BLDRBuilders FirstSource
The financials
Builders FirstSource by the numbers
Builders FirstSource (BLDR) reported revenue of $3.85B in Q3 2026 (quarter ended Sep 30, 2026), down 2.2% from the same quarter a year earlier. That came with a gross margin of 28% and net income of $60M (1.6% of revenue). For the full year FY2025, revenue was $15.2B (−7.4% year on year) and net income $435M. Its largest product in Q2 2026 (quarter ended Jun 30, 2026) was Lumber And Lumber Sheet Goods at $1.04B, 26.9% of the disclosed total, just ahead of Specialty Building Products And Services at 26.8%. The next results filing is expected around Feb 16, 2027, the same week as a year ago.
| Income statement | Q3 2026 | Q3 2025 | Change |
|---|---|---|---|
| Revenue | $3.85B | $3.94B | −2.2% |
| Gross profit | $1.07B | $1.20B | −11% |
| Operating income | $99M | $229M | −57% |
| Net income | $60M | $122M | −51% |
| Diluted EPS | $0.56 | $1.10 | −49% |
| Product | Revenue | Share |
|---|---|---|
| Lumber And Lumber Sheet Goods | $1.04B | 27% |
| Specialty Building Products And Services | $1.04B | 27% |
| Windows Doors And Millwork | $955M | 25% |
| Manufactured Products | $832M | 22% |
Over its last three fiscal years Builders FirstSource booked income tax of 21.4% of its pretax profit, 24.3% once deferred tax is taken out, close to the 21.3% median for US companies in our tax study.
Business segments
Revenue split by product segment, from SEC XBRL filings.
- Lumber And Lumber Sheet Goods$1.04B$1.04Bvs last quarter +23%vs a year ago -8.1%+23%-8.1%
- Specialty Building Products And Services$1.04B$1.04Bvs last quarter +22%vs a year ago -5.1%+22%-5.1%
- Windows Doors And Millwork$954.6M$954.6Mvs last quarter +12%vs a year ago -9.1%+12%-9.1%
- Manufactured Products$831.6M$831.6Mvs last quarter +13%vs a year ago -13%+13%-13%
Building Products & Equipment
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