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BLDRBuilders FirstSource, Inc.Sell4.0·$65.37+1.85%

Builders FirstSource (BLDR) Q2 2026 earnings — TrendMatrix coverage

MISS-8.1% vs estimateEPS $1.17 vs $1.27 estCurrent verdict Sell 4.0/10

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$1.17
Estimate
$1.27
Surprise
-8.1%
Revenue (period 2026-06-30)
$3.86B
Score today
4.0/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

Builders FirstSource (BLDR) missed the $1.27 estimate with diluted EPS of $1.17 — a clear 8.1% shortfall.

Current read · as of 2026-09-05

Where TrendMatrix's rating stands now

TrendMatrix currently rates BLDR Sell at 4.0/10; no pre/post engine snapshot brackets this report.

1 of the last 4 quarters beat the estimate; this quarter's -8.1% surprise compares with a -9.7% four-quarter average. Next scheduled report: 2026-10-29.

What argues against it

  • Quality below floor (3.6 < 4.0)
  • Momentum score 4.0/10 — below 4.5 minimum
  • Reward/Risk 1.2:1 at current price — below 1.5:1 minimum

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$65.37
Price target
$72.64
Stop
$61.18
Upside to target
+11.1%
Reward-to-risk
1.2:1

The stock trades at 68.3× trailing but 14.4× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-09-05 — shown for context, not personalized investment advice.

Industrials context

BLDR at TrendMatrix's latest read

Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.

Industry
Building Products & Equipment
Market cap
$6.91B
P/E (fwd)
14.4
P/E (ttm)
68.3
52-week range
$62.31$151.03
Off 52-week high
56.7%
RSI (14)
40
Volume vs avg
1.29×
Score today
4.0/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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