Builders FirstSource (BLDR)

NEW YORK STOCK EXCHANGE, INC.

Building

股价

$74.13

+5.07%

市值

$7.64B

今日最高

$74.67

今日最低

$70.69

AI财报解读 — 2026-Q1

Builders FirstSource reported a sharp Q1 2026 earnings decline, swinging to a net loss of $47.4M on a 10.1% revenue drop to $3.29B, as margin compression and elevated SG&A costs overwhelmed the business amid a challenging housing market.

营业收入: $3.29B; 同比 -10.1%
净利润: $-47.41M; 同比 -149.2%
每股收益（稀释）: $-0.43; 同比 -151.2%
毛利率: 28.3%; 同比 -2.2pp

关键风险:Housing Market Cyclicality and Mortgage Rate Sensitivity

BLDR's revenue is highly dependent on new residential construction volumes, which are directly impacted by mortgage rates and housing affordability. With rates remaining elevated, new housing starts remain under pressure, directly reducing demand for the company's building products and services. A prolonged high-rate environment could extend the current revenue downturn beyond near-term expectations.

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