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.
BLDR Q1 FY2026 Key Financial Metrics
Revenue
$3.3B
Gross Profit
$929.0M
Operating Profit
$16.5M
Net Profit
$96.3M
Gross Margin
28.3%
Operating Margin
0.5%
Net Margin
2.9%
YoY Growth
-10.1%
EPS
$0.84
Builders FirstSource Q1 FY2026 Financial Summary
Builders FirstSource reported revenue of $3.3B (down 10.1% YoY) for Q1 FY2026, with a net profit of $96.3M (2.9% margin). Cost of goods sold was $2.4B, operating expenses totaled $912.5M.
Key Financial Metrics
| Total Revenue | $3.3B |
|---|---|
| Net Profit | $96.3M |
| Gross Margin | 28.3% |
| Operating Margin | 0.5% |
| Report Period | Q1 FY2026 |
Revenue Breakdown
Builders FirstSource Q1 FY2026 revenue of $3.3B breaks down across 4 segments, led by Windows, doors & millwork at $853.8M (26.0% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| Windows, doors & millwork | $853.8M | 26.0% |
| Specialty building products & services | $853.4M | 26.0% |
| Lumber & lumber sheet goods | $845.4M | 25.7% |
| Manufactured products | $734.5M | 22.3% |
Builders FirstSource Annual Revenue by Year
Builders FirstSource annual revenue history includes year-by-year totals (for example, 2025 revenue was $15.2B).
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 |