Brian Biros

Industrials

Limited coverage. Only 5 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q2 '25

Focus Areas3 topics

Demand4Revenue Growth3Pricing1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History5 questions

BLDRBuilders FirstSource3 quarters

2025 Q2

Does that apply a drop into negative here in the back half or is that kind of still steady and you're just outpacing the flat outlook for R&R?

DemandRevenue GrowthView in transcript →

2025 Q1

The R&R segment was, I believe, up in the quarter. I know you cited some regional strengths there. Can you just expand on what drove that performance?

DemandRevenue GrowthView in transcript →

how are your, I guess, customers is managing activity in orders here with this weaker demand, but prices may be rising? Are you seeing anything of pre-buy or forward activity

DemandPricingView in transcript →

2024 Q4

is there any way to think about variance by region in that guide for you guys

DemandView in transcript →

Any expectations for install for 2025 or how that kind of factors into the guide

Revenue GrowthView in transcript →