How Is Builders FirstSource's Stock Performance Compared to Other Industrial Stocks?

Company Overview - Builders FirstSource, Inc. (BLDR) is a leading supplier of building products and services for residential construction, with a market cap of $15.1 billion [1] - The company serves various segments including professional homebuilders, sub-contractors, remodelers, and consumers in the U.S. [1][2] Stock Performance - BLDR's stock has decreased by 36.4% from its 52-week high of $203.14 reached on September 19, 2024, but has increased by 19.7% over the past three months, outperforming the Industrial Select Sector SPDR Fund (XLI) which saw a 6% increase [3] - Year-to-date, the stock has declined by 9.6% and has dropped 33.3% over the past 52 weeks, significantly underperforming XLI's gains of 14.7% in 2025 and 14.5% over the past year [4] Financial Results - In Q2, BLDR reported a nearly 5% year-over-year decline in topline revenue to $4.2 billion, missing market expectations by 13 basis points [5] - Organic sales fell by 8.5% compared to the same quarter last year, with a noted 1.5% commodity deflation, although acquisitions contributed positively by 5% [5] - The adjusted EPS for the company dropped 32% year-over-year to $2.38, but exceeded consensus estimates by 1.3% [6]