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Builders FirstSource BLDR Operating Lease ROU Assets

Operating Lease ROU Assets at other companies

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$4.18B+10.1%
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$9.28B+6.6%
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5.1%-0.2pp
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TopBuild CorporationBLD
$261.54M+46.2%
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$485M+19.8%

Other financials

Income statement

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Revenue$3.3B-10.1%
Gross profit$929.0M-16.7%
Operating income$16.5M-91.0%
Net income-$47.4M-149%
EPS (diluted)-$0.43-151%

Balance sheet

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Cash & equivalents$98.3M-14.8%
Total debt$5.3B+3.6%
Total equity$4.0B-8.5%
Total assets$11.3B-1.3%

Cash flow

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Operating cash flow$87.5M-33.9%
CapEx$46.7M-53.2%
Free cash flow$40.7M+25.8%

Valuation

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Market cap$8.67B-35.9%
Enterprise value$13.86B-25.5%
P/E29.7×+15.0×
P/S0.6×-0.2×

Profitability

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Gross margin29.9%-2.3pp
Operating margin4.2%-4.5pp
Net margin2%-3.7pp
FCF margin5.8%-2.2pp

Returns & leverage

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Return on equity7%-12.7pp
Debt / equity1.3×+0.2×
Current ratio1.8×-0.1×

Where this comes from

Reported directly by Builders FirstSource in its filing.

Tagged under the XBRL concept us-gaap:OperatingLeaseRightOfUseAsset.

The official record: Builders FirstSource’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Builders FirstSource's operating lease ROU assets?
Builders FirstSource (BLDR) reported operating lease ROU assets of $616.61M in Q1 2026.
How has Builders FirstSource's operating lease ROU assets changed year-over-year?
Builders FirstSource's operating lease ROU assets increased by 3.3% year-over-year, from $597.13M to $616.61M.
What is the long-term trend for Builders FirstSource's operating lease ROU assets?
Over 5 years (2020 to 2025), Builders FirstSource's operating lease ROU assets has grown at a 17.8% compound annual growth rate (CAGR), from $274.56M to $622.19M.
What does operating lease ROU assets mean?
The value of the right to use leased property, recognized as an asset on the balance sheet.
How do you interpret operating lease ROU assets?
An increase reflects expansion of the physical footprint through leasing, while a decrease indicates lease expirations or downsizing.
How does operating lease ROU assets compare across companies?
Standard for all companies with significant real estate footprints; peers are compared based on lease liability ratios.