What is KeyCorp's Forecast for BLDR Q3 Earnings?

Key Points

• KeyCorp analysts expect Builders FirstSource to report earnings per share of $1.62 for Q3 2025, while the consensus estimate for the full year is $11.59 per share.
• Despite reporting $2.38 EPS in its last quarter, Builders FirstSource experienced a 5% decline in revenue year-over-year, with revenue amounting to $4.23 billion.
• The stock has seen mixed ratings from various brokerages, with a consensus rating of "Moderate Buy" and a price target averaging $151.50.

Builders FirstSource, Inc. (NYSE:BLDR - Free Report) - Analysts at KeyCorp issued their Q3 2025 earnings per share estimates for Builders FirstSource in a research report issued to clients and investors on Tuesday, September 30th. KeyCorp analyst J. Hammond expects that the company will post earnings per share of $1.62 for the quarter. The consensus estimate for Builders FirstSource's current full-year earnings is $11.59 per share. KeyCorp also issued estimates for Builders FirstSource's Q4 2025 earnings at $1.20 EPS, FY2025 earnings at $6.72 EPS and FY2026 earnings at $7.70 EPS.

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, topping the consensus estimate of $2.35 by $0.03. The company had revenue of $4.23 billion for the quarter, compared to analyst estimates of $4.29 billion. Builders FirstSource had a return on equity of 24.61% and a net margin of 4.74%.The business's quarterly revenue was down 5.0% compared to the same quarter last year. During the same quarter last year, the company posted $3.50 earnings per share. Builders FirstSource has set its FY 2025 guidance at EPS.

Several other brokerages also recently weighed in on BLDR. DA Davidson decreased their target price on shares of Builders FirstSource from $135.00 to $125.00 and set a "neutral" rating for the company in a research note on Monday, August 4th. Royal Bank Of Canada downgraded shares of Builders FirstSource from an "outperform" rating to a "sector perform" rating and decreased their target price for the stock from $132.00 to $129.00 in a research note on Friday, August 1st. Wedbush reiterated a "neutral" rating and set a $145.00 target price on shares of Builders FirstSource in a research note on Monday, September 15th. Baird R W downgraded shares of Builders FirstSource from a "strong-buy" rating to a "hold" rating in a research note on Friday, August 1st. Finally, Wall Street Zen upgraded shares of Builders FirstSource from a "sell" rating to a "hold" rating in a research report on Saturday, August 30th. Eleven investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Builders FirstSource presently has a consensus rating of "Moderate Buy" and an average target price of $151.50.

Builders FirstSource Price Performance

Shares of BLDR opened at $126.90 on Thursday. Builders FirstSource has a fifty-two week low of $102.60 and a fifty-two week high of $201.53. The company has a market capitalization of $14.03 billion, a price-to-earnings ratio of 19.26, a price-to-earnings-growth ratio of 12.89 and a beta of 1.63. The firm has a 50-day simple moving average of $134.05 and a 200-day simple moving average of $124.26. The company has a debt-to-equity ratio of 1.12, a quick ratio of 1.08 and a current ratio of 1.79.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the stock. IMA Advisory Services Inc. purchased a new position in Builders FirstSource in the first quarter valued at about $31,000. CYBER HORNET ETFs LLC purchased a new position in Builders FirstSource in the second quarter valued at about $38,000. MUFG Securities EMEA plc purchased a new position in Builders FirstSource in the second quarter valued at about $38,000. Sentry Investment Management LLC purchased a new position in Builders FirstSource in the first quarter valued at about $40,000. Finally, CX Institutional purchased a new position in Builders FirstSource in the first quarter valued at about $45,000. 95.53% of the stock is owned by hedge funds and other institutional investors.

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.

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