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With a market cap of $13.5 billion, Builders FirstSource, Inc. (BLDR) is the largest U.S. supplier of building materials, manufactured components, and construction services for residential and remodeling markets. It provides an integrated home-building solution, offering manufacturing, supply, delivery, and installation of a full range of structural and specialty building products through its nationwide network of facilities.
The Irving, Texas-based company is expected to release its fiscal Q3 2025 results before the market opens on Thursday, Oct. 30. Ahead of this event, analysts project BLDR to report an adjusted EPS of $1.69, a nearly 45% decrease from $3.07 in the year-ago quarter. It has exceeded Wall Street's bottom-line estimates in three of the last four quarters while missing on another occasion.
For fiscal 2025, analysts forecast the construction supply company to report adjusted EPS of $6.72, down 41.9% from $11.56 in fiscal 2024. However, adjusted EPS is projected to rise 6.6% year-over-year to $7.16 in fiscal 2026.
BLDR stock has declined 34.4% over the past 52 weeks, lagging behind the broader S&P 500 Index's ($SPX) 14.8% return and the Industrial Select Sector SPDR Fund's (XLI) nearly 11% gain over the same period.
Despite reporting weaker-than-expected Q2 2025 revenue of $4.23 billion, Builders FirstSource shares recovered marginally on Jul. 31 because its adjusted EPS of $2.38 beat analyst expectations. Investors viewed the earnings beat as a sign of strong cost control and operational efficiency despite a 5% revenue decline and softer housing demand.
Analysts' consensus view on BLDR stock is cautiously optimistic, with an overall "Moderate Buy" rating. Among 21 analysts covering the stock, 10 suggest a "Strong Buy," one gives a "Moderate Buy," eight provide a "Hold" rating, and two have a "Strong Sell." The average analyst price target for Builders FirstSource is $142.40, indicating a potential upside of 17.4% from the current levels.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
