← BackBuilders FirstSource, Inc. · Lumber & Other Building Materials DealersBLDR
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The short versionA profitable company with shrinking sales.
Going well
- Profitable every year for 10 years
- Brings in more cash than it spends
- Buying back shares: share count down 32% in 3 years
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 1.4% to their holdings in the quarter ending June 2026 (332 bought, 404 sold)
- Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$56.20-1.2% that day
- Company value
- $6.0B
- Share price times all shares
- Price vs profit (P/E)
- 61.1x
- You pay about $61 for each $1 of yearly profit
- Price vs sales
- 0.42x
- Company value is 0.42 times a year of sales
- Cash vs value
- 1%
- Cash as a share of company value
- Debt vs value
- 73%
- Debt as a share of company value
From BLDR's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$3.9B-8.8% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $14.4B, down 9.4% from the 12 months before. Over 5 years, sales grew about 12% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.10.1%
- MissDebt under half of equityNot relying on borrowed money.1.02x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.2.9%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$853.3M
- PassShare count not growingNot diluting owners. Falling means buybacks.-31.6% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.30.4%
- Revenue
- $15.2B
- -7.4% vs prior year
- 5-year growth
- +12.2%/yr
- revenue, per year
- Total debt
- $4.4B
- 1.02x equity
- Current ratio
- 1.86x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $3.9B
- -8.8% YoY
- EPS
- -$0.04
- vs $1.66
- Op. margin
- 3.3%
- -4.1 pts
- Gross margin
- 28.1%
- -2.6 pts
- Free cash flow
- $30.0M
- Share count
- -3.3%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 1.1
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+1.4%Institutions added 1.4% to their holdings. 332 bought, 404 sold. 2 quarters of net buying in a row.
Shares held by institutions107.8M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-4.9%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
1.1x · $4.6B debtShares outstandingLatest reported
108MNext reportIn 1 days (est.)Estimated from the same quarter last year
- Results filedJul 30
- Results filedApr 30
- Results filedFeb 17
- Results filedOct 30, 2025
- Results filedJul 31, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.