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Dec 31, 2025
Builders FirstSource Q4 2025 Earnings Report
Builders FirstSource reported lower fourth quarter 2025 results amid a weak housing market and commodity deflation.
Key Takeaways
Builders FirstSource posted Q4 2025 revenue of $3357900000 and net income of $31500000, significantly down year-over-year due to lower housing starts, commodity deflation, and reduced gross margins, while maintaining positive free cash flow.
Revenue declined to $3357900000 due to lower housing starts and commodity deflation.
Net income fell to $31500000 with diluted EPS of $0.28.
Adjusted EBITDA decreased to $274900000 with margin compression.
Free cash flow remained positive at $109100000 despite earnings pressure.
Revenue by Segment
Forward Guidance
For full year 2026, the company guided for net sales between $14800000000 and $15800000000 and adjusted EBITDA between $1300000000 and $1700000000, reflecting continued housing market uncertainty.
Positive Outlook
- Projected net sales range up to $15800000000.
- Adjusted EBITDA expected up to $1700000000.
- Gross margin guidance between 28.5% and 30%.
- Expected productivity savings of $50000000 to $70000000.
- Free cash flow projected at approximately $500000000.
Challenges Ahead
- Housing starts expected to remain flat.
- Multi-family starts projected flat.
- Interest expense expected between $270000000 and $280000000.
- Effective tax rate projected between 20% and 22%.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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