earnings
confidence high
sentiment negative
materiality 0.75
Builders FirstSource Q3 net sales $3.9B (-6.9% YoY); diluted EPS $1.10 vs $2.44
Builders FirstSource, Inc.
2025-Q3 EPS reported
$3.60
revenue$11,832,750,000
- Net income $122.4M ($1.10 diluted EPS); adjusted EPS $1.88 vs $3.07.
- Adjusted EBITDA $433.7M (-30.8% YoY); margin 11.0% (down 380 bps).
- Core organic net sales fell 10.6%; multi-family -20.2%, single-family -12.1%.
- Guidance: FY2025 net sales $15.1-$15.4B; Adj. EBITDA $1.625-$1.675B.
- Year-to-date share repurchases: 3.4M shares at avg $118.65 for $403.6M.
item 2.02item 9.01