
Builders FirstSource (BLDR) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q3 | Oct 29, 2026 | $1.51 | $1.06 | 42.4 % |
| Q2 | Jul 30, 2026 | $1.17 | $1.28 | -8.59 % |
| Q1 | Apr 30, 2026 | $0.27 | $0.38 | -28.9 % |
| Q4 | Feb 17, 2026 | $1.12 | $1.29 | -13.2 % |
Quarterly Revenue (Billions)
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q3 | Oct 29, 2026 | $3.85B | $3.76B | 2.53 % |
| Q2 | Jul 30, 2026 | $3.86B | $3.93B | -1.60 % |
| Q1 | Apr 30, 2026 | $3.29B | $3.17B | 3.60 % |
| Q4 | Feb 17, 2026 | $3.36B | $3.45B | -2.67 % |
Builders FirstSource (BLDR) last issued guidance on October 29, 2026 for fiscal year 2026. The company guided revenue in the range of $14.2B - $14.6B for the period.
Compared to prior guidance, Builders FirstSource maintained its revenue forecast from a prior range of $14B - $14.8B.
Builders FirstSource has issued 17 guidance updates between November 21, 2022 and October 29, 2026. During this period, the company raised its outlook 4 times and lowered it 8 times, providing investors with insight into management's evolving expectations.
| Metric | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $1.06 | $1.28 | $0.38 | $1.29 |
| Actual | $1.51 | $1.17 | $0.27 | $1.12 |
| Surprise | +42.4% | -8.59% | -28.9% | -13.2% |
| Revenue | ||||
| Estimate | $3.76B | $3.93B | $3.17B | $3.45B |
| Actual | $3.85B | $3.86B | $3.29B | $3.36B |
| Surprise | +2.53% | -1.60% | +3.60% | -2.67% |
| Metric | Q4 '26E | Q1 '27E | Q2 '27E | Q3 '27E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $0.61 | $0.12 | $0.99 | $0.92 |
| Revenue | ||||
| Consensus | $3.37B | $3.18B | — | — |