Builders FirstSource (BLDR) News & Sentiment

I maintain my hold rating on BLDR because of several challenges, such as low housing demand, falling revenue, and decreasing profit margins. In the fourth quarter of 2024, BLDR reported an 8% year-over-year decline in revenue, with multi-family revenue down by 29.1% and gross margin decreasing by 300 basis points. The high mortgage rates and a 25% tariff on Canadian lumber imports are still affecting BLDR's profitability and future cash flow.

Lately, users on Zacks.com have been focusing on Builders FirstSource (BLDR). This interest prompts a closer look at what the stock might offer.

Investors should closely monitor Builders FirstSource (BLDR) stock due to recent changes in the options market.

Builders FirstSource Inc. (NYSE: BLDR) is the biggest supplier of structural building materials and pre-fabricated parts in the United States, mainly serving contractors, professional homebuilders, and remodelers. The company has around 570 distribution and manufacturing locations, as well as lumberyards, in 43 states.

Builders FirstSource (BLDR) has been getting a lot of interest from users on Zacks.com recently. As a result, it's important to understand the factors that could affect the stock's future.

Builders FirstSource's results for the fourth quarter of 2024 show negative effects from decreased sales in the Value-Added product category. This is the reason behind the decline.

Builders FirstSource (BLDR) reported quarterly earnings of $2.31 per share, which is higher than the Zacks Consensus Estimate of $2.24 per share. In comparison, the company earned $3.55 per share during the same period last year.

The Builders FirstSource, Inc. (NYSE:BLDR) Q4 2024 Earnings Conference Call will take place on February 20, 2025, at 09:00 AM ET. Key company participants include Peter Jackson, the President and CEO, and Pete Beckmann, the CFO. The call is expected to last around one hour, featuring management comments followed by a Q&A session.

BLDR's performance in the fourth quarter shows poor core organic sales and a continued adjustment in margins for both Single-Family and Multi-Family sectors.