Research Analysts Issue Forecasts for BLDR Q3 Earnings

Key Points

• DA Davidson predicts Builders FirstSource will report $1.70 earnings per share for Q3 2025, maintaining a "Neutral" rating with a price target of $125.00.
• The company reported $2.38 EPS for the last quarter, surpassing estimates, but experienced a 5.0% decline in quarterly revenue compared to the previous year.
• Builders FirstSource has authorized a $500 million share buyback plan to reacquire approximately 3.9% of its outstanding shares, indicating management’s belief that the stock is undervalued.

Builders FirstSource, Inc. (NYSE:BLDR - Free Report) - Equities researchers at DA Davidson issued their Q3 2025 earnings estimates for Builders FirstSource in a report released on Tuesday, August 5th. DA Davidson analyst K. Yinger expects that the company will post earnings per share of $1.70 for the quarter. DA Davidson has a "Neutral" rating and a $125.00 price objective on the stock. The consensus estimate for Builders FirstSource's current full-year earnings is $11.59 per share.

Several other analysts have also recently issued reports on the company. Baird R W cut Builders FirstSource from a "strong-buy" rating to a "hold" rating in a report on Friday, August 1st. Stephens dropped their price objective on shares of Builders FirstSource from $145.00 to $140.00 and set an "overweight" rating for the company in a report on Friday, May 2nd. Royal Bank Of Canada lowered shares of Builders FirstSource from an "outperform" rating to a "sector perform" rating and reduced their target price for the stock from $132.00 to $129.00 in a report on Friday, August 1st. Deutsche Bank Aktiengesellschaft restated a "hold" rating and issued a $134.00 price target on shares of Builders FirstSource in a research note on Friday, August 1st. Finally, Stifel Nicolaus lifted their target price on Builders FirstSource from $118.00 to $128.00 and gave the company a "hold" rating in a report on Friday, August 1st. One research analyst has rated the stock with a sell rating, nine have issued a hold rating and eleven have assigned a buy rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Hold" and an average price target of $154.44.

Builders FirstSource Price Performance

Shares of BLDR traded up $1.07 during mid-day trading on Wednesday, hitting $132.33. 1,356,698 shares of the company were exchanged, compared to its average volume of 2,146,386. The stock has a market cap of $14.63 billion, a price-to-earnings ratio of 20.08, a price-to-earnings-growth ratio of 13.90 and a beta of 1.68. The company has a 50 day moving average of $122.76 and a 200-day moving average of $127.99. Builders FirstSource has a 1-year low of $102.60 and a 1-year high of $203.14. The company has a debt-to-equity ratio of 1.12, a quick ratio of 1.08 and a current ratio of 1.79.

Builders FirstSource (NYSE:BLDR - Get Free Report) last issued its quarterly earnings data on Thursday, July 31st. The company reported $2.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.35 by $0.03. Builders FirstSource had a return on equity of 24.61% and a net margin of 4.74%. The business had revenue of $4.23 billion during the quarter, compared to analysts' expectations of $4.29 billion. During the same quarter in the previous year, the firm posted $3.50 EPS. The company's revenue for the quarter was down 5.0% on a year-over-year basis.

Hedge Funds Weigh In On Builders FirstSource

Institutional investors have recently bought and sold shares of the company. IMA Advisory Services Inc. purchased a new position in Builders FirstSource during the first quarter worth about $31,000. Sentry Investment Management LLC acquired a new position in Builders FirstSource during the first quarter worth $40,000. CX Institutional acquired a new stake in Builders FirstSource in the first quarter valued at $45,000. Smithfield Trust Co grew its stake in shares of Builders FirstSource by 187.7% during the 2nd quarter. Smithfield Trust Co now owns 420 shares of the company's stock worth $49,000 after purchasing an additional 274 shares during the period. Finally, AlphaQuest LLC purchased a new position in shares of Builders FirstSource in the 2nd quarter valued at about $67,000. 95.53% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Builders FirstSource

In related news, Director Dirkson R. Charles acquired 5,000 shares of Builders FirstSource stock in a transaction on Tuesday, May 27th. The stock was purchased at an average cost of $109.67 per share, with a total value of $548,350.00. Following the purchase, the director directly owned 5,000 shares in the company, valued at approximately $548,350. The trade was a ∞ increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 2.00% of the company's stock.

Builders FirstSource declared that its Board of Directors has authorized a stock repurchase program on Thursday, May 1st that authorizes the company to buyback $500.00 million in outstanding shares. This buyback authorization authorizes the company to repurchase up to 3.9% of its stock through open market purchases. Stock buyback programs are usually a sign that the company's management believes its stock is undervalued.

About Builders FirstSource

Builders FirstSource, Inc, together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. It offers lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing; manufactured products, such as wood floor and roof trusses, floor trusses, wall panels, stairs, and engineered wood products; and windows, and interior and exterior door units, as well as interior trims and custom products comprising intricate mouldings, stair parts, and columns under the Synboard brand name.