BLDR · Q3 FY25 · Jul 1 – Sep 30, 2025
Builders FirstSource Q3 FY25: where the revenue came from and where it went
Builders FirstSource Q3 FY25: revenue $3.9B (−7% year over year). Net profit $0.1B. Largest cohort Specialty Building $1.1B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Jul 1 – Sep 30, 2025
- Reported
- Oct 30, 2025
Tap the diagram to enlarge · figures in billions of dollars
Revenue$3.9B
−7% year over year
Gross profit$1.2B
30% margin
Operating profit$0.2B
6% margin
Net profit$0.1B
3% margin
The numbers
| 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 |
Older quarters
-
Q1 FY26 3/2026Revenue $3.3B Net margin -1%
-
Q4 FY25 12/2025Revenue $3.4B Net margin 1%
-
Q1 FY25 3/2025Revenue $3.7B Net margin 3%
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