Builders FirstSource, Inc. (BLDR)

Over the past six months, Builders FirstSource's stock price has declined, with a 12-month total return of -30.31% and a year-to-date decrease of 24.77% as of May 8, 2026. Recent events include a Q1 2026 earnings report with a net loss, a new share repurchase plan of up to $500 million, analyst rating changes with lowered price targets, and an insider purchase of 50,000 shares.

Demand for Builders FirstSource's products and services is influenced by the cyclical nature of the housing market. Q1 2026 results indicated a weak housing market and seasonally lower time, with net sales decreasing. Management anticipates the second half of 2026 to be stronger, implying a seasonal pattern where demand tends to pick up in the latter half of the year.

Builders FirstSource, Inc. is a publicly traded Fortune 500 company and the largest U.S. supplier of building products and services for new residential construction and repair and remodeling, operating within the Industrials sector. It offers a comprehensive range of structural and value-added building products and services, including factory-built components, Ready-Frame solutions, and modular homes. The company also provides construction-related services and invests in digital innovation through its Paradigm subsidiary and digital tools.

Builders FirstSource has a diverse and extensive geographic footprint across the United States, operating approximately 570 to 595 distribution and manufacturing locations in 43 states. It has a presence in 94 of the top 100 Core Based Statistical Areas (CBSAs) and 47 of the top 50 U.S. Metropolitan Statistical Areas (MSAs).

Builders FirstSource has maintained a strong brand reputation over the past year, being recognized as the #1 building supplier on LBM Journal's top 100 list for the sixth consecutive year. In Q1 2026, it was honored in Comparably's workplace awards for "Best Company Outlook" and "Best Company for Women." CEO Peter Jackson has been featured in industry discussions, and the company engages in philanthropic efforts.

The ownership of Builders FirstSource is predominantly held by institutional investors, who held 95.53% of the company's stock as of August 2025. Major institutional shareholders include The Vanguard Group, Inc., FMR LLC, and BlackRock, Inc. Individual investors also hold stakes.