Builders FirstSource, Inc.
At today's price, Builders FirstSource, Inc. (BLDR) is priced for +10.7% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
Builders FirstSource is the largest US building-materials distributor, currently at a cyclical trough: revenue down about 10 percent and adjusted EBITDA down roughly 42 percent, which makes the 19 times trailing multiple look richer than the normalized business is. The through-the-cycle anchor is far higher: normalized Earnings Power Value lands near 163 dollars (versus the 80 dollar price) on five-year average operating income of about 2.1 billion, and the share count has fallen about 12 perce
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699 institutional managers reported holding BLDR in 13F filings for the quarter ended 2026-03-31. 90 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 7.9M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (3.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BLDR has cut its share count 47% over the past five years, spending $8.40B on repurchases. It pays no dividend. Cash returned over the past three years: $2.66B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at BLDR over the trailing three years: 2025: 4 buys totaling $56.26M; 2026: 1 buy totaling $4.39M. 24 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BLDR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | -1.4% | -17.1% |
| 2023-11-02 | +11.7% | +29.7% |
| 2024-02-23 | +2.7% | -0.5% |
| 2024-05-08 | -18.6% | -16.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BLDR's latest 8-K filings: 2026-06-05 (items 5.02); 2026-05-18 (items 5.02, 5.07, 7.01, 9.01); 2026-04-30 (items 2.02, 8.01, 9.01); 2026-02-17 (items 2.02, 9.01); 2025-10-30 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.