Builders FirstSource (BLDR) is trading up at $57.54 (+7.53%), as of the latest quote. It is a Russell 1000 constituent in the Industrials sector.
Analyst price targets on BLDR
Current price targets from 2 firms average $68.5, ranging from $62 to $75 — 19% above the current $57.5. Each is tracked to its date and scored the same way a member's call is.
- Raymond James $51.7 → $75 by Oct 2027 Oct 13, 2026 via Investing.com · Raymond James's track record
- RBC Capital Markets $56.2 → $62 by Oct 2027 Oct 7, 2026 via Investing.com · RBC Capital Markets's track record
Targets published by research firms, extracted from the news, checked against independent reporting, and linked to their source. Where a firm did not state a horizon the target is tracked as 12 months, the industry convention; the rows where the firm set its own horizon are marked. Reported here as facts about what was published — not recommendations from Dalsna Finance, and no firm listed is affiliated with this site.
Builders FirstSource revenue & net income history (FY2016–FY2025)
| FY2016Dec 2016 | FY2017Dec 2017 | FY2018Dec 2018 | FY2019Dec 2019 | FY2020Dec 2020 | FY2021Dec 2021 | FY2022Dec 2022 | FY2023Dec 2023 | FY2024Dec 2024 | FY2025Dec 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||||
| Revenue | $6.37B | $7.03B | $7.72B | $7.28B | $8.56B | $19.9B | $22.7B | $17.1B | $16.4B | $15.2B |
| Growth (year over year) | +78.6% | +10.5% | +9.8% | −5.8% | +17.6% | +132.4% | +14.2% | −24.8% | −4.1% | −7.4% |
| Gross profit | $1.60B | $1.73B | $1.92B | $1.98B | $2.22B | $5.85B | $7.74B | $6.01B | $5.38B | $4.62B |
| Gross margin | 25.1% | 24.6% | 24.9% | 27.2% | 26.0% | 29.4% | 34.1% | 35.2% | 32.8% | 30.4% |
| Operating income | $236.3M | $285.1M | $369.0M | $392.3M | $543.9M | $2.39B | $3.77B | $2.18B | $1.60B | $786.3M |
| Operating margin | 3.7% | 4.1% | 4.8% | 5.4% | 6.4% | 12.0% | 16.6% | 12.7% | 9.7% | 5.2% |
| Net income | $144.3M | $38.8M | $205.2M | $221.8M | $313.5M | $1.73B | $2.75B | $1.54B | $1.08B | $435.2M |
| Net margin | 2.3% | 0.6% | 2.7% | 3.0% | 3.7% | 8.7% | 12.1% | 9.0% | 6.6% | 2.9% |
| EPS (diluted) | $1.27 | $0.34 | $1.76 | $1.90 | $2.66 | $8.48 | $16.82 | $11.94 | $9.06 | $3.89 |
| Balance sheet | ||||||||||
| Cash and equivalents | $14.4M | $57.5M | $10.1M | $14.1M | $423.8M | $42.6M | $80.4M | $66.2M | $153.6M | $181.8M |
| Total assets | $2.91B | $3.01B | $2.93B | $3.25B | $4.17B | $10.7B | $10.6B | $10.5B | $10.6B | $11.2B |
| Total liabilities | $2.60B | $2.63B | $2.34B | $2.42B | $3.02B | $5.91B | $5.63B | $5.77B | $6.29B | $6.89B |
| Long-term debt | — | $1.77B | $1.55B | $1.28B | $1.60B | $2.98B | $2.98B | $3.18B | $3.70B | $4.43B |
| Shareholders' equity | $309.6M | $376.2M | $596.3M | $825.0M | $1.15B | $4.80B | $4.96B | $4.73B | $4.30B | $4.35B |
| Cash flow | ||||||||||
| Operating cash flow | $158.2M | $178.5M | $282.8M | $504.0M | $260.1M | $1.74B | $3.60B | $2.31B | $1.87B | $1.22B |
| Capital expenditure | $42.7M | $62.4M | $101.4M | $112.9M | $112.1M | $227.9M | $340.2M | $476.3M | $380.6M | $362.6M |
| Free cash flow | $115.6M | $116.1M | $181.4M | $391.2M | $148.0M | $1.52B | $3.26B | $1.83B | $1.49B | $853.3M |
| Share buybacks | $1.09M | $2.64M | $4.89M | $10.4M | $4.15M | $1.71B | $2.59B | $1.81B | $1.52B | $414.0M |
| Q3 FY24Sep 2024 | Q4 FY24†Dec 2024 | Q1 FY25Mar 2025 | Q2 FY25Jun 2025 | Q3 FY25Sep 2025 | Q4 FY25†Dec 2025 | Q1 FY26Mar 2026 | Q2 FY26Jun 2026 | |
|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||
| Revenue | $4.23B | $3.82B | $3.66B | $4.23B | $3.94B | $3.36B | $3.29B | $3.86B |
| Growth (year over year) | −6.7% | −8.0% | −6.0% | −5.0% | −6.9% | −12.1% | −10.1% | −8.8% |
| Gross profit | $1.39B | $1.23B | $1.12B | $1.30B | $1.20B | $1.00B | $929.0M | $1.09B |
| Gross margin | 32.8% | 32.3% | 30.5% | 30.7% | 30.4% | 29.8% | 28.3% | 28.1% |
| Operating income | $428.0M | $304.1M | $184.4M | $311.3M | $228.8M | $61.8M | $16.5M | $128.5M |
| Operating margin | 10.1% | 8.0% | 5.0% | 7.4% | 5.8% | 1.8% | 0.5% | 3.3% |
| Net income | $284.8M | $190.2M | $96.3M | $185.0M | $122.4M | $31.5M | −$47.4M | −$3.90M |
| Net margin | 6.7% | 5.0% | 2.6% | 4.4% | 3.1% | 0.9% | −1.4% | −0.1% |
| EPS (diluted) | $2.44 | $1.65 | $0.84 | $1.66 | $1.10 | $0.29 | −$0.43 | −$0.04 |
| Balance sheet | ||||||||
| Cash and equivalents | $328.1M | $153.6M | $115.4M | $87.0M | $296.2M | $181.8M | $98.3M | $65.7M |
| Total assets | $10.9B | $10.6B | $11.4B | $11.5B | $11.4B | $11.2B | $11.3B | $11.3B |
| Total liabilities | $6.45B | $6.29B | $7.07B | $7.29B | $7.11B | $6.89B | $7.30B | $7.32B |
| Long-term debt | $3.70B | $3.70B | $4.47B | $4.67B | $4.43B | $4.43B | $4.61B | $4.58B |
| Shareholders' equity | $4.45B | $4.30B | $4.37B | $4.18B | $4.32B | $4.35B | $4.00B | $4.01B |
| Cash flow | ||||||||
| Operating cash flow | $730.0M | $373.5M | $132.3M | $341.0M | $547.7M | $194.8M | $87.5M | $68.0M |
| Capital expenditure | $99.6M | $99.7M | $100.0M | $88.7M | $85.8M | $88.1M | $46.7M | $38.0M |
| Free cash flow | $630.4M | $273.8M | $32.4M | $252.3M | $461.9M | $106.7M | $40.7M | $30.0M |
| Share buybacks | $153.2M | $363.8M | $12.3M | $401.6M | $1.00K | $0 | $300.1M | $3.45M |
From Builders FirstSource's 10-K and 10-Q filings with the SEC; its fiscal year ends in December. Each period shows the latest figure the company has reported for it, including restatements. Net margin is our own calculation from those reported figures (net income ÷ revenue); it is left blank where revenue is zero or missing. † Quarter derived from the company's year-to-date or full-year totals. Filings on SEC EDGAR →
About Builders FirstSource
Builders FirstSource, Inc. is a publicly-traded, Fortune 500 company that manufactures and supplies building materials for the residential construction and repair and remodeling end markets. The company was founded in 1998 and is headquartered in Irving, Texas. It is the largest supplier of building products, prefabricated components and value-added services in the US. Builders FirstSource employs about 28,000 people at approximately 585 locations in 43 states.
Source: Wikipedia — Builders FirstSource
- Headquarters
- Irving, Texas From SEC filings, Oct 2026
Recent News (4)
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Builders FirstSource, Dream Finders Homes Highlight Pain For Homebuilders Builders FirstSource, Dream Finders Homes Highlight Pain For Homebuilders Seeking Alpha
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Raymond James cuts Builders FirstSource stock price target on rates
Raymond James cuts Builders FirstSource stock price target on rates
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RBC Capital downgrades Builders FirstSource stock rating on volume concerns
RBC Capital downgrades Builders FirstSource stock rating on volume concerns
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Bloom Energy was just named to the S&P 500. These other stocks are joining the index as well. Molson Coors Beverage, Builders FirstSource and Trade Desk will be getting the boot from the benchmark index.
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