What is the 13F Pro Quality Score for BLDR?

13F Pro ranks Builders FirstSource, Inc. (BLDR) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View BLDR's current score at https://13fpro.ai/research/BLDR (free sign-up required for the full ranking).

Which hedge funds own the most BLDR stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of BLDR include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/BLDR as soon as new 13F filings post.

Where does 13F Pro source BLDR data?

All Builders FirstSource, Inc. fundamentals and ownership data come directly from SEC EDGAR. Builders FirstSource, Inc. files with the SEC under CIK 1316835. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is BLDR in?

Builders FirstSource, Inc. (BLDR) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is BLDR research updated on 13F Pro?

BLDR's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Builders FirstSource, Inc.(BLDR)Stock Analysis

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13F Pro Quality Score

48.4/100

Rank #1,558 of 2,879 stocks

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

18.6/100

Profitability

31.7/100

Balance Sheet

59.2/100

Earnings Quality

5.0/100

Free Cash Flow

51.5/100

Institutional Flow

77.3/100

Revenue Scale

90.6/100

Dilution Risk

80.7/100

BLDR Stock Analysis & AI Quality Score

AI 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 48.4/100 on a 32-signal composite quality model, placing it at rank #1,558 of 2,879 stocks — the bottom half of the AI-ranked universe. BLDR scores in the top quartile across revenue scale (90.6), institutional flow (77.3). Areas of concern include earnings quality (5.0) and revenue growth (18.6), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Builders FirstSource, Inc. reports quarterly revenue of $3.3B, net income of $-47.4M, an operating margin of 0.5%. 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 8 and 83 since 2021, currently 48.4 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

✦

Fun facts about Builders FirstSource, Inc.

Quirks, history, and lore behind BLDR — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. building materials company · large-cap · listed on NYSE · headquartered in Texas.
2
The Numbers
Annual revenue north of $16 billion, making it one of the largest pro-contractor suppliers in the country — serving the people who build your house, not the people who live in it.
3
The History
The company grew largely through mergers and acquisitions, including a landmark deal in 2021 that combined two major building products distributors into a single giant.
4
The Secret
It doesn't just sell lumber off a shelf — it operates manufacturing and prefabrication facilities that produce engineered wood components like trusses and wall panels to spec.
5
The Lore
Its fortunes are tightly tied to the U.S. housing market — when mortgage rates spike and new home starts fall, this stock feels it fast and hard.
6
The Giveaway
The name says it all: it's the first source for the people who build homes — framing, windows, doors, and trusses, delivered to job sites across America.

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Revenue

Q1 2026

$3.3B

Net Income

Q1 2026

$-47.4M

Free Cash Flow

Q1 2026

$40.7M

Operating Margin

Q1 2026

0.5%

ROIC

Q1 2026

0.2%

D/E Ratio

Q1 2026

1.16

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-7.4% YoY

$15.19BFY 2025

FY22 $22.73BFY23 $17.10BFY24 $16.40BFY25 $15.19B

Net Income

-59.6% YoY

$435.2MFY 2025

FY22 $2.75BFY23 $1.54BFY24 $1.08BFY25 $435.2M

Operating Income

-50.7% YoY

$786.3MFY 2025

FY22 $3.77BFY23 $2.18BFY24 $1.60BFY25 $786.3M

EPS (Diluted)

-57.1% YoY

$3.89FY 2025

FY22 $16.82FY23 $11.94FY24 $9.06FY25 $3.89

Total Assets

+6.2% YoY

$11.24BFY 2025

FY22 $10.60BFY23 $10.50BFY24 $10.58BFY25 $11.24B

Total Debt

+19.9% YoY

$4.44BFY 2025

FY22 $2.98BFY23 $3.18BFY24 $3.70BFY25 $4.44B

Op. Cash Flow

-35.1% YoY

$1.22BFY 2025

FY22 $3.60BFY23 $2.31BFY24 $1.87BFY25 $1.22B

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

AI Insight: BLDR Ratio Trends

BLDR's Q1 2026 operating margin collapsed to 0.5% and net income turned negative, marking the steepest profitability deterioration in the visible data series.

• Operating margin fell from 11.0% in Q2 2024 to just 0.5% in Q1 2026 — a 1,050bp decline over six quarters.

• Net profit margin turned negative at -1.4% in Q1 2026, the first loss quarter in the dataset.

• ROIC collapsed from 24.1% in Q2 2024 to 0.8% in Q1 2026, eroding nearly all return above cost of capital.

• D/E ratio rose to 1.16 in Q1 2026, matching its highest level in the series, as earnings deteriorated.

⚠ ROE turned negative (-4.7%) in Q1 2026 — first negative reading shown; sustained losses would rapidly erode book value.

⚠ D/E at 1.16 with near-zero ROIC means debt is no longer being earned through; refinancing risk rises if margins don't recover.

⚠ Q2 2025 showed a partial margin rebound (7.3% OpMargin) before renewed deterioration — watch whether Q2 2026 repeats that seasonal lift.

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Available Research

13F Pro tracks comprehensive data for Builders FirstSource, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of BLDR

BlackRock, Inc.
$721.3M8,761,277 sh
VANGUARD CAPITAL MANAGEMENT LLC
$578.5M7,027,074 sh
STATE STREET CORP
$421.5M5,120,090 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$355.6M4,318,795 sh
WELLINGTON MANAGEMENT GROUP LLP
$302.9M3,679,457 sh
DIMENSIONAL FUND ADVISORS LP
$244.3M2,967,744 sh
Capital International Investors
$242.3M2,943,131 sh
GEODE CAPITAL MANAGEMENT, LLC
$236.6M2,884,519 sh
SANDS CAPITAL MANAGEMENT, LLC
$215.8M2,621,085 sh
Invesco Ltd.
$214.4M2,604,322 sh

Fund	Value	Shares
BlackRock, Inc.	$721.3M	8,761,277
VANGUARD CAPITAL MANAGEMENT LLC	$578.5M	7,027,074
STATE STREET CORP	$421.5M	5,120,090
VANGUARD PORTFOLIO MANAGEMENT LLC	$355.6M	4,318,795
WELLINGTON MANAGEMENT GROUP LLP	$302.9M	3,679,457
DIMENSIONAL FUND ADVISORS LP	$244.3M	2,967,744
Capital International Investors	$242.3M	2,943,131
GEODE CAPITAL MANAGEMENT, LLC	$236.6M	2,884,519
SANDS CAPITAL MANAGEMENT, LLC	$215.8M	2,621,085
Invesco Ltd.	$214.4M	2,604,322

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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.

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.