Q3 Earnings Estimate for BLDR Issued By KeyCorp

Builders FirstSource, Inc. (NYSE:BLDR) – Stock analysts at KeyCorp issued their Q3 2025 earnings estimates for shares of Builders FirstSource in a research note issued on Tuesday, September 30th. KeyCorp analyst J. Hammond anticipates that the company will earn $1.62 per share for the quarter. The consensus estimate for Builders FirstSource’s current full-year earnings is $11.59 per share. KeyCorp also issued estimates for Builders FirstSource’s Q4 2025 earnings at $1.20 EPS, FY2025 earnings at $6.72 EPS and FY2026 earnings at $7.70 EPS.

Builders FirstSource (NYSE:BLDR) last announced its earnings results on Thursday, July 31st. The company reported $2.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.35 by $0.03. Builders FirstSource had a return on equity of 24.61% and a net margin of 4.74%.The business had revenue of $4.23 billion during the quarter, compared to analyst estimates of $4.29 billion. During the same quarter in the previous year, the business earned $3.50 earnings per share. The company’s revenue for the quarter was down 5.0% compared to the same quarter last year. Builders FirstSource has set its FY 2025 guidance at EPS.

Other analysts have also issued reports about the stock. Barclays lowered their target price on shares of Builders FirstSource from $137.00 to $135.00 and set an “overweight” rating for the company in a research note on Friday, August 1st. Royal Bank Of Canada downgraded shares of Builders FirstSource from an “outperform” rating to a “sector perform” rating and dropped their target price for the stock from $132.00 to $129.00 in a research note on Friday, August 1st. Robert W. Baird downgraded shares of Builders FirstSource from an “outperform” rating to a “neutral” rating and decreased their price target for the company from $145.00 to $130.00 in a research note on Friday, August 1st. Oppenheimer set a $155.00 price target on Builders FirstSource and gave the company an “outperform” rating in a report on Thursday, July 10th. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $134.00 price objective on shares of Builders FirstSource in a report on Friday, August 1st. Eleven analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Builders FirstSource currently has an average rating of “Moderate Buy” and a consensus target price of $151.50.

Builders FirstSource Price Performance

BLDR opened at $127.71 on Thursday. The business has a fifty day moving average of $133.94 and a 200 day moving average of $124.25. The stock has a market cap of $14.12 billion, a P/E ratio of 19.38, a PEG ratio of 14.19 and a beta of 1.63. The company has a quick ratio of 1.08, a current ratio of 1.79 and a debt-to-equity ratio of 1.12. Builders FirstSource has a 52-week low of $102.60 and a 52-week high of $201.53.

Institutional Investors Weigh In On Builders FirstSource

A number of institutional investors have recently added to or reduced their stakes in BLDR. IMA Advisory Services Inc. bought a new position in Builders FirstSource in the first quarter worth about $31,000. CYBER HORNET ETFs LLC bought a new stake in shares of Builders FirstSource in the 2nd quarter valued at about $38,000. MUFG Securities EMEA plc purchased a new position in shares of Builders FirstSource in the 2nd quarter worth approximately $38,000. Sentry Investment Management LLC bought a new position in shares of Builders FirstSource during the 1st quarter worth approximately $40,000. Finally, CX Institutional purchased a new stake in Builders FirstSource during the first quarter valued at approximately $45,000. Institutional investors own 95.53% of the company’s stock.

About Builders FirstSource

Builders FirstSource, Inc, together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. It offers lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing; manufactured products, such as wood floor and roof trusses, floor trusses, wall panels, stairs, and engineered wood products; and windows, and interior and exterior door units, as well as interior trims and custom products comprising intricate mouldings, stair parts, and columns under the Synboard brand name.