Builders FirstSource makes and supplies the wood trusses, wall panels, windows, and millwork that go into new homes across the US — think of it as the behind-the-scenes lumberyard and prefab shop for homebuilders.
Money comes from selling building materials and manufactured components to professional homebuilders, with annual revenue of USD 15.19B in 2025. Gross margin sits around 29%, but net margin is razor-thin at 2.86% — a high-volume, low-margin business where prof
Scale and local distribution networks give some edge, but competition from regional lumberyards like US Lumber and 84 Lumber keeps pricing tight, and the business is cyclical with no proprietary tech. Moat is weak because any well-funded local supplier can rep
Sell (sector percentile 7) — value B+, growth D-, profitability C-, momentum D-, revisions C. Updated daily, sector-relative, identical for every user.
Key events, in time order
Multiple sources confirm guidance cut, with Empowered Funds reducing stake by 32.7%, reinforcing fundamental deterioration
None yet
None yet
Builders FirstSource is down significantly from its highs, reflecting broader issues in the housing market. The discussion centers on the stock's performance as an indicator of housing sector health.
Main discussion
No comments yet.
Facts and opinions separated · All items sourced · Not investment advice
