Builders FirstSourceBLDREarnings & Financial Report
Builders FirstSource, Inc. is a Fortune 500 company that is a manufacturer and supplier of building materials. The company is headquartered in Irving, Texas, and is the largest supplier of building products, prefabricated components and value-added services in the US. Builders FirstSource employs over 15,000 people throughout the USA. They serve new residential construction, repair and remodeling professionals. The company was incorporated in March 1998.
Revenue
$4.5B
Gross Profit
$1.5B
Operating Profit
$489.5M
Net Profit
$344.1M
Gross Margin
32.8%
Operating Margin
11.0%
Net Margin
7.7%
YoY Growth
-1.6%
EPS
$2.87
Builders FirstSource Q2 FY2024 Financial Summary
Builders FirstSource reported revenue of $4.5B (down 1.6% YoY) for Q2 FY2024, with a net profit of $344.1M (down 15.0% YoY) (7.7% margin). Cost of goods sold was $3.0B, operating expenses totaled $973.2M.
Key Financial Metrics
| Total Revenue | $4.5B |
|---|---|
| Net Profit | $344.1M |
| Gross Margin | 32.8% |
| Operating Margin | 11.0% |
| Report Period | Q2 FY2024 |
Revenue Breakdown
Builders FirstSource Q2 FY2024 revenue of $4.5B breaks down across 4 segments, led by Lumber And Lumber Sheet Goods at $1.2B (26.8% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| Lumber And Lumber Sheet Goods | $1.2B | 26.8% |
| Windows Doors And Millwork | $1.1B | 25.0% |
| Specialty Building Products And Services | $1.1B | 24.5% |
| Manufactured Products | $1.1B | 23.7% |
Builders FirstSource Revenue by Segment — Quarterly Trend
Builders FirstSource revenue by segment across the last 4 reported quarters, showing how each business line (such as Lumber And Lumber Sheet Goods and Windows Doors And Millwork) has evolved quarter over quarter.
| Segment | Q1 FY2026 | Q4 FY2025 | Q3 FY2025 | Q2 FY2025 |
|---|---|---|---|---|
| Lumber And Lumber Sheet Goods | — | $772.6M | $995.6M | $1.1B |
| Windows Doors And Millwork | — | $893.5M | $989.9M | $1.0B |
| Specialty Building Products And Services | — | $949.0M | $1.1B | $1.1B |
| Manufactured Products | — | $742.8M | $868.4M | $953.1M |
Builders FirstSource Annual Revenue by Year
Builders FirstSource annual revenue history includes year-by-year totals (for example, 2025 revenue was $15.2B).
| Year | Annual Revenue |
|---|---|
| 2025 | $15.2B |
| 2024 | $16.4B |
Builders FirstSource Quarterly Revenue & Net Profit History
Builders FirstSource results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q1 FY2026 | $3.3B | -10.1% | $96.3M | 2.9% |
| Q4 FY2025 | $3.4B | -12.1% | $31.5M | 0.9% |
| Q3 FY2025 | $3.9B | -6.9% | $122.4M | 3.1% |
| Q2 FY2025 | $4.2B | -5.0% | $185.0M | 4.4% |
| Q1 FY2025 | $3.7B | -6.0% | $96.3M | 2.6% |
| Q4 FY2024 | $3.8B | -8.0% | $190.2M | 5.0% |
| Q3 FY2024 | $4.2B | -6.7% | $284.8M | 6.7% |
| Q2 FY2024 | $4.5B | -1.6% | $344.1M | 7.7% |
Income Statement
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $4.46B | $4.23B | $3.82B | $3.66B | $4.23B | $3.94B | $3.36B | $3.29B |
| YoY Growth | -1.6% | -6.7% | -8.0% | -6.0% | -5.0% | -6.9% | -12.1% | -10.1% |
Balance Sheet
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Assets | $10.72B | $10.89B | $10.58B | $11.45B | $11.46B | $11.43B | $11.24B | $11.30B |
| Liabilities | $6.42B | $6.45B | $6.29B | $7.07B | $7.29B | $7.11B | $6.89B | $7.30B |
| Equity | $4.30B | $4.45B | $4.30B | $4.37B | $4.18B | $4.32B | $4.35B | N/A |
Cash Flow
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Operating CF | $452.1M | $730.0M | $373.5M | $132.3M | $341.0M | $547.7M | $194.8M | $87.5M |