Builders FirstSource, Inc. logo BLDR - Builders FirstSource, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 22
HOLD 20
SELL 1
STRONG
SELL
0
| PRICE TARGET: $106.64 DETAILS
HIGH: $143.00
LOW: $81.00
MEDIAN: $105.00
CONSENSUS: $106.64
UPSIDE: 43.82%
Metric 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Revenue
Revenue 15,190.6 16,400.5 17,097.3 22,726.4 19,893.9 8,558.9 7,280.4 7,724.8 7,034.2 6,367.3 3,564.4 1,604.1 1,489.9 1,070.7 779.1 700.3 677.9 1,034.5 1,592.5 2,239.5 2,337.8 2,058.0 1,675.1 1,500.0 1,513.5
Cost of Revenue 10,781.5 11,017.4 11,085.0 14,982.0 14,042.9 6,336.3 5,303.6 5,801.8 5,306.8 4,770.5 2,663.0 1,247.1 1,170.0 856.1 621.1 568.6 535.5 811.4 1,202.2 1,652.9 1,745.2 1,574.5 1,300.4 1,155.4 1,158.2
Gross Profit 4,409.1 5,383.0 6,012.3 7,744.4 5,851.0 2,222.6 1,976.8 1,922.9 1,727.4 1,596.7 901.5 357.0 319.9 214.6 157.9 131.8 142.4 223.2 390.3 586.6 592.5 483.5 374.7 344.6 355.3
Operating Expenses
R&D Expenses 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
SG&A Expenses 3,622.9 3,787.8 3,836.0 3,974.2 3,463.5 1,678.7 1,584.5 1,554.0 1,442.3 1,365.4 788.4 306.8 271.8 222.3 195.4 194.7 201.4 292.3 375.6 439.9 467.4 376.1 327.0 0 324.4
Other Expenses 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 27.6 6.8 0 0 1.2 (308.8) 0
Operating Expenses 3,622.9 3,787.8 3,836.0 3,974.2 3,463.5 1,678.7 1,584.5 1,554.0 1,442.3 1,360.4 810.8 306.5 271.9 222.3 195.4 194.7 201.4 292.3 403.2 446.7 467.4 376.1 328.2 (308.8) 324.4
Operating Income
Operating Income 786.3 1,595.2 2,176.3 3,770.2 2,387.4 543.9 392.3 369.0 285.1 236.3 90.6 50.0 48.0 (8.7) (37.5) (63.7) (60.7) (125.0) (12.9) 139.8 125.2 107.4 46.5 35.8 30.9
Interest Expense 273.9 207.7 192.1 171.0 128.8 135.7 109.6 108.2 193.2 214.7 109.2 30.3 89.6 45.1 24.9 31.7 27.0 25.7 27.7 28.7 47.2 0 0 0 0
Interest Income 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 0 0 0 0 0 0 0
Profitability
EBITDA 1,377.7 1,595.3 2,734.6 4,267.3 2,934.8 660.4 492.3 466.9 378.1 346.1 148.9 60.0 57.3 2.4 (26.4) (48.3) (42.8) (103.4) 16.2 162.2 144.3 130.8 68.6 344.6 56.1
EBIT 786.3 1,595.2 2,176.3 3,770.2 2,387.4 543.9 392.3 372.2 285.1 236.3 90.8 49.6 48.0 (8.7) (37.5) (63.7) (60.7) (112.6) (12.9) 139.8 125.2 107.4 46.5 344.6 30.9
Income Before Tax 512.4 1,387.5 1,984.2 3,571.8 2,251.5 408.2 282.8 260.8 91.9 21.7 (18.6) 19.7 (41.6) (53.8) (62.4) (95.4) (87.7) (150.7) (40.6) 111.1 77.9 83.0 34.7 21.5 6.2
Income Tax Expense 77.2 309.6 443.6 822.5 526.1 94.6 60.9 55.6 53.1 (122.7) 4.4 1.1 0.8 0.6 2.2 (1.1) (30.8) (18.9) (16.9) 42.2 29.3 31.5 13.3 8.6 29.3
Net Income 435.2 1,077.9 1,540.6 2,749.4 1,725.4 313.5 221.8 205.2 38.8 144.3 (22.8) 18.1 (42.7) (56.9) (65.0) (95.5) (61.9) (139.5) (23.8) 68.9 48.6 51.6 17.6 (9.5) 1.5
Per Share Data
EPS (Basic) 3.91 9.13 12.06 16.98 8.55 2.69 1.92 1.79 0.34 1.30 -0.22 0.19 -0.44 -0.60 -0.68 -1.04 -1.58 -3.59 -0.62 1.87 1.53 1.88 0.64 -0.34 0.13
EPS (Diluted) 3.89 9.06 11.94 16.82 8.48 2.66 1.90 1.76 0.34 1.27 -0.22 0.18 -0.44 -0.60 -0.68 -1.04 -1.58 -3.59 -0.62 1.75 1.42 1.77 0.64 -0.34 0.13
Shares Outstanding 111.4 118.0 127.8 162.0 201.8 116.6 115.7 114.6 112.6 110.8 103.2 98.0 96.3 95.5 95.0 91.7 39.2 38.8 38.1 36.9 31.8 27.4 27.5 27.7 27.9
Metric 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2009 2008 2004 2003 2001
Current Assets
Cash & Cash Equivalents 181.8 153.6 66.2 80.4 42.6 423.8 14.1 10.1 57.5 14.4 84.1 106.9 50.6 5.6 3.3
Short-Term Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Net Receivables 1,524.0 1,658.6 1,892.9 1,866.8 2,171.5 956.5 692.4 722.8 703.2 625.0 100.5 126.5 223.2 216.9 0
Inventory 1,094.7 1,212.4 1,228.3 1,426.2 1,626.2 784.5 561.3 596.9 601.5 541.8 48.0 68.9 137.9 122.6 0
Other Current Assets 126.8 116.7 113.4 124.2 128.0 58.9 39.1 43.9 33.6 34.8 7.7 8.4 21.9 22.3 (3.3)
Total Current Assets 2,927.3 3,141.2 3,300.7 3,497.6 3,968.3 2,223.7 1,306.9 1,373.8 1,395.9 1,216.0 240.3 310.6 433.6 367.3 3.3
Non-Current Assets
Property, Plant & Equipment 2,826.4 2,556.0 2,306.0 2,053.3 1,843.3 1,023.7 1,014.6 670.1 639.3 656.1 64.0 80.4 87.5 85.7 0
Goodwill 4,137.4 3,678.5 3,556.6 3,456.9 3,270.2 785.3 769.0 740.4 740.4 740.4 111.2 111.2 0 0 0
Intangible Assets 1,183.8 1,103.6 1,298.2 1,550.9 1,603.4 119.9 128.4 103.2 132.6 159.4 2.7 4.0 163.2 163.2 0
Long-Term Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Non-Current Assets 139.7 103.7 38.0 36.4 29.2 16.5 22.2 22.2 22.9 22.7 16.6 14.9 12.8 5.8 0
Total Non-Current Assets 8,310.2 7,441.8 7,198.7 7,097.5 6,746.1 1,950.0 1,942.6 1,558.6 1,610.3 1,693.9 194.6 210.5 263.4 254.8 0
Total Assets 11,237.5 10,583.1 10,499.5 10,595.2 10,714.3 4,173.7 3,249.5 2,932.3 3,006.1 2,909.9 435.0 521.1 697.0 622.1 564.2
Current Liabilities
Account Payables 714.7 868.1 881.4 803.5 1,093.4 600.4 436.8 423.2 514.3 409.8 39.6 35.4 94.4 65.8 0
Short-Term Debt 125.5 3.5 3.6 6.4 3.7 27.3 13.9 15.6 12.5 16.2 0.0 0.0 1.7 26.5 0
Deferred Revenue 168.4 168.2 162.7 193.2 216.1 58.5 50.2 53.8 46.9 38.4 0 0 0 0 0
Other Current Liabilities 324.5 102.9 90.0 79.3 68.1 38.6 38.0 35.3 32.4 76.3 0 0 0 0 0
Total Current Liabilities 1,574.9 1,777.3 1,863.4 1,842.8 2,128.7 1,074.9 821.3 731.3 798.4 754.7 68.5 73.3 154.9 140.2 0
Non-Current Liabilities
Long-Term Debt 4,974.1 3,700.6 3,177.4 2,977.8 2,926.1 1,596.9 1,277.4 1,545.7 1,771.9 1,785.8 299.1 319.2 311.8 166.8 0
Deferred Tax Liabilities 178.0 148.2 167.2 269.7 362.1 49.5 36.6 0 0 0 5.1 4.7 10.2 8.0 0
Other Non-Current Liabilities (390.2) 135.3 125.0 137.8 119.6 80.4 52.2 59.0 59.6 59.7 15.3 21.6 9.2 8.2 0
Total Non-Current Liabilities 5,310.3 4,509.3 3,903.7 3,789.8 3,783.2 1,946.0 1,603.2 1,604.7 1,831.6 1,845.6 319.5 345.4 331.2 183.0 0
Total Liabilities 6,885.3 6,286.6 5,767.1 5,632.6 5,911.9 3,020.9 2,424.5 2,336.0 2,629.9 2,600.3 388.0 418.7 486.1 323.2 271.2
Stockholders' Equity
Common Stock 1.1 1.1 1.2 1.4 1.8 1.2 1.2 1.2 1.1 1.1 0.4 0.4 0.3 0.3 0
Retained Earnings 153.9 24.1 460.2 703.5 540.0 562.4 248.8 35.0 (171.7) (219.4) (99.0) (37.1) 50.4 46.8 0
Accumulated Other Comprehensive Income 0 0 0 0 0 0 0 0 0 0 (4.7) (7.4) 0 (0.2) 0
Total Stockholders' Equity 4,352.3 4,296.5 4,732.4 4,962.6 4,802.5 1,152.8 825.0 596.3 376.2 309.6 46.9 102.5 210.9 298.9 293.0
Total Liabilities & Equity 11,237.5 10,583.1 10,499.5 10,595.2 10,714.3 4,173.7 3,249.5 2,932.3 3,006.1 2,909.9 435.0 521.1 697.0 622.1 564.2
Debt Metrics
Total Debt 5,648.0 4,332.8 3,713.4 3,489.4 3,401.8 1,905.1 1,589.9 1,561.3 1,784.4 1,802.1 299.2 319.2 313.5 193.3 0
Net Debt 5,466.3 4,179.2 3,647.2 3,409.0 3,359.1 1,481.3 1,575.8 1,551.2 1,726.9 1,787.6 215.1 212.3 262.9 187.7 (3.3)
Metric 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2005 2004 2003 2001
Operating Activities
Net Income 435.2 1,077.9 1,540.6 2,749.4 1,725.4 313.5 221.8 205.2 38.8 144.3 48.6 51.6 17.6 1.5
Depreciation & Amortization 591.4 561.9 558.3 497.1 547.4 116.6 100.0 97.9 93.0 109.8 35.7 23.3 22.1 25.2
Stock-Based Compensation 53.5 63.1 48.5 31.3 31.5 17.0 12.2 14.4 13.5 10.5 0 0 0 0
Change in Working Capital 125.9 155.8 275.1 344.7 (521.1) (217.5) 107.8 (86.6) (85.6) (43.4) 34.3 14.9 (88.9) 0
Other Non-Cash Items 3.0 33.0 (13.1) 69.2 (5.1) 13.9 11.1 0.1 69.7 61.7 1.1 2.4 5.9 (25.2)
Operating Cash Flow 1,215.9 1,872.7 2,306.9 3,599.2 1,743.5 260.1 504.0 282.8 178.5 158.2 117.0 94.4 (40.2) 0
Investing Activities
Capital Expenditure (362.6) (380.6) (476.3) (340.2) (227.9) (112.1) (112.9) (101.4) (62.4) (42.7) (29.7) (20.7) (15.6) 0
Acquisitions (1,123.3) (344.1) (238.7) (628.0) (1,130.3) (32.6) (92.9) 0 0 (4.0) 0 0 (4.6) 0
Purchases of Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Sales/Maturities of Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Investing Activities 18.8 14.0 46.7 10.7 13.6 8.5 6.5 4.8 3.0 8.3 4.3 2.0 7.1 0
Investing Cash Flow (1,467.2) (710.7) (668.3) (957.5) (1,344.6) (136.2) (199.2) (96.7) (59.4) (38.3) (25.4) (18.7) (13.0) 0
Financing Activities
Net Debt Issuance 727.3 519.8 193.9 44.5 938.9 311.3 (293.1) (232.5) (32.7) (133.2) 1.5 120.2 59.3 0
Stock Repurchased (414.0) (1,517.1) (1,847.4) (2,628.3) (1,714.8) (4.2) (10.4) (4.9) (2.6) (1.1) 0 (0.4) (1.5) 0
Dividends Paid 0 0 0 0 0 0 0 0 0 0 (201.2) (139.6) 0 0
Other Financing Activities (33.9) (77.1) 0 (20.7) (5.0) (22.7) (2.3) (0.1) (48.7) (42.9) (21.6) (10.9) (1.3) 0
Financing Cash Flow 279.4 (1,074.5) (1,652.9) (2,603.9) (780.1) 285.9 (300.9) (233.6) (76.0) (170.5) (111.5) (30.7) 56.5 0
Cash Position
Net Change in Cash 28.1 87.5 (14.3) 37.8 (381.2) 409.7 4.0 (47.4) 43.1 (50.6) (19.9) 45.0 3.3 0
Cash at Beginning 153.6 66.2 80.4 42.6 423.8 14.1 10.1 57.5 14.4 65.1 50.6 5.6 2.2 0
Cash at End 181.8 153.6 66.2 80.4 42.6 423.8 14.1 10.1 57.5 14.4 30.7 50.6 5.6 0
Free Cash Flow 853.3 1,492.1 1,830.5 3,259.1 1,515.7 148.0 391.2 181.4 116.1 115.6 87.2 73.7 (55.8) 0
Key Metrics 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Income Statement
Revenue 15,190.6 16,400.5 17,097.3 22,726.4 19,893.9 8,558.9 7,280.4 7,724.8 7,034.2 6,367.3 3,564.4 1,604.1 1,489.9 1,070.7 779.1 700.3 677.9 1,034.5 1,592.5 2,239.5 2,337.8 2,058.0 1,675.1 1,500.0 1,513.5
Gross Profit 4,409.1 5,383.0 6,012.3 7,744.4 5,851.0 2,222.6 1,976.8 1,922.9 1,727.4 1,596.7 901.5 357.0 319.9 214.6 157.9 131.8 142.4 223.2 390.3 586.6 592.5 483.5 374.7 344.6 355.3
Operating Income 786.3 1,595.2 2,176.3 3,770.2 2,387.4 543.9 392.3 369.0 285.1 236.3 90.6 50.0 48.0 (8.7) (37.5) (63.7) (60.7) (125.0) (12.9) 139.8 125.2 107.4 46.5 35.8 30.9
Net Income 435.2 1,077.9 1,540.6 2,749.4 1,725.4 313.5 221.8 205.2 38.8 144.3 (22.8) 18.1 (42.7) (56.9) (65.0) (95.5) (61.9) (139.5) (23.8) 68.9 48.6 51.6 17.6 (9.5) 1.5
EPS (Diluted) 3.89 9.06 11.94 16.82 8.48 2.66 1.90 1.76 0.34 1.27 -0.22 0.18 -0.44 -0.60 -0.68 -1.04 -1.58 -3.59 -0.62 1.75 1.42 1.77 0.64 -0.34 0.13
Balance Sheet
Cash & Equivalents 181.8 153.6 66.2 80.4 42.6 423.8 14.1 10.1 57.5 14.4 84.1 106.9 50.6 5.6 3.3
Total Assets 11,237.5 10,583.1 10,499.5 10,595.2 10,714.3 4,173.7 3,249.5 2,932.3 3,006.1 2,909.9 435.0 521.1 697.0 622.1 564.2
Total Debt 5,648.0 4,332.8 3,713.4 3,489.4 3,401.8 1,905.1 1,589.9 1,561.3 1,784.4 1,802.1 299.2 319.2 313.5 193.3 0
Stockholders' Equity 4,352.3 4,296.5 4,732.4 4,962.6 4,802.5 1,152.8 825.0 596.3 376.2 309.6 46.9 102.5 210.9 298.9 293.0
Cash Flow
Operating Cash Flow 1,215.9 1,872.7 2,306.9 3,599.2 1,743.5 260.1 504.0 282.8 178.5 158.2 117.0 94.4 (40.2) 0
Capital Expenditure (362.6) (380.6) (476.3) (340.2) (227.9) (112.1) (112.9) (101.4) (62.4) (42.7) (29.7) (20.7) (15.6) 0
Free Cash Flow 853.3 1,492.1 1,830.5 3,259.1 1,515.7 148.0 391.2 181.4 116.1 115.6 87.2 73.7 (55.8) 0