The latest trading session saw Builders FirstSource (BLDR) ending at $114.36, denoting a -2.53% adjustment from its last day's close. This move lagged the S&P 500's daily loss of 0.27%. The construction supply company's shares have seen a decrease of 5.23% over the last month, not keeping up with the Retail-Wholesale sector's gain of 4.25% and the S&P 500's gain of 6.9%.Market participants will be closely following the financial results of Builders FirstSource in its upcoming release. On that day, Builders ...

Core Viewpoint - The article provides an update on Builders FirstSource (NYSE: BLDR) and emphasizes a fundamentals-based approach to value investing, highlighting the importance of long-term durability and robust balance sheets over low multiples [1]. Group 1: Investment Philosophy - The company disagrees with the notion that low multiple stocks are inherently cheap, advocating for a focus on companies with steady long-term growth and no cyclicality [1]. - There is an acknowledgment of the risks involved in investing in successful companies, particularly the potential to overpay, which underscores the significance of valuation [1]. - The article suggests that in certain situations, the potential for growth may outweigh immediate price concerns, indicating a broader perspective on investment timing [1].

Shares of Builders FirstSource (NYSE: BLDR ) have been a poor performer over the past year, losing about 40% of their value. Ongoing weakness in the residential construction market has weighed on results, and increased macro uncertainty only compounds this challenge, as evidenced byOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or hav ...

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:CECO Environmental Corp. (CECO) provides solutions in industrial air quality, water treatment, and energy transition. The Zacks Consensus Estimate for its current year earnings has been revised 15% downward over the last 60 days.Builders FirstSource, Inc. (BLDR) is a supplier of building materials, manufactured components, and construction services. The Zacks Consensus Estimate for its current year earnings has been revised 3.5% downw ...

Financial Performance - Net sales for Q1 2025 were $3.7 billion, a 6.0% decrease from $3.9 billion in Q1 2024, with core organic sales down 8.1% due to declines in multi-family and single-family segments [75]. - Gross margin decreased to 30.5% in Q1 2025 from 33.4% in Q1 2024, primarily driven by margin normalization in single-family and multi-family segments [78]. - The company reported a net income of 2.7% in Q1 2025, down from 6.7% in Q1 2024 [73]. - Cash provided by operating activities decreased to $132.3 million for Q1 2025, down from $317.2 million in Q1 2024, primarily due to lower net income [88]. Expenses and Costs - Selling, general and administrative expenses increased to 25.4% of net sales in Q1 2025, up from 23.8% in Q1 2024, due to reduced operating leverage [80]. - Interest expense rose to $64.9 million in Q1 2025, an increase of $16.6 million from Q1 2024, attributed to higher average debt balances [80]. - A 1.0% increase in interest rates on the Revolving Facility would result in approximately $7.8 million additional interest expense annually based on $775.0 million in outstanding borrowings as of March 31, 2025 [95]. Acquisitions and Investments - The company completed acquisitions of Alpine Lumber and Cluss Lumber for approximately $828.0 million, expanding its market footprint and value-added product categories [67]. - Cash used in investing activities increased by $761.0 million in Q1 2025, mainly due to an additional $766.1 million spent on acquisitions [89]. Liquidity and Borrowing - As of March 31, 2025, the company had $944.3 million in net excess borrowing availability under its Revolving Facility [84]. - The company’s liquidity at March 31, 2025, was $1.1 billion, consisting of net borrowing availability and cash on hand [85]. - Cash provided by financing activities was $741.5 million in Q1 2025, compared to $465.2 million in Q1 2024, driven by $775.0 million net borrowings on the Revolving Facility [90]. Market Conditions - Actual U.S. total housing starts were 0.3 million in Q1 2025, a decrease of 1.6% compared to Q1 2024, with single-family starts down 5.7% [70]. - The company anticipates a long-term positive outlook for the housing industry despite near-term pressures from macroeconomic uncertainties [71]. - The company may face adverse impacts on operating results due to delays in passing on material price increases to customers, particularly for lumber products [96].

Builders FirstSource, Inc. (BLDR) has reported mixed results for the first quarter of 2025, with earnings surpassing the Zacks Consensus Estimate but net sales missing the same.Both metrics declined year over year, owing to lower core organic sales and commodity deflation, partially offset by growth from acquisitions. Margins also declined due to ongoing Single-Family and Multi-Family margin normalization.Shares of this manufacturer and supplier of building materials moved down 3.9% in today’s pre-market tr ...

Builders FirstSource (BLDR) came out with quarterly earnings of $1.51 per share, beating the Zacks Consensus Estimate of $1.50 per share. This compares to earnings of $2.65 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 0.67%. A quarter ago, it was expected that this construction supply company would post earnings of $2.24 per share when it actually produced earnings of $2.31, delivering a surprise of 3.13%.Over the last four ...

Builders FirstSource (BLDR) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Speaker0 I'd now like to turn the call over to Heather Kos, Senior Vice President, Investor Relations for Builders FirstSource. Please go ahead. Speaker1 Good morning, and welcome to our first quarter twenty twenty five earnings call. With me on the call are Peter Jackson, our CEO and Pete Beckman, our CFO. The earnings press release and presentation are available on our website at investors.bldr.com. We will refer to the presentatio ...

Builders FirstSource (BLDR) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Company Participants Heather Kos - SVP, Investor RelationsPeter Jackson - President & CEOPete Beckmann - CFOMike Dahl - Managing Director - Equity ResearchJohn Lovallo - Managing Director, Corporate Affairs & FinancialKeith Hughes - Managing DirectorTrey Grooms - Managing DirectorPhilip Ng - Managing DirectorCollin Verron - DirectorKetan Mamtora - Director - Building Products Equity ResearchAdam Baumgarten - Managing DirectorJeffrey ...

Q1 2025 Earnings Presentation PETER JACKSON, CEO PETE BECKMANN, CFO MAY 1, 2025 2 Organic Growth with a Focus on Value-Added Products and Services Drive Operational Excellence & Invest in Digital and Innovation Continue to Build Our High- Performing Culture Disciplined Capital Allocation Clear Strategic Pillars Driving Long-Term Profitable Growth Footnote Safe Harbor & Non-GAAP Financial Measures Cautionary Notice Statements in this presentation and the schedules hereto that are not purely historical facts ...