Builders FirstSource, Inc. (BLDR) earnings on July 30, 2026
More Builders FirstSource, Inc. earnings
Prior outlook: Pessimistic Outcome: Accurate
Builders FirstSource missed profit and sales estimates and lowered its outlook, causing the stock to drop.
BLDR price around the earnings
66.01
Change: -2.6%
2026-07-30, 20:00 UTC
Start of the measured window
End of the measured window
63.61
65.61
67.60
69.60
67.76
July 30, 2026
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- Starting price
Prior thesis
Prior outlook: Pessimistic Outcome: Accurate
- Thesis published
- Results released
Analyst consensus points to an optimistic scenario, but persistent negative recent trend and past earnings disappointments create uncertainty.
Context analyzed before publication
- Trend
- Persistent negative recent trend and recent sharp decline into earnings, indicating increasing pessimistic sentiment.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 2.23
- Analysts covering the stock
- 21
- Average price target
- 96.76
- Lowest price target
- 70
- Highest price target
- 133
- Upside to price target
- 42.8%
- Revenue growth
- -10.1%
- Forward EPS
- 5.94
- Trailing EPS
- 2.41
- Analyst moves in the last 60 days
- 5
- Strong buy: 3
- Buy: 8
- Hold: 10
- Sell: 1
- Strong sell: 0
- Strong buy
- 3
- Buy
- 8
- Hold
- 10
- Sell
- 1
- Strong sell
- 0
- July 28, 2026 · BMO Capital: Maintains rating (Market Perform → Market Perform)
- July 23, 2026 · Benchmark: Maintains rating (Buy → Buy)
- July 23, 2026 · Oppenheimer: Maintains rating (Outperform → Outperform)
- July 23, 2026 · Stifel: Maintains rating (Hold → Hold)
- July 13, 2026 · Keybanc: Maintains rating (Overweight → Overweight)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (5)
- BMO Capital Maintains Market Perform on Builders FirstSource, Lowers Price Target to $85 (opens in a new tab) — Benzinga
- Benchmark Maintains Buy on Builders FirstSource, Lowers Price Target to $100 (opens in a new tab) — Benzinga
- Oppenheimer Maintains Outperform on Builders FirstSource, Lowers Price Target to $110 (opens in a new tab) — Benzinga
- Stifel Maintains Hold on Builders FirstSource, Lowers Price Target to $70 (opens in a new tab) — Benzinga
- Keybanc Maintains Overweight on Builders FirstSource, Lowers Price Target to $91 (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 67.71
- Average true range (ATR)
- 5.4%
- Distance to 52-week high
- -54.6%
- 14-day change (14d)
- -11.0%
- 30-day change (30d)
- -25.3%
- 30-day relative strength
- -23.7%
- SPY change (30d)
- -1.5%
- Nearest support
- 67.42
- Distance to nearest support
- 0.4%
- Nearest resistance
- 67.98
- Distance to nearest resistance
- 0.4%
- Volume accumulation ratio (14d / 46d)
- 1.01
- Mid: 67.41 (0.4% away, 0.08 ATR, 2 touches)
- Minor: 66.5 (1.8% away, 0.33 ATR, 2 touches)
- Minor: 65.33 (3.5% away, 0.66 ATR, 2 touches)
- Minor: 67.98 (0.4% away, 0.07 ATR, 2 touches)
- Mid: 69.13 (2.1% away, 0.39 ATR, 8 touches)
- Minor: 69.91 (3.3% away, 0.61 ATR, 3 touches)
Trends
Evidence
- Average earnings surprise
- -7.3%
- April 30, 2026: actual EPS 0.27 vs estimate 0.37 (surprise -27.6%)
- February 17, 2026: actual EPS 1.12 vs estimate 1.28 (surprise -12.3%)
- October 30, 2025: actual EPS 1.88 vs estimate 1.72 (surprise +9.1%)
- July 31, 2025: actual EPS 2.38 vs estimate 2.34 (surprise +1.6%)
Expected move
- Implied move
- +3.6%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 4.2%
- 75th percentile move
- 6.7%
- 90th percentile move
- 9%
- Up / down moves
- 13 / 7
- Average up move
- +5.0%
- Average down move
- -5.1%
Monitoring and close
What Builders FirstSource, Inc. reported
- Status
- Finished
| Actual EPS | 1.17 |
|---|---|
| EPS estimate | 1.27 |
| EPS surprise | -7.9% |
| Revenue | $3,863 million |
| Revenue estimate | $3,922 million |
| Revenue surprise | -1.5% |
Builders FirstSource reported Q2 results below expectations and cut its guidance, maintaining a pessimistic outlook amid housing market weakness.
Sources (9)
- Builders FirstSource Stock Down as Q2 Earnings & Sales Miss Estimates (opens in a new tab) — Zacks
- Builders FirstSource (NYSE:BLDR) Misses Q2 CY2026 Sales Expectations (opens in a new tab) — StockStory
- Builders FirstSource (BLDR) Q2 Earnings and Revenues Miss Estimates (opens in a new tab) — Zacks
- Builders FirstSource (NYSE:BLDR) Q2 Misses Estimates as Housing Weakness Persists, Cuts Guidance (opens in a new tab) — ChartMill
- Builders FirstSource reported adjusted earnings of $1.17 per share, missing the $1.27 estimate, and revenue of $3.863B, below the $3.922B forecast. — Benzinga
- Builders FirstSource Q2 Adj. EPS $1.17 Misses $1.27 Estimate, Sales $3.863B Miss $3.922B Estimate (opens in a new tab) — Benzinga
- Builders FirstSource Lowers FY2026 Sales Guidance from $14.600B-$15.600B to $14.000B-$14.800B vs $14.780B Est (opens in a new tab) — Benzinga
- Builders FirstSource Reports Second Quarter 2026 Results (opens in a new tab) — Yahoo
- Builders FirstSource, Inc. 2026 Q2 - Results - Earnings Call Presentation (opens in a new tab) — SeekingAlpha
Pre-market second reading after the results
- Verdict
- Missed expectations
Heading into the open, results came in below expectations on both earnings and revenue and the price is indicating -2.6% pre-market, a move in line with the stock's usual reaction (about 4%). The figures confirm the pessimistic scenario. Across our market history, in the 1,580 similar cases the close held that direction 75% of the time.
How the stock reacted
- Outcome
- Accurate
- Consolidated
- -2.6%
- Max favorable move (MFE)
- 7.3%
- Max adverse move (MAE)
- 3.1%