Builders FirstSource, Inc.

NYSE:BLDR 株式レポート

時価総額：US$7.9b

Builders FirstSource 将来の成長

Future 基準チェック /36

Builders FirstSource利益と収益がそれぞれ年間26%と3.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18.9% 28.2%なると予測されています。

主要情報

26.0%

収益成長率

28.17%

EPS成長率

Building 収益成長18.6%
収益成長率3.9%
将来の株主資本利益率18.86%
アナリストカバレッジ

Good

最終更新日04 May 2026

今後の成長に関する最新情報

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.

業績と収益の成長予測

NYSE:BLDR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202816,6145955978637
12/31/202715,6174016671,05921
12/31/202614,83622547672821
3/31/202614,8202918621,171N/A
12/31/202515,1914358531,216N/A
9/30/202515,6535941,0201,395N/A
6/30/202515,9447561,1891,577N/A
3/31/202516,1679151,3011,688N/A
12/31/202416,4001,0781,4921,873N/A
9/30/202416,7311,2381,7302,111N/A
6/30/202417,0331,4051,6042,030N/A
3/31/202417,1051,4661,5061,970N/A
12/31/202317,0971,5411,8312,307N/A
9/30/202317,3041,5742,1552,667N/A
6/30/202318,5311,8613,0663,518N/A
3/31/202320,9292,4443,6784,074N/A
12/31/202222,7262,7493,2593,599N/A
9/30/202223,0042,8073,1953,468N/A
6/30/202222,7512,6822,8253,074N/A
3/31/202221,4012,1921,8852,124N/A
12/31/202119,8941,7251,5161,744N/A
9/30/202117,7901,4238191,008N/A
6/30/202114,577896-269-114N/A
3/31/202110,946477-13110N/A
12/31/20208,559314148260N/A
9/30/20207,792215180299N/A
6/30/20207,477207373495N/A
3/31/20207,436195327447N/A
12/31/20197,280222N/A504N/A
9/30/20197,333232N/A634N/A
6/30/20197,470228N/A631N/A
3/31/20197,656218N/A467N/A
12/31/20187,725205N/A283N/A
9/30/20187,688110N/A196N/A
6/30/20187,44877N/A86N/A
3/31/20187,20258N/A137N/A
12/31/20177,03439N/A179N/A
9/30/20176,80288N/A154N/A
6/30/20176,669174N/A114N/A
3/31/20176,503165N/A65N/A
12/31/20166,367144N/A158N/A
9/30/20166,276127N/A55N/A
6/30/20165,806-7N/A128N/A
3/31/20164,591-33N/A124N/A
12/31/20153,564-23N/A177N/A
9/30/20152,505-10N/A116N/A
6/30/20151,6648N/A44N/A

アナリストによる今後の成長予測

収入対貯蓄率: BLDRの予測収益成長率 (年間26% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: BLDRの収益 ( 26% ) はUS市場 ( 16.1% ) よりも速いペースで成長すると予測されています。

高成長収益: BLDRの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: BLDRの収益 ( 3.9% ) US市場 ( 11.3% ) よりも低い成長が予測されています。

高い収益成長: BLDRの収益 ( 3.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BLDRの 自己資本利益率 は、3年後には低くなると予測されています ( 18.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/05 15:47
終値2026/05/05 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 MantheyBaird
Matthew BouleyBarclays
Reuben GarnerBenchmark Company