Builders FirstSource（BLDR）株式概要
ビルダーズ・ファーストソース社（Builders FirstSource, Inc. 詳細
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Analyst Price Targets
Capital Goods opportunity
Builders FirstSource, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$80.03 |
| 52週高値 | US$151.03 |
| 52週安値 | US$73.40 |
| ベータ | 1.48 |
| 1ヶ月の変化 | -2.47% |
| 3ヶ月変化 | -33.34% |
| 1年変化 | -24.49% |
| 3年間の変化 | -31.28% |
| 5年間の変化 | 71.59% |
| IPOからの変化 | 418.33% |
最新ニュース
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.Recent updates
Builders FirstSource: Still Not The Time To Upgrade To Buy Yet
May 06BLDR: 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.株主還元
| BLDR | US Building | US 市場 | |
|---|---|---|---|
| 7D | -4.0% | 0.6% | 1.8% |
| 1Y | -24.5% | 13.2% | 29.8% |
業界別リターン: BLDR過去 1 年間で13.2 % の収益を上げたUS Building業界を下回りました。
リターン対市場: BLDRは、過去 1 年間で29.8 % のリターンを上げたUS市場を下回りました。
価格変動
| BLDR volatility | |
|---|---|
| BLDR Average Weekly Movement | 6.9% |
| Building Industry Average Movement | 5.8% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: BLDR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: BLDRの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1998 | 28,000 | Peter Jackson | www.bldr.com |
ビルダーズ・ファーストソース社（Builders FirstSource, Inc.同社は、現場での骨組みの工場生産による代用品、木造床・屋根トラス、壁パネル、エンジニアードウッドなどの製造製品、家全体の骨組みソリューションであるレディ・フレーム、パイン・グローブ・ホームズとプレザント・バレー・ホームズのブランド名で温度管理された施設で建設される製造・セミオーダー型モジュール住宅、牧場、コミュニティ、シングルセクション住宅を含む製造住宅プラン、窓の製造・組立・販売、室内・室外ドアユニットの組立・販売などを提供している。また、シンボードのブランド名で内装トリムや特注品などの造作品、ビニール、複合材、木製サイディング、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、金物からなる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、専門家による製品の設置なども提供している。さらに、小売業者、流通業者、製造業者、住宅建設業者向けに製図、見積もり、バーチャル住宅設計サービス、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も提供している。1999年10月、社名をビルダーズ・ファーストソース社に変更。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。
Builders FirstSource, Inc. 基礎のまとめ
| BLDR 基礎統計学 | |
|---|---|
| 時価総額 | US$8.02b |
| 収益（TTM） | US$291.48m |
| 売上高(TTM) | US$14.82b |
29.5x
PER（株価収益率0.6x
P/SレシオBLDR は割高か？
公正価値と評価分析を参照収益と収入
| BLDR 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% |
BLDR の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/05/06 01:57 |
| 終値 | 2026/05/06 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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. 21 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。26
| アナリスト | 機関 |
|---|---|
| David Manthey | Baird |
| Matthew Bouley | Barclays |
| Reuben Garner | Benchmark Company |