The financials
Builders FirstSource by the numbers
Builders FirstSource (BLDR) reported revenue of $3.29B in Q1 2026 (quarter ended March 31, 2026), down 10% from the same quarter a year earlier. That came with a gross margin of 28% and net loss of $47M. For the full year FY2025, revenue was $15.2B (−7.4% year on year) and net income $435M. Its largest product in 2026-Q1 was Windows Doors And Millwork at $854M, 26.0% of the disclosed total, just ahead of Specialty Building Products And Services at 26.0%.
| Income statement | Q1 2026 | Q1 2025 | Change |
|---|---|---|---|
| Revenue | $3.29B | $3.66B | −10% |
| Gross profit | $929M | $1.12B | −17% |
| Operating income | $17M | $184M | −91% |
| Net income | −$47M | $96M | to a loss |
| Diluted EPS | −$0.43 | $0.84 | to a loss |
| Product | Revenue | Share |
|---|---|---|
| Windows Doors And Millwork | $854M | 26% |
| Specialty Building Products And Services | $853M | 26% |
| Lumber And Lumber Sheet Goods | $845M | 26% |
| Manufactured Products | $735M | 22% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $3.29B (-17%)
Specialty Building Products And Services grew -5.6% year on yearManufactured Products -14% year on year
Segment Latestquarter on quarteryear on year
- Windows Doors And Millwork$853.8M$853.8MQoQ -14%year on year -8.6%-14%-8.6%
- Specialty Building Products And Services$853.4M$853.4MQoQ -22%year on year -5.6%-22%-5.6%
- Lumber And Lumber Sheet Goods$845.4M$845.4MQoQ -15%year on year -13%-15%-13%
- Manufactured Products$734.5M$734.5MQoQ -15%year on year -14%-15%-14%
Building Products & Equipment
Ranks #17 of 18 by Smart Score