Builders FirstSource, Inc.
BLDR
Jodie read · what matters now
Revenue decreased 10.1% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to BLDR, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-04-30 against the comparable filing from 2025-05-01.
What improved
No thresholded improvement was identified.
What weakened
- Revenue decreased 10.1% versus the comparable filing period.
- Cash declined 17.0M versus the comparable period.
- Gross margin fell 2.2 percentage points.
Filing receipts
“The decrease in cash provided by operating activities was primarily driven by a net loss in the current period compared to net income in the prior-year period, partially offset by an increase in deferred income taxes and a decrease in net working capital in the first three months of 2026.”
“Gross margin and income (loss) before income taxes are driven by the segment’s significant expense items of cost of sales and compensation and benefits, as well as other segment items.”
“Selling, general and administrative expenses decreased by $18.4 million, or 2.0%, primarily due to decreased variable compensation as a result of decreased sales, partially offset by additional operating expenses from locations acquired within the last twelve months.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind BLDR
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 2 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
BLDR is currently a Participant in the organic co-movement group Residential Construction & Building Products. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.