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Builders FirstSource vs Home Depot: revenue, profit, margins and growth compared

Builders FirstSource brought in $15.2B of revenue in fiscal 2025, Home Depot $164.7B in fiscal 2025. Revenue changed by -7.4% at Builders FirstSource and +3.2% at Home Depot on the year before, so Home Depot grew faster. Builders FirstSource kept 2.9% of its revenue as net profit, Home Depot 8.6%. Free cash flow was $853.3M at Builders FirstSource and $12.6B at Home Depot.

Side by side, latest fiscal year

BLDRHD
Fiscal year endedFY2025 (December 31, 2025)FY2025 (February 1, 2026)
Revenue$15.2B$164.7B
Revenue growth-7.4%+3.2%
Net income$435.2M$14.2B
Net margin2.9%8.6%
Free cash flow$853.3M$12.6B
Free cash flow margin5.6%7.7%
Earnings per share (diluted)$3.89$14.23
Cash$181.8M$1.4B
Debt$4.4B$49.4B
Price to earnings15.220.6
Market value$6.4B$292.4B
Dividend yieldn/a3.14%
Rank by revenue in sector#83 of 778 · Consumer discretionary#4 of 778 · Consumer discretionary

Over the years

Revenue
BLDR FY2018: $7.7BBLDR FY2019: $7.3BBLDR FY2020: $8.6BBLDR FY2021: $19.9BBLDR FY2022: $22.7BBLDR FY2023: $17.1BBLDR FY2024: $16.4BBLDR FY2025: $15.2BHD FY2018: $108.2BHD FY2019: $110.2BHD FY2020: $132.1BHD FY2021: $151.2BHD FY2022: $157.4BHD FY2023: $152.7BHD FY2024: $159.5BHD FY2025: $164.7BFY18FY19FY20FY21FY22FY23FY24FY25
BLDR $15.2BHD $164.7B
Net income
BLDR FY2018: $205.2MBLDR FY2019: $221.8MBLDR FY2020: $313.5MBLDR FY2021: $1.7BBLDR FY2022: $2.7BBLDR FY2023: $1.5BBLDR FY2024: $1.1BBLDR FY2025: $435.2MHD FY2018: $11.1BHD FY2019: $11.2BHD FY2020: $12.9BHD FY2021: $16.4BHD FY2022: $17.1BHD FY2023: $15.1BHD FY2024: $14.8BHD FY2025: $14.2BFY18FY19FY20FY21FY22FY23FY24FY25
BLDR $435.2MHD $14.2B
Net margin
BLDR FY2018: 2.7%BLDR FY2019: 3.0%BLDR FY2020: 3.7%BLDR FY2021: 8.7%BLDR FY2022: 12.1%BLDR FY2023: 9.0%BLDR FY2024: 6.6%BLDR FY2025: 2.9%HD FY2018: 10.3%HD FY2019: 10.2%HD FY2020: 9.7%HD FY2021: 10.9%HD FY2022: 10.9%HD FY2023: 9.9%HD FY2024: 9.3%HD FY2025: 8.6%FY18FY19FY20FY21FY22FY23FY24FY25
BLDR 2.9%HD 8.6%
Revenue growth
BLDR FY2019: -5.8%BLDR FY2020: +17.6%BLDR FY2021: +132.4%BLDR FY2022: +14.2%BLDR FY2023: -24.8%BLDR FY2024: -4.1%BLDR FY2025: -7.4%HD FY2019: +1.9%HD FY2020: +19.9%HD FY2021: +14.4%HD FY2022: +4.1%HD FY2023: -3.0%HD FY2024: +4.5%HD FY2025: +3.2%FY19FY20FY21FY22FY23FY24FY25
BLDR -7.4%HD +3.2%
Free cash flow
BLDR FY2018: $181.4MBLDR FY2019: $391.2MBLDR FY2020: $148MBLDR FY2021: $1.5BBLDR FY2022: $3.3BBLDR FY2023: $1.8BBLDR FY2024: $1.5BBLDR FY2025: $853.3MHD FY2018: $10.7BHD FY2019: $11BHD FY2020: $16.4BHD FY2021: $14BHD FY2022: $11.5BHD FY2023: $17.9BHD FY2024: $16.3BHD FY2025: $12.6BFY18FY19FY20FY21FY22FY23FY24FY25
BLDR $853.3MHD $12.6B

Fiscal years as each company reports them; the two may end in different months.

Questions about Builders FirstSource and Home Depot

Which is bigger by revenue, Builders FirstSource or Home Depot?

Home Depot is bigger by revenue: $164.7B in fiscal 2025, against $15.2B for Builders FirstSource in fiscal 2025.

Which keeps more of its revenue as profit, Builders FirstSource or Home Depot?

Builders FirstSource had a net margin of 2.9% in fiscal 2025; Home Depot had 8.6% in fiscal 2025.

Which grew revenue faster, Builders FirstSource or Home Depot?

In their latest fiscal years revenue changed by -7.4% at Builders FirstSource and +3.2% at Home Depot.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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