Builders FirstSource (BLDR) Reports Earnings Tomorrow: What To Expect

Builders FirstSource (BLDR) Reports Earnings Tomorrow: What To Expect

Jabin Bastian

Mon, February 16, 2026 at 12:02 PM GMT+9 2 min read

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BLDR

Building materials company Builders FirstSource (NYSE:BLDR) will be reporting earnings this Tuesday morning. Here’s what investors should know.

Builders FirstSource beat analysts’ revenue expectations by 2.6% last quarter, reporting revenues of $3.94 billion, down 6.9% year on year. It was a very strong quarter for the company, with a solid beat of analysts’ adjusted operating income estimates and an impressive beat of analysts’ EBITDA estimates.

Is Builders FirstSource a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Builders FirstSource’s revenue to decline 9.6% year on year to $3.45 billion, a further deceleration from the 8% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.28 per share.

Builders FirstSource Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Builders FirstSource has missed Wall Street’s revenue estimates five times over the last two years.

Looking at Builders FirstSource’s peers in the home construction materials segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Simpson delivered year-on-year revenue growth of 4.2%, beating analysts’ expectations by 1.6%, and Griffon reported revenues up 2.6%, topping estimates by 4.8%. Simpson traded up 5% following the results while Griffon was also up 11.9%.

Read our full analysis of Simpson’s results here and Griffon’s results here.

There has been positive sentiment among investors in the home construction materials segment, with share prices up 8.1% on average over the last month. Builders FirstSource is down 4.5% during the same time and is heading into earnings with an average analyst price target of $130.05 (compared to the current share price of $116.48).

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