Analysts Set Expectations for BLDR Q1 Earnings

Builders FirstSource, Inc. (NYSE:BLDR) – Equities researchers at DA Davidson issued their Q1 2025 earnings per share (EPS) estimates for Builders FirstSource in a research note issued on Friday, February 21st. DA Davidson analyst K. Yinger anticipates that the company will post earnings of $1.40 per share for the quarter. DA Davidson has a “Neutral” rating and a $175.00 price objective on the stock. The consensus estimate for Builders FirstSource’s current full-year earnings is $11.59 per share. DA Davidson also issued estimates for Builders FirstSource’s FY2026 earnings at $10.86 EPS.

Builders FirstSource (NYSE:BLDR) last issued its quarterly earnings data on Thursday, February 20th. The company reported $2.31 EPS for the quarter, topping analysts’ consensus estimates of $2.18 by $0.13. The firm had revenue of $3.82 billion for the quarter, compared to analyst estimates of $3.90 billion. Builders FirstSource had a net margin of 6.57% and a return on equity of 30.54%.

Other research analysts also recently issued research reports about the company. The Goldman Sachs Group reduced their price objective on Builders FirstSource from $200.00 to $180.00 and set a “buy” rating on the stock in a report on Friday. Barclays cut their price target on Builders FirstSource from $188.00 to $165.00 and set an “overweight” rating on the stock in a research note on Monday. StockNews.com lowered Builders FirstSource from a “buy” rating to a “hold” rating in a research report on Monday, January 13th. Loop Capital cut their target price on shares of Builders FirstSource from $205.00 to $190.00 and set a “buy” rating on the stock in a research report on Monday. Finally, Benchmark reduced their target price on shares of Builders FirstSource from $200.00 to $170.00 and set a “buy” rating on the stock in a research note on Friday. Five research analysts have rated the stock with a hold rating, fifteen have assigned a buy rating and one has issued a strong buy rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $190.72.

Builders FirstSource Price Performance

BLDR opened at $138.57 on Monday. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.77 and a quick ratio of 1.16. The stock has a market capitalization of $15.95 billion, a P/E ratio of 15.29, a price-to-earnings-growth ratio of 0.80 and a beta of 2.12. The company’s 50 day simple moving average is $153.77 and its 200-day simple moving average is $170.65. Builders FirstSource has a one year low of $130.75 and a one year high of $214.70.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in BLDR. Mountaineer Partners Management LLC bought a new stake in Builders FirstSource during the 3rd quarter worth approximately $2,099,877,000. FMR LLC boosted its holdings in shares of Builders FirstSource by 45.7% in the third quarter. FMR LLC now owns 10,158,152 shares of the company’s stock valued at $1,969,259,000 after buying an additional 3,186,876 shares during the period. Norges Bank bought a new stake in shares of Builders FirstSource during the fourth quarter worth $199,890,000. Baillie Gifford & Co. acquired a new stake in shares of Builders FirstSource during the third quarter worth $267,132,000. Finally, Diamond Hill Capital Management Inc. bought a new stake in Builders FirstSource in the 3rd quarter valued at $255,867,000. 95.53% of the stock is currently owned by institutional investors.

About Builders FirstSource

Builders FirstSource, Inc, together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. It offers lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing; manufactured products, such as wood floor and roof trusses, floor trusses, wall panels, stairs, and engineered wood products; and windows, and interior and exterior door units, as well as interior trims and custom products comprising intricate mouldings, stair parts, and columns under the Synboard brand name.