View ValuationBuilders FirstSource 향후 성장Future 기준 점검 3/6Builders FirstSource (는) 각각 연간 25.1% 및 3.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 28.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 18.9% 로 예상됩니다.핵심 정보25.1%이익 성장률28.17%EPS 성장률Building 이익 성장11.7%매출 성장률3.9%향후 자기자본이익률18.86%애널리스트 커버리지Good마지막 업데이트14 May 2026최근 향후 성장 업데이트공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.모든 업데이트 보기Recent 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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 States공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.이익 및 매출 성장 예측BIT:1BLDR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202816,614595597863712/31/202715,6293906591,0242212/31/202614,834225480724223/31/202614,8202918621,171N/A12/31/202515,1914358531,216N/A9/30/202515,6535941,0201,395N/A6/30/202515,9447561,1891,577N/A3/31/202516,1679151,3011,688N/A12/31/202416,4001,0781,4921,873N/A9/30/202416,7311,2381,7302,111N/A6/30/202417,0331,4051,6042,030N/A3/31/202417,1051,4661,5061,970N/A12/31/202317,0971,5411,8312,307N/A9/30/202317,3041,5742,1552,667N/A6/30/202318,5311,8613,0663,518N/A3/31/202320,9292,4443,6784,074N/A12/31/202222,7262,7493,2593,599N/A9/30/202223,0042,8073,1953,468N/A6/30/202222,7512,6822,8253,074N/A3/31/202221,4012,1921,8852,124N/A12/31/202119,8941,7251,5161,744N/A9/30/202117,7901,4238191,008N/A6/30/202114,577896-269-114N/A3/31/202110,946477-13110N/A12/31/20208,559314148260N/A9/30/20207,792215180299N/A6/30/20207,477207373495N/A3/31/20207,436195327447N/A12/31/20197,280222N/A504N/A9/30/20197,333232N/A634N/A6/30/20197,470228N/A631N/A3/31/20197,656218N/A467N/A12/31/20187,725205N/A283N/A9/30/20187,688110N/A196N/A6/30/20187,44877N/A86N/A3/31/20187,20258N/A137N/A12/31/20177,03439N/A179N/A9/30/20176,80288N/A154N/A6/30/20176,669174N/A114N/A3/31/20176,503165N/A65N/A12/31/20166,367144N/A158N/A9/30/20166,276127N/A55N/A6/30/20165,806-7N/A128N/A3/31/20164,591-33N/A124N/A12/31/20153,564-23N/A177N/A9/30/20152,505-10N/A116N/A6/30/20151,6648N/A44N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1BLDR 의 연간 예상 수익 증가율(25.1%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1BLDR 의 연간 수익(25.1%)이 Italian 시장(10.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1BLDR 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 1BLDR 의 수익(연간 3.9%)이 Italian 시장(연간 5.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 1BLDR 의 수익(연간 3.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1BLDR의 자본 수익률은 3년 후 18.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/18 13:46종가2026/05/15 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Builders FirstSource, Inc.는 27명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관David MantheyBairdMatthew BouleyBarclaysReuben GarnerBenchmark Company24명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.