Analyse produit facultative
Avec votre autorisation, nous utilisons une analyse limitée et respectueuse de la vie privée pour comprendre les parcours de recherche utiles. Nous n’utilisons ni traceurs publicitaires ni enregistrement de session. Vous pouvez modifier ce choix dans les préférences. Consultez la Politique de confidentialité.
Builders FirstSource, Inc.'s published Strong Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $5.9B | |
|---|---|---|
| Revenue (ttm) | 14.4B | |
| Net income (ttm) | 102.6M | |
| EPS (ttm) | $0.93 | |
| Shares out | 107.6M | |
| P/E (trailing) | 60.0x | |
| P/E (forward) | 13.9x | |
| Volume | 2,119,037 | |
| Beta | 1.45 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $19.89B | $22.73B | $17.10B | $16.40B | $15.19B | -6.5% |
| Gross profit | $5.85B | $7.74B | $6.01B | $5.38B | $4.62B | -5.8% |
| Operating income | $2.39B | $3.77B | $2.18B | $1.60B | $786.3M | -24.2% |
| Net income | $1.73B | $2.75B | $1.54B | $1.08B | $435.2M | -29.1% |
| EPS (diluted) | $8.48 | $16.82 | $11.94 | $9.06 | $3.89 | -17.7% |
| EBITDA | $2.93B | $4.24B | $2.73B | $2.16B | $1.38B | -17.2% |
| R&D | — | — | — | — | — | — |
| SG&A | $3.46B | $3.97B | $3.84B | $3.79B | $3.83B | +2.5% |
Recent company headlines from major financial publishers.
Modal expected path where single-family starts contract mid-single digits through late 2026 before stabilizing in FY2027 and compounding organically at 4.0%-5.5% annually through FY2030. Revenue transitions from $14.35B in FY2026 to $14.87B in FY2027 and reaches $17.14B by FY2030. Operating margin recovers from 5.15% in FY2026 to 6.20% in FY2027 and normalizes at 7.80% in FY2030. Diluted share count decreases by 1.5%-2.5% annually via disciplined cash flow deployment, yielding a fair value midpoint of $73.75.
Rapid normalization of single-family housing starts supported by mortgage rate easing and demographic demand. Penetration of manufactured products accelerates as builders address persistent framer labor shortages. Revenue grows at an above-trend annual pace, operating margins expand toward prior peak levels, and robust annual free cash flow enables full resumption of accretive share repurchases under the existing authorization.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 9.5% | $81.1 | $84.0 | $87.1 | $90.7 | $94.7 |
| 10.0% | $74.9 | $77.3 | $79.8 | $82.6 | $85.7 |
| 10.5% | $69.7 | $71.7 | $73.8 | $76.0 | $78.5 |
| 11.0% | $65.3 | $66.9 | $68.7 | $70.6 | $72.6 |
| 11.5% | $61.5 | $62.8 | $64.3 | $65.9 | $67.6 |
Upcoming earnings date and setup when available.
La notation portée par l'édition de recherche publiée chaque mois. Une notation compare le cours à la date d'analyse à la juste valeur ; elle n'indique pas si l'appréciation s'est révélée juste.
| Année | janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
