Nama Insights

Builders FirstSource (BLDR)

Industrials · Building Products Equipment · NYSE

Builders FirstSource (BLDR) is a Industrials company in the Building Products Equipment industry. It has a market capitalization of $6.73B, a trailing price-to-earnings ratio of 15.4 and a free-cash-flow yield of 12.2%. Over the most recent reported fiscal year, revenue declined 7.4% and free cash flow per share fell 39.1%. Nama's AI scorecard rates it Sell, 3.2 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Sell · 3.2/10
Negative, at the mild end of Sell. As of Nov 7, 2026.
Momentum
Trailing · -50.9% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-70.9%
How far the last close sits under the highest price of the past five years.
Market cap$6.73B
Trailing P/E15.4
Price / book1.6
Price / sales0.5
FCF yield12.2%
Dividend yield—
Gross margin28.5%
Operating margin2.1%
Net margin0.3%
Revenue growth (YoY)-7.4%
Revenue growth (3-yr annual)-12.6%
EPS growth (YoY)-40.2%
FCF/share growth (YoY)-39.1%
Beta1.4
ExchangeNYSE
SectorIndustrials
IndustryBuilding Products Equipment

BLDR earnings

Next report: Feb 18, 2027 (Q4 2026, EPS estimate $0.58). Beat the EPS estimate in 1 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 29, 2026 $1.51 $1.04 +45.2% $3.85B
Q2 2026 Jul 30, 2026 $1.17 $1.26 -7.1% $3.86B
Q1 2026 Apr 30, 2026 $0.27 $0.37 -27.0% $3.29B
Q4 2025 Feb 17, 2026 $1.12 $1.28 -12.5% $3.36B

BLDR analyst price target

Median target $68.00 from 22 analysts, ranging $50.00 – $82.00.

Building Products Equipment peers

TickerCompanyMarket capP/E
TT Trane Technologies $87.94B 27.4
JCI Johnson Controls International $81.79B 26.2
CARR Carrier Global $42.86B 19.8
MAS Masco $15.85B 17.5
CSL Carlisle Companies $14.52B 18.4
LII Lennox International $11.70B 15.3
MAIR Madison Air Solutions $11.56B —
WMS Advanced Drainage Systems $9.37B 18.5
Explore live BLDR data on Nama Insights →

BLDR FAQ

Is BLDR a buy?
Nama's AI scorecard currently rates Builders FirstSource Sell (3.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is BLDR's P/E ratio?
Builders FirstSource trades at a trailing price-to-earnings ratio of 15.4.
When does BLDR report earnings?
Builders FirstSource's next scheduled report is on Feb 18, 2027. Analysts expect EPS of $0.58.
What is the BLDR price target?
The median analyst price target from 22 analysts is $68.00, with a range of $50.00 – $82.00.
Is BLDR Shariah compliant?
Nama's AAOIFI-style screen reads Builders FirstSource as Not Shariah Compliant. At least one of the three ratios or the industry test failed.