earnings
confidence high
sentiment negative
materiality 0.80
Builders FirstSource Q4 net sales $3.8B (-8%), diluted EPS $1.65 vs $2.83; FY25 EBITDA outlook $1.9-2.3B
Builders FirstSource, Inc.
2024-FY EPS reported
$9.06
revenue$16,400,492,000
- Q4 net income $190.2M, diluted EPS $1.65 vs $2.83 YoY; Adjusted EBITDA $493.6M (-28%).
- FY2024 net sales $16.4B (-4.1%); net income $1.1B, diluted EPS $9.06 vs $11.94.
- FY2025 outlook: net sales $16.5-17.5B, adjusted EBITDA $1.9-2.3B, free cash flow $600M-$1.0B.
- Board expands from 11 to 13; Cheryl Ainoa (ex-Walmart CTO) and Maria Renz (Google VP) join effective March 1, 2025.
- Company repurchased 8.9M shares for $1.5B in 2024, reducing shares outstanding by 6.8%.