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Home Depot vs Builders FirstSource: HD and BLDR compared
Home Depot is the larger company: $47.9B of revenue in its latest quarter (Q2 FY27) against $3.9B for Builders FirstSource (Q3 2026). Home Depot is growing faster (+6% against -2% a year earlier). Home Depot is more profitable, with an operating margin of 14.3% against 2.6%.
Where the money goes: HD and BLDR
Home Depot (HD) · Q2 FY27
Home Depot, Q2 FY27: revenue $47.9B (+6% year over year), operating margin 14.3%, net earnings $4.8B, operating cash flow $5.4B. The chart follows the revenue to costs, profit and cash.
Builders FirstSource (BLDR) · Q3 2026
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.
| Home Depot (HD) | Builders FirstSource (BLDR) | |
|---|---|---|
| Latest quarter | Q2 FY27 | Q3 2026 |
| Revenue | $47.9B | $3.9B |
| Revenue growth, Y/Y | +6% | -2% |
| Gross margin | 33.7% | 27.8% |
| Operating margin | 14.3% | 2.6% |
| Net earnings | $4.8B | $60.4M |
| Net margin | 10.0% | 1.6% |
| Operating cash flow | $5.4B | $147M |
| Free cash flow | $4.5B | $73.9M |
| Market value | $348.5B | $7.1B |
| P/E | 24.5× | 172.4× |
| Analysts’ mean target | $379.00 | $67.45 |
Where the revenue comes from
Home Depot
- Net sales – products: $46.3B (97%)
- Net sales – services: $1.6B (3%)
Builders FirstSource
- Lumber and Lumber Sheet Goods: $1.0B (27%)
- Specialty Building Products and Services: $1.0B (27%)
- Windows Doors and Millwork: $938M (24%)
- Manufactured Products: $845M (22%)
Questions
Which is bigger, Home Depot or Builders FirstSource?
Home Depot is the larger company: $47.9B of revenue in its latest quarter (Q2 FY27) against $3.9B for Builders FirstSource (Q3 2026).
Is Home Depot or Builders FirstSource growing faster?
Home Depot is growing faster (+6% against -2% a year earlier).
Which is more profitable, Home Depot or Builders FirstSource?
Home Depot is more profitable, with an operating margin of 14.3% against 2.6%.
More: Home Depot earnings · how Home Depot makes money · Builders FirstSource earnings · how Builders FirstSource makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Aug 25, 2026; 10-Q filed Oct 29, 2026). Fiscal quarters can end on different dates. Not investment advice.