Filing Flows › Builders FirstSource (BLDR) › Q2 2026
Builders FirstSource (BLDR) Q2 2026 earnings results (second quarter 2026)
10-Q filed Jul 30, 2026
Builders FirstSource (BLDR) reported revenue of $3.9B for the second quarter 2026 (Q2 2026), -9% from a year earlier and +18% from the quarter before. Operating margin was 3.3%, net loss $3.9M (0.1% of revenue).
Builders FirstSource, Q2 2026: revenue $3.9B (-9% year over year), operating margin 3.3%, net loss $3.9M, operating cash flow $68.0M. The chart follows the revenue to costs, profit and cash.
| Q2 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $3.9B | +18% | -9% |
| Operating profit | $129M | +678% | -59% |
| Net earnings | −$3.9M | — | -102% |
| Operating cash flow | $68.0M | -22% | -80% |
| Free cash flow | $30.0M | -26% | -88% |
What changed
Revenue was $3.9B in Q2 2026, down 9% year over year and up 18% from the previous quarter. Lumber and Lumber Sheet Goods was the largest line at 27% of revenue. Manufactured Products lost $0.13B year over year (down 13%), 34% of the total change.
Gross margin was 28.1%, down 2.5 points from Q2 2025. Operating profit was $0.13B, a 3.3% margin (down 4.0 points year over year). Operating expenses fell 3% while revenue fell 9%. The quarter ended with a net loss of $3.9M, narrower than the previous quarter's $0.05B loss. Net interest and other expense of $0.08B was the main reason.
Operating cash flow was $0.07B (down 80% year over year). Non-cash charges added back $0.15B of depreciation and amortization and $0.01B of share-based compensation. Working capital and other items used $0.09B. Capital expenditures of $0.04B left free cash flow of $0.03B.
Questions
What was Builders FirstSource's revenue in the second quarter 2026?
Builders FirstSource (BLDR) reported revenue of $3.9B for the second quarter 2026 (Q2 2026), -9% from a year earlier and +18% from the quarter before.
Was Builders FirstSource profitable in the second quarter 2026?
Operating profit was $129M (3.3% of revenue) and net loss $3.9M.