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Builders FirstSource (BLDR) guidance and outlook

Builders FirstSource (BLDR) raised some and lowered other parts of its guidance on Oct 29, 2026: Revenue $14.2B–$14.6B for FY2026; Gross margin 27.5%–28.5% for FY2026; EBITDA $1.1B for FY2026; EBITDA margin 7.4%–7.9% for FY2026.

Guidance and outlook

Builders FirstSource Revenue: guidance against what was reportedBuilders FirstSource Revenue: guidance against what was reportedguided rangereported (above / within / below)FY2024$16.4BFY2025$15.2BFY2026
Met or beat 2 of 2 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.

Latest guidance

MetricPeriodRangeChange
RevenueFY2026$14.2B–$14.6Breaffirmed
Gross marginFY202627.5%–28.5%reaffirmed
EBITDAFY2026$1.1Breaffirmed
EBITDA marginFY20267.4%–7.9%raised
Free cash flowFY2026$400M–$450Mlowered
RevenueFY2026+1.5% to +2%new
Capital expendituresFY2026$175M–$225Mreaffirmed
Interest expenseFY2026$290M–$300Mraised
Depreciation & amortizationFY2026$580M–$610Mreaffirmed

From the earnings release filed Oct 29, 2026 (8-K on EDGAR).

Builders FirstSource's latest quarter

Builders FirstSource, Q3 2026: revenue $3.9B (-2% year over year), operating margin 2.6%, net earnings $60.4M, operating cash flow $147M. The chart follows the revenue to costs, profit and cash.

Questions

Did Builders FirstSource raise or lower its guidance?

Builders FirstSource (BLDR) raised some and lowered other parts of its guidance on Oct 29, 2026: Revenue $14.2B–$14.6B for FY2026; Gross margin 27.5%–28.5% for FY2026; EBITDA $1.1B for FY2026; EBITDA margin 7.4%–7.9% for FY2026.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.