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Builders FirstSource Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $0.390 |
| EPS actual | $0.270 |
| EPS Surprise | -30.77% |
| Revenue estimate | 3.173B |
| Revenue actual | 3.287B |
| Revenue Surprise | 3.58% |
| Release date | Feb 17, 2026 |
| EPS estimate | $1.30 |
| EPS actual | $1.12 |
| EPS Surprise | -13.85% |
| Revenue estimate | 3.455B |
| Revenue actual | 3.358B |
| Revenue Surprise | -2.80% |
| Release date | Oct 30, 2025 |
| EPS estimate | $1.75 |
| EPS actual | $1.88 |
| EPS Surprise | 7.43% |
| Revenue estimate | 3.856B |
| Revenue actual | 3.941B |
| Revenue Surprise | 2.21% |
| Release date | Jul 31, 2025 |
| EPS estimate | $2.35 |
| EPS actual | $2.38 |
| EPS Surprise | 1.28% |
| Revenue estimate | 3.858B |
| Revenue actual | 4.234B |
| Revenue Surprise | 9.73% |
Last 4 Quarters for Builders FirstSource
Below you can see how BLDR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $127.13 |
| EPS estimate | $2.35 |
| EPS actual | $2.38 |
| EPS surprise | 1.28% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $136.46 |
| Jul 28, 2025 | $135.63 |
| Jul 29, 2025 | $133.42 |
| Jul 30, 2025 | $126.11 |
| Jul 31, 2025 | $127.13 |
| Aug 01, 2025 | $130.18 |
| Aug 04, 2025 | $128.18 |
| Aug 05, 2025 | $132.95 |
| Aug 06, 2025 | $130.74 |
| 4 days before | -6.84% |
| 4 days after | 2.84% |
| On release day | 2.40% |
| Change in period | -4.19% |
| Release date | Oct 30, 2025 |
| Price on release | $111.69 |
| EPS estimate | $1.75 |
| EPS actual | $1.88 |
| EPS surprise | 7.43% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $124.06 |
| Oct 27, 2025 | $123.19 |
| Oct 28, 2025 | $119.35 |
| Oct 29, 2025 | $115.29 |
| Oct 30, 2025 | $111.69 |
| Oct 31, 2025 | $116.17 |
| Nov 03, 2025 | $112.97 |
| Nov 04, 2025 | $109.79 |
| Nov 05, 2025 | $111.56 |
| 4 days before | -9.97% |
| 4 days after | -0.116% |
| On release day | 4.01% |
| Change in period | -10.08% |
| Release date | Feb 17, 2026 |
| Price on release | $114.63 |
| EPS estimate | $1.30 |
| EPS actual | $1.12 |
| EPS surprise | -13.85% |
| Date | Price |
|---|---|
| Feb 10, 2026 | $128.42 |
| Feb 11, 2026 | $126.94 |
| Feb 12, 2026 | $120.57 |
| Feb 13, 2026 | $114.73 |
| Feb 17, 2026 | $114.63 |
| Feb 18, 2026 | $113.90 |
| Feb 19, 2026 | $111.42 |
| Feb 20, 2026 | $110.55 |
| Feb 23, 2026 | $107.28 |
| 4 days before | -10.74% |
| 4 days after | -6.41% |
| On release day | -0.637% |
| Change in period | -16.46% |
| Release date | Apr 30, 2026 |
| Price on release | $79.09 |
| EPS estimate | $0.390 |
| EPS actual | $0.270 |
| EPS surprise | -30.77% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $90.04 |
| Apr 27, 2026 | $89.88 |
| Apr 28, 2026 | $88.12 |
| Apr 29, 2026 | $83.38 |
| Apr 30, 2026 | $79.09 |
| May 01, 2026 | $75.72 |
| May 04, 2026 | $73.75 |
| May 05, 2026 | $74.56 |
| May 06, 2026 | $80.03 |
| 4 days before | -12.16% |
| 4 days after | 1.19% |
| On release day | -4.26% |
| Change in period | -11.12% |
Builders FirstSource Earnings Call Transcript Summary of Q1 2026
Builders FirstSource reported Q1 2026 results that demonstrated operational resilience amid a weak housing market. Net sales fell 10% to $3.3 billion and adjusted EBITDA declined 42% to $214 million, driven by lower organic volumes, commodity deflation and margin pressure in specialty product categories. Management said they landed at the upper end of their Q1 guidance range and saw improving daily sales into April, but remain cautious given affordability headwinds, geopolitical-driven interest rate volatility and mixed builder sentiment. The company is executing a downturn playbook that includes $100 million of cost actions (targeting $75 million in reductions and $25 million in avoidance), continued facility consolidations (21 so far in 2026, 55 over prior two years), productivity initiatives ($6 million realized in Q1; $50–70 million target for the year), and targeted M&A—41 acquisitions since the P&C merger. Capital allocation priorities remain: investing in the business, M&A, and shareholder returns—Q1 repurchases were $303 million and the board authorized an incremental $500 million repurchase program. Balance sheet and liquidity remain solid (net debt/EBITDA ~3.2x, $1.5 billion liquidity) and guided 2026 full-year sales to $14.6–$15.6 billion, adjusted EBITDA $1.1–$1.5 billion, adjusted EBITDA margin 7.5%–9.6%, and free cash flow ~$400–$500 million, with a heavier second-half weighting as starts normalize and working capital is rebuilt.
