building industry in Europe.
お知らせ • Feb 17Builders Firstsource Provides Earning Outlook for the Year 2026Builders FirstSource provided earning outlook for the year 2026. For the year the company expects net sales to be in a range of $14.8 billion to $15.8 billion.
Buy Or Sell Opportunity • Feb 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to €105. The fair value is estimated to be €87.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 32%. Revenue is forecast to grow by 1.3% in 2 years. Earnings are forecast to grow by 4.0% in the next 2 years.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €112, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Building industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €94.87 per share.
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$1.11 (vs US$2.45 in 3Q 2024)Third quarter 2025 results: EPS: US$1.11 (down from US$2.45 in 3Q 2024). Revenue: US$3.94b (down 6.9% from 3Q 2024). Net income: US$122.4m (down 57% from 3Q 2024). Profit margin: 3.1% (down from 6.7% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Building industry in Europe.
お知らせ • Oct 30Builders Firstsource Provides Earning Outlook for the Year 2025Builders FirstSource provided earning outlook for the year 2025. For the year the company expects net sales to be in a range of $15.1 billion to $15.4 billion.
お知らせ • Oct 03Builders FirstSource, Inc. (NYSE:BLDR) acquired Builders Door & Trim LLC.Builders FirstSource, Inc. (NYSE:BLDR) acquired Builders Door & Trim LLC on October 1, 2025. In a related transaction, Builders FirstSource, Inc. acquired Rystin Construction, Inc. from a family owner. Builder’s Door & Trim and Rystin Construction reported combined trailing twelve-month sales of approximately $48 million as of June 30, 2025. Builders FirstSource, Inc. (NYSE:BLDR) completed the acquisition of Builders Door & Trim LLC on October 1, 2025.
お知らせ • Oct 02Builders FirstSource, Inc. (NYSE:BLDR) acquired Rystin Construction, Inc. from a family owner.Builders FirstSource, Inc. (NYSE:BLDR) acquired Rystin Construction, Inc. from a family owner on October 1, 2025. In a related transaction, Builders FirstSource, Inc. also acquired Builder’s Door & Trim. Builder’s Door & Trim and Rystin Construction had aggregate trailing twelve months sales of approximately $48 million as of June 30, 2025. Builders FirstSource, Inc. (NYSE:BLDR) completed the acquisition of Rystin Construction, Inc. from a family owner on October 1, 2025.
Buy Or Sell Opportunity • Aug 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to €123. The fair value is estimated to be €102, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 25%. Revenue is forecast to grow by 1.0% in 2 years. Earnings are forecast to decline by 12% in the next 2 years.
お知らせ • Jul 31Builders FirstSource, Inc. Provides Earnings Guidance for the Year 2025Builders FirstSource, Inc. provided earnings guidance for the year 2025. For the year company expected Net Sales to be in a range of $14.8 billion to $15.6 billion.
お知らせ • Jun 30+ 3 more updatesBuilders FirstSource, Inc.(NYSE:BLDR) dropped from Russell Midcap Growth IndexBuilders FirstSource, Inc.(NYSE:BLDR) dropped from Russell Midcap Growth Index
Recent Insider Transactions • May 14Independent Chairman of the Board recently bought €49m worth of stockOn the 9th of May, Paul Levy bought around 500k shares on-market at roughly €98.49 per share. This transaction amounted to 43% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Paul's only on-market trade for the last 12 months.
お知らせ • May 01Builders Firstsource, Inc. Provides Earnings Guidance for the Year 2025Builders FirstSource, Inc. provided earnings guidance for the year 2025. For the year company expects Net Sales to be in a range of $16.05 billion to $17.05 billion.
