Builders FirstSource, Inc.

NYSE:BLDR Stock Report

Market Cap: US$16.8b

Builders FirstSource Past Earnings Performance

Past criteria checks 3/6

Builders FirstSource has been growing earnings at an average annual rate of 28.7%, while the Building industry saw earnings growing at 17.2% annually. Revenues have been growing at an average rate of 17.2% per year. Builders FirstSource's return on equity is 27.8%, and it has net margins of 7.4%.

Key information

28.7%

Earnings growth rate

32.3%

EPS growth rate

Building Industry Growth13.3%
Revenue growth rate17.2%
Return on equity27.8%
Net Margin7.4%
Last Earnings Update30 Sep 2024

Recent past performance updates

Recent updates

Improved Earnings Required Before Builders FirstSource, Inc. (NYSE:BLDR) Shares Find Their Feet

Nov 30
Improved Earnings Required Before Builders FirstSource, Inc. (NYSE:BLDR) Shares Find Their Feet

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, Inc. (NYSE:BLDR) Shares Could Be 34% Below Their Intrinsic Value Estimate

Oct 08
Builders FirstSource, Inc. (NYSE:BLDR) Shares Could Be 34% Below Their Intrinsic Value Estimate

Builders FirstSource (NYSE:BLDR) Seems To Use Debt Quite Sensibly

Sep 20
Builders FirstSource (NYSE:BLDR) Seems To Use Debt Quite Sensibly

Builders FirstSource: Cautious Approach Due To Housing Challenges

Sep 12

Why Investors Shouldn't Be Surprised By Builders FirstSource, Inc.'s (NYSE:BLDR) Low P/E

Aug 11
Why Investors Shouldn't Be Surprised By Builders FirstSource, Inc.'s (NYSE:BLDR) Low P/E

Builders FirstSource, Inc.'s (NYSE:BLDR) Intrinsic Value Is Potentially 76% Above Its Share Price

Jul 05
Builders FirstSource, Inc.'s (NYSE:BLDR) Intrinsic Value Is Potentially 76% Above Its Share Price

After Months Of Pounding, Is Builders FirstSource Finally Dipping Into Value Range?

Jul 04

These 4 Measures Indicate That Builders FirstSource (NYSE:BLDR) Is Using Debt Reasonably Well

Jun 17
These 4 Measures Indicate That Builders FirstSource (NYSE:BLDR) Is Using Debt Reasonably Well

Benign Growth For Builders FirstSource, Inc. (NYSE:BLDR) Underpins Its Share Price

May 08
Benign Growth For Builders FirstSource, Inc. (NYSE:BLDR) Underpins Its Share Price

Builders FirstSource: Disappointing Q1 As Multifamily Weighs

May 08

Builders FirstSource Is A Great Short

Apr 17

Builders FirstSource: Results Powered By Stock Repurchases (Rating Downgrade)

Apr 01

Builders FirstSource: Why I'm Calling It A Day Here

Mar 13

Is Builders FirstSource (NYSE:BLDR) Using Too Much Debt?

Mar 06
Is Builders FirstSource (NYSE:BLDR) Using Too Much Debt?

Builders FirstSource: Capitalizing On The Structural Home Shortage In The U.S.

Feb 12

Builders FirstSource, Inc. (NYSE:BLDR) Shares Could Be 28% Above Their Intrinsic Value Estimate

Feb 08
Builders FirstSource, Inc. (NYSE:BLDR) Shares Could Be 28% Above Their Intrinsic Value Estimate

Builders FirstSource, Inc. (NYSE:BLDR) Surges 25% Yet Its Low P/E Is No Reason For Excitement

Dec 27
Builders FirstSource, Inc. (NYSE:BLDR) Surges 25% Yet Its Low P/E Is No Reason For Excitement

Builders FirstSource: Ready For 2024, A Bargain Opportunity, 7x FCF

Dec 04

Builders FirstSource Is A Good Buy At Current Levels

Nov 14

Builders FirstSource's Rally Is Largely Complete

Sep 24

Builders FirstSource: Massive Capital Returns, Cheap Stock, Headed Higher

Sep 09

Builders FirstSource: Short Opportunity As Homebuilder Momentum Fades

Aug 17

Builders FirstSource: A Leader Ideally Positioned To Benefit From U.S. Housing Shortage

Aug 07

Builders FirstSource: Building Value

Jul 14

Builders FirstSource: Strong Cash Flows In Surging Housing Demand

Jun 30

Top '23 Picks Update: How To Play Our 80% Gainer (Builders FirstSource) And The Trade Desk's 70% Breakout

Jun 04

Builders FirstSource: Ready To Sizzle In 2023

Feb 02

Revenue & Expenses Breakdown

How Builders FirstSource makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NYSE:BLDR Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 2416,7311,2383,8320
30 Jun 2417,0331,4053,8130
31 Mar 2417,1051,4663,8580
31 Dec 2317,0971,5413,8360
30 Sep 2317,3041,5743,8210
30 Jun 2318,5311,8613,8810
31 Mar 2320,9292,4443,9100
31 Dec 2222,7262,7493,9740
30 Sep 2223,0042,8073,8610
30 Jun 2222,7512,6823,7360
31 Mar 2221,4012,1923,5930
31 Dec 2119,8941,7253,4460
30 Sep 2117,7901,4233,0320
30 Jun 2114,5778962,5880
31 Mar 2110,9464772,0730
31 Dec 208,5593141,6560
30 Sep 207,7922151,6250
30 Jun 207,4772071,6050
31 Mar 207,4361951,6190
31 Dec 197,2802221,5850
30 Sep 197,3332321,5850
30 Jun 197,4702281,5750
31 Mar 197,6562181,5650
31 Dec 187,7252051,5540
30 Sep 187,6881101,5180
30 Jun 187,448771,4870
31 Mar 187,202581,4640
31 Dec 177,034391,4420
30 Sep 176,802881,4100
30 Jun 176,6691741,3970
31 Mar 176,5031651,3700
31 Dec 166,3671441,3650
30 Sep 166,2761271,3650
30 Jun 165,806-71,2870
31 Mar 164,591-331,0330
31 Dec 153,564-237880
30 Sep 152,505-105220
30 Jun 151,66483260
31 Mar 151,629153140
31 Dec 141,604183070
30 Sep 141,576212970
30 Jun 141,544252880
31 Mar 141,516-342800
31 Dec 131,490-422720

Quality Earnings: BLDR has high quality earnings.

Growing Profit Margin: BLDR's current net profit margins (7.4%) are lower than last year (9.1%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: BLDR's earnings have grown significantly by 28.7% per year over the past 5 years.

Accelerating Growth: BLDR's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: BLDR had negative earnings growth (-21.3%) over the past year, making it difficult to compare to the Building industry average (3.1%).

Return on Equity

High ROE: BLDR's Return on Equity (27.8%) is considered high.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 18:26
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Builders FirstSource, Inc. is covered by 31 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David MantheyBaird
Matthew BouleyBarclays
Matthew McCallBB&T Capital Markets