Builders FirstSource, Inc. · BLDR · Next earnings

Builders FirstSource, Inc. reports Tuesday, Feb 16, 2027

BLDR reports before market open with consensus EPS at $0.64 and revenue at $3.37B. Last quarter: Builders FirstSource Maintains Guidance as Cost Actions and Technology Advance

Reports Before market open103 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $0.64 Calendar consensus
Consensus revenue $3.37B Calendar consensus
Report date Feb 16, 2027 Tuesday, date estimated
Session Before market open 103 days away

Where BLDR left off: FY2026 Q3

Full report

Builders FirstSource Maintains Guidance as Cost Actions and Technology Advance

EPS surprise +42.5% Reported $1.51 vs $1.06
Revenue surprise +2.7% Reported $3.85B vs $3.75B
Stock move +12.8% Event window
Subsequent drift 0.0% Up to 20 sessions

Management maintained full-year net sales and adjusted EBITDA guidance, following the prior quarter's guidance reduction.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Further weakness in housing demand could reduce volumes and increase margin pressure.
  • Commodity and diesel-cost volatility may weigh on profitability.
  • Integration, leverage and execution risks could limit the benefits of acquisitions and cost actions.

Questions analysts left open

  • Housing demand remains exposed to high mortgage rates, affordability constraints and weaker single-family starts.
  • Diesel, freight, lumber and OSB costs could pressure margins if pricing and surcharges do not offset inflation.
  • Leverage was about 4.1x net debt to EBITDA, while analysts also focused on Q4 gross-margin expectations and 2027 SG&A flexibility.

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Recent BLDR quarters

All BLDR earnings
+12.8%FY2026 Q3-2.6%FY2026 Q2-5.1%FY2026 Q1-3.1%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.