Reported Earnings • May 04
First 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 03
Builders FirstSource, Inc. Provides Earnings Guidance for the Full Year 2026 Builders 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 21
Builders Firstsource, Inc. Appoints Alena Brenner as Executive Vice President, Chief Legal Officer and Corporate Secretary, Advisor to the Board of Directors Builders 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 14
Builder's First Source LLC Faces Lawsuit over Alleged Failure to Provide Required Meal Periods and Rest Periods Builder'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 03
Builders FirstSource, Inc., Annual General Meeting, May 14, 2026 Builders FirstSource, Inc., Annual General Meeting, May 14, 2026. Location: 6031 connection drive, texas 75039, irving, United States 공시 • Mar 23
Builders 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 22
Independent Chairman of the Board recently bought €3.8m worth of stock On 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 06
Now 21% undervalued after recent price drop Over 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 18
Full 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 17
Builders Firstsource Provides Earning Outlook for the Year 2026 Builders 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 12
Now 20% overvalued after recent price rise Over 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 15
Investor 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 31
Third 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 30
Builders Firstsource Provides Earning Outlook for the Year 2025 Builders 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 03
Builders 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 02
Builders 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 22
Now 20% overvalued after recent price rise Over 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 31
Builders FirstSource, Inc. Provides Earnings Guidance for the Year 2025 Builders 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. Recent Insider Transactions • May 14
Independent Chairman of the Board recently bought €49m worth of stock On 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 01
Builders Firstsource, Inc. Provides Earnings Guidance for the Year 2025 Builders 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.