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Builders FirstSource BLDR Operating Income

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Other financials

Income statement

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

Balance sheet

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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

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

Valuation

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Market cap$8.16B-43.5%
Enterprise value$13.33B-32.2%
P/E79.6×+60.5×
P/S0.6×-0.3×

Profitability

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

Returns & leverage

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

Where this comes from

Reported directly by Builders FirstSource in its filing.

Tagged under the XBRL concept us-gaap:OperatingIncomeLoss.

The source filing: Builders FirstSource’s 10-Q, filed July 30, 2026.

Filed
Jul 30, 2026, 12:33 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001193125-26-325451
(in thousands, except per share amounts)Three Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Cost of sales2,775,7612,935,0235,133,8725,477,278
Gross margin1,086,7871,299,0412,015,7532,414,282
Selling, general and administrative expenses958,280987,7541,870,7301,918,554
Income from operations128,507311,287145,023495,728
Interest expense, net76,10471,988150,496136,880
Income (loss) before income taxes52,403239,299(5,473)358,848
Income tax expense56,30354,26845,84177,513
Net income (loss)$(3,900)$185,031$(51,314)$281,335

Item 1. Financial Statements (unaudited)

FAQ

What is Builders FirstSource's operating income?
Builders FirstSource (BLDR) reported operating income of $128.51M in Q2 2026.
How has Builders FirstSource's operating income changed year-over-year?
Builders FirstSource's operating income decreased by 58.7% year-over-year, from $311.29M to $128.51M.
What is the long-term trend for Builders FirstSource's operating income?
Over 4 years (2021 to 2025), Builders FirstSource's operating income has grown at a -24.2% compound annual growth rate (CAGR), from $2.39B to $786.28M.
What does operating income mean?
Gross profit minus all operating expenses (SG&A, R&D, D&A). Measures the profit from core business operations before interest, taxes, and non-operating items.

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