earnings
confidence high
sentiment negative
materiality 0.75
Builders FirstSource Q2 net income down 46%; EPS $1.66 vs $2.87; sales $4.2B down 5%
Builders FirstSource, Inc.
2025-Q2 EPS reported
$2.50
revenue$7,891,560,000
- Net income $185M ($1.66 diluted EPS) vs $344M ($2.87) YoY; adj. EPS $2.38 vs $3.50.
- Net sales $4.2B, down 5% YoY; core organic sales down 8.5% as Multi-Family fell 23.3% and Single-Family fell 9.1%.
- Adjusted EBITDA $506.1M, down 24.4%; margin 12.0%, down 300 bps from 15.0%.
- FY2025 outlook: net sales $14.8-$15.6B, Adj. EBITDA $1.5-$1.7B, free cash flow $0.8-$1.0B.
- Repurchased 3.3M shares at $118.27 avg for $390.9M; $500M repurchase authorization remaining.
item 2.02item 9.01