Builders FirstSource (BLDR 2.40%) is a major supplier of building products, prefabricated components, and construction services to homebuilders and contractors across the United States. The company reported its second quarter 2025 results on July 31, 2025, showing a mixed performance. Adjusted earnings per share came in at $2.38, surpassing the consensus non-GAAP EPS estimate of $2.21, while revenue (GAAP) totaled $4.23 billion, slightly below the $4.28 billion analyst forecast (GAAP). While profits were hi ...

Shares of Builders FirstSource ( BLDR ) have been a very poor performer over the past year, losing about a quarter of their value as the company has been hurt by weakening residential construction. Shares were flattish Thursday as investorsOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me kn ...

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 June 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 Commission File Number 001-40620 BUILDERS FIRSTSOURCE, INC. (Exact name of registrant as specified in its charter) Delaware 52-2084569 (State or other jurisdiction of ...

Key Takeaways BLDR posted Q2 EPS of $2.38, beating estimates but down 32% year over year on weaker net income. Sales declined due to lower core organic sales, commodity deflation and softness in Multi-Family. BLDR cut 2025 net sales, margin and EBITDA guidance, citing weaker housing starts and market softness.Builders FirstSource, Inc. (BLDR) has reported mixed results for the second quarter of 2025, with earnings surpassing the Zacks Consensus Estimate but net sales missing the same.Both metrics declined y ...

Builders FirstSource (BLDR) Q2 2025 Earnings Call July 31, 2025 09:00 AM ET Company ParticipantsHeather Kos - SVP, Investor RelationsPeter Jackson - President & CEOPete Beckmann - CFOCharles Perron-Piché - VP - Equity ResearchKeith Hughes - Managing DirectorTrey Grooms - Managing DirectorPhilip Ng - Managing DirectorCollin Verron - DirectorJay McCanless - MD - Equity ResearchReuben Garner - Managing Director Ketan Mamtora - Director - Building Products Equity ResearchAlex Rygiel - Managing DirectorConferenc ...

Builders FirstSource (BLDR) Q2 2025 Earnings Call July 31, 2025 09:00 AM ET Speaker0Good day, and welcome to the Builders FirstSource Second Quarter twenty twenty five Earnings Conference Call.Today's call is scheduled to last about one hour, including remarks by management and the question and answer I'd now like to turn the call over to Heather Kos, Senior Vice President, Investor Relations for Builders FirstSource. Please go ahead.Speaker1Good morning, and welcome to our second quarter twenty twenty five ...

Footnote Q2 2025 Earnings Presentation P E T E R J A C K S O N , C E O P E T E B E C K M A N N , C F O J u l y 3 1 , 2 0 2 5 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 ...

For Immediate Release Builders FirstSource Reports Second Quarter 2025 Results July 31, 2025 (Irving, TX) – Builders FirstSource, Inc. (NYSE: BLDR) today reported its results for the second quarter ended June 30, 2025. Second Quarter 2025 Highlights All Year-Over-Year Comparisons Unless Otherwise Noted: Peter Jackson, CEO of Builders FirstSource, commented: "Our durable results in the second quarter reinforce the advantage of our differentiated product offerings and commitment to execution. In this challeng ...

Builders FirstSource (BLDR) closed at $121.90 in the latest trading session, marking a -1.02% move from the prior day. This change lagged the S&P 500's daily gain of 0.14%. Meanwhile, the Dow experienced a drop of 0.04%, and the technology-dominated Nasdaq saw an increase of 0.38%. Coming into today, shares of the construction supply company had gained 7.25% in the past month. In that same time, the Retail-Wholesale sector gained 4.28%, while the S&P 500 gained 5.35%. Investors will be eagerly watching for ...

公司内部人士增持活动 - 5月初以来三家主要公司内部人士增持金额超过1.7亿美元[1] - 内部人士增持被视为对公司未来信心的强烈信号[1] Builders FirstSource(BLDR) - 董事会主席Paul S Levy在5月8日增持约5540万美元公司股票[1] - Levy作为董事会主席在公司治理结构中担任最重要角色[2] - 自Levy增持以来公司股价上涨约20% 超过同期标普500指数11%的涨幅[3] UnitedHealth Group(UNH) - 前CEO Stephen J Hemsley在5月16日增持约2500万美元公司股票[5] - Hemsley目前同时担任公司CEO和董事会主席[6] - 增持行为发生在被任命为新CEO后仅三天[7] - Hemsley在2006-2017年担任CEO期间公司总回报率达360% 远超标普500指数121%的回报率[8] Middleby(MIDD) - 董事Edward P Garden在5月9日至21日期间增持超过9300万美元公司股票[10] - Garden的投资公司持股比例从5%上升至6%[11] - Garden希望公司将重点放在商业餐饮服务领域[12] - 公司宣布分拆食品加工业务 但股价在公告后下跌12%[12] - 过去三年公司股价仅上涨17%[13]