Industrials·Building Products·$9.7B
Builders FirstSource (BLDR) is a leading supplier of building materials and manufactured components for residential and commercial construction. Operating in the industrials sector, the company plays a crucial role in the construction supply chain, making it sensitive to trends in housing and infrastructure development.
Earnings Per Share (EPS)
EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue
Revenue reflects the overall sales performance and demand for Builders FirstSource's products in the market.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
0Q
EPS Beat Rate
63%
Avg EPS Surprise
-5.55%
Avg Stock Reaction
-2.39%
In Q4-2025, Builders FirstSource reported an EPS of $1.12, missing expectations of $1.30. The stock reacted slightly negatively, indicating market disappointment.
Management Promises & Guidance
Analysts expect a modest recovery in earnings and revenue for Q1-2026, following a disappointing Q4. The consensus EPS estimate is $0.37, with revenue projected at $3.2 billion.
Bull Case
If Builders FirstSource can exceed EPS estimates and show strong revenue growth, it may signal a rebound in demand for construction materials, boosting investor confidence.
Bear Case
A continued trend of missing earnings expectations could indicate deeper issues in the construction market, leading to further declines in stock price.
Earnings Per Share (EPS)
$0.37EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue
$3.2BRevenue reflects the overall sales performance and demand for Builders FirstSource's products in the market.
The print will turn on these two things.
Q1
Will Builders FirstSource achieve an EPS of $0.37 or higher?
Achieving or exceeding this EPS target would indicate a recovery in profitability and could positively influence investor sentiment.
Q2
What are the revenue figures for Q1-2026?
Revenue performance will provide insights into market demand and the company's ability to capitalize on construction trends.
Why consensus could be wrong
The consensus may underestimate the potential for a rebound in construction activity, as recent trends in housing starts suggest a recovery is underway.
Supporting Evidence
Options pricing indicates a significant move, suggesting the market is anticipating volatility.
The recent drop in construction material costs may improve margins, contrary to expectations.
Historical data shows that the company has a 63% EPS beat rate, indicating potential for positive surprises.
Key Risk
If revenue exceeds $3.3 billion, it could challenge the bearish outlook and shift sentiment positively.
Pre-commit to what would confirm each case.
The market is weighing the potential for recovery against the backdrop of recent earnings misses and broader construction industry trends.
Bull Confirmed If
An EPS of $0.45 or higher would confirm strong demand recovery and operational efficiency.
Bear Confirmed If
An EPS below $0.18 would indicate significant challenges in the business and market conditions.
Implied Move
±10.9%
Historical Avg
±4.9%
The options market is pricing in a significant move around the earnings report, suggesting heightened uncertainty among investors.
Options are pricing ±10.9% while BLDR has averaged ±4.9% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Builders FirstSource beats expectations, history suggests the stock could see a modest positive reaction, confirming a recovery narrative.
In-Line / Cautious
An in-line report may lead to muted market reactions, as investors await further commentary on future demand.
Miss
If the company misses expectations, history suggests a potential decline in stock price, reflecting ongoing concerns about market conditions.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
VERIZON COMMUNICATIO
Apr 27, 2026