Builders FirstSource, Inc. (BLDR) Financials
Key financial figures for Builders FirstSource, Inc. (Q3 2026).
Builders FirstSource Q3 net sales fell 2.2% to $3.85B and adjusted EBITDA fell 28.3% to $311.1M; full-year outlook narrowed with midpoints kept for sales and adjusted EBITDA. Net sales were $3,854.0M (-2.2% YoY), versus the FMP estimate of $3,752.5M; core organic net sales fell 3.9% (Single Family -6.2%, Multi-Family +2.0%, R&R/Other +0.3%), with commodity deflation of 0.1% and acquisitions adding 1.8%. Gross margin was 27.8%, down 260 bps YoY; adjusted EBITDA was $311.1M (-28.3%), an 8.1% margin versus 11.0% a year ago. GAAP diluted EPS was $0.56 (vs $1.10); adjusted diluted EPS was $1.51 versus the FMP estimate of $1.06 (the release prints $2.00 for the prior-year quarter on its current adjusted definition). On the outlook: 2026 outlook: net sales $14.2B to $14.6B; gross profit margin 27.5% to 28.5%; adjusted EBITDA $1.075B to $1.125B (7.4% to 7.9% margin); free cash flow about $400M to $450M assuming lumber at $390 to $410 per mbf; single-family starts down mid- to high-single digits, multi-family down mid-single digits, repair and remodel down 1%. Figures are for Q3 2026, as Builders FirstSource reported them.
- Revenue
- $3.9B
- Net Income
- $60M
- EPS
- $0.56
- Total Assets
- $11.3B
- Operating Cash Flow
- $147M
Recent quarters
| Period | Revenue | Net Income | EPS | Operating Margin | Free Cash Flow |
|---|---|---|---|---|---|
| Q3 FY2026 | $3.9B | $60M | $0.56 | 2.57% | $74M |
| Q2 FY2026 | $3.9B | -$4M | -$0.04 | 3.33% | $30M |
| Q1 FY2026 | $3.3B | -$47M | -$0.43 | 0.55% | $41M |
| Q4 FY2025 | $3.4B | $32M | $0.28 | 1.84% | $107M |
| Q3 FY2025 | $3.9B | $122M | $1.10 | 5.8% | $462M |
Recent fiscal years
| Period | Revenue | Net Income | EPS | Operating Margin | Free Cash Flow |
|---|---|---|---|---|---|
| FY2025 | $15.2B | $435M | $3.89 | 5.18% | $853M |
| FY2024 | $16.4B | $1.1B | $9.06 | 9.73% | $1.5B |
| FY2023 | $17.1B | $1.5B | $11.94 | 12.73% | $1.8B |
Frequently asked questions
What was Builders FirstSource's revenue last quarter?
Builders FirstSource reported revenue of $3.85 billion for Q3 FY2026, down 2.2% from the same period a year earlier.
Is Builders FirstSource profitable?
Yes. Builders FirstSource reported net income of $60.4 million for Q3 FY2026, a net margin of 1.57% on revenue.
How has Builders FirstSource's margin trended?
Operating margin was 2.57% in Q3 FY2026, compared with 5.8% in the same period a year earlier. The quarter by quarter series is on the SentiSense financials page.
How much free cash flow did Builders FirstSource generate?
Builders FirstSource generated free cash flow of $73.9 million in Q3 FY2026, after capital expenditure.
Full income statement, balance sheet and cash flow for Builders FirstSource, Inc. on SentiSense, with up to forty quarters and twenty fiscal years of history.