Builders FirstSource, Inc. · BLDR · Next earnings

Builders FirstSource, Inc. reports Thursday, Oct 29, 2026

BLDR reports before market open with consensus EPS at $1.09 and revenue at $3.77B. Last quarter: BLDR Q1 2026: Revenue Beats but EPS Misses 31%, Guidance Cut on Housing Weakness

Reports Before market open39 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $1.09 Calendar consensus
Consensus revenue $3.77B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session Before market open 39 days away

Where BLDR left off: FY2026 Q1

Full report

BLDR Q1 2026: Revenue Beats but EPS Misses 31%, Guidance Cut on Housing Weakness

EPS surprise -30.8% Reported $0.27 vs $0.39
Revenue surprise +3.6% Reported $3.29B vs $3.17B
Stock move -5.1% Event window
Subsequent drift -3.6% Up to 20 sessions

Full-year guidance was lowered. Revenue range revised to $14.6–15.6B and adjusted EBITDA to $1.1–1.5B, down from prior expectations. Management projects a stronger second half driven by spring selling season benefits and cost-reduction initiatives. Capex outlook remains stable.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Continued weakness in housing starts and affordability constraints
  • Inflationary pressure on diesel, fuel, and commodity inputs
  • Margin compression in specialty product lines
  • Higher net-debt-to-EBITDA ratio near 3.2x
  • Potential competitive pressure from smaller players exiting or consolidating

Questions analysts left open

  • Impact of a better-than-expected spring selling season on second-half performance
  • Drivers behind gross-margin guidance range and specialty product pressure
  • Rationale for sizable share repurchase amid higher leverage
  • Extent of fuel and commodity cost pass-through to customers
  • Working-capital requirements for the second half

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Recent BLDR quarters

All BLDR earnings
-5.1%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.