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Builders First Source reported third-quarter net sales of $3.9 billion and adjusted EBITDA of $311 million, down 28%. It maintained 2026 adjusted EBITDA guidance of $1.075 to $1.125 billion and free cash flow guidance of approximately $400 to $450 million.
Builders FirstSource reported third-quarter net sales of $3.9 billion, down 2.2%, net income of $60.4 million and Adjusted EBITDA of $311.1 million. Its 2026 outlook includes net sales of $14.2 billion to $14.6 billion and free cash flow of approximately $400 million to $450 million.
Builders FirstSource's Compensation Committee approved a compensation arrangement for Mike Hiller in connection with his appointment as COO effective January 1, 2027, with a $675,000 base salary and a $700,000 restricted stock unit grant.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Q3 net sales, gross margin, adjusted EBITDA, earnings and free cash flow declined amid weak housing demand, higher costs and reduced operating leverage. Despite the downturn, management maintained its 2026 sales and adjusted EBITDA outlook midpoints while reporting share gains, cost and productivity savings, acquisitions, technology investments and $1.5 billion of liquidity.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $1.13B | Twelve Months Ended September 30, 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 7.9% | Twelve Months Ended September 30, 2026 | — |
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| Adjusted effective tax rate non-GAAP | -147.7% | Nine Months Ended September 30, 2026 | — |
| Adjusted net income non-GAAP | $477.3M | Twelve Months Ended September 30, 2026 | — |
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| Adjusted net income as a % of sales non-GAAP | 3.3% | Twelve Months Ended September 30, 2026 | — |
| Adjusted SG&A expense non-GAAP | $2.31B | Nine Months Ended September 30, 2026 | — |
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| Adjusted SG&A expense as a % of sales non-GAAP | 21% | Nine Months Ended September 30, 2026 | — |
| Basic adjusted net income per share non-GAAP | $3.14 | Nine Months Ended September 30, 2026 | — |
| Diluted adjusted net income per share non-GAAP | $3.14 | Nine Months Ended September 30, 2026 | — |
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| Free cash flow non-GAAP | $150.8M | Nine Months Ended September 30, 2026 | — |
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| Liquidity | $1.5B | As of September 30, 2026 | — |
| LTM Adjusted EBITDA non-GAAP | $1.1B | As of September 30, 2026 | — |
| net debt | $4.6B | As of September 30, 2026 | — |
| productivity savings | $23M | third quarter | — |
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| share repurchase authorization | $500M | As of September 30, 2026 | — |
| Locations | 565 | as of July 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BLDR
this stock
Builders FirstSource, Inc.
|
$6.53B | -41.0% | -7.4% | 159.7 | 8.2% |
|
TT
Trane Technologies plc
|
$91.50B | +7.4% | +5.6% | 29.5 | 2.2% |
|
JCI
Johnson Controls International plc
|
$83.63B | +16.4% | -4.2% | 29.8 | 1.7% |
|
CARR
CARRIER GLOBAL Corp
|
$44.34B | +2.6% | -3.3% | — | 2.3% |
|
CODGF
Compagnie De Saint Gobain
|
$41.97B | -14.6% | — | — | 0.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BLDR | -3.0% | +11.0% | -18.5% | -6.5% | -41.0% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -5.6% | +12.2% | -19.0% | -6.3% | -51.6% |
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.
