earnings
confidence high
sentiment negative
materiality 0.75
Builders FirstSource Q4 revenue down 12.1%, EPS $0.28 vs $1.65; FY net income falls 60%
Builders FirstSource, Inc.
2025-FY EPS reported
$3.89
revenue$15,190,638,000
- Q4 net sales $3.4B (-12.1% YoY); net income $31.5M, diluted EPS $0.28 (vs $1.65).
- Q4 adjusted EBITDA $274.9M (-44.3%); margin 8.2% (down 470 bps).
- Full-year net sales $15.2B (-7.4%); net income $435.2M, adjusted EPS $6.89 (vs $11.56).
- FY2026 productivity savings target $50-70M; net debt/EBITDA 2.7x (from 1.5x).
- Repurchased 3.4M shares in 2025 for $0.4B; $500M remain under buyback authorization.
item 2.02item 9.01