BLDRBuilders FirstSource, Inc.
Builders FirstSource, Inc. (BLDR) sells construction materials and services to residential and commercial builders, leveraging its scale and supply chain efficiency. The next catalyst is Nov 3, 2026 — Q3 2026 Earnings Release, which will test the company’s ability to stabilize margins amid weak housing starts and falling commodity prices.
- Revenue fell 7.4% YoY to $15.32B, with net income at $23.66M and a net margin of 0.2% TTM.
- Leverage is moderate at 1.03x debt-to-equity, with $4.35B in shareholders’ equity.
- Earnings power is tied to housing starts, which have been volatile and remain a key risk.
The Read
After missing Q4 2025 earnings and facing weak housing starts, BLDR's stock fell 7%.
The schedule
- Tue3Nov
Earnings release for Q3 2026, with focus on revenue and EPS guidance.
- Thu31Dec
Announcement of leadership changes, which may impact investor sentiment and operational continuity.
- Tue9Feb
Earnings release for Q4 2026, with focus on year-end performance and guidance for 2027.
- Tue11May
Earnings release for Q1 2027, with focus on performance and guidance for the year.
- Tue3Aug
Earnings release for Q2 2027, with focus on performance and guidance for the year.
Past
- Tue4Aug
Actual outcome: Bull · $80.03 at outcome
Stock rose 6.2% from event to outcome date, aligning with the bull trajectory.
- Wed17Jun
Actual outcome: Mixed · $77.33 at outcome
Following the release of May's housing starts data, Builders FirstSource initially saw a modest 1.6% gain by the outcome date amid broader market volatility. However, shares subsequently surged to $84.69 by early July, surpassing the $81.50 bull target. The delayed rally indicates that the housing data and the stock's perceived undervalued status ultimately reinforced investor confidence in long-term builder demand.
- Thu2Apr
Actual outcome: Bull · $91.32 at outcome
Builders FirstSource shares rallied 15.4% during the outcome window, moving strongly toward the bull target. While specific details on the spring housing data were not highlighted in the news, the stock gained positive momentum and outperformed the broader market as investors anticipated the company's Q1 earnings report scheduled for April 30.
- Tue17Feb
Actual outcome: Bear · $108.43 at outcome
Builders FirstSource missed both Q4 earnings and revenue estimates, reporting a 12.1% decline in net sales and compressed margins due to a weak housing starts environment. The stock remained pressured as management's 2026 guidance confirmed ongoing cyclical softness in single-family and multifamily demand, aligning with the bear case scenario.
