Builders FirstSource, Inc.

NYSE:BLDR 주식 리포트

시가총액: US$6.3b

Builders FirstSource 향후 성장

Future 기준 점검 3/6

Builders FirstSource (는) 각각 연간 53% 및 3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 51.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17% 로 예상됩니다.

핵심 정보

53.0%

이익 성장률

51.62%

EPS 성장률

Building 이익 성장20.3%
매출 성장률3.0%
향후 자기자본이익률17.03%
애널리스트 커버리지

Good

마지막 업데이트11 Sep 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • Sep 10

Builders FirstSource: Housing Weakness Still Clouds The Recovery

Summary I assign a Hold rating to Builders FirstSource, citing cyclical EPS compression driven by a housing downturn and elevated mortgage rates. BLDR's FY26 sales guidance was cut to $14.0–$14.8B, reflecting sustained weakness in single-family and multifamily construction volumes. Margin compression is expected, with adjusted EBITDA margin guidance lowered to 7.1–8.1% due to volume deleverage and freight inflation. I would revisit a buy if gross margins stabilize or single-family starts inflect positively, as current macro headwinds limit near-term upside. Read the full article on Seeking Alpha
내러티브 업데이트 • Sep 03

BLDR: Housing Recovery Leverage And Automation Efficiencies Will Drive Future Upside

Builders FirstSource's analyst price target has been revised to $100. This change reflects analysts' more cautious assumptions around single family housing starts, revenue growth, margins, and future P/E multiples in light of recent cuts to Street targets across the sector.
내러티브 업데이트 • Aug 14

BLDR: Housing Recovery And Cost Cuts Are Expected To Restore Earnings Power

Analysts have trimmed the consolidated price target for Builders FirstSource to $80.71 from $97.81 as they factor in tougher housing conditions, more cautious assumptions for revenue growth and margins, and slightly lower future P/E expectations. Analyst Commentary Recent research on Builders FirstSource reflects a mix of confidence in the company’s execution and caution around the housing cycle, margins, and valuation.
내러티브 업데이트 • Jul 31

BLDR: Reset Expectations Will Test Margin Recovery As Housing Starts Stay Soft

Analysts have trimmed the fair value estimate for Builders FirstSource to $61 from $70 as they reset long term assumptions on revenue growth, profit margins, and future P/E, following a broad wave of reduced price targets across the Street. Analyst Commentary Recent research updates show a clear reset in expectations around Builders FirstSource, with several firms cutting price targets and flagging softer near term assumptions on housing activity, pricing, and margins.
내러티브 업데이트 • Jul 17

BLDR: Compressed Multiples Will Test Margin Resilience As Volumes Stay Soft

Analysts have trimmed the Builders FirstSource fair value estimate from $76.00 to $70.00 and lowered the implied future P/E assumption. This reflects a series of reduced Street price targets that still point to potential margin support as volumes recover on leaner cost structures and greater automation.
내러티브 업데이트 • Jun 23

BLDR: Margin Resilience And Buybacks Will Support Future Upside

For Builders FirstSource, the analyst price target has been trimmed by several firms. The updated fair value estimate now sits at about $129.16, as analysts factor in refreshed assumptions on growth, margins and valuation multiples.
분석 기사 • Jun 19

Builders FirstSource (BLDR) Stock Could Be 18% Undervalued After Its Recent Rebound

Builders FirstSource (BLDR) has drawn fresh attention after a recent share move, with the stock up 6% over the past day and 2.6% over the past week, prompting closer scrutiny from investors. See our latest analysis for Builders FirstSource. The latest move sits within a mixed picture for Builders FirstSource, with a 21.4% 1‑month share price return contrasting with a decline of 23.0% year to date and a 24.6% drop in the 1‑year total shareholder return. This suggests short term momentum...
내러티브 업데이트 • Jun 09

BLDR: Rebased Multiples And Mix Shift Will Frame 2026 Execution Test

Analysts have trimmed the implied fair value for Builders FirstSource stock from about $103 to $76, reflecting a series of reduced price targets across the Street. They are factoring in a slightly higher discount rate, modestly different growth and margin assumptions, and lower future P/E expectations.
내러티브 업데이트 • May 26

BLDR: Margin Resilience And Housing Recovery Are Expected To Offset Recent Caution

Analysts have trimmed their average price target for Builders FirstSource to $97.81 from $120.62, reflecting updated assumptions that include a slightly higher discount rate, a lower profit margin outlook, and a more conservative future P/E, partly offset by higher modeled revenue growth. Analyst Commentary Recent research updates on Builders FirstSource show a cluster of reduced price targets, alongside a smaller group of more constructive views.
내러티브 업데이트 • May 03

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.
내러티브 업데이트 • Apr 19

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.
내러티브 업데이트 • Apr 05

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.
내러티브 업데이트 • Mar 21

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.
내러티브 업데이트 • Mar 07

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.
내러티브 업데이트 • Feb 21

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.
내러티브 업데이트 • Feb 06

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.
내러티브 업데이트 • Jan 23

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.
내러티브 업데이트 • Jan 09

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.
내러티브 업데이트 • Dec 25

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.
내러티브 업데이트 • Dec 11

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.
내러티브 업데이트 • Nov 27

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.
내러티브 업데이트 • Nov 13

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.
내러티브 업데이트 • Oct 29

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.
내러티브 업데이트 • Sep 04

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.
Seeking Alpha • Apr 24

Builders FirstSource: Capitalizing On Considerable Pent-Up Demand

Summary Established a position in Builders FirstSource at $126 per share, with Wall Street analysts projecting nearly $10 per share earnings this year. Builders FirstSource offers value-added services like off-site assembly, reducing labor and material waste, crucial amid long-term construction labor shortages. Largest value-added distributor with 590 branches, benefiting from procurement clout and lower freight costs, and has effectively reduced share count while maintaining modest debt. Despite obstacles like high interest rates and rising costs, Builders' earnings potential is significant, having earned nearly $17 per share in 2022. Read the full article on Seeking Alpha
Seeking Alpha • Mar 07

Builders FirstSource: Limited Visibility Into Top- And Bottom-Line Recovery

Summary I reiterate my hold rating on BLDR due to ongoing headwinds, including weak housing demand, declining revenue, and shrinking margins. BLDR's 4Q24 results showed an 8% y/y revenue decline, with multi-family revenue dropping 29.1% y/y, and gross margin falling 300 bps. High mortgage rates and a 25% tariff on Canadian lumber imports continue to pressure BLDR's profitability and free cash flow outlook. Despite these challenges, BLDR's valuation remains above its 5-year average, suggesting unwarranted market optimism about a near-term recovery. Read the full article on Seeking Alpha
Seeking Alpha • Jan 13

Builders FirstSource: Normalization Set To Continue In 2025

Summary Builders FirstSource has seen significant growth through strategic acquisitions, but faces normalization in earnings and margins post-pandemic. Following a 30% share price drop from 2024 highs, current valuations around 11-12 times earnings are reasonable, with potential further earnings pressure seen in 2025. The company continues aggressive capital allocation strategies, including a recent acquisition of Alpine Lumber, but higher interest rates pose challenges for a 2025 recovery. Anticipating volatility and potential buying opportunities on dips, I will look forward to doing so given its strong track record. Read the full article on Seeking Alpha
Seeking Alpha • Dec 31

Builders FirstSource: Near Term Uncertainty Creates Opening In This Long Term Compounder

Summary Builders FirstSource has shown impressive growth with significant acquisitions, strong cash flow generation, and substantial returns to shareholders through share repurchases. The company faces a mixed outlook due to housing shortages, rising interest rates, and potential inflation from Trump administration policies. BLDR's capital allocation strategy has been effective, with high returns on acquisitions and a focus on share repurchases, enhancing shareholder value. Despite short-term uncertainties, BLDR's long-term prospects remain strong, making it a potential investment, though current share price momentum suggests caution. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:BLDR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202815,5774175147568
12/31/202714,89221854279423
12/31/202614,350-146567823
6/30/202614,449103639898N/A
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
3/31/20207,436195N/A447N/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

애널리스트 향후 성장 전망

수입 대 저축률: BLDR 의 연간 예상 수익 증가율(53%)이 saving rate(3.7%)보다 높습니다.

수익 vs 시장: BLDR 의 연간 수익(53%)이 US 시장(17.3%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: BLDR 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: BLDR 의 수익(연간 3%)이 US 시장(연간 13.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: BLDR 의 수익(연간 3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BLDR의 자본 수익률은 3년 후 17%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/11 23:09
종가2026/09/11 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Builders FirstSource, Inc.는 27명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David MantheyBaird
Matthew BouleyBarclays
Ketan MamtoraBMO Capital Markets Equity Research