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Companies / Industrials / Builders FirstSource
BLDR

Builders FirstSource

IndustrialsRetailS&P 500
Ticker BLDRIRVING, TXFiscal year ends DecemberBook value per share $36.84Diluted shares 108.7M

Builders FirstSource, Inc. (NYSE: BLDR) supplies building materials and integrated homebuilding solutions to professional builders in new residential construction, repair and remodeling, multifamily construction, and light commercial markets. Its products include lumber and sheet goods; factory-built roof and floor… From the company’s description.

In fiscal 2025, Builders FirstSource reported revenue of $15.19B, down 7.4% from fiscal 2024, and net income of $435.20M. Its operating margin was 5.2%, and operations generated $1.22B in cash. Over the twelve months to Jun 30, 2026, revenue was $14.45B.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$15.19BFY2025
−7.4% year over year
Last 12 mo $14.45B
5.18%FY2025
−4.6 percentage points
Last 12 mo 3.01%
$435.20MFY2025
−59.6% year over year
Last 12 mo $102.55M
10.00%FY2025
−15.1 percentage points
Last 12 mo 2.56%
Cash & financing
$1.22BFY2025
−35.1% year over year
Last 12 mo $898.00M
$853.28MFY2025
−42.8% year over year
Last 12 mo $639.32M
1.02FY2025
Was 0.86× a year earlier
Last 12 mo 1.15
111.8MFY2025
−6.0% year over year
Last 12 mo 108.7M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Builders FirstSource does

In the company’s own words

Builders FirstSource, Inc. (NYSE: BLDR) supplies building materials and integrated homebuilding solutions to professional builders in new residential construction, repair and remodeling, multifamily construction, and light commercial markets. Its products include lumber and sheet goods; factory-built roof and floor trusses, wall panels, and engineered wood; windows, doors, and millwork; and specialty products such as siding, roofing, insulation, and cabinets. Services include design assistance, professional installation, turnkey framing, and shell construction, while its Paradigm subsidiary offers software for drafting, estimating, quoting, and virtual home design. The company serves customers ranging from national production builders to local custom builders and remodeling contractors. Its geographic operating divisions are aggregated into one reportable segment. At December 31, 2025, Builders FirstSource operated approximately 585 locations in 43 states and employed approximately 28,000 people. Its manufactured and semi-custom modular homes are sold under the Pine Grove Homes and Pleasant Valley Homes brands, and its custom millwork includes products under the Synboard brand. Its website is www.bldr.com.

Company details
Sector
Industrials
Industry (SIC)
Retail
Headquarters
IRVING, TX
Fiscal year end
December
CIK
1316835
SIC
5211

Financial performance, year by year

Fiscal 2013–2025 · USD
$-2.32B$4.51B$11.34B$18.17B$25.00B2013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Builders FirstSource — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

562
funds hold it
4 of 35
superinvestors hold it
$3.82B
held by funds, at market
41.7%
of shares held by funds
5
bond issues held by funds

Superinvestors in Builders FirstSource · what they did last quarter

Glenn GreenbergDECREASED -1.3%
Brave Warrior Advisors
4.6%of 13F portfolio
Chris BloomstranINCREASED +142.6%
Semper Augustus Investments Group
5.6%of 13F portfolio
Francois RochonDECREASED -0.4%
Giverny Capital
0.3%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · Builders FirstSource’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.01%of fund net assets
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.01%of fund net assets
0.13%of fund net assets
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.11%of fund net assets
VANGUARD WINDSOR FUND
VWNDX · VANGUARD WINDSOR FUNDS
—of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Builders FirstSource’s bonds, as funds hold them

Funds report holding 5 issues of Builders FirstSource’s debt, $1.15B at market value — what funds hold, not the company’s total debt. Weighted-average coupon 5.68%, maturing 2030 to 2035.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Builders FirstSource and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Builders FirstSource's earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Builders FirstSource's last four quarterly filings that the numbers alone won't show?”
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