Builders FirstSource, Inc.(BLDR)Stock Analysis
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Rank #1,852 of 2,960 stocks
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
BLDR Stock Analysis & AI Quality Score
Data updated 2026-09-10AI stock analysis and institutional research for Builders FirstSource, Inc. (BLDR), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores BLDR at 45.9/100 on a 32-signal composite quality model, placing it at rank #1,852 of 2,960 stocks — the bottom half of the AI-ranked universe. BLDR scores in the top quartile across earnings quality (94.2), revenue scale (89.7). Areas of concern include revenue growth (8.7) and profitability (28.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Builders FirstSource, Inc. reports quarterly revenue of $3.9B, net income of $-3.9M, an operating margin of 3.3%. Top institutional holders of BLDR by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. BLDR trades on the NYSE exchange and files with the SEC under CIK 1316835. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BLDR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Builders FirstSource, Inc. directly from SEC EDGAR. Builders FirstSource, Inc.'s 13F Pro composite quality score has ranged between 46 and 83 since 2021, currently 45.9 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$3.9B
Net Income
Q2 2026
$-3.9M
Free Cash Flow
Q2 2026
$30.0M
Operating Margin
Q2 2026
3.3%
ROIC
Q2 2026
6.0%
D/E Ratio
Q2 2026
1.15
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-7.4% YoYNet Income
-59.6% YoYOperating Income
-50.7% YoYEPS (Diluted)
-57.1% YoYTotal Assets
+6.2% YoYTotal Debt
+19.9% YoYOp. Cash Flow
-35.1% YoYFree Cash Flow
-42.8% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $15.19B -7.4% | $16.40B -4.1% | $17.10B -24.8% | $22.73B +14.2% | $19.89B +132.4% | $8.56B |
| Net Income | $435.2M -59.6% | $1.08B -30.0% | $1.54B -44.0% | $2.75B +59.3% | $1.73B +450.3% | $313.5M |
| Operating Income | $786.3M -50.7% | $1.60B -26.7% | $2.18B -42.3% | $3.77B +57.9% | $2.39B +339.0% | $543.9M |
| EPS (Diluted) | $3.89 -57.1% | $9.06 -24.1% | $11.94 -29.0% | $16.82 +98.3% | $8.48 +218.8% | $2.66 |
| Total Assets | $11.24B +6.2% | $10.58B +0.8% | $10.50B -0.9% | $10.60B -1.1% | $10.71B +156.7% | $4.17B |
| Total Debt | $4.44B +19.9% | $3.70B +16.4% | $3.18B +6.6% | $2.98B +1.9% | $2.93B +80.4% | $1.62B |
| Operating Cash Flow | $1.22B -35.1% | $1.87B -18.8% | $2.31B -35.9% | $3.60B +106.4% | $1.74B +570.4% | $260.1M |
| Free Cash Flow | $853.3M -42.8% | $1.49B -18.5% | $1.83B -43.8% | $3.26B +115.0% | $1.52B +924.2% | $148.0M |
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13F Pro tracks comprehensive data for Builders FirstSource, Inc. including:
Top Institutional Holders of BLDR
BlackRock, Inc.
$700.9M7,833,417 shVANGUARD CAPITAL MANAGEMENT LLC
$613.4M6,854,631 shSTATE STREET CORP
$433.1M4,839,758 shVANGUARD PORTFOLIO MANAGEMENT LLC
$372.4M4,162,116 shCapital International Investors
$349.6M3,907,321 shPictet Asset Management Holding SA
$340.1M3,801,076 shWELLINGTON MANAGEMENT GROUP LLP
$310.1M3,465,251 shDIMENSIONAL FUND ADVISORS LP
$307.8M3,439,279 shInvesco Ltd.
$299.4M3,346,367 shGEODE CAPITAL MANAGEMENT, LLC
$253.2M2,834,402 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $700.9M | 7,833,417 |
| VANGUARD CAPITAL MANAGEMENT LLC | $613.4M | 6,854,631 |
| STATE STREET CORP | $433.1M | 4,839,758 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $372.4M | 4,162,116 |
| Capital International Investors | $349.6M | 3,907,321 |
| Pictet Asset Management Holding SA | $340.1M | 3,801,076 |
| WELLINGTON MANAGEMENT GROUP LLP | $310.1M | 3,465,251 |
| DIMENSIONAL FUND ADVISORS LP | $307.8M | 3,439,279 |
| Invesco Ltd. | $299.4M | 3,346,367 |
| GEODE CAPITAL MANAGEMENT, LLC | $253.2M | 2,834,402 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is BLDR a good stock to buy?
13F Pro's AI-powered analysis of Builders FirstSource, Inc. (BLDR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BLDR are available on the BLDR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. BLDR is classified as a mid company.
Which hedge funds own BLDR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BLDR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Builders FirstSource, Inc.'s investment landscape.