Bear of the Day: Builders FirstSource (BLDR)

The housing recovery is delayed until next year.

Zacks Investment Research • May 6, 2026

Builders FirstSource: Still Not The Time To Upgrade To Buy Yet

Builders FirstSource reported a weak Q1 2026, with net sales down 10% y/y and broad-based declines across segments. BLDR's cost actions and facility consolidations are positive, but earnings remain under pressure with gross margin down 220 bps and adjusted EBITDA down 42.1%. Demand remains soft, with management citing affordability pressures, muted consumer confidence, and deferred multi-family projects clouding the recovery outlook.

Seeking Alpha • May 6, 2026

Builders FirstSource, Inc. (BLDR) Is a Trending Stock: Facts to Know Before Betting on It

Builders FirstSource (BLDR) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Zacks Investment Research • May 5, 2026

Builders FirstSource, Inc. (BLDR) Q1 2026 Earnings Call Transcript

Builders FirstSource, Inc. (BLDR) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 30, 2026

Builders FirstSource Reports First Quarter 2026 Results

IRVING, Texas--(BUSINESS WIRE)--Builders FirstSource, Inc. (NYSE: BLDR) today reported its results for the first quarter ended March 31, 2026. First Quarter 2026 Highlights All Year-Over-Year Comparisons Unless Otherwise Noted: Net sales were $3.3 billion, a 10.1% decrease, primarily due to a lower starts environment. The decline reflects lower core organic net sales and commodity deflation, partially offset by growth from acquisitions. Gross profit was $0.9 billion, a decrease of 16.7%. Gross.

Business Wire • Apr 30, 2026

Builders FirstSource (BLDR) Q1 Earnings Lag Estimates

Builders FirstSource (BLDR) came out with quarterly earnings of $0.27 per share, missing the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $1.51 per share a year ago.

Zacks Investment Research • Apr 30, 2026

Builders FirstSource's Q1 Earnings Lag Estimates, Sales Beat

BLDR Q1 EPS misses estimates as sales fall 10%. Sales, however, beat forecasts.

Zacks Investment Research • Apr 30, 2026

Builders FirstSource Announces $500 Million Share Repurchase Authorization

IRVING, Texas--(BUSINESS WIRE)--Builders FirstSource, Inc. (NYSE: BLDR) announced its Board of Directors has authorized the repurchase of up to $500 million of the Company's outstanding shares of common stock, which includes the approximately $200 million remaining under its prior April 2025 authorization. Since the inception of its buyback program in August 2021, the Company has repurchased 102.6 million shares of its common stock, or 49.7% of its total shares outstanding, at an average price.

Business Wire • Apr 30, 2026

Builders FirstSource: A Weak Q1 But Nearing A Bottom (Upgrade)

Builders FirstSource faces significant headwinds from declining single-family home construction, with shares down 30% over the past year. Q1 results were weak: revenue fell 11%, EPS dropped 82%, and adjusted EBITDA declined 42%, reflecting deteriorating margins and operating leverage. BLDR cut revenue and EBITDA guidance by $200 million, now expecting $1.1–$1.5 billion EBITDA and $400–$500 million free cash flow for the year.

Seeking Alpha • Apr 30, 2026

Builders FirstSource's Q1 Earnings: What's in Store for the Stock?

BLDR is to post Q1 results on April 30, with projected EPS of 39 cents on $3.17B in sales as housing softness and lumber deflation test margins.

Zacks Investment Research • Apr 28, 2026