Builders FirstSource (BLDR) Q1 Earnings Beat Estimates

Core Viewpoint - Builders FirstSource reported quarterly earnings of $1.51 per share, exceeding the Zacks Consensus Estimate of $1.50 per share, but down from $2.65 per share a year ago, indicating a decline in profitability [1][2] Financial Performance - The company posted revenues of $3.66 billion for the quarter ended March 2025, missing the Zacks Consensus Estimate by 0.78% and down from $3.89 billion year-over-year [2] - Over the last four quarters, Builders FirstSource has surpassed consensus EPS estimates three times, but has not beaten consensus revenue estimates [2] Stock Performance - Builders FirstSource shares have declined approximately 16.3% since the beginning of the year, compared to a 5.3% decline in the S&P 500 [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $3 on revenues of $4.49 billion, and for the current fiscal year, it is $9.80 on revenues of $16.72 billion [7] - The trend of estimate revisions for Builders FirstSource has been unfavorable ahead of the earnings release [6] Industry Context - The Building Products - Retail industry, to which Builders FirstSource belongs, is currently ranked in the bottom 7% of over 250 Zacks industries, suggesting a challenging environment [8]