Builders FirstSource, Inc. is expected to release its Q3 2026 10-Q filing on October 28, 2026. Last quarter: Builders FirstSource (BLDR) reported an 8.8% year-over-year decrease in net sales to $3.86B and swung to a net loss of $3.9M in Q2 FY2026, impacted by a lower single-family housing starts environment, commodity price deflation, and a $43.9M discrete tax charge from an IRS settlement.
EPS Estimate
$1.78
Revenue Estimate
$4.13B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the BLDR page.
Drawn from management commentary in the Q2 2026 10-Q:
Net sales decreased 8.8% YoY to $3.86B in Q2 FY2026. The decline was primarily driven by a 7.0% core organic sales contraction due to reduced single-family housing starts and a 2.7% drop from commodity price deflation, partially offset by a 0.9% contribution from acquisitions.
In Q2 FY2026, Manufactured Products net sales fell 13.3% to $831.6M, Windows, Doors and Millwork dropped 9.1% to $954.6M, Specialty Building Products and Services fell 5.1% to $1.04B, and Lumber & Lumber Sheet Goods decreased 8.1% to $1.04B.
The company recorded income tax expense of $56.3M in Q2 FY2026, resulting in an effective tax rate of 107.4%. This was driven by a $43.9M discrete tax charge associated with an IRS settlement regarding prior years' research and development expenses.
Revenue
$3.86B
-8.77% YoY
EPS (Diluted)
-$0.04
-102.41% YoY
Gross Margin
28.1%
-2.5 pts YoY
Operating Income
$128.51M
-58.72% YoY
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