Builders FirstSource: A Weak Q1 But Nearing A Bottom (Upgrade)

2026-04-30 10:40:26 ET

Shares of Builders FirstSource ( BLDR ) have been a poor performer over the past year, losing about 30% of their value to sit near a 52-week low. The company is a leading supplier to homebuilders, leaving its business very exposed to the level of single-family home construction. With that continuing to fall, end-market demand has been weak, pressuring results. This difficult macro environment was evident in its mixed Q1 earnings released Thursday morning. I last covered shares in November , reiterating Builders as a “ S ell” given these macro pressures, and that call has played out with the stock down 20% since then. With updated financials, now is a good time to revisit BLDR....

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