Builders FirstSource (BLDR) Projected to Post Earnings on Thursday

Builders FirstSource (NYSE:BLDR) will likely be releasing its Q2 2026 results before the market opens on Thursday, July 30th. Analysts expect the company to post earnings of $1.29 per share and revenue of $3.9138 billion for the quarter. Interested persons may review the information on the company’s upcoming Q2 2026 earning results page for the latest details on the call scheduled for Thursday, July 30, 2026 at 9:00 AM ET.

Builders FirstSource (NYSE:BLDR) last posted its quarterly earnings results on Thursday, April 30th. The company reported $0.27 EPS for the quarter, missing analysts’ consensus estimates of $0.39 by ($0.12). The company had revenue of $3.29 billion during the quarter, compared to the consensus estimate of $3.17 billion. Builders FirstSource had a return on equity of 14.89% and a net margin of 1.97%.Builders FirstSource’s revenue was down 10.1% on a year-over-year basis. During the same period in the previous year, the business earned $1.51 earnings per share. On average, analysts expect Builders FirstSource to post $4 EPS for the current fiscal year and $6 EPS for the next fiscal year.

Builders FirstSource Price Performance

Shares of NYSE BLDR opened at $71.07 on Thursday. The company has a debt-to-equity ratio of 1.15, a quick ratio of 1.09 and a current ratio of 1.76. Builders FirstSource has a fifty-two week low of $65.10 and a fifty-two week high of $151.03. The stock has a market cap of $7.64 billion, a PE ratio of 27.23, a price-to-earnings-growth ratio of 1.66 and a beta of 1.42. The stock has a fifty day moving average of $77.12 and a 200-day moving average of $91.71.

Builders FirstSource declared that its Board of Directors has approved a stock repurchase program on Thursday, April 30th that authorizes the company to repurchase $500.00 million in shares. This repurchase authorization authorizes the company to buy up to 5.4% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company’s leadership believes its shares are undervalued.

Institutional Investors Weigh In On Builders FirstSource

Large investors have recently made changes to their positions in the business. Daiwa Securities Group Inc. increased its holdings in Builders FirstSource by 0.4% during the 2nd quarter. Daiwa Securities Group Inc. now owns 17,630 shares of the company’s stock worth $2,057,000 after purchasing an additional 78 shares during the period. CIBC Private Wealth Group LLC increased its position in shares of Builders FirstSource by 5.9% during the third quarter. CIBC Private Wealth Group LLC now owns 2,272 shares of the company’s stock worth $275,000 after purchasing an additional 126 shares in the last quarter. Caitong International Asset Management Co. Ltd increased its position in Builders FirstSource by 167.1% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 211 shares of the company’s stock valued at $26,000 after buying an additional 132 shares in the last quarter. Vanguard Personalized Indexing Management LLC raised its position in shares of Builders FirstSource by 1.2% in the 4th quarter. Vanguard Personalized Indexing Management LLC now owns 11,229 shares of the company’s stock valued at $1,155,000 after purchasing an additional 133 shares during the last quarter. Finally, Brown Brothers Harriman & Co. raised its holdings in shares of Builders FirstSource by 39.5% in the fourth quarter. Brown Brothers Harriman & Co. now owns 547 shares of the company’s stock worth $56,000 after buying an additional 155 shares during the last quarter. 95.53% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on BLDR shares. Benchmark decreased their price target on Builders FirstSource from $138.00 to $105.00 and set a “buy” rating on the stock in a research report on Friday, May 1st. Raymond James Financial reduced their price objective on shares of Builders FirstSource from $140.00 to $100.00 in a research note on Friday, May 1st. Oppenheimer set a $121.00 target price on shares of Builders FirstSource in a research note on Friday, May 1st. The Goldman Sachs Group cut their price target on shares of Builders FirstSource from $110.00 to $101.00 in a report on Friday, May 1st. Finally, Stephens reduced their price target on shares of Builders FirstSource from $125.00 to $100.00 and set an “equal weight” rating for the company in a research report on Monday, April 27th. Eight investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Builders FirstSource currently has an average rating of “Hold” and an average target price of $101.45.

About Builders FirstSource

Builders FirstSource, Inc is a leading supplier of structural and value-added building products and services to professional contractors, homebuilders and remodelers. The company provides a comprehensive range of materials and prefabricated components that support all phases of residential construction, from site development and framing to finishing and installation.

The company’s core offerings include lumber and lumber sheet goods, windows and doors, millwork, roofing and siding, and engineered wood products such as roof and floor trusses.