BLDR · Builders FirstSource, Inc. · Webcasts, Transcripts & Audio
$60.68
+0.56 (+0.93%)
At close · Nov 13
Return incl. dividend (before tax)
Play latest call
Q3 2026 earnings call transcript
Market Cap
$6.53B
Shares
107.61M
Volume · Nov 13
1.47M
Avg daily vol (3M)
2.83M
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Builders FirstSource, Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for Builders FirstSource, Inc. (BLDR), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
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Capital Markets Day
Investor event
2026-11-17
Builders FirstSource, Inc. (BLDR) November 17, 2026 Capital Markets Day
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q3
2026-10-29
Builders FirstSource, Inc. (BLDR) Q3 2026 Earnings Call Transcript
Positive tone
M&A and geographic expansion
Housing demand and affordability
Financial results and profitability
Revenue
$3.85B
▼ 2.2% YoY Diluted EPS
$0.56
▼ 49.1% YoY Gross margin
27.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-07-30
Builders FirstSource, Inc. (BLDR) Q2 2026 Earnings Call Transcript
Cautious tone
Housing market demand
Cost discipline and footprint optimization
Capital allocation
Revenue
$3.86B
▼ 8.8% YoY Diluted EPS
$-0.04
▼ 102.4% YoY Gross margin
28.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
Builders FirstSource, Inc. (BLDR) Q1 2026 Earnings Call Transcript
Positive tone
Housing market weakness and affordability
Specialty product margin pressure
M&A and inorganic growth
Revenue
$3.29B
▼ 10.1% YoY Diluted EPS
$-0.43
▼ 151.2% YoY Gross margin
28.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-17
Builders FirstSource, Inc. (BLDR) Q4 2025 Earnings Call Transcript
Positive tone
Install business growth
M&A and acquisitions
Operational excellence and cost management
Revenue
$3.36B*
▼ 12.1% YoY Gross margin
29.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-30
Builders FirstSource, Inc. (BLDR) Q3 2025 Earnings Call Transcript
Positive tone
Multifamily outlook
Structural pricing reconciliation and inflation
Digital tools and technology adoption
Revenue
$3.94B
▼ 6.9% YoY Diluted EPS
$1.10
▼ 54.9% YoY Gross margin
30.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-31
Builders FirstSource, Inc. (BLDR) Q2 2025 Earnings Call Transcript
Balanced tone
Housing market environment
Profitability margins
Capital allocation and shareholder returns
Revenue
$4.23B
▼ 5% YoY Diluted EPS
$1.66
▼ 42.2% YoY Gross margin
30.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-01
Builders FirstSource, Inc. (BLDR) Q1 2025 Earnings Call Transcript
Positive tone
Single-family housing demand
Multifamily headwind
M&A and acquisitions
Revenue
$3.66B
▼ 6% YoY Diluted EPS
$0.84
▼ 60% YoY Gross margin
30.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-20
Builders FirstSource, Inc. (BLDR) Q4 2024 Earnings Call Transcript
Balanced tone
single-family housing demand
value-added products and install services
multifamily weakness
Revenue
$3.82B*
▼ 8% YoY Gross margin
32.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-05
Builders FirstSource, Inc. (BLDR) Q3 2024 Earnings Call Transcript
Positive tone
Strategic pillars and leadership transition
Multifamily headwind
Single-family housing demand
Revenue
$4.23B
▼ 6.7% YoY Diluted EPS
$2.44
▼ 32% YoY Gross margin
32.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
Builders FirstSource, Inc. (BLDR) Q2 2024 Earnings Call Transcript
Positive tone
Multi-Family Normalization
Affordability and Housing Demand
Margin and Profitability Resilience
Revenue
$4.46B
▼ 1.6% YoY Diluted EPS
$2.87
▼ 9.2% YoY Gross margin
32.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-07
Builders FirstSource, Inc. (BLDR) Q1 2024 Earnings Call Transcript
Positive tone
Multifamily headwind
R&R and weather impact
Digital platform launch
Revenue
$3.89B
▲ 0.2% YoY Diluted EPS
$2.10
▼ 12.9% YoY Gross margin
33.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-22
Builders FirstSource, Inc. (BLDR) Q4 2023 Earnings Call Transcript
Confident tone
Multifamily business
Financial results and margins
M&A and capital deployment
Revenue
$4.15B*
▼ 4.7% YoY Gross margin
35.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Builders FirstSource, Inc. (BLDR) Q3 2023 Earnings Call Transcript
Revenue
$4.53B
▼ 21.3% YoY Diluted EPS
$3.59
▼ 23.9% YoY Gross margin
34.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Builders FirstSource, Inc. (BLDR) Q2 2023 Earnings Call Transcript
Revenue
$4.53B
▼ 34.6% YoY Diluted EPS
$3.16
▼ 45% YoY Gross margin
35.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Builders FirstSource, Inc. (BLDR) Q1 2023 Earnings Call Transcript
Revenue
$3.88B
▼ 31.6% YoY Diluted EPS
$2.41
▼ 32.3% YoY Gross margin
35.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-28
Builders FirstSource, Inc. (BLDR) Q4 2022 Earnings Call Transcript
Revenue
$4.36B*
▼ 6% YoY Gross margin
34.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-08
Builders FirstSource, Inc. (BLDR) Q3 2022 Earnings Call Transcript
Revenue
$5.76B
▲ 4.6% YoY Diluted EPS
$4.72
▲ 58.4% YoY Gross margin
35.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-01
Builders FirstSource, Inc. (BLDR) Q2 2022 Earnings Call Transcript
Revenue
$6.93B
▲ 24.2% YoY Diluted EPS
$5.75
▲ 140.6% YoY Gross margin
34.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-10
Builders FirstSource, Inc. (BLDR) Q1 2022 Earnings Call Transcript
Revenue
$5.68B
▲ 36.1% YoY Diluted EPS
$3.56
▲ 328.9% YoY Gross margin
32.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-03-01
Builders FirstSource, Inc. (BLDR) Q4 2021 Earnings Call Transcript
Revenue
$4.63B*
▲ 83.1% YoY Gross margin
32.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Builders FirstSource, Inc. (BLDR) Q3 2021 Earnings Call Transcript
Revenue
$5.51B
▲ 140% YoY Diluted EPS
$2.98
▲ 308.2% YoY Gross margin
31.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Builders FirstSource, Inc. (BLDR) Q2 2021 Earnings Call Transcript
Revenue
$5.58B
▲ 186.6% YoY Diluted EPS
$2.39
▲ 256.7% YoY Gross margin
28.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Builders FirstSource, Inc. (BLDR) Q1 2021 Earnings Call Transcript
Revenue
$4.17B
▲ 133.6% YoY Diluted EPS
$0.83
▲ 1085.7% YoY Gross margin
25.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-26
Builders FirstSource, Inc. (BLDR) Q4 2020 Earnings Call Transcript
Revenue
$2.53B
▲ 43.5% YoY Diluted EPS
$1.18
▲ 237.1% YoY Gross margin
26.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-30
Builders FirstSource, Inc. (BLDR) Q3 2020 Earnings Call Transcript
Revenue
$2.30B
▲ 15.9% YoY Diluted EPS
$0.73
▲ 9% YoY Gross margin
24.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-31
Builders FirstSource, Inc. (BLDR) Q2 2020 Earnings Call Transcript
Revenue
$1.95B
▲ 2.2% YoY Diluted EPS
$0.67
▲ 17.5% YoY Gross margin
26.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-01
Builders FirstSource, Inc. (BLDR) Q1 2020 Earnings Call Transcript
Revenue
$1.79B
▲ 9.5% YoY Diluted EPS
$0.07
▼ 77.4% YoY Gross margin
26.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-21
Builders FirstSource, Inc. (BLDR) Q4 2019 Earnings Call
Revenue
$1.76B
▼ 2.9% YoY Diluted EPS
$0.35
▼ 22.2% YoY Gross margin
27.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
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Key facts
CIK
1316835
CUSIP
12008R107
13F (30d)
490 filings
438 filers
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