Filing Flows › Builders FirstSource (BLDR) › Q3 2026
Builders FirstSource (BLDR) Q3 2026 earnings results (third quarter 2026)
10-Q filed Oct 29, 2026
Builders FirstSource (BLDR) reported revenue of $3.9B for the third quarter 2026 (Q3 2026), -2% from a year earlier and -0.2% from the quarter before. Operating margin was 2.6%, net earnings $60.4M (1.6% of revenue).
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.
| Q3 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $3.9B | -0.2% | -2% |
| Gross profit | $1.1B | -1% | -11% |
| Operating profit | $99.1M | -23% | -57% |
| Net earnings | $60.4M | — | -51% |
| Operating cash flow | $147M | +115% | -73% |
| Free cash flow | $73.9M | +147% | -84% |
What changed
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.
Questions
What was Builders FirstSource's revenue in the third quarter 2026?
Builders FirstSource (BLDR) reported revenue of $3.9B for the third quarter 2026 (Q3 2026), -2% from a year earlier and -0.2% from the quarter before.
Was Builders FirstSource profitable in the third quarter 2026?
Operating profit was $99.1M (2.6% of revenue) and net earnings $60.4M.