Builders FirstSource, Inc. (BLDR)

Builders FirstSource (BLDR) stock has experienced a significant share price decline, with a 39.03% decrease between September 30, 2024, and September 26, 2025. The company announced its Q2 2025 earnings, reporting $2.38 earnings per share (EPS), surpassing analysts' consensus estimates. KeyCorp upgraded Builders FirstSource to a "strong-buy" rating, while other firms lowered their ratings or price targets. Builders FirstSource continues its growth strategy through acquisitions, including Shuterman's Building Materials and two acquisitions in turnkey millwork solutions. The Federal Reserve's renewed interest rate cuts in the latter part of 2025 are seen as a potential positive catalyst. The company has demonstrated confidence in its future through significant share repurchases.

Demand for Builders FirstSource's products and services is influenced by the cyclical nature of the construction industry, particularly residential construction and repair and remodeling. Construction activity tends to be higher during warmer months and can slow down during colder periods due to weather constraints. The company's Q2 2025 earnings report noted a "below-normal starts environment" for both single-family and multi-family housing, indicating a sensitivity to market conditions. The Federal Reserve's interest rate decisions also play a significant role.

Builders FirstSource, Inc. (BLDR) is a leading manufacturer and supplier of building materials, manufactured components, and construction services primarily to professional homebuilders, subcontractors, remodelers, and consumers across the United States. The company operates within the Construction Supplies & Fixtures sector, specifically in the Building Products industry. The company's offerings include manufactured products like wood floor and roof trusses, windows, doors, and millwork, lumber and lumber sheet goods, and specialty building products and services, including digital solutions.

Builders FirstSource has an extensive geographic footprint across the United States, operating approximately 585 to 600 distribution and manufacturing locations in 43 states. This network allows the company to serve 92 of the top 100 Metropolitan Statistical Areas (MSAs). The company's headquarters are located in Irving, Texas.

Builders FirstSource's brand reputation appears to be generally stable, focusing on its position as a leading supplier and innovator in the homebuilding industry. The company emphasizes its "people-first culture, exceptional customer service and innovative solutions" and highlights its investments in digital innovation. However, the company performed poorly in the 2022 Nature Benchmark, and mixed analyst sentiment could influence investor perception.

Ownership of Builders FirstSource (BLDR) stock is predominantly held by institutional investors, approximately 58.48% to 95.53%. Insiders own about 2.63% of the company, and public companies and individual investors hold around 30.28%. Major institutional owners include Vanguard Group Inc., Fmr Llc, and BlackRock, Inc. Paul S. Levy is noted as a large individual shareholder.