Builders FirstSource

BLDR Industrials Market cap $6.5B as of Sep 14, 2026 16:00 ET S&P 500

Q2 FY26 Apr 1 – Jun 30, 2026 reported Jul 30, 2026

Revenue$3.86B −9% year over year

Gross profit$1.09B 28% margin

Operating profit$0.13B 3% margin

Net profit−$<0.01B 0% margin

The numbers behind the diagram

All figures in billions of U.S. dollars, for Q2 FY26 (period ends Jun 30, 2026).
Item	Value	Share of revenue	Year over year
Revenue	3.86	100%	−9%
Lumber	1.04	27%	−8%
Specialty building	1.04	27%	−5%
Windows doors & millwork	0.96	25%	−9%
Manufactured products	0.83	21%	−13%
Cost of revenue	−2.78	72%
Gross profit	1.09	28% margin	−3pp
SG&A	−0.96	25%	+1pp
Operating profit	0.13	3% margin	−4pp
Interest & other costs	−0.08
Tax	−0.06
Net profit	−<0.01	0% margin	−4pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

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	3.29	100%	−10%
Windows doors & millwork	0.85	26%
Specialty building	0.85	26%
Lumber	0.85	26%	−13%
Manufactured products	0.74	22%
Cost of revenue	−2.36	72%
Gross profit	0.93	28% margin	−2pp
SG&A	−0.91	28%	+2pp
Operating profit	0.02	1% margin	−5pp
Interest & other costs	−0.06
Net profit	−0.05	−1% margin	−4pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

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	3.36	100%	−12%
Specialty building	1.02	30%	+8%
Windows doors & millwork	0.87	26%	−13%
Lumber	0.75	22%	−23%
Manufactured products	0.72	22%	−21%
Cost of revenue	−2.36	70%
Gross profit	1.00	30% margin	−2pp
SG&A	−0.94	28%	+4pp
Operating profit	0.06	2% margin	−6pp
Interest & other costs	−0.07
Tax benefit	0.04
Net profit	0.03	1% margin	−4pp

Filing on EDGAR This quarter on its own page

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	3.94	100%	−7%
Specialty building	1.09	28%	+4%
Lumber	1.00	25%	−8%
Windows doors & millwork	0.99	25%	−9%
Manufactured products	0.87	22%	−14%
Cost of revenue	−2.74	70%
Gross profit	1.20	30% margin	−2pp
SG&A	−0.97	25%	+2pp
Operating profit	0.23	6% margin	−4pp
Interest & other costs	−0.07
Tax	−0.04
Net profit	0.12	3% margin	−4pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

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	3.66	100%	−6%
Lumber	0.97	27%	+0%
Windows doors & millwork	0.92	25%	−10%
Specialty building	0.91	25%	+1%
Manufactured products	0.85	23%	−14%
Cost of revenue	−2.54	70%
Gross profit	1.12	30% margin	−3pp
SG&A	−0.93	25%	+2pp
Operating profit	0.18	5% margin	−5pp
Interest & other costs	−0.07
Tax	−0.02
Net profit	0.10	3% margin	−4pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

Financial health

The balance sheet, the quarter's capital flow, the debt schedule and the capital structure of the quarter shown above.

Every set of results we hold, newest first. Open one on its own page.

Quarter	Period	Reported	Revenue	Year over year	Operating margin	Net profit	Net margin
Q2 FY26 Apr 1 – Jun 30, 2026 reported Jul 30, 2026 Operating margin 3% Net profit −$<0.01B	Apr 1 – Jun 30, 2026	Jul 30, 2026	$3.86B	−9%	3%	−$<0.01B	0%
Q1 FY26 Jan 1 – Mar 31, 2026 reported Apr 30, 2026 Operating margin 1% Net profit −$0.05B	Jan 1 – Mar 31, 2026	Apr 30, 2026	$3.29B	−10%	1%	−$0.05B	−1%
Q4 FY25 Oct 1 – Dec 31, 2025 reported Feb 17, 2026 Operating margin 2% Net profit $0.03B	Oct 1 – Dec 31, 2025	Feb 17, 2026	$3.36B	−12%	2%	$0.03B	1%
Q3 FY25 Jul 1 – Sep 30, 2025 reported Oct 30, 2025 Operating margin 6% Net profit $0.12B	Jul 1 – Sep 30, 2025	Oct 30, 2025	$3.94B	−7%	6%	$0.12B	3%
Q1 FY25 Jan 1 – Mar 31, 2025 reported May 1, 2025 Operating margin 5% Net profit $0.10B	Jan 1 – Mar 31, 2025	May 1, 2025	$3.66B	−6%	5%	$0.10B	3%