Why is BLDR down?
Down 49% from its Jan 15, 2026 high.
- Manufactured products sales fell from $3.99B to $3.41B in fiscal 2025, 22% of the total, its 10-K says.
−3Long-term trend
Down 49% from its Jan 15, 2026 high.
−3Long-term trend
BLDR's Quality Score fell 1 point on Tue, Nov 10, to -1. It closed away from its high of the day (2 chart checks stopped).
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| Since its 2024 high | Down 69% |
| Latest filing | 8-K, Oct 29 |
TodayHomebuilder stocks fell together: “Odds of Fed rate hike rise after US consumer prices rise above forecasts in October”
After its last 4 reports it closed +1.3% on average, higher 1 of 4 times.
BLDR is #4 of 4 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| 4 |
Sales over four quarters against a year before: BLDR -8.3%, FND +1.8%.
More in Home Improvement, on the Consumer Discretionary page
Expected to report Thu Feb 18, before the open (in 100 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Sales of $3.9B, 2% less than a year ago; a profit of $0.56 a share, from $1.10.
“Net sales were $3.9 billion, a decrease of 2.2%, primarily due to a lower housing starts environment and related headwinds.”
| Line | Q3 2026 | Q2 2026 | Q3 2025 |
|---|---|---|---|
| Lumber and lumber sheet goods | $1B | $1B | $989M |
Each quarter's sales and their share of its total. Figures as filed (SEC filing, Oct 29)
| Measure | Figure |
|---|---|
| Net sales growth from acquisitions | 1.5% to 2.0% |
“Based on our year-to-date performance, we are narrowing our full-year outlook and maintaining the midpoints for net sales and Adjusted EBITDA as we enter the final quarter.”
From its results filing (SEC filing · Oct 29)
Sales grew 12% a year over 5 years, fiscal 2020 to 2025.
Its share count fell 12% a year over 3 years.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Oct 29, 2026 | +0.8% | +12.8% | +24.4% |
| Jul 30, 2026 | -2.0% | -2.6% | +11.9% |
| Apr 30, 2026 | +0.1% | -5.2% | -4.0% |
Sales grew in three of the last seven years, to $15B in 2025. It made a profit in each of the eight years.
RSI 53.6, MACD above signal, above its 50-day, below its 200-day. Not scored.
13 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: BLDR is under 0.1% of SCHG, under 0.1% of IVV, and under 0.1% of SPY, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Aug 31, 2026 (SPY's as filed by IVV).
Builders FirstSource Inc is a manufacturer and supplier of building materials. The company offers structural and related building products such as factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood. The products can be designed for each home individually and are installed by Builders FirstSource. The company's construction-related services include professional installation, turn-key framing, and shell construction. Builders FirstSource's customers range from large production builders to small custom homebuilders.
BLDR scores -1 today, which Breakaway calls Poor. It is #4 of 4 in Retail-Lumber & Other Building Materials Dealers by Quality Score, with 3 of 14 chart checks firing. Down 49% from its Jan 15, 2026 high. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
BLDR scores -1 today, which Breakaway calls Poor (below zero). That is #4 of 4 in Retail-Lumber & Other Building Materials Dealers by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind BLDR's -1.
Expected to report Thu Feb 18, before the open, a date Breakaway expects from the company's usual timing; the company has not confirmed it. BLDR closed higher after 1 of its last 4 reports. Past behavior, not a forecast.
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Insider and Congress trades, the chart, and the financials, in one score.
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