Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mike Dahl | RBC Capital Markets | 14 questions · 21% challenging |
| John Lovallo | UBS | 14 questions · 21% challenging |
| Charles Perron-Piché | Goldman Sachs | 14 questions · 14% challenging |
| Matthew Bouley | Barclays | 12 questions · 17% challenging |
| Philip Ng | Jefferies | 12 questions · 0% challenging |
| Dave Manthey | Robert W. Baird | 12 questions · 8% challenging |
| Rafe Jadrosich | Bank of America | 12 questions · 8% challenging |
| Trey Grooms | Stephens | 10 questions · 0% challenging |
| Keith Hughes | Truist Securities | 8 questions · 0% challenging |
| Jeffrey Stevenson | Loop Capital | 8 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| UBS | 1 analyst | 14 questions · 21% challenging |
| Goldman Sachs | 1 analyst | 14 questions · 14% challenging |
| Barclays | 2 analysts | 14 questions · 14% challenging |
| RBC Capital Markets | 1 analyst | 14 questions · 21% challenging |
| Bank of America | 1 analyst | 12 questions · 8% challenging |
| Jefferies | 1 analyst | 12 questions · 0% challenging |
| Robert W. Baird | 1 analyst | 12 questions · 8% challenging |
| Stephens | 2 analysts | 12 questions · 0% challenging |
No 8-K events recorded for this window.
Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
Builders FirstSource Q1 FY2026 saw revenue decline 10% to $3.3 billion as the Middle East conflict undermined what had been a promising spring selling season, pushing mortgage rates higher and sapping private builder confidence.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Builders FirstSource (BLDR), FY2026 Q1: 1/10. Scores: Builders FirstSource’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: BLDR daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Builders FirstSource Q1 FY2026 saw revenue decline 10% to $3.3 billion as the Middle East conflict undermined what had been a promising spring selling season, pushing mortgage rates higher and sapping private builder confidence. Gross margin compressed 220 basis points to 28.3% with specialty product margins surprising to the downside, while adjusted EPS plunged 82% to $0.27. Management significantly lowered FY2026 guidance, cutting the EBITDA midpoint by 13% to $1.3 billion on weaker starts assumptions (down 2.5% vs prior flat) and flagging roughly $100 million in fuel cost headwinds only partially offset by pass-through pricing. Despite the challenging backdrop, the company leaned into strategic share gains through product bundling and opportunistically repurchased $303 million in shares at depressed valuations, while the $100 million cost action program remained on track with $13 million realized in Q1.
Demand | Margin | Pricing | Competitive Dynamics | Revenue Growth | Cost Pressure | Innovation & R&D | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 6 | 8 | 5 | 6 | 1 | 2 | |
| 2025Q1 | 9 | 6 | 8 | 5 | 7 | 2 | 2 | 2 |
| 2025Q2 | 8 | 6 | 6 | 6 | 1 | 3 | 3 | 1 |
| 2025Q3 | 8 | 8 | 4 | 6 | 4 | 5 | 3 | |
| 2025Q4 | 6 | 3 | 2 | 3 | 3 | 4 | 4 | |
| 2026Q1 | 5 | 11 | 4 | 6 | 3 | 4 | 1 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 8 | 9 | 8 | 8 | 6 | 5 |
| Margin | 6 | 6 | 6 | 8 | 3 | 11 |
| Pricing | 8 | 8 | 6 | 4 | 2 | 4 |
| Competitive Dynamics | 5 | 5 | 6 | 6 | 3 | 6 |
| Revenue Growth | 6 | 7 | 1 | 4 | 3 | |
| Cost Pressure | 2 | 3 | 5 | 3 | 4 | |
| Innovation & R&D | 1 | 2 | 3 | 3 | 4 | 1 |
| Capital Allocation | 2 | 2 | 1 | 4 | 3 |
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.82B | -8.0% | $1.65 | -41.8% | 32.3% | 8.0% | 5.0% | $274M |
| FY2025 Q1 | $3.66B | -6.0% | $0.84 | -60.0% | 30.5% | 5.0% | 2.6% | $32M |
| FY2025 Q2 | $4.23B | -5.0% | $1.66 | -42.2% | 30.7% | 7.4% | 4.4% | $252M |
| FY2025 Q3 | $3.94B | -6.9% | $1.10 | -54.9% | 30.4% | 5.8% | 3.1% | $462M |
| FY2025 Q4 | $3.36B | -12.1% | $0.28 | -83.0% | 29.8% | 1.8% | 0.9% | $107M |
| FY2026 Q1Selected | $3.29B | -10.1% | $-0.43 | -151.2% | 28.3% | 0.5% | -1.4% | $41M |
| FY2026 Q2 | $3.86B | -8.8% | $-0.04 | -102.4% | 28.1% | 3.3% | -0.1% | $30M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY -10.1% → base 3. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What BLDR and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“So for those of you who don't recall, we're in the midst of an SAP implementation. We are doing it in a very incremental way.”
Builders FirstSource is a customer of SAP for a multi-year ERP implementation, with a broader rollout planned later in 2026 and acceleration into 2027.
“As a reminder, we acquired premium building components in January, marking our company's first trust and wall panel operations in York.”
Builders FirstSource acquired Premium Building Components in January to add truss and wall panel manufacturing capacity, extending its value-added product footprint.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BLDR Builders FirstSource | 1 | -10.1% | |
| CARR Carrier Global | 4 | +2.4% | |
| JCI Johnson Controls | 9 | +8.2% | |
| LII Lennox International | 6 | +5.8% | |
| MAS Masco | 6 | +6.5% | |
| TT Trane Technologies | 7 | +6.0% |