Acquisitions and diversified segment exposure provide stability, while a strong balance sheet and minimal leverage position the company well for a housing recovery. BLDR's diversified presence across 43 states provides stability despite challenges in specific regions like Florida and Texas.
Cyborg Score Rationale
The company is a resilient, vertically integrated player with robust fundamentals and attractive valuation. Builders FirstSource's ROE of 31.7% illustrates its profitable ventures effectively. Margins appear to have bottomed with management guiding for FY25 EBITDA of $1.625–1.675 billion.
Top Insights
Management guidance shows FY25 EBITDA of $1.625–1.675 billion and free cash flow of $900 million ± $100 million.
Positive multi-family start trends are expected to benefit BLDR in 2026 given the typical 9-18 month lead time for multi-family projects.
If interest rates begin to decline, BLDR sees potential for growth in 2026 with current inventory levels being manageable.
Year-end revenue stands at $16.4 billion, reflecting the company's significant market presence.
Named Competitors
BMC Stock Holdings — Building materials distributor
Wesco International — Building products and electrical distributor
Owens Corning — Building materials manufacturer
Fortune Brands Innovations — Home products manufacturer
Recent Developments
(February 2026) Earnings report expected with analysts projecting revenue decline of 9.6% YoY to $3.45 billion
(January 2026) Stock rebounded to $124.04 following analyst price target adjustments by UBS and Stifel
(Late 2025) Managers guiding for stabilization in multi-family segment with backlogs leveling off
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