Q3 Earnings Forecast for BLDR Issued By KeyCorp

Builders FirstSource, Inc. (NYSE:BLDR) – Analysts at KeyCorp issued their Q3 2025 earnings per share estimates for Builders FirstSource in a research note issued to investors on Tuesday, September 30th. KeyCorp analyst J. Hammond forecasts that the company will post earnings per share of $1.62 for the quarter. The consensus estimate for Builders FirstSource’s current full-year earnings is $11.59 per share. KeyCorp also issued estimates for Builders FirstSource’s Q4 2025 earnings at $1.20 EPS, FY2025 earnings at $6.72 EPS and FY2026 earnings at $7.70 EPS.

Builders FirstSource (NYSE:BLDR) last issued its quarterly earnings results on Thursday, July 31st. The company reported $2.38 earnings per share for the quarter, topping analysts’ consensus estimates of $2.35 by $0.03. Builders FirstSource had a return on equity of 24.61% and a net margin of 4.74%.The business had revenue of $4.23 billion for the quarter, compared to analyst estimates of $4.29 billion. During the same quarter in the previous year, the firm earned $3.50 earnings per share. The company’s revenue was down 5.0% on a year-over-year basis. Builders FirstSource has set its FY 2025 guidance at EPS.

Other research analysts have also recently issued research reports about the stock. Wedbush reaffirmed a “neutral” rating and issued a $145.00 price target on shares of Builders FirstSource in a report on Monday, September 15th. Zelman & Associates restated an “underperform” rating on shares of Builders FirstSource in a research note on Friday, July 18th. Wall Street Zen upgraded Builders FirstSource from a “sell” rating to a “hold” rating in a research note on Saturday, August 30th. Stifel Nicolaus increased their price objective on Builders FirstSource from $118.00 to $128.00 and gave the company a “hold” rating in a report on Friday, August 1st. Finally, Oppenheimer set a $155.00 target price on Builders FirstSource and gave the stock an “outperform” rating in a report on Thursday, July 10th. Eleven research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $151.50.

Builders FirstSource Stock Up 0.8%

BLDR stock opened at $127.71 on Thursday. The stock has a market capitalization of $14.12 billion, a PE ratio of 19.38, a price-to-earnings-growth ratio of 14.19 and a beta of 1.63. Builders FirstSource has a 52 week low of $102.60 and a 52 week high of $201.53. The company has a quick ratio of 1.08, a current ratio of 1.79 and a debt-to-equity ratio of 1.12. The firm has a 50 day moving average of $133.94 and a 200 day moving average of $124.25.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. State Street Corp boosted its stake in shares of Builders FirstSource by 0.6% during the 2nd quarter. State Street Corp now owns 5,026,553 shares of the company’s stock worth $586,548,000 after acquiring an additional 29,443 shares in the last quarter. Wellington Management Group LLP raised its holdings in Builders FirstSource by 42.6% in the 1st quarter. Wellington Management Group LLP now owns 3,217,125 shares of the company’s stock worth $401,948,000 after purchasing an additional 960,603 shares during the period. Invesco Ltd. boosted its position in Builders FirstSource by 11.8% during the first quarter. Invesco Ltd. now owns 2,519,461 shares of the company’s stock worth $314,781,000 after purchasing an additional 265,873 shares in the last quarter. Diamond Hill Capital Management Inc. grew its holdings in Builders FirstSource by 16.8% in the first quarter. Diamond Hill Capital Management Inc. now owns 2,270,362 shares of the company’s stock valued at $283,659,000 after purchasing an additional 326,923 shares during the period. Finally, Dimensional Fund Advisors LP increased its position in shares of Builders FirstSource by 0.3% in the first quarter. Dimensional Fund Advisors LP now owns 2,244,449 shares of the company’s stock valued at $280,387,000 after buying an additional 6,453 shares in the last quarter. Hedge funds and other institutional investors own 95.53% of the company’s stock.

Builders FirstSource Company Profile

Builders FirstSource, Inc, together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. It offers lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing; manufactured products, such as wood floor and roof trusses, floor trusses, wall panels, stairs, and engineered wood products; and windows, and interior and exterior door units, as well as interior trims and custom products comprising intricate mouldings, stair parts, and columns under the Synboard brand name.