核心业绩表现 - 第三季度每股收益为1.88美元，超过市场预期的1.75美元，超出幅度为11.24% [2][6] - 第三季度营收为39.4亿美元，超过市场预期的38.6亿美元，超出幅度为3.76% [3][6] - 尽管季度业绩超预期，但每股收益和营收均较上年同期下降，每股收益从3.07美元降至1.88美元，营收从42.3亿美元降至39.4亿美元，同比下降6.9% [2][3][6] 市场估值指标 - 公司市盈率约为21.76倍 [4] - 市销率约为0.82倍，企业价值与销售额比率约为0.84倍 [4] 财务健康状况 - 债务与权益比率约为0.15，表明债务水平相对较低 [5] - 流动比率约为1.79，表明公司有能力用短期资产覆盖短期负债 [5] - 企业价值与营运现金流比率约为9.43，反映了公司相对于其营运现金流的估值 [5]

Key Takeaways BLDR beat Q3 earnings and revenue estimates, though both declined year over year amid housing softness.Value-added products made up 47.1% of sales, while acquisitions helped offset organic and commodity declines. Strong free cash flow and $2.1B liquidity enabled $403.6M in buybacks, with $500M still authorized. Builders FirstSource, Inc. (BLDR) delivered better-than-expected third-quarter 2025 results, beating the Zacks Consensus Estimates on both earnings and revenues even as a weak housing b ...

Commission File Number 001-40620 BUILDERS FIRSTSOURCE, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to (Exact name of registrant as specified in its charter) Delaware 52-2084569 (State or other jurisdictio ...

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Builders FirstSource (NYSE:BLDR) Q3 2025 Earnings Call October 30, 2025 09:00 AM ET Company ParticipantsPete Beckmann - CFOKeith Hughes - Managing DirectorHeather Kos - SVP of Investor RelationsPeter Jackson - CEOPhilip Ng - Managing DirectorCollin Verron - Director of Equity ResearchCharles Perron-Piché - VP of Equity ResearchMike Dahl - Managing Director of Equity ResearchJeffrey Stevenson - VP of Equity DivisionRafe Jadrosich - Managing DirectorMatthew Bouley - Managing DirectorConference Call Participan ...

Builders FirstSource (NYSE:BLDR) Q3 2025 Earnings Call October 30, 2025 09:00 AM ET Speaker1Good day and welcome to the Builders FirstSource third quarter 2025 earnings conference call. Today's call is scheduled to last about one hour, including remarks by management and the question and answer session. In order to ask a question, please press the star key followed by the number one on your phone at any time during the call. We do ask that you limit yourself to one question and one follow up. I'd now like t ...

Builders FirstSource (BLDR) came out with quarterly earnings of $1.88 per share, beating the Zacks Consensus Estimate of $1.69 per share. This compares to earnings of $3.07 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +11.24%. A quarter ago, it was expected that this construction supply company would post earnings of $2.35 per share when it actually produced earnings of $2.38, delivering a surprise of +1.28%.Over the last f ...

Q3 2025 Earnings Presentation PETER JACKSON, CEO PETE BECKMANN, CFO October 30, 2025 Footnote Safe Harbor & Non-GAAP Financial Measures Cautionary Notice Statements in this presentation and the schedules hereto that are not purely historical facts or that necessarily depend upon future events, including statements about forecasted financial performance or other statements about anticipations, beliefs, expectations, hopes, synergies, intentions or strategies for the future, may be forward-looking statements ...

For Immediate Release Builders FirstSource Reports Third Quarter 2025 Results October 30, 2025 (Irving, TX) – Builders FirstSource, Inc. (NYSE: BLDR) today reported its results for the third quarter ended September 30, 2025. Third Quarter 2025 Highlights All Year-Over-Year Comparisons Unless Otherwise Noted: Peter Jackson, CEO of Builders FirstSource, commented: "Our third quarter results reflect the strength of our strategy and disciplined execution in a weak housing market. Over the past several years, we ...

财报发布信息 - Builders FirstSource公司计划于2025年10月30日开盘前公布2025年第三季度财报 [1] - 上一季度公司调整后每股收益超出市场预期1.3%，但净销售额略低于预期0.1% [1] - 上一季度每股收益和净销售额同比分别大幅下滑32%和5% [1] 历史业绩表现 - 在过去四个季度中，公司每股收益有三次超出市场预期，一次未达预期，平均超出幅度为1.11% [2] 第三季度业绩预期 - 第三季度每股收益共识预期已从1.71美元下调至1.69美元，预示将较去年同期3.07美元的水平暴跌45% [3] - 第三季度净销售额共识预期为38亿美元，预示将较去年同期42.3亿美元的水平下降10.3% [3] - 公司自身指引第三季度净销售额在36.5亿至39.5亿美元之间，低于去年同期的42.3亿美元 [5] - 公司预计第三季度调整后EBITDA在3.75亿至4.25亿美元之间，远低于去年同期的6.265亿美元 [8] 影响业绩的因素 - 净销售额预期同比下降主要受住房市场疲软和不确定性影响，高抵押贷款利率和持续通胀损害了住房开工趋势 [4] - 多户型和单户型客户细分市场的需求下降趋势加剧了第三季度的下滑 [4] - 公司的增值产品类别可能受到持续市场逆风的不利影响 [5] - 由于单户型和多户型利润率正常化以及住房开工环境低于正常水平，预计每股收益将同比下降 [7] - 尽管努力节约成本，但运营杠杆减少和大宗商品产品类别持续承压预计将挤压第三季度利润率 [7] 公司的积极举措 - 公司对战略收购、数字化解决方案和生产力以及创新增值产品投资的关注可能在某种程度上支撑了季度表现 [6] Zacks模型预测 - 公司当前Zacks排名为5（强力卖出） [11] - 公司收益ESP为-2.73%，模型预测此次财报可能不会超出市场预期 [10] 同业公司比较 - Dutch Bros Inc 当前收益ESP为+6.93%，Zacks排名为2，预计季度收益将增长6.3% [12][13] - Brinker International Inc 当前收益ESP为+1.28%，Zacks排名为3，预计季度收益将同比猛增85.3% [13][14] - Darden Restaurants Inc 当前收益ESP为+4.64%，Zacks排名为3，预计季度收益将增长3.5% [14][15]