Stocks Consumer discretionary BLDR
NYSE · Consumer discretionaryBuilders FirstSource, Inc. (BLDR)
Builders FirstSource, Inc. brought in $14.4B of revenue over the twelve months to September 30, 2026, down 8.3% from a year earlier. Net income was $40.6M, a net margin of 0.3%. Operating cash flow minus capital spending left $853.3M of free cash flow in fiscal 2025. At September 30, 2026 it held $55M in cash against $4.6B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 29, 2026.
Key facts about Builders FirstSource, Inc.
- Net worth
- Builders FirstSource, Inc. has a market value (market cap) of $7.1B at the latest share price, and shareholders' equity of $4.1B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $15.2B (-7.4% year on year), with net income of $435.2M. Over the 12 months to September 30, 2026: revenue $14.4B, net income $40.6M.
- Cash flow
- In fiscal 2025 operations brought in $1.2B of cash; after $362.6M of capital spending, free cash flow was $853.3M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 29, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Builders FirstSource, Inc.'s next report is expected around February 16, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Builders FirstSource, Inc. does
Builders FirstSource, Inc. is registered with the SEC under industry code SIC 5211 (Retail-Lumber & Other Building Materials Dealers). Its shares trade on NYSE under the ticker BLDR.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $15.2B | $435.2M | $3.89 | $853.3M |
| 2024 | $16.4B | $1.1B | $9.06 | $1.5B |
| 2023 | $17.1B | $1.5B | $11.94 | $1.8B |
| 2022 | $22.7B | $2.7B | $16.82 | $3.3B |
| 2021 | $19.9B | $1.7B | $8.48 | $1.5B |
| 2020 | $8.6B | $313.5M | $2.66 | $148M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where BLDR ranks in Consumer discretionary
Latest SEC filings
What Builders FirstSource, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 30, 2026Passive stake (5% or more) SCHEDULE 13G
- October 30, 2026Passive stake changed SCHEDULE 13G/A
- October 29, 2026Quarterly report 10-Q · period to September 30, 2026Revenue fell 2.2% to $3.9B versus the same quarter last year; diluted EPS $0.56 versus $1.10.
- October 29, 2026
- October 16, 2026
- October 5, 2026Passive stake changed SCHEDULE 13G/A
- August 7, 2026
- July 30, 2026Quarterly report 10-Q · period to June 30, 2026Revenue fell 8.8% to $3.9B versus the same quarter last year; diluted EPS -$0.04 versus $1.66.
- July 30, 2026
- June 5, 2026
What is BLDR worth? A DCF from its reported cash flow
Insider trades
What the people running Builders FirstSource, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 9 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 18, 2026 | Hiller MichaelCOO-Designate | Received as pay | 12,808 | - |
| September 10, 2026 | Boydston Cory JacobsDirector | Received as pay | 470 | - |
| September 10, 2026 | Christophe Cleveland ADirector | Received as pay | 564 | - |
| September 10, 2026 | Hayes William BDirector | Received as pay | 583 | - |
| September 10, 2026 | Levy Paul SDirector | Received as pay | 1,204 | - |
| September 10, 2026 | Renz MariaDirector | Received as pay | 489 | - |
| September 10, 2026 | Oleary JamesDirector | Received as pay | 564 | - |
| September 10, 2026 | Charles Dirkson RDirector | Received as pay | 470 | - |
Who owns BLDR
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Vanguard Capital Management13G, passive | 7.2% | April 29, 2026 |
| Vanguard Portfolio Management13G, passive | 5.03% | October 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 670 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 7,833,417 | -927,860 |
| Vanguard Capital Management LLC | 6,854,631 | -172,443 |
| State Street Corp | 4,839,758 | -280,332 |
| Vanguard Portfolio Management LLC | 4,162,116 | -156,679 |
| Capital International Investors | 3,907,321 | +964,190 |
| Pictet Asset Management Holding SA | 3,801,076 | +2,422,744 |
| Wellington Management Group Llp | 3,465,251 | -214,206 |
| Dimensional Fund Advisors LP | 3,439,279 | +471,535 |
| Invesco Ltd. | 3,346,367 | +742,045 |
| Geode Capital Management, LLC | 2,834,402 | -50,117 |
| Coliseum Capital Management, LLC | 2,598,218 | +505,000 |
| Brave Warrior Advisors, LLC | 2,340,571 | -31,721 |
| Sands Capital Management, LLC | 2,283,236 | -337,849 |
| D1 Capital Partners L.P. | 1,639,222 | new |
| Morgan Stanley | 1,552,867 | +139,636 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1,507,684 | -256,250 |
| Goldman Sachs Group Inc | 1,391,799 | -325,005 |
| Charles Schwab Investment Management Inc | 1,222,034 | +100,957 |
| Public Sector Pension Investment Board | 1,074,139 | +12,907 |
| Holocene Advisors, LP | 1,066,869 | +503,988 |
Insiders
23 insiders reported holding 3,112,030 shares in total, about $205.3M at the last price.
| Holder | Shares |
|---|---|
| Levy Paul SDirector | 1,732,002 |
| Jackson Peter M.President & CEO, Director | 272,332 |
| Robins Scott LPresident - West Division | 151,247151,247 held indirectly |
| Rush David EDirector | 124,842 |
| Herron Stephen JChief Operating Officer | 110,260 |
| Steinke Craig ArthurDirector | 102,626 |
| Oleary JamesDirector | 91,795 |
| Milgrim Brett NDirector | 82,634 |
| Beckmann PeteEVP & CFO | 81,52543,259 held indirectly |
| Hiller MichaelCOO-Designate | 64,950 |
Questions about BLDR
What does Builders FirstSource, Inc. do?
Builders FirstSource, Inc. is a company in the Consumer discretionary sector, listed on NYSE as BLDR. Its shares trade on NYSE under the ticker BLDR.
What is Builders FirstSource, Inc.'s net worth?
Builders FirstSource, Inc. has a market value (market cap) of $7.1B at the latest share price, and shareholders' equity of $4.1B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Builders FirstSource, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $40.6M on revenue of $14.4B, a net margin of 0.3%.
How much revenue does Builders FirstSource, Inc. make?
Over the twelve months to September 30, 2026 Builders FirstSource, Inc. reported revenue of $14.4B. That is 8.3% less than a year earlier.
When did Builders FirstSource, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 29, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the passive stake (5% or more) from October 30, 2026.
When is Builders FirstSource, Inc.'s next earnings report?
Builders FirstSource, Inc.'s next report is expected around February 16, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Builders FirstSource, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.