Builders FirstSource

BLDR · Industrials · Market cap $7.3B

Q1 FY26 Mar 31, 2026 reported Apr 30, 2026

Revenue$3.3B −10% year over year

Gross profit$0.9B

Operating profit$0B

Net profit$0B -1% margin

Numbers and detail

All figures in billions of U.S. dollars, for Q1 FY26 (period ends Mar 31, 2026).
Item	Value	Share of revenue	Year over year
Revenue	3.3	100%	−10%
Windows Doors and Millwork	0.9	27%	−9%
Specialty Building	0.9	27%	−6%
Lumber and Lumber Sheet Goods	0.8	24%	−13%
Manufactured Products	0.7	21%	−14%
Cost of revenue	−2.4	73%
Gross profit	0.9	28% margin	−2pp
SG&A	−0.9	28%	+2pp
Operating profit	0	1% margin	−5pp
Net profit	0	-1%	−4pp

All figures in billions of U.S. dollars, for Q4 FY25 (period ends Dec 31, 2025).
Item	Value	Share of revenue	Year over year
Revenue	3.4	100%	−12%
Specialty Building	1	29%	+8%
Windows Doors and Millwork	0.9	26%	−13%
Lumber and Lumber Sheet Goods	0.7	21%	−23%
Manufactured Products	0.7	21%	−21%
Cost of revenue	−2.4	71%
Gross profit	1	30% margin	−2pp
SG&A	−0.9	28%	+4pp
Operating profit	0.1	2% margin	−6pp
Interest & other costs	−0.1
Net profit	0	1%	−4pp

All figures in billions of U.S. dollars, for Q3 FY25 (period ends Sep 30, 2025).
Item	Value	Share of revenue	Year over year
Revenue	3.9	100%	−7%
Specialty Building	1.1	28%	+4%
Lumber and Lumber Sheet Goods	1	26%	−8%
Windows Doors and Millwork	1	26%	−9%
Manufactured Products	0.9	23%	−14%
Cost of revenue	−2.7	69%
Gross profit	1.2	30% margin	−2pp
SG&A	−1	25%	+2pp
Operating profit	0.2	6% margin	−4pp
Interest & other costs	−0.1
Net profit	0.1	3%	−4pp

All figures in billions of U.S. dollars, for Q1 FY25 (period ends Mar 31, 2025).
Item	Value	Share of revenue	Year over year
Revenue	3.7	100%	−6%
Lumber and Lumber Sheet Goods	1	27%	+0%
Windows Doors and Millwork	0.9	24%	−10%
Specialty Building	0.9	24%	+1%
Manufactured Products	0.8	22%	−14%
Cost of revenue	−2.5	68%
Gross profit	1.1	30% margin	−3pp
SG&A	−0.9	25%	+2pp
Operating profit	0.2	5% margin	−5pp
Interest & other costs	−0.1
Net profit	0.1	3%	−4pp

Quarter by quarter

Pick a quarter and the diagram above changes. Bars compare revenue across the quarters we hold.

Quarter	Period	Reported	Revenue	Year over year	Operating margin	Net profit	Net margin
Q1 FY26	Mar 31, 2026	Apr 30, 2026	$3.3B	−10%	0%	$0B	-1%
Q4 FY25	Oct 1 – Dec 31, 2025	Feb 17, 2026	$3.4B	−12%	3%	$0B	1%
Q3 FY25	Jul 1 – Sep 30, 2025	Oct 30, 2025	$3.9B	−7%	5%	$0.1B	3%
Q1 FY25	Jan 1 – Mar 31, 2025	May 1, 2025	$3.7B	−6%	5%	$0.1B	3%