BLDR
Builders FirstSource, Inc.
NYSE · CIK 1316835
Last close56.25
Daily change-1.10 (-1.92%)
10 Years gain+393.42%
Dividends TTM0
Dividend yield0.00%
Fundamental Analysis
BLDR · STANDARD
SIC 5211 · Retail-Lumber & Other Building Materials Dealers · Fiscal year end 1231
Fundamental
37.5Momentum
26.9Acceleration
16.1Confidence
90.0Annual Revenue17
Quarterly Revenue69
Annual CFO17
Balance SheetAvailable
RankingEligible
Score Breakdown
Growth0.0 / 25
Quality7.3 / 25
Capital Efficiency4.2 / 20
Balance Sheet15.0 / 15
Shareholder Economics10.0 / 10
Forward Indicators1.0 / 5
Signals
Net debt reductionNet debt declined versus the comparison period.
Share count reductionDiluted share count declined 5.9254%.
Warnings
Gross margin compression · MEDIUMGross margin compressed by 2.9619 percentage points.
Operating margin compression · MEDIUMOperating margin compressed by 4.6168 percentage points.
ROIC declining · MEDIUMROIC declined by 15.3606 percentage points.
Key Metrics
Revenue Growth TTM-5.62%OK
Revenue CAGR 3Y-12.57%OK
Gross Margin29.46%OK
Operating Margin4.47%OK
FCF Marginn/aMISSING
FCF Growthn/aINSUFFICIENT_HISTORY
ROIC10.71%OK
Incremental Operating Margin 3Yn/aNOT_MEANINGFUL
Net Debt / CFOn/aNOT_MEANINGFUL
Diluted Share Growth 1Y-5.93%OK
SBC / Revenuen/aMISSING
SBC / FCFn/aNOT_MEANINGFUL
Financial History
| Period | Revenue | Gross Profit | Operating Income | CFO | FCF | Gross Margin | Op Margin | FCF Margin | ROIC | Shares |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025 FY Dec 31, 2025 | $15.19B | $4.62B | $786.28M | $1.22B | $853.28M | 30.39% | 5.18% | 5.62% | 16.07% | 111.82M |
| 2025 FY Dec 31, 2024 | $16.40B | $5.38B | $1.60B | $1.87B | $1.49B | 32.82% | 9.73% | 9.1% | 28.14% | 118.98M |
| 2025 FY Dec 31, 2023 | $17.10B | $6.01B | $2.18B | $2.31B | $1.83B | 35.17% | 12.73% | 10.71% | 35.39% | 129M |
| 2024 FY Dec 31, 2022 | $22.73B | $7.74B | $3.77B | $3.60B | $3.26B | 34.08% | 16.59% | 14.34% | 60.2% | 163.48M |
| 2023 FY Dec 31, 2021 | $19.89B | $5.85B | $2.39B | $1.74B | $1.52B | 29.41% | 12% | 7.62% | 66.66% | 203.47M |
Formula Trace
| Metric | Value | Formula | Status | Source |
|---|---|---|---|---|
| Revenue TTM | $15.32B | sum latest 4 fiscal quarters Revenue | OK | 0001193125-26-325451, 0001193125-25-257970 |
| Revenue Growth TTM | -5.62% | Revenue_TTM / Revenue_TTM_1Y_ago - 1 | OK | 0001193125-26-325451, 0001193125-25-257970 |
| Revenue CAGR 3Y | -12.57% | (Revenue_current / Revenue_3Y_ago)^(1/3) - 1 | OK | 0001193125-26-054643 |
| Revenue CAGR 5Y | 12.16% | (Revenue_current / Revenue_5Y_ago)^(1/5) - 1 | OK | 0001193125-26-054643 |
| Gross Profit CAGR 3Y | -15.84% | (GrossProfit_current / GrossProfit_3Y_ago)^(1/3) - 1 | OK | 0001193125-26-054643 |
| Operating Income Growth | -53.57% | OperatingIncome_current / OperatingIncome_prior_year - 1 | OK | 0001193125-26-325451, 0001193125-25-257970 |
| FCF Growth | n/a | FCF_current / FCF_prior_year - 1 | INSUFFICIENT_HISTORY | derived |
| Revenue Growth Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Profit Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Operating Income Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| FCF Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Margin | 29.46% | Gross Profit / Revenue | OK | 0001193125-26-325451, 0001193125-25-257970 |
| Operating Margin | 4.47% | Operating Income / Revenue | OK | 0001193125-26-325451, 0001193125-25-257970 |
| ROIC | 10.71% | NOPAT / Average Invested Capital | OK | 0001193125-26-325451, 0001193125-25-257970 |
| Net Debt / CFO | n/a | Net Debt / CFO | NOT_MEANINGFUL | 0001193125-26-325451 |
| Current Ratio | 1.79x | Current Assets / Current Liabilities | OK | derived |
| Revenue per Diluted Share | $142.47 | Revenue / Diluted Shares | OK | 0001193125-26-325451, 0001193125-25-257970 |
| SBC / FCF | n/a | SBC / FCF | NOT_MEANINGFUL | derived |