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BLBLDR

Builders FirstSource, Inc.

$BLDR·$7.1B·Construction Materials·Basic Materials
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X counts updated 1d ago
BLBLDR
$BLDRBuilders FirstSource, Inc.
——161 posts9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BLDR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

161X posts · last 7 days
Aug 29Sep 5
Chatter Meter
9×
QuietNormal · 1×Loud

How loud $BLDR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 99% of tracked names.

Bearish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-06

Bearish, with Builders FirstSource confirmed for S&P 500 removal on September 21 (alongside TTD and TAP) after being down about 70% from its 2024 $211 high, driving forced index-fund selling. BLDR is being added to the S&P SmallCap 600, and one contrarian holder starts a new position at $65.77 on the removal.

Read what X is saying about $BLDR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BLDR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptStalledAI verdict · as of 2026-09-06

The move has stalled — likely just drifts unless something new shows up.

Builders FirstSource is a housing-cycle building-materials play near 52-week lows — a rating upgrade says the bottom is near.

Builders FirstSource is the largest US supplier of building materials and manufactured components to professional homebuilders — a direct proxy for the residential-construction cycle. The stock trades at 4% of the 52-week range as housing-cycle fears bite.

  • The mechanics are cycle-depressed: Q2 revenue fell 8.8% YoY to $3.86B (Q1 fell 10.1%), TTM operating margin thin at 3%, and consensus FY26 EPS at $3.11 gives ~23x forward — the negative revenue growth reflects the housing-starts cycle, and any Fed rate-cut cycle or housing-market thaw meaningfully changes the trajectory.
  • The counter is the setup itself: TTM FCF yield is 9% (real cash generation even in this cycle), the equity trades 27% below the 200-day, and a fresh Seeking Alpha rating upgrade calls the bottom as near — Builders FirstSource will host a 2026 Investor Day, which is a real catalyst for the housing-recovery narrative.

The stock is stalled deep below the 200-day at 4% of the 52-week range — an Oct 29 print showing volume trend stabilization plus any Investor Day-driven capital-return update restarts the tape; another housing-starts pullback or a soft-margin quarter is the invalidation. This is a rate-cut-cycle bet.

What to watch: The Oct 29 Q3 print and the 2026 Investor Day — volume trend stabilization, margin trajectory, and any capital-return commentary decide direction; another housing-starts pullback or a soft-margin quarter is the invalidation.

On the calendar: 2026-10-29 — Q3 earnings

housing cycle exposurerate cut cycle betinvestor day ahead

Read the AI verdict on $BLDR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Builders FirstSource, Inc. engages in the supply and manufacture of building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers. Its products include factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood. The company was founded by Kevin P. O'Meara, Donald F. McAleenan and John D. Roach in March 1998 and is headquartered in Irving, TX.

Industry overviewAI analysisGenerated by AI from underlying data

Where Construction Materials sits in its cycle right now — and what that implies for $BLDR.

Construction Materials · Basic Materials

Construction materials are driven by infrastructure legislation (IIJA), data-centre facility construction, and residential backlog; aggregates and cement pricing remains elevated with limited new supply. AI data-centre greenfield build drives structural commercial-construction demand.

What this means for $BLDR

Partial — Builders FirstSource manufactured components; US homebuilding single-family market, rate-sensitive but supply-constrained demand floor.

Industry benchmark

7-name peer basket
+20.3%YTD
+18.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
71.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
2.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
29.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$1.17$1.25-6.4%
Q1 2026Apr 30, 2026$0.27$0.39-30.8%
Q4 2025Feb 17, 2026$1.12$1.30-13.8%
Q3 2025Oct 30, 2025$1.88$1.75+7.4%
Next earningsThu, Oct 29·consensus EPS $1.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$3.9B-8.8%28.1%3.3%$-0.04$30.0M
Q1 FY26$3.3B-10.1%28.3%0.5%$-0.43$40.7M
Q4 FY25$3.4B-12.1%29.8%1.8%$0.28$106.7M
Q3 FY25$3.9B-6.9%30.4%5.8%$1.11$461.9M

Forward consensus

4-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.3B$14.3B – $14.4B$3.11$2.77 – $3.6217
FY27$14.9B$14.7B – $15.2B$4.49$3.64 – $5.2417
FY28$15.6B$15.0B – $16.0B$5.62$4.32 – $7.718
FY29$16.4B$16.0B – $16.8B$7.50$7.29 – $7.736

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.4%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-27.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 104.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.415-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 8David E RushDirector5.0K sh$391K
+ 42 other (32 awards · 8 inkinds · 2 gifts) in window

See when $BLDR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Builders FirstSource (BLDR) Increases Despite Market Slip: Here's What You Need to Knowzacks.com·2d agoBuilders FirstSource to Host 2026 Investor Daybusinesswire.com·4d agoBuilders FirstSource: Weak Today, But The Bottom Is Near (Rating Upgrade)seekingalpha.com·7d agoHead to Head Survey: Tecnoglass (NYSE:TGLS) & Builders FirstSource (NYSE:BLDR)defenseworld.net·7d agoBank of New York Mellon Corp Makes New Investment in Builders FirstSource, Inc. $BLDRdefenseworld.net·10d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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