Builders FirstSource (BLDR) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Zacks.com users have recently been watching Builders FirstSource (BLDR) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Builders FirstSource, Inc. faces ongoing revenue declines amid inflation and housing volatility, but operational resilience and strategic shifts support long-term sustainability. BLDR's focus on specialty products, strategic acquisitions, and strong contractor relationships help mitigate inflation, tariff risks, and market softness. Robust cash flow, prudent debt management, and a favorable policy easing cycle provide a solid financial buffer and potential for recovery.
Builders FirstSource, Inc. ( BLDR ) Q3 2025 Earnings Call October 30, 2025 9:00 AM EDT Company Participants Heather Kos - Senior Vice President of Investor Relations Peter Jackson - President, CEO & Director Pete Beckmann - Executive VP & CFO Conference Call Participants Matthew Bouley - Barclays Bank PLC, Research Division John Lovallo - UBS Investment Bank, Research Division Charles Perron-Piché - Goldman Sachs Group, Inc., Research Division Michael Dahl - RBC Capital Markets, Research Division Rafe Jadrosich - BofA Securities, Research Division David Manthey - Robert W. Baird & Co. Incorporated, Research Division Keith Hughes - Truist Securities, Inc., Research Division Ethan Roberts - Stephens Inc., Research Division Philip Ng - Jefferies LLC, Research Division Collin Verron - Deutsche Bank AG, Research Division Min Cho Reuben Garner - The Benchmark Company, LLC, Research Division Jeffrey Stevenson - Loop Capital Markets LLC, Research Division Adam Baumgarten - Vertical Research Partners, LLC Presentation Operator Good day, and welcome to the Builders FirstSource Third Quarter 2025 Earnings Conference Call.
BLDR tops Q3 estimates despite a housing slowdown, lifted by value-added sales, acquisitions and free cash flow strength.
Builders FirstSource (BLDR) came out with quarterly earnings of $1.88 per share, beating the Zacks Consensus Estimate of $1.69 per share. This compares to earnings of $3.07 per share a year ago.
BLDR's third-quarter results may reflect housing market headwinds, with lower earnings and sales expected from last year.
Builders FirstSource (BLDR) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Builders FirstSource (BLDR) concluded the recent trading session at $120.71, signifying a -1.46% move from its prior day's close.
Builders FirstSource is positioned to benefit from the Fed's renewed interest rate cuts, favoring cyclical stocks over the next 2-4 years. BLDR historically outperforms the S&P 500 during low-rate environments, with strong financials, steady revenues, and significant share repurchases signaling management confidence. Risks include potential large-scale conflict, new tariffs, and the possibility of a housing sector downturn, though current leverage appears manageable.
Builders FirstSource (BLDR) closed the most recent trading day at $124.15, moving 3.71% from the previous trading session.
Builders FirstSource (BLDR) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.