Builders FirstSource Q4 FY25: where the revenue came from and where it went
The whole income statement of Builders FirstSource for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Oct 1 – Dec 31, 2025
- Reported
- Feb 17, 2026
Revenue$3.36B
−12% year over year
Gross profit$1.00B
30% margin
Operating profit$0.06B
2% margin
Net profit$0.03B
1% margin
The numbers
| 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 |
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