Skip to content
Screener

Builders FirstSource BLDR Q2 2026 earnings

Reported July 30, 2026 · Before market open

Revenue$3.9BMiss by $45.8M
EPS$1.17Miss by $0.08
Revenue estimate$3.9B
EPS estimate$1.25
“Our second quarter results demonstrate continued discipline through managing costs, working capital, and capital deployment. Given persistent housing affordability challenges and softer demand trends, our updated full-year outlook reflects current market conditions and a more cautious view of the second half. Importantly, our strong balance sheet, healthy 1 free cash flow generation, and approach to capital allocation provide the flexibility to invest in high-return opportunities while navigating near-term uncertainty.”
Pete Beckmann

Next report

Oct 29, 2026 (in a month)
Revenue estimate$3.8B
EPS estimate$1.09

Financials

Q2 2026

Income statement

See full
Revenue$3.9B-8.8%
Gross profit$1.1B-16.3%
Operating income$128.5M-58.7%
Net income-$3.9M-102%
EPS (diluted)-$0.04-102%

Balance sheet

See full
Cash & equivalents$65.7M-24.6%
Total debt$5.2B-1.4%
Total equity$4.0B-4.1%
Total assets$11.3B-1.2%

Cash flow

See full
Operating cash flow$68.0M-80.1%
CapEx$38.0M-57.1%
Free cash flow$30.0M-88.1%

Valuation & ratios

Valuation

as of 09/17/26
See full
Market cap$6.48B-55.1%
Enterprise value$11.65B-40.6%
P/E63.2×+44.1×
P/S0.5×-0.5×

Profitability

See full
Gross margin29.2%-2.4pp
Operating margin3%-4.7pp
Net margin0.7%-4.0pp
FCF margin4.4%-3.0pp

Returns & leverage

See full
Return on equity2.5%-15.3pp
Debt / equity1.3×0.0×
Current ratio1.8×0.0×

Segments

By product

See full
Lumber And Lumber Sheet Goods$1.0B-8.3%
Specialty Building Products And Services$1.0B-7.2%
Windows Doors And Millwork$954.6M-7.3%
Manufactured Products$831.6M-12.7%

FAQ

When did Builders FirstSource report Q2 2026 earnings?
Builders FirstSource (BLDR) reported Q2 2026 earnings on July 30, 2026 before market open.
What were Builders FirstSource's Q2 2026 revenue and EPS?
Builders FirstSource reported revenue of $3.9B and eps of $1.17 for Q2 2026.
Did Builders FirstSource beat estimates in Q2 2026?
Revenue missed the consensus estimate of $3.9B by $45.8M. EPS missed the consensus estimate of $1.25 by $0.08.
How did Builders FirstSource's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 8.8% from $4.2B a year earlier and eps declined 50.8% from $2.38.
Where can I find Builders FirstSource's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001193125-26-324859) and the 10-Q periodic report (0001193125-26-325451) directly on SEC EDGAR. The filing index links above go to sec.gov.