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$72.51 -1.05 (-1.43%) At close · Aug 14
Market Cap
$7.80B
Shares
107.60M

Builders FirstSource, Inc. Earnings Call Transcripts

Every quarterly earnings call for Builders FirstSource, Inc. (BLDR) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲4.6% $5.76B $738.01M '22 Q3 22-11-08 ▼6% $4.36B $384.51M '22 Q4 23-02-28 ▼31.6% $3.88B $333.79M '23 Q1 23-05-03 ▼34.6% $4.53B $404.62M '23 Q2 23-08-02 ▼21.3% $4.53B $451.46M '23 Q3 23-11-01 ▼4.7% $4.15B $350.69M '23 Q4 24-02-22 ▲0.2% $3.89B $258.78M '24 Q1 24-05-07 ▼1.6% $4.46B $344.09M '24 Q2 24-08-06 ▼6.7% $4.23B $284.78M '24 Q3 24-11-05 ▼8% $3.82B $190.24M '24 Q4 25-02-20 ▼6% $3.66B $96.30M '25 Q1 25-05-01 ▼5% $4.23B $185.03M '25 Q2 25-07-31 ▼6.9% $3.94B $122.38M '25 Q3 25-10-30 ▼12.1% $3.36B $31.48M '25 Q4 26-02-17 ▼10.1% $3.29B −$47.41M '26 Q1 26-04-30 LATEST ▼8.8% $3.86B −$3.90M '26 Q2 26-07-30
Earnings call
FY26 · Q2
2026-07-30
Builders FirstSource Second Quarter 2026 Earnings Conference Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
Builders FirstSource, Inc. Q1 FY2026 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-17
Builders FirstSource, Inc. Q4 FY2025 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-10-30
Builders FirstSource, Inc. Q3 FY2025 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-07-31
Builders FirstSource, Inc. Q2 FY2025 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-01
Builders FirstSource, Inc. Q1 FY2025 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-20
Builders FirstSource, Inc. Q4 FY2024 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-05
Builders FirstSource, Inc. Q3 FY2024 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
Builders FirstSource, Inc. Q2 FY2024 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-07
Builders FirstSource, Inc. Q1 FY2024 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-22
Builders FirstSource, Inc. Q4 FY2023 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Builders FirstSource, Inc. Q3 FY2023 Earnings Call
Revenue
$4.53B
▼ 21.3% YoY
Diluted EPS
$3.59
▼ 23.9% YoY
Gross margin
34.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Builders FirstSource, Inc. Q2 FY2023 Earnings Call
Revenue
$4.53B
▼ 34.6% YoY
Diluted EPS
$3.16
▼ 45% YoY
Gross margin
35.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Builders FirstSource, Inc. Q1 FY2023 Earnings Call
Revenue
$3.88B
▼ 31.6% YoY
Diluted EPS
$2.41
▼ 32.3% YoY
Gross margin
35.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-28
Builders FirstSource, Inc. Q4 FY2022 Earnings Call
Revenue
$4.36B*
▼ 6% YoY
Gross margin
34.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-08
Builders FirstSource, Inc. Q3 FY2022 Earnings Call
Revenue
$5.76B
▲ 4.6% YoY
Diluted EPS
$4.72
▲ 58.4% YoY
Gross margin
35.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-01
Builders FirstSource, Inc. Q2 FY2022 Earnings Call
Revenue
$6.93B
▲ 24.2% YoY
Diluted EPS
$5.75
▲ 140.6% YoY
Gross margin
34.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-10
Builders FirstSource, Inc. Q1 FY2022 Earnings Call
Revenue
$5.68B
▲ 36.1% YoY
Diluted EPS
$3.56
▲ 328.9% YoY
Gross margin
32.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-03-01
Builders FirstSource, Inc. Q4 FY2021 Earnings Call
Revenue
$4.63B*
▲ 83.1% YoY
Gross margin
32.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Builders FirstSource, Inc. Q3 FY2021 Earnings Call
Revenue
$5.51B
▲ 140% YoY
Diluted EPS
$2.98
▲ 308.2% YoY
Gross margin
31.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Builders FirstSource, Inc. Q2 FY2021 Earnings Call
Revenue
$5.58B
▲ 186.6% YoY
Diluted EPS
$2.39
▲ 256.7% YoY
Gross margin
28.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Builders FirstSource, Inc. Q1 FY2021 Earnings Call
Revenue
$4.17B
▲ 133.6% YoY
Diluted EPS
$0.83
▲ 1085.7% YoY
Gross margin
25.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-26
Builders FirstSource, Inc. Q4 FY2020 Earnings Call
Revenue
$2.53B
▲ 43.5% YoY
Diluted EPS
$1.18
▲ 237.1% YoY
Gross margin
26.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-10-30
Builders FirstSource, Inc. Q3 FY2020 Earnings Call
Revenue
$2.30B
▲ 15.9% YoY
Diluted EPS
$0.73
▲ 9% YoY
Gross margin
24.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-07-31
Builders FirstSource, Inc. Q2 FY2020 Earnings Call
Revenue
$1.95B
▲ 2.2% YoY
Diluted EPS
$0.67
▲ 17.5% YoY
Gross margin
26.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-05-01
Builders FirstSource, Inc. Q1 FY2020 Earnings Call
Revenue
$1.79B
▲ 9.5% YoY
Diluted EPS
$0.07
▼ 77.4% YoY
Gross margin
26.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-02-21
Builders FirstSource, Inc. Q4 FY2019 Earnings Call
Revenue
$1.76B
▼ 2.9% YoY
Diluted EPS
$0.35
▼ 22.2% YoY
Gross margin
27.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–27 of 27 earnings calls
Key facts CIK 1316835 CUSIP 12008R107 13F (30d) 614 filings 606 filers Visit website Investor relations

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