earnings
confidence high
sentiment negative
materiality 0.85
Builders FirstSource Q1 EPS $0.84 (-60% YoY); Adj EBITDA $369M (-31.7%); announces $500M buyback
Builders FirstSource, Inc.
2025-Q1 EPS reported
$0.84
revenue$3,657,496,000
- Net sales $3.7B (-6% YoY); net income $96.3M ($0.84 EPS) vs $258.8M ($2.10 EPS) a year ago.
- Adjusted EBITDA $369.2M (-31.7%), margin 10.1% (-380bps); gross margin 30.5% (-290bps).
- Free cash flow $45M (-80.2%); FY2025 guidance: net sales $16.05-17.05B, adj EBITDA $1.7-2.1B.
- Board authorized $500M share repurchase; cumulative buyback 99.3M shares (48.1% of outstanding) since Aug 2021.
- April 2025 repurchased 3.3M shares at avg $118.27; Q1 repurchased 0.1M shares at $131.51.