earnings
confidence high
sentiment positive
materiality 0.85
Builders FirstSource Q4 net sales $4.6B, up 23.7% pro forma; record adjusted EBITDA $793M
Builders FirstSource, Inc.
2021-FY EPS reported
$8.48
revenue$19,893,856,000
- Q4 net income $442.5M ($2.31 diluted EPS); adjusted net income $532.4M ($2.78 adjusted EPS).
- FY2021 net sales $19.9B, up 55.8% pro forma; adjusted EBITDA $3.1B, margin 15.4%.
- Repurchased 16.5M shares for $1.2B in Q4; new $1B authorization approved in Feb 2022.
- 2022 guidance: free cash flow $1.6-2.0B, capex $400-420M, interest $175-185M.
- Acquired National Lumber ($440M sales) and Truss Technologies ($30M) in Q4; $108M cost synergies realized in 2021.