Filing Flows › Builders FirstSource (BLDR) › How it makes money
How Builders FirstSource (BLDR) makes money
Builders FirstSource (BLDR) made $3.9B of revenue in the third quarter 2026 (Q3 2026), -2% from a year earlier. Lumber and Lumber Sheet Goods brought in $1.0B (27%); Specialty Building Products and Services brought in $1.0B (27%); Windows Doors and Millwork brought in $938M (24%). Of every dollar of revenue, 28¢ was left as gross profit, 3¢ was left as operating profit, 2¢ was left as net earnings.
Drawing the Sankey…
Revenue by segment, Q3 2026
| Segment | Revenue | Share | Q/Q | Y/Y |
|---|---|---|---|---|
| Lumber and Lumber Sheet Goods | $1.0B | 26.9% | -0.3% | +5% |
| Specialty Building Products and Services | $1.0B | 26.8% | -0.3% | -3% |
| Windows Doors and Millwork | $938M | 24.3% | -2% | -7% |
| Manufactured Products | $845M | 21.9% | +2% | -3% |
Where each dollar of revenue goes
| Line | Q3 2026 | % of revenue |
|---|---|---|
| Revenue | $3.9B | 100.0% |
| Cost of revenue | $2.8B | 72.2% |
| Gross profit | $1.1B | 27.8% |
| Operating expenses | $973M | 25.3% |
| Operating profit | $99.1M | 2.6% |
| Net earnings | $60.4M | 1.6% |
| Operating cash flow | $147M | 3.8% |
| Free cash flow | $73.9M | 1.9% |
Revenue, quarter by quarter
| Quarter | Revenue | Y/Y |
|---|---|---|
| Q3 2026 | $3.9B | -2% |
| Q2 2026 | $3.9B | -9% |
| Q1 2026 | $3.3B | -10% |
| Q4 2025 | $3.4B | -12% |
| Q3 2025 | $3.9B | -7% |
| Q2 2025 | $4.2B | -5% |
| Q1 2025 | $3.7B | -6% |
From Builders FirstSource's 10-Q filed Oct 29, 2026 (on EDGAR).
Questions
How does Builders FirstSource make money?
Builders FirstSource (BLDR) made $3.9B of revenue in the third quarter 2026 (Q3 2026), -2% from a year earlier. Lumber and Lumber Sheet Goods brought in $1.0B (27%); Specialty Building Products and Services brought in $1.0B (27%); Windows Doors and Millwork brought in $938M (24%). Of every dollar of revenue, 28¢ was left as gross profit, 3¢ was left as operating profit, 2¢ was left as net earnings.
What is Builders FirstSource's biggest business?
Lumber and Lumber Sheet Goods: $1.0B in the third quarter 2026, 27% of revenue, +5% from a year earlier.
What is Builders FirstSource's profit margin?
Net earnings were $60.4M, 1.6% of revenue, in the third quarter 2026; the operating margin was 2.6%.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.