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Builders FirstSource BLDR Q4 2025 Annual earnings

Reported February 17, 2026 · Before market open

Revenue$3.4BMiss by $96.8M
EPS$1.12Miss by $0.18
Revenue estimate$3.5B
EPS estimate$1.30

Next report

Jul 30, 2026 (Today)
Revenue estimate$3.9B
EPS estimate$1.26
View report

Financials

Q4 2025

Income statement

See full
Revenue$3.4B-12.1%
Gross profit$1.0B-18.8%
Operating income$61.8M-79.7%
Net income$31.5M-83.5%
EPS (diluted)$0.29-82.6%

Balance sheet

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Cash & equivalents$181.8M+18.3%
Total debt$5.1B+17.7%
Total equity$4.4B+1.3%
Total assets$11.2B+6.2%

Cash flow

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Operating cash flow$194.8M-47.8%
CapEx$88.1M-11.6%
Free cash flow$106.7M-61.0%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$11.38B-30.8%
Enterprise value$16.3B-21.0%
P/E26.1×+10.9×
P/S0.7×-0.3×

Profitability

See full
Gross margin30.4%-2.4pp
Operating margin5.2%-4.6pp
Net margin2.9%-3.7pp
FCF margin5.6%-3.5pp

Returns & leverage

See full
Return on equity10.1%-13.8pp
Debt / equity1.2×+0.2×
Current ratio1.9×+0.1×

Segments

By product

See full
Specialty Building Products And Services$1.0B+4.2%
Windows Doors And Millwork$873.9M-12.3%
Lumber And Lumber Sheet Goods$746.9M-21.2%
Manufactured Products$719.0M-20.1%

Versus estimates

Revenue

Q1 2026$3.3BBeat by $113.7M
Q4 2025$3.4BMiss by $96.8M
Q3 2025$3.9BBeat by $85.1MQ2 2025$4.2BBeat by $375.6MQ1 2025$3.7BMiss by $647.9MQ4 2024$3.8BMiss by $70.5M

Diluted EPS

Q1 2026$0.27Miss by $0.12
Q4 2025$1.12Miss by $0.18
Q3 2025$1.88Beat by $0.13Q2 2025$2.38Beat by $0.03Q1 2025$1.51Beat by $0.01Q4 2024$2.31Beat by $0.13

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Questions, answered.

When did Builders FirstSource report Q4 2025 earnings?
Builders FirstSource (BLDR) reported Q4 2025 earnings on February 17, 2026 before market open.
What were Builders FirstSource's Q4 2025 revenue and EPS?
Builders FirstSource reported revenue of $3.4B and eps of $1.12 for Q4 2025.
Did Builders FirstSource beat estimates in Q4 2025?
Revenue missed the consensus estimate of $3.5B by $96.8M. EPS missed the consensus estimate of $1.30 by $0.18.
How did Builders FirstSource's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 12.1% from $3.8B a year earlier and eps declined 51.5% from $2.31.
Where can I find Builders FirstSource's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001193125-26-053039) and the 10-K periodic report (0001193125-26-054643) directly on SEC EDGAR. The filing index links above go to sec.gov.