BLDR · Builders FirstSource, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. BLDR lowered full-year 2026 guidance on weaker July demand and a more cautious housing-starts outlook, while Q2 results showed sharp year-over-year declines in net sales, gross margin, adjusted EBITDA, adjusted EPS, and a net loss, partially offset by expanded cost actions and continued share maintenance.
- + Expanded 2026 cost actions to $115 million run rate to protect profitability through the cycle
- + Believes share was maintained in Q2 despite a contracting market and competitive pricing pressure
- + Liquidity of $1.6 billion and continued M&A activity with Precision Design and Trim acquisition
- − Lowered full-year 2026 guidance on weaker housing starts outlook
- − Net sales declined ~9% YoY to $3.9 billion with single-family organic sales down 8% and multifamily down 10%
- − Gross margin compressed 260 bps to 28.1% on lower starts and operating deleverage
- − Adjusted EBITDA down 35% YoY to $329 million and adjusted EBITDA margin down 350 bps to 8.5%
- − Adjusted EPS down 51% YoY to $1.17 and GAAP net loss of $3.9 million
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Building Products & Equipment — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BLDR
this stock
Builders FirstSource, Inc.
|
$6.19B | -44.6% | -7.4% | 62.5 | 8.3% |
|
TT
Trane Technologies plc
|
$99.99B | +16.1% | +5.6% | 34.4 | 1.5% |
|
JCI
Johnson Controls International plc
|
$91.64B | +24.1% | -4.2% | 27.2 | 1.6% |
|
CARR
CARRIER GLOBAL Corp
|
$46.00B | +3.8% | -3.3% | 36.2 | 1.9% |
|
CODGF
Compagnie De Saint Gobain
|
$37.80B | -18.8% | — | — | 0.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BLDR | -3.6% | -9.2% | -33.1% | -14.1% | -44.6% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -3.0% | -9.3% | -45.3% | -13.6% | -56.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.