BLDR
Builders Firstsource·NYSE
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BLDR fundamentals
Builders Firstsource (BLDR) released its earnings on Feb 17, 2026: revenue was 3.36B (YoY -12.10%), missed estimates; EPS was 1.12 (YoY -51.52%), missed estimates.
Revenue / YoY
3.36B
-12.10%
EPS / YoY
1.12
-51.52%
Report date
Feb 17, 2026
BLDR Earnings Call Summary for Q4,2025
- Resilient Margins: Maintained 30%+ gross margin despite 12% sales decline, driven by value-add solutions and cost controls.
- Strategic Acquisitions: $110M invested in 2025 to expand modular housing, truss production, and digital capabilities.
- Cost-Action Impact: $100M cost reduction plan positions for 2026 EBITDA of $1.3-1.7B, with 8.8-10.8% margin range.
- Digital Growth: Digital platform quote volume up 130% YoY, showcasing customer adoption of AI-driven solutions.
- 2026 Outlook: Flat to +1% single-family starts expected, with second-half recovery as builder inventory normalizes.
Earnings
EPS
Revenue
Revenue & Expenses
BLDR has released its 2025 Q4 earnings report, with revenue of 3.36B, reflecting a YoY change of -12.10%, and net profit of 31.48M, showing a YoY change of -83.45%. The Sankey diagram below clearly presents BLDR's revenue sources and cost distribution.
Key Indicators
Builders Firstsource (BLDR) key financial stats and ratios, covering profitability, financial health, and leverage.
Income Statement
Builders Firstsource (BLDR)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Balance Sheet
Builders Firstsource (BLDR)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cash Flow
Builders Firstsource (BLDR)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown
Where does Builders Firstsource (BLDR) generate its revenue? Explore its key revenue streams and top earning regions.
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Dividend
Track Builders Firstsource (BLDR) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What were the key takeaways from Builders Firstsource’s earnings call?What is Builders Firstsource's gross profit margin?Did Builders Firstsource beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Builders Firstsource year over year?What were the key takeaways from Builders Firstsource's earnings call?What guidance did Builders Firstsource's management provide for the next earnings period?What does Builders Firstsource do and what are its main business segments?What is the market's earnings forecast for Builders Firstsource next quarter?
