Builders FirstSource, Inc. (BLDR)

Over the past six months, Builders FirstSource's stock has experienced fluctuations, with a price of $124.66 as of January 9, 2026, reflecting a 10.93% decline from the previous year. Financial performance in 2024 saw revenue and earnings decrease. Despite market headwinds, Builders FirstSource has continued strategic investments, including value-added solutions and acquisitions. The stock has shown some positive movement recently.

Demand for Builders FirstSource's products and services is subject to seasonality, primarily influenced by weather patterns and the residential construction cycle. The first and fourth quarters are historically affected by weather, leading to reduced construction activity. The second and third quarters are typically peak building periods. The overall housing market's affordability concerns, rising home inventories, and the prevailing interest rate environment are significant factors that influence builder and buyer behavior.

Builders FirstSource, Inc. is the largest U.S. supplier of building products and value-added services, operating as an integrated, one-stop shop for professional homebuilders and contractors in both new residential construction and repair/remodeling markets. The company manufactures and supplies a wide array of building materials, manufactured components, and construction services. Builders FirstSource is a Fortune 500 company in the Industrials sector, categorized under Building Products & Equipment, Construction Supplies & Fixtures, and Lumber & Building Material Stores. Major products and services include factory-built components like roof and floor trusses, commodity products such as dimensional lumber, specialty building materials like vinyl windows, and services including professional installation and digital solutions.

Builders FirstSource has an extensive geographic footprint across the United States, with approximately 585 to 590 distribution and manufacturing locations in 43 states. The company has a presence in 92 of the top 100 Metropolitan Statistical Areas. Its corporate headquarters are located in Irving, Texas.

Builders FirstSource has maintained its reputation as an industry leader, recognized as the largest U.S. supplier in its sector. Its brand is associated with a commitment to quality, reliability, and a customer-centric approach. The company emphasizes a people-first culture and a vision to make home ownership more accessible. Strategic investments in value-added solutions and digital tools demonstrate a focus on innovation and enhancing the customer experience.

Builders FirstSource's ownership is heavily concentrated among institutional investors and hedge funds, which collectively held 95.53% of the company's stock as of August 2025. Paul S. Levy is noted as the largest individual shareholder, owning 97.09 million shares, representing 87.80% of the company. Insider ownership accounts for approximately 2.52% of the stock.