Filing Flows › Builders FirstSource (BLDR) › Q4 2025
Builders FirstSource (BLDR) Q4 2025 earnings results (fourth quarter 2025)
10-K filed Feb 17, 2026
Builders FirstSource (BLDR) reported revenue of $3.4B for the fourth quarter 2025 (Q4 2025), -12% from a year earlier and -15% from the quarter before. Operating margin was 1.8%, net earnings $31.5M (0.9% of revenue).
Builders FirstSource, Q4 2025: revenue $3.4B (-12% year over year), operating margin 1.8%, net earnings $31.5M, operating cash flow $195M. The chart follows the revenue to costs, profit and cash.
| Q4 2025 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $3.4B | -15% | -12% |
| Operating profit | $61.8M | -73% | — |
| Net earnings | $31.5M | -74% | — |
| Operating cash flow | $195M | -64% | -48% |
| Free cash flow | $107M | -77% | -61% |
What changed
Revenue was $3.4B in Q4 2025, down 12% year over year and down 15% from the previous quarter. Specialty Building Products and Services was the largest line at 30% of revenue.
Gross margin was 29.8%, down 2.5 points from a year earlier. Operating profit was $0.06B, a 1.8% margin (down 6.1 points year over year). Operating expenses grew 1% against a revenue fall of 12%. Net earnings were $0.03B, down 83% year over year.
Operating cash flow was $0.19B (down 48% year over year), 619% of net earnings. Non-cash charges added back $0.15B of depreciation and amortization and $0.01B of share-based compensation. Capital expenditures of $0.09B left free cash flow of $0.11B.
Questions
What was Builders FirstSource's revenue in the fourth quarter 2025?
Builders FirstSource (BLDR) reported revenue of $3.4B for the fourth quarter 2025 (Q4 2025), -12% from a year earlier and -15% from the quarter before.
Was Builders FirstSource profitable in the fourth quarter 2025?
Operating profit was $61.8M (1.8% of revenue) and net earnings $31.5M.