What to Expect From Builders FirstSource’s Q4 2025 Earnings Report

Company Overview - Builders FirstSource, Inc. (BLDR) is a leading supplier of structural building products and value-added services for new residential construction, repair, and remodeling in the U.S. with a market cap of approximately $14 billion [1] Upcoming Earnings - The company is set to release its fiscal Q4 2025 results on February 17, with analysts projecting an EPS of $1.31, reflecting a 43.3% decrease from $2.31 in the same quarter last year [2] Fiscal Year Projections - For fiscal 2025, analysts forecast an EPS of $7.07, down 38.8% from $11.56 in fiscal 2024, with a further decline of 12.5% year-over-year to $6.19 in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, BLDR has declined by 21.1%, underperforming the S&P 500 Index's return of 16.9% and the State Street Industrial Select Sector SPDR ETF's gain of 21.9% [4] Market Conditions - The company faced challenges in 2025 due to a soft housing market, weaker sales, and margin compression, impacting investor confidence. However, optimism has returned in 2026, driven by improved housing data and sector sentiment, with expectations of potential policy support [5] Analyst Ratings - Analysts maintain a cautiously optimistic view on BLDR, with a "Moderate Buy" rating. Among 23 analysts, 10 recommend a "Strong Buy," 1 a "Moderate Buy," 11 a "Hold," and 1 a "Strong Sell." The average price target is $131.14, suggesting a potential upside of 3.4% from current levels [6]