Fundamental analysis · SEC EDGAR · TTM through 30/06/2026

Fundamental analysis of Builders Firstsource, Inc.

BLDR · NYSE · Industrial

Fundamental quality

DEMANDING

33

out of 100

Builders Firstsource, Inc.'s profile is defined by leverage: it carries high debt (4.37× EBITDA) on thin margins (0.7%), which makes it more sensitive to rates and the cycle. On fundamental quality it scores 33 out of 100, profiling it as a company with demanding fundamentals. Its weakest area is its growth (revenue +10%/yr). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Builders FirstSource is America's largest supplier of structural materials to homebuilders: lumber, prefabricated trusses, windows and doors, served from hundreds of yards. The silent partner of every single-family home rising in the country.

What will shape its future

  • Single-family homebuilding, its almost sole and very cyclical demand.
  • Value-added prefab components, its margin versus raw lumber.
  • Lumber prices, the swing inflating and deflating its revenue.

Breakdown by area

I.Growth
20

EPS growth: -17.6% · Revenue growth: 10%

II.Profitability
35

Net margin: 0.7% · ROE: 2.6% · ROIC: 3.5%

III.Financial health
43

Net debt/EBITDA: 4.37x · FCF: 4.4%

Source: SEC EDGAR · TTM through 30/06/2026

The score combines growth, profitability and financial strength. Here its financial strength weighs in its favor, while its growth drags it down the most.

Versus its sector

Percentile against the other 69 Industrial companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 9%
ROEbeats 9%
Growthbeats 60%
Cash generationbeats 27%
Less debtbeats 13%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Builders Firstsource, Inc. strengths

  • Revenue growing (10% annualized).
  • Positive free cash flow year after year, a self-funding business.

Builders Firstsource, Inc. risks and weaknesses

  • High leverage (net debt of 4.37× EBITDA): more exposed to rates and to a rough patch.
  • Declining earnings per share (-17.6% annualized).
  • Its net debt has grown over the period.
  • Thin margins (net margin of 0.7%), little cushion for setbacks.

Builders Firstsource, Inc. historical evolution

YearRevenueNet incomeFree cash flowNet debt
20208,5593141481,173
202119,8941,7251,5162,935
202222,7262,7493,2592,897
202317,0971,5411,8313,111
202416,4001,0781,4923,547
202515,1914358534,245

Between 2020 and 2025, revenue went from $8,559M to $15,191M (+77%) and net income went from $314M to $435M (+39%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the half-year ended June 30, 2026, versus the half-year ended June 30, 2025 (SEC filings):

  • Revenue-9.4%
  • Net income-118.2%

What changed with the June 30, 2026 results

Compared with the previous close (March 31, 2026), this is what moved in its accounts:

  • Quality score4733
  • Net margin2%0.7%
  • ROE7.3%2.6%
  • FCF margin5.8%4.4%
  • Revenue growth11%10%
  • Net debt/EBITDA3.72×4.37×

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

This company doesn't pay a dividend: it reinvests all its earnings back into the business.

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Is Builders Firstsource, Inc. cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

Compute the valuation →

Frequently asked questions

Is Builders Firstsource, Inc. a good company to invest in?

In terms of business quality, Builders Firstsource, Inc. scores 33 out of 100 in our analysis, placing it as a company with demanding fundamentals. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Builders Firstsource, Inc. a profitable company?

Builders Firstsource, Inc. is profitable, with a net margin of 0.7%, though a thin one.

Does Builders Firstsource, Inc. have a lot of debt?

Yes, its leverage is high: net debt is 4.37 times its EBITDA, and it has been rising.

Is Builders Firstsource, Inc. growing?

Its revenue has grown 10% annualized in recent years.

Does Builders Firstsource, Inc. generate cash?

Yes. It converts about 4.4% of its revenue into free cash flow, and has done so positively year after year.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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