Builders FirstSource Inc is a manufacturer and supplier of building materials. The company offers structural and related building products such as factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood. The products can be designed for each home individually and are installed by Builders FirstSource. The company's construction-related services include professional installation, turn-key framing, and shell construction. Builders FirstSource's customers range from large production builders to small custom homebuilders.
Tecnoglass Inc.
Williams-Sonoma, Inc.
Toll Brothers, Inc.
TopBuild Corp. Common Stock
Pultegroup, Inc.
Lennar Corporation Class A
KB Home
Lennar Corporation Class B
Taylor Morrison Home Corporation Common Stock
Boise Cascade Company
The chart shows the growth of an initial investment of $10,000 in Builders FirstSource, Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Builders FirstSource, Inc. (BLDR) has returned -23.10% so far this year and -33.98% over the past 12 months. Looking at the last ten years, BLDR has achieved an annualized return of 21.37%, outperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Builders FirstSource, Inc. (BLDR) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 11.19% | -8.31% | -18.69% | -3.86% | ||||||||
| 2025 | 15.29% | -14.68% | -10.02% | -4.36% | -7.21% | 9.07% | 9.73% | 9.46% | -10.85% | -5.22% | -2.29% | -6.46% |
| 2024 | 6.02% | 10.74% | 6.91% | -12.38% | -12.14% | -14.30% | 19.94% | 4.42% | 11.06% | -11.86% | 7.72% | -22.82% |
| 2023 | 20.85% | 6.64% | 4.47% | 6.95% | 23.64% | 17.60% | 6.19% | 0.42% | -15.11% | -12.35% | 23.10% | 24.92% |
| 2022 | -21.13% | 8.31% | -15.63% | -5.77% | 5.43% | -18.39% | 26.18% | -17.12% | 1.43% | 4.28% | 1.82% | 0.05% |
| 2021 | -7.27% | 12.00% | 3.90% | 4.08% | -9.75% | -5.16% | 4.14% | 19.67% | -3.36% | 12.06% | 18.58% | 19.79% |
| 2020 | -3.11% | -8.98% | -47.38% | 59.22% | 22.48% | -1.05% | 13.68% | 22.43% | 7.41% | -8.07% | 19.87% | 6.28% |
| 2019 | 24.02% | 5.61% | -6.32% | 2.45% | 1.66% | 20.17% | 0.41% | 13.21% | 6.50% | 8.81% | 8.13% | -0.20% |
| 2018 | -2.64% | -10.21% | -5.43% | -8.07% | 7.58% | -7.25% | -1.38% | -12.35% | -5.53% | -15.49% | 7.55% | -20.65% |
| 2017 | -4.10% | 18.50% | 6.50% | 7.09% | -14.68% | 11.58% | 2.42% | 3.10% | 9.83% | 0.39% | 12.40% | 6.66% |
| 2016 | 0.18% | 5.47% | -6.17% | 14.27% | 6.02% | -16.41% | -15.55% | 13.79% | -1.08% |
The charts below present risk-adjusted performance metrics for Builders FirstSource, Inc. (BLDR) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of BLDR compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Builders FirstSource, Inc. volatility is 2.79%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 11.24B | 10.58B | 10.50B | 10.60B | 10.71B | 4.17B | 3.25B | 2.93B | 3.01B | 2.91B | 2.88B | 583.07M | 515.84M | 550.84M | 488.80M |
| Equity Attributable To Parent (USD) | 4.35B | 4.30B | 4.73B | 4.96B | 4.80B | 1.15B | 824.95M | 596.34M | 376.21M | 309.62M | 149.20M | 40.20M | 15.37M | 48.10M | 101.22M |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Equity (USD) | 4.35B | 4.30B | 4.73B | 4.96B | 4.80B | 1.15B | 824.95M | 596.34M | 376.21M | 309.62M | 149.20M | 40.20M | 15.37M | 48.10M | 101.22M |
| Other Non-current Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | 20.08M | 24.56M | - |
| Long-term Debt (USD) | - | - | - | - | - | - | - | - | - | - | - | 383.90M | 353.97M | 360.96M | - |
| Noncurrent Liabilities (USD) | 5.31B | 4.51B | 3.90B | 3.79B | 3.78B | 1.95B | 1.60B | 1.60B | 1.83B | 1.85B | 2.00B | 370.70M | 374.05M | 385.51M | 313.72M |
| Other Current Liabilities (USD) | 618.36M | 599.15M | 598.90M | 638.59M | 649.54M | 298.12M | 231.61M | 162.78M | 156.33M | 217.45M | 249.75M | 77.33M | 33.79M | 30.25M | 25.24M |
| Wages (USD) | 241.87M | 310.07M | 383.16M | 400.71M | 385.80M | 176.38M | 152.87M | 145.31M | 127.75M | 127.49M | 120.14M | 18.97M | 11.59M | 7.59M | - |
| Accounts Payable (USD) | 714.71M | 868.05M | 881.38M | 803.48M | 1.09B | 600.36M | 436.82M | 423.17M | 514.28M | 409.76M | 365.35M | 75.87M | 81.05M | 79.40M | 48.62M |
| Current Liabilities (USD) | 1.57B | 1.78B | 1.86B | 1.84B | 2.13B | 1.07B | 821.30M | 731.26M | 798.35M | 754.70M | 735.24M | 172.17M | 126.42M | 117.24M | 73.86M |
| Liabilities (USD) | 6.89B | 6.29B | 5.77B | 5.63B | 5.91B | 3.02B | 2.42B | 2.34B | 2.63B | 2.60B | 2.73B | 542.87M | 500.47M | 502.75M | 387.58M |
| Other Non-current Assets (USD) | 4.92B | 4.38B | 4.10B | 3.98B | 3.76B | 1.08B | 1.09B | 785.33M | 838.39M | 878.43M | 763.78M | 158.62M | 134.46M | 125.68M | 119.26M |
| Intangible Assets (USD) | 1.18B | 1.10B | 1.30B | 1.55B | 1.60B | 119.88M | 128.39M | 103.15M | 132.57M | 159.37M | 189.60M | 17.23M | 827.00K | 1.21M | 1.66M |
| Fixed Assets (USD) | 2.20B | 1.96B | 1.80B | 1.57B | 1.39B | 749.13M | 721.89M | 670.08M | 639.30M | 656.10M | 734.33M | 75.68M | 49.39M | 44.08M | 48.22M |
| Noncurrent Assets (USD) | 8.31B | 7.44B | 7.20B | 7.10B | 6.75B | 1.95B | 1.94B | 1.56B | 1.61B | 1.69B | 1.69B | 251.53M | 184.68M | 170.97M | 169.14M |
| Other Current Assets (USD) | 1.83B | 1.93B | 2.07B | 2.07B | 2.34B | 1.44B | 745.61M | 776.86M | 794.32M | 674.21M | 681.28M | 193.38M | 207.53M | 270.87M | 246.33M |
| Inventory (USD) | 1.09B | 1.21B | 1.23B | 1.43B | 1.63B | 784.53M | 561.26M | 596.90M | 601.55M | 541.77M | 513.05M | 138.16M | 123.64M | 109.00M | 73.33M |
| Current Assets (USD) | 2.93B | 3.14B | 3.30B | 3.50B | 3.97B | 2.22B | 1.31B | 1.37B | 1.40B | 1.22B | 1.19B | 331.54M | 331.16M | 379.87M | 319.66M |
| Assets (USD) | 11.24B | 10.58B | 10.50B | 10.60B | 10.71B | 4.17B | 3.25B | 2.93B | 3.01B | 2.91B | 2.88B | 583.07M | 515.84M | 550.84M | 488.80M |
Markets rallied sharply on Monday following President Trump's announcement of a five-day halt to U.S. military strikes on Iranian energy infrastructure and claims of productive peace talks, despite Iran's swift denial of any negotiations. The S&P 500 gained 1.64%, with stocks hardest hit by the Middle East conflict—particularly cruise operators, airlines, and homebuilders—experiencing the strongest rebounds. Gold miners and construction-related ETFs also performed well amid the relief rally.
Judah Spinner's BlackBird Financial announced a dramatic 900% increase in its investment in Builders FirstSource, purchasing shares at $90-$100 amid housing market weakness. Spinner views the stock decline as a rare opportunity, citing industry consolidation, higher-margin product mix expansion, shareholder-friendly capital allocation, and a secular tailwind from America's housing shortage as key investment drivers.
Clio Asset Management completely sold its entire stake in Builders FirstSource during Q3 2025, representing a 2.7% reduction in its reportable assets. The sale comes amid ongoing housing market challenges and consecutive quarterly sales growth declines.
The U.S. housing market shows early signs of recovery with improved builder sentiment, driven by potential Federal Reserve rate cuts and declining mortgage rates, though significant affordability challenges remain.
The Federal Reserve is expected to cut interest rates in September 2025, potentially benefiting companies in homebuilding, logistics, and construction sectors. Three firms stand out as potential beneficiaries: Builders FirstSource, PulteGroup, and GXO Logistics.
Warren Buffett and Stanley Druckenmiller are investing in homebuilding stocks, anticipating a potential housing market recovery as interest rates may decrease, with both buying D.R. Horton and Lennar stocks.
The U.S. home remodeling market is projected to grow from $498.3 billion in 2024 to $812.8 billion by 2034, driven by aging housing stock, remote work trends, and increasing preference for professional renovation services.
Insider executives from Builders FirstSource, UnitedHealth Group, and Middleby Corp have collectively invested over $170 million in their own company stocks, signaling strong confidence in their future performance.
Housing stocks have been declining due to weakening demand and margins in the real estate sector. Builders FirstSource, Cemex, and PulteGroup have reported declining revenues and profits, indicating a potential downturn in the housing market.
The article discusses three stocks that are trading at attractive earnings multiples and have promising futures ahead: Pfizer, PayPal, and Builders FirstSource. It provides an analysis of each company's current situation and growth prospects.