View Future GrowthBuilders FirstSource 過去の業績過去 基準チェック /16Builders FirstSourceの収益は年間平均-17%の割合で減少していますが、 Building業界の収益は年間 増加しています。収益は年間1.3% 3.4%割合で 減少しています。 Builders FirstSourceの自己資本利益率は7.3%であり、純利益率は2%です。主要情報-17.03%収益成長率-8.05%EPS成長率Building 業界の成長31.16%収益成長率-3.37%株主資本利益率7.28%ネット・マージン1.97%前回の決算情報31 Mar 2026最近の業績更新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.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.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.すべての更新を表示Recent updatesReported 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.収支内訳Builders FirstSource の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BIT:1BLDR 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 2614,8202913,499031 Dec 2515,1914353,523030 Sep 2515,6535943,509030 Jun 2515,9447563,501031 Mar 2516,1679153,486031 Dec 2416,4001,0783,481030 Sep 2416,7311,2383,494030 Jun 2417,0331,4053,476031 Mar 2417,1051,4663,521031 Dec 2317,0971,5413,499030 Sep 2317,3041,5743,821030 Jun 2318,5311,8613,881031 Mar 2320,9292,4443,910031 Dec 2222,7262,7493,672030 Sep 2223,0042,8073,861030 Jun 2222,7512,6823,736031 Mar 2221,4012,1923,593031 Dec 2119,8941,7253,446030 Sep 2117,7901,4233,032030 Jun 2114,5778962,588031 Mar 2110,9464772,073031 Dec 208,5593141,656030 Sep 207,7922151,625030 Jun 207,4772071,605031 Mar 207,4361951,619031 Dec 197,2802221,585030 Sep 197,3332321,585030 Jun 197,4702281,575031 Mar 197,6562181,565031 Dec 187,7252051,554030 Sep 187,6881101,518030 Jun 187,448771,487031 Mar 187,202581,464031 Dec 177,034391,442030 Sep 176,802881,410030 Jun 176,6691741,397031 Mar 176,5031651,370031 Dec 166,3671441,365030 Sep 166,2761271,365030 Jun 165,806-71,287031 Mar 164,591-331,033031 Dec 153,564-23788030 Sep 152,505-10522030 Jun 151,66483260質の高い収益: 1BLDRは 高品質の収益 を持っています。利益率の向上: 1BLDRの現在の純利益率 (2%)は、昨年(5.7%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 1BLDRの収益は過去 5 年間で年間17%減少しました。成長の加速: 1BLDRは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 1BLDRは過去 1 年間で収益成長率がマイナス ( -68.2% ) となったため、 Building業界平均 ( 1.3% ) と比較することが困難です。株主資本利益率高いROE: 1BLDRの 自己資本利益率 ( 7.3% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health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2026/05/18 09:04終値2026/05/15 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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
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.
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.
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.
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.