Builders FirstSource (BLDR)
NYSEIndustrialsConstruction MaterialsSnapshot 2026-11-05
$65.50-5.76%
Close 2026-11-05 · 1-day change
NYSEIndustrialsConstruction MaterialsSnapshot 2026-11-05
QuarterlyIQ Insights · BLDR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks BLDR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Productivity Savings From Operational Excellence • For the third quarter, the Company delivered approximately $23 million in productivity savings related to operational excellence and supply chain in…
Stated in 8 of 8 supplied quarters. Management reported: “Productivity Savings From Operational Excellence • For the third quarter, the Company delivered approximately $23 million in productivity savings related to operational excellence and supply chain initiatives.” “• Year to date, the Company has delivered approximately $57 million in productivity savings.”
“Productivity Savings From Operational Excellence • For the third quarter, the Company delivered approximately $23 million in productivity savings related to operational excellence and supply chain in…”
“• The Company expects to deliver $50 million to $70 million in productivity savings in 2026.”
“• The Company expects to deliver $50 million to $70 million in productivity savings in 2026.”
“• The Company expects to deliver $50 million to $70 million in productivity savings in 2026.”
“Productivity Savings From Operational Excellence • For the third quarter, the Company delivered approximately $11 million in productivity savings related to operational excellence and supply chain in…”
“• The Company expects to deliver $45 million to $65 million in productivity savings in 2025.”
“Productivity Savings From Operational Excellence 3 • For the first quarter, the Company delivered approximately $17 million in productivity savings related to operational excellence and supply chain…”
Expand differentiated value-added products and digital and technology capabilities to improve customer efficiency and support growth.
Our strong capital position and solid cash flow generation give us the capacity to pursue growth opportunities while maintaining financial flexibility.”
Stated in 8 of 8 supplied quarters. Management reported: “Our strong capital position and solid cash flow generation give us the capacity to pursue growth opportunities while maintaining financial flexibility.”” “Importantly, our strong balance sheet, healthy 1 free cash flow generation, and approach to capital allocation provide the flexibility to invest in high-return opportunities while navigating near-term uncertainty.””
While housing market conditions remain challenging, we are focused on what we can control: delivering solutions that help builders operate more efficiently and investing in value-added products and t…
Stated in 8 of 8 supplied quarters. Management reported: “While housing market conditions remain challenging, we are focused on what we can control: delivering solutions that help builders operate more efficiently and investing in value-added products and technology to drive productivity and fuel growth.” “Our business model is built to perform through the cycle, and we remain confident in our ability to outgrow the market over time and create sustainable, long-term value for our shareholders.”” Revenue was $3.854 billion in 2026-Q3.
Continue careful cost management and disciplined operations while preserving investment in the business.
Over the trailing year it converted 1.74x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 59% of the time over the next year (vs 55% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-05.
“• The Company expects to deliver $70 million to $90 million in productivity savings in 2025.”
“Our strong capital position and solid cash flow generation give us the capacity to pursue growth opportunities while maintaining financial flexibility.””
“Importantly, our strong balance sheet, healthy 1 free cash flow generation, and approach to capital allocation provide the flexibility to invest in high-return opportunities while navigating near-ter…”
“We are generating strong cash flow through the cycle, investing selectively in high-return opportunities, and maintaining a strong 1 balance sheet.”
“Supported by a 1 fortress balance sheet and strong free cash flow through the cycle, we continue to manage capital with rigor and an intentional drive for organic growth while pursuing strategic M&A.”
“Our financial agility, supported by a healthy balance sheet and strong free cash flow through the cycle, enables us to deploy capital prudently to fuel organic growth, pursue strategic M&A, and retur…”
“We remain disciplined in our capital deployment with a focus on maintaining a healthy balance sheet and investing in high-return opportunities.”
“We have a proven track record of generating strong free cash flow through the cycle and deploying capital in a disciplined manner in line 1 with our capital allocation priorities.”
“Our business generates consistently strong free cash flow through the cycle, which we deploy under our balanced capital allocation strategy.”
“While housing market conditions remain challenging, we are focused on what we can control: delivering solutions that help builders operate more efficiently and investing in value-added products and t…”
“Our business model is built to perform through the cycle, and we remain confident in our ability to outgrow the market over time and create sustainable, long-term value for our shareholders.””
“Our strategy enables us to outperform as the market normalizes and to deliver sustainable, long-term value for our shareholders.””
“Supported by a 1 fortress balance sheet and strong free cash flow through the cycle, we continue to manage capital with rigor and an intentional drive for organic growth while pursuing strategic M&A.”
“Our financial agility, supported by a healthy balance sheet and strong free cash flow through the cycle, enables us to deploy capital prudently to fuel organic growth, pursue strategic M&A, and retur…”
“We remain disciplined in our capital deployment with a focus on maintaining a healthy balance sheet and investing in high-return opportunities.”
“We have a proven track record of generating strong free cash flow through the cycle and deploying capital in a disciplined manner in line 1 with our capital allocation priorities.”
“Our investments today in organic growth opportunities and value-enhancing acquisitions position us to perform well in any environment.””