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Builders FirstSource (BLDR) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Oct 29, 2026 · Builders FirstSource (BLDR) Q3 2026 earnings results →
Q3 2026 Revenue down 2% year over year to $3.9B · 2¢ of every $1 of revenue kept as net profit · operating margin 2.6%
Builders FirstSource made $3.9B in Q3 2026 (-2% Y/Y): Lumber and Lumber Sheet Goods $1.0B, Specialty Building Products and Services $1.0B, Windows Doors and Millwork $938M. Operating margin 2.6%, net earnings $60.4M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 29, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $3.9B in Q3 2026, down 2% year over year and roughly flat from the previous quarter. Lumber and Lumber Sheet Goods was the largest line at 27% of revenue. Windows Doors and Millwork lost $0.07B year over year (down 7%), 84% of the total change.
Gross margin was 27.8%, down 2.6 points from Q3 2025. Operating profit was $0.10B, a 2.6% margin (down 3.2 points year over year). Operating expenses grew 0% against a revenue fall of 2%. Net earnings were $0.06B, down 51% year over year. The tax line was a benefit of $0.03B on pre-tax earnings of $0.03B.
Operating cash flow was $0.15B (down 73% year over year), 243% of net earnings. Non-cash charges added back $0.15B of depreciation and amortization and $0.02B of share-based compensation. Working capital and other items used $0.08B. Capital expenditures of $0.07B left free cash flow of $0.07B.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Oct 29, 2026 | $3.9B | -2% | 2.6% | $60.4M | $147M |
| Q2 2026 | 10-Q | Jul 30, 2026 | $3.9B | -9% | 3.3% | −$3.9M | $68.0M |
| Q1 2026 | 10-Q | Apr 30, 2026 | $3.3B | -10% | 0.5% | −$47.4M | $87.5M |
| Q4 2025 | 10-K | Feb 17, 2026 | $3.4B | -12% | 1.8% | $31.5M | $195M |
| Q3 2025 | 10-Q | Oct 30, 2025 | $3.9B | -7% | 5.8% | $122M | $548M |
| Q2 2025 | 10-Q | Jul 31, 2025 | $4.2B | -5% | 7.4% | $185M | $341M |
| Q1 2025 | 10-Q | May 1, 2025 | $3.7B | -6% | 5.0% | $96.3M | $132M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Builders FirstSource
Builders FirstSource (NYSE: BLDR), headquartered in Irving, Texas, is the nation's leading provider of building materials for professional builders in new residential construction and repair and remodeling. We deliver integrated homebuilding solutions by manufacturing, supplying, and installing a full range of structural and related building products. With approximately 565 locations across 43 states, we serve 48 of the top 50 and 91 of the top 100 Core Based Statistical Areas (CBSAs), ensuring broad geographic coverage and enhancing our ability to partner with our customers. Our leading network of strategically located manufacturing facilities produces factory-built roof and floor trusses, wall panels, vinyl windows, custom millwork and trim, manufactured and semi-custom modular homes, as well as engineered wood that we design and cut specifically for each home.
In its own words, from its 8-K, filed Jul 30, 2026.
Builders FirstSource against its Retail-Lumber & Other Building Materials Dealers peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -2% against the peers' median +3%. Operating margin: 2.6% against the peers' median 6.4%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| BLDR Builders FirstSource | Q3 2026 | $3.9B | -2% | 2.6% |
| HD Home Depot | Q2 FY27 | $47.9B | +6% | 14.3% |
| LOW Lowe's Companies | Q2 FY27 | $26.0B | +8% | 13.7% |
| FND Floor & Decor Holdings | Q3 2026 | $1.2B | +3% | 6.4% |
| JCTC Jewett Cameron Trading | Q3 FY26 | $9.9M | -22% | -7.8% |
Source: Builders FirstSource 10-Q on SEC EDGAR · CIK 1316835 · Retail-Lumber & Other Building Materials Dealers
Guidance and outlook
13F: who owns BLDR and who is buying
More on BLDR
- How Builders FirstSource makes money: revenue by segment
- Builders FirstSource next earnings date and what analysts expect
- Builders FirstSource stock forecast, price target and fair value
- Who owns Builders FirstSource stock: holders, funds and Congress trades
- Builders FirstSource guidance and outlook
- Is Builders FirstSource a takeover target? LBO and rumors
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results
- Builders FirstSource guidance history: guided vs reported
- Builders FirstSource gross margin by quarter
- Builders FirstSource operating margin by quarter
- Builders FirstSource net income by quarter
- Builders FirstSource free cash flow by quarter
- Builders FirstSource capital expenditures by quarter
- Builders FirstSource Lumber and Lumber Sheet Goods revenue by quarter
- Builders FirstSource Specialty Building Products and Services revenue by quarter
- Builders FirstSource Windows Doors and Millwork revenue by quarter