Builders FirstSource stock misses estimates as targets fall
Published on 09/29/2026 at 12:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Builders FirstSource stock missed second-quarter expectations, with adjusted EPS of USD 1.17 versus USD 1.25 consensus and revenue of USD 3.86 billion for the quarter ended June 30, 2026. The figures put earnings and demand trends at the center of the investment case for the U.S. building-materials supplier.
Quarterly revenue fell 8.80 percent
According to MarketBeat on September 5, 2026, Builders FirstSource reported USD 1.17 in EPS for the quarter, below the USD 1.25 consensus estimate. Revenue declined 8.80 percent year over year to USD 3.86 billion, compared with USD 3.91 billion expected.
The comparison with the prior-year quarter is also material: EPS was USD 2.38 in the same period a year earlier, according to MarketBeat. The company therefore entered the second half of 2026 with a clear earnings comparison hurdle.
Analyst targets move lower
MarketBeat reported a consensus Hold rating from 25 analysts on September 5, 2026, with 13 Hold, 9 Buy and 3 Sell ratings. The average 12-month price target was USD 90.35, giving investors a concrete reference point against the company revenue decline and quarterly earnings miss.
Target revisions have been cautious. According to MarketBeat on September 9, 2026, Barclays reduced its target from USD 93.00 to USD 81.00 while keeping an Overweight rating. The same report said Zacks Research had lowered its rating to Strong Sell on August 3, 2026.
Market value and 52 week range
Builders FirstSource had a market capitalization of USD 6.2 billion as of September 28, 2026. Its 52-week range was USD 56.56 to USD 131.50 on the same date, while MarketBeat reported a new 52-week low of USD 61.51 on September 9, 2026.
Builders FirstSource supplies structural building products, manufactured components and construction services to professional homebuilders, contractors and remodelers. Its business spans lumber, windows, millwork, engineered wood, roof and floor trusses, and installation services.
Builders FirstSource stock facts
- Company: Builders FirstSource, Inc.
- ISIN: US12189T1043
- Ticker: BLDR
- Primary exchange: NYSE
- Market capitalization: USD 6.2 billion as of September 28, 2026
- 52-week range: USD 56.56-USD 131.50 as of September 28, 2026
- Sector / Industry: Basic Materials / Construction Materials
