BLDR · Q2 FY26 · Apr 1 – Jun 30, 2026
Builders FirstSource Q2 FY26: where the revenue came from and where it went
Builders FirstSource Q2 FY26: revenue $3.9B (−9% year over year). Net profit $−<0.01B. Largest cohort Lumber and Lumber Sheet Goods $1.0B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Apr 1 – Jun 30, 2026
- Reported
- Jul 30, 2026
Tap the diagram to enlarge · figures in billions of dollars
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
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 3.86 | 100% | −9% |
| Lumber and Lumber Sheet Goods | 1.04 | 27% | −8% |
| Specialty Building | 1.04 | 27% | −5% |
| Windows Doors and Millwork | 0.96 | 25% | −9% |
| Manufactured Products | 0.83 | 22% | −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 |
| Tax | −0.06 | ||
| Interest & other costs | −0.08 | ||
| Net profit | −<0.01 | 0% | −4pp |
Older quarters
-
Q1 FY26 3/2026Revenue $3.3B Net margin -1%
-
Q4 FY25 12/2025Revenue $3.4B Net margin 1%
-
Q3 FY25 9/2025Revenue $3.9B Net margin 3%
-
Q1 FY25 3/2025Revenue $3.7B Net margin 3%
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