Builders FirstSource

Builders FirstSource, Inc. engages in the supply and manufacture of building materials, manufactured components and construction services to professional homebuilders, subcontractors, remodelers and consumers. Its products include factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood. The company was founded by Kevin P. O'Meara, Donald F. McAleenan and John D. Roach in March 1998 and is headquartered in Dallas, TX.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Builders FirstSource reports record 2022 sales amidst market challenges

Builders FirstSource delivered strong financial performance in 2022, focusing on strategic priorities and acquisitions.
The company faces challenges from commodity deflation and changing market dynamics but remains optimistic about its future.
Opportunities lie in M&A activities, productivity savings initiatives, and digital solutions revenue growth.
Maintaining margins and enhancing customer service are key strengths for Builders FirstSource.

Builders FirstSource exceeds Q1 expectations, eyes growth opportunities ahead

Builders FirstSource demonstrated strong financial performance, operational efficiency, and strategic growth initiatives in Q1 2023.
While facing challenges in the lumber market and backlog normalization, the company is well-positioned to capitalize on opportunities for growth.
With a focus on customer relationships, acquisitions, and productivity enhancements, Builders FirstSource aims to maintain profitability and drive value.
Expectations of exceeding $1.5 billion in free cash flow for 2023 underscore the company's positive outlook and financial strength.

Builders FirstSource exceeds targets, eyes Multi-Family growth amid challenges

Builders FirstSource delivered strong financial performance in Q2 2023, driven by value-added products and strategic acquisitions.
The company's focus on the Multi-Family segment and productivity savings highlights its resilience and growth potential.
Challenges include supply chain strains and margin erosion, but opportunities lie in continued efficiency improvements and Multi-Family expansion.

Builders FirstSource (BLDR) posts strong Q3 results amidst market challenges

Builders FirstSource (BLDR) reported resilient Q3 performance with strong margins and acquisitions driving growth. Despite challenges in multifamily market and margin normalization, BLDR remains confident in navigating market uncertainties and creating value for shareholders.

Builders FirstSource reports strong 2023 performance and outlines growth strategies

Builders FirstSource delivered strong financial performance in 2023 with a focus on operational excellence and innovation.
The company's strategic focus for 2024 includes profitable growth, digital platform deployment, and expansion through M&A.
Challenges include price deflation expectations, weather impacts, and competition in manufactured products.
Opportunities lie in driving growth through digital platforms, installation sales strategy, and productivity initiatives.

Builders FirstSource reports resilient Q1 results amidst market challenges

Builders FirstSource (BLDR) showcased strong financial performance in Q1 2024, driven by value-added products and operational efficiency. Despite market challenges, the company reaffirmed its 2024 guidance, expressing confidence in meeting targets and navigating headwinds.
Strategic strengths in value-added products, digital solutions, and recent acquisitions position the company for growth. Challenges include multifamily market declines, weather-related disruptions, and intense competition, requiring proactive strategies for mitigation.
Opportunities lie in digital tools adoption, disciplined acquisitions, and market consolidation. Leveraging margin normalization, value-added products, and competitive dynamics can drive profitability and market share for Builders FirstSource.

Builders FirstSource reports solid Q2 performance amidst market challenges

Builders FirstSource navigated challenges in Q2 2024 with strong financial performance but revised outlook due to market conditions. The company's focus on investments in value-added products, digital solutions, and acquisitions underscores its commitment to driving growth and enhancing market position.

Builders FirstSource posts strong Q3 results amidst market challenges

Builders FirstSource (BLDR) delivered a strong Q3 performance with robust financial results and strategic acquisitions, positioning the company for continued growth.
While facing challenges in margin erosion and market trends, the company's focus on innovation, partnerships, and customer-centric strategies offers avenues for sustainable success.
Opportunities lie in leveraging new tools, supporting builders in adapting to market pressures, and driving efficiency to enhance competitiveness and long-term viability.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Builders FirstSource, Inc. engages in the supply and manufacture of building materials, manufactured components and construction services to professional homebuilders, subcontractors, remodelers and consumers. Its products include factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood. The company was founded by Kevin P. O'Meara, Donald F. McAleenan and John D. Roach in March 1998 and is headquartered in Irving, TX.

Strengthens Company's roof and floor truss value-added products, including a multifamily presence in key high-growth markets

Builders FirstSource Closes Acquisition of Trussway

Builders FirstSource (BLDR) reported earnings 30 days ago. What's next for the stock?

Why Is Builders FirstSource (BLDR) Down 14.8% Since Last Earnings Report?

Canadian Natural Resources

Insteel Industries

Jefferies Financial Group Inc

Lincoln Electric Hlds

LSB Industries

Skyline Corp.

Tidewater

West Fraser Timber Co. Ltd.

Westlake Chemical

Bob Robotti is the president and CIO (Chief Investment Officer) of Robotti & Company.

These Are The Top 10 Holdings Of Bob Robotti

Chegg

Charter Communications

DaVita

Freeport-McMoRan

Macy's

StoneCo

Undervalued stocks are  businesses that trade below their intrinsic value.  Thomas Chua is the author of the 3-Bullet Sunday investment newsletter.

7 Undervalued Stocks That Everyone Is Missing Out On

Asbury Automotive Group

BlueLinx Holdings

To increase your chances of finding a bargain, one method is to screen the market for stocks that are trading at a discount to their estimated intrinsic values as calculated by the projected free cash flow valuation model.

3 Stocks Trading at a Discount

A solid housing demand, buyouts synergies and digital solutions are driving Builders FirstSource (BLDR) amid inflation and housing demand woes.

Will Builders FirstSource (BLDR) Earn Profits Amid Inflation?

Costco

Equinor

Micron Technology

NVIDIA

ON Semiconductor

Target

Walmart

Exxon Mobil

New S&P 500 member Onsemi surged into a buy zone Friday, leading five stocks to watch with handle buy points. The post New S&P 500 Member Breaks Out, Leading 5 Stocks Near Buy Points appeared first on Investor's Business Daily.

New S&P 500 Member Breaks Out, Leading 5 Stocks Near Buy Points

Mastercard

Marriott

Rockwell Automation

Marriott (MAR), Mastercard (MA), Builders FirstSource (BLDR), Rockwell (ROK) and ON Semiconductor (ON) are some of the stocks with high ROE to profit as inflation shows signs of cooling.

5 Stocks With High ROE to Buy on Downtrend in Inflation Data

Despite the stock market's gloom and housing market's concerns in the year's first half, Builders FirstSource has smashed earnings estimates in Q2. The solid second-quarter results came in when the company faced headwinds from the slowing industry and challenging macroeconomic environment. This is a testament to BLDR's growth strategy.

Builders FirstSource: A Marathon Runner

The mean of analysts' price targets for Builders FirstSource (BLDR) points to a 30.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

How Much Upside is Left in Builders FirstSource (BLDR)? Wall Street Analysts Think 31%

Builders FirstSource's (BLDR) second-quarter results reflect solid organic sales growth, gross margin and adjusted EBITDA amid supply woes.

Builders FirstSource (BLDR) Up on Q2 Earnings & Revenue Beat

Builders FirstSource, Inc. (NYSE:BLDR ) Q2 2022 Results Conference Call August 1, 2022 9:00 AM ET Company Participants Michael Neese - SVP, IR Dave Flitman - CEO, President & Director Peter Jackson - EVP & CFO Conference Call Participants Matthew Bouley - Barclays Reuben Garner - Benchmark Company Trey Grooms - Stephens Mike Dahl - RBC Capital Markets Ketan Mamtora - BMO Capital Markets David Manthey - Baird Stanley Elliott - Stifel Adam Baumgarten - Zelman Collin Verron - Jefferies Jay McCanless - Wedbush Alex Rigel - B. Riley Steven Ramsey - Thompson Research Group Ryan Gilbert - BTIG Operator Good day, and welcome to the Builders FirstSource Second Quarter 2022 Earnings Conference Call.

Builders FirstSource, Inc. (BLDR) CEO Dave Flitman on Q2 2022 Results - Earnings Call Transcript

Builders FirstSource earnings rose by triple digits yet again, kicking off results for building products despite slowing home building. The post Builders FirstSource Earnings Crush Views, Extend Stunning Growth Streak appeared first on Investor's Business Daily.

Builders FirstSource Earnings Crush Views, Extend Stunning Growth Streak

Builders FirstSource (BLDR) delivered earnings and revenue surprises of 108.67% and 26.43%, respectively, for the quarter ended June 2022. Do the numbers hold clues to what lies ahead for the stock?

Builders FirstSource (BLDR) Q2 Earnings and Revenues Beat Estimates

Record Second Quarter Net Sales, Gross Margin, Net Income and Adjusted EBITDA

Builders FirstSource Reports Second Quarter 2022 Results

Acquisitions and higher sales in value-added products are likely to get reflected in Builders FirstSource's (BLDR) Q2 performance.

Builders FirstSource (BLDR) to Post Q2 Earnings: What's Up?

Builders FirstSource (BLDR) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Builders FirstSource (BLDR) Might Surprise This Earnings Season

Over the last month, buyers have returned, pushing the stock price up an impressive 25%.

Builders FirstSource Q2 Preview: Can Shares Continue To Soar?

Builders FirstSource (BLDR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Builders FirstSource (BLDR) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

BLDR is a large building products supplier, with a market cap of $11B. Shares are still cheap even after a massive run over the last couple of years at 5.6x earnings.

Builders FirstSource: Another Cheap Building Products Company

Builders FirstSource (BLDR) could produce exceptional returns because of its solid growth attributes.

Looking for a Growth Stock? 3 Reasons Why Builders FirstSource (BLDR) is a Solid Choice

The average of price targets set by Wall Street analysts indicates a potential upside of 47.8% in Builders FirstSource (BLDR). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Wall Street Analysts Think Builders FirstSource (BLDR) Could Surge 48%: Read This Before Placing a Bet

Beacon Roofing Supply

Home Depot

Lowe's

Continued customer inclination toward renovation and remodeling amid rising interest rates and home prices has been benefiting the Retail Building Products industry players. HD, LOW, BLDR, BECN and GMS look well-poised for growth.

5 Stocks to Win in a Thriving Retail Building Products Industry

Good things could be on the horizon when a stock surpasses the 50-Day simple moving average. How should investors react?

Builders FirstSource (BLDR) Just Reclaimed the 50-Day Moving Average

Cross Country Healthcare

D.R. Horton

Ethan Allen Interiors

Veritiv

Encore Wire

Sometimes good stocks get beaten down on overreaction or wider selloffs. These are the top stocks to buy before they rebound.

News for Builders FirstSource Stock (BLDR)