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Lowe's Companies vs Builders FirstSource: LOW and BLDR compared
Lowe's Companies is the larger company: $26.0B of revenue in its latest quarter (Q2 FY27) against $3.9B for Builders FirstSource (Q3 2026). Lowe's Companies is growing faster (+8% against -2% a year earlier). Lowe's Companies is more profitable, with an operating margin of 13.7% against 2.6%.
Where the money goes: LOW and BLDR
Lowe's Companies (LOW) · Q2 FY27
Lowe's Companies, Q2 FY27: revenue $26.0B (+8% year over year), operating margin 13.7%, net earnings $2.4B, operating cash flow $3.7B. 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.
| Lowe's Companies (LOW) | Builders FirstSource (BLDR) | |
|---|---|---|
| Latest quarter | Q2 FY27 | Q3 2026 |
| Revenue | $26.0B | $3.9B |
| Revenue growth, Y/Y | +8% | -2% |
| Gross margin | 33.0% | 27.8% |
| Operating margin | 13.7% | 2.6% |
| Net earnings | $2.4B | $60.4M |
| Net margin | 9.2% | 1.6% |
| Operating cash flow | $3.7B | $147M |
| Free cash flow | $3.1B | $73.9M |
| Market value | $125.7B | $7.1B |
| P/E | 18.9× | 172.4× |
| Analysts’ mean target | $251.97 | $67.45 |
Where the revenue comes from
Lowe's Companies
- Products: $24.7B (95%)
- Services: $783M (3%)
- Product and Service, Other: $439M (2%)
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, Lowe's Companies or Builders FirstSource?
Lowe's Companies is the larger company: $26.0B of revenue in its latest quarter (Q2 FY27) against $3.9B for Builders FirstSource (Q3 2026).
Is Lowe's Companies or Builders FirstSource growing faster?
Lowe's Companies is growing faster (+8% against -2% a year earlier).
Which is more profitable, Lowe's Companies or Builders FirstSource?
Lowe's Companies is more profitable, with an operating margin of 13.7% against 2.6%.
More: Lowe's Companies earnings · how Lowe's Companies 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 27, 2026; 10-Q filed Oct 29, 2026). Fiscal quarters can end on different dates. Not investment advice.