Short answer
Builders FirstSource (BLDR) filed its Q3 2025 10-Q quarterly report on Oct 30, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $3.9B (down 6.9% year over year) with net income of $122M.
Q3 2025 key financials · XBRL
- Revenue
- $3.9B
- −6.9% YoY · −6.9% QoQ
- Net income
- $122M
- −57.0% YoY · −33.9% QoQ
- Operating margin
- 5.8%
- Gross margin
- 30.4%
- EPS (diluted)
- $1.10
- −54.9% YoY · −33.7% QoQ
Source: XBRL data from the Builders FirstSource (BLDR) Q3 2025 10-Q on SEC EDGAR. USD.
Builders FirstSource Q3 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $3.94B Q3 2025, down 6.9% YoY from $4.23B Q3 2024, driven by 10.6% organic sales decline and 1.1% price deflation, partially offset by 4.8% acquisition growth
- Gross margin 30.4% Q3 2025 vs 32.8% Q3 2024, down 2.4%; operating margin 5.8% Q3 2025 vs 10.2% Q3 2024 reflecting lower housing starts
- Specialty building products grew 3.6% in Q3 sales; manufactured products fell 14.4%, worst performer with impact from single-family, multi-family slowdowns
- Operating cash flow $1.0B nine months 2025, down from $1.5B 2024; $0.6B higher investing outflow due to acquisitions; $403.6M stock repurchases in nine months
- Management cautious on near-term housing demand due to macroeconomic uncertainty, expects long-term growth; raised revolving credit facility to $2.2B for flexibility
Risk Factors
- No new or changed risk factors compared to 2024 Form 10-K
- Carried-forward operational risk: dependency on housing market demand fluctuations
- Carried-forward financial risk: exposure to variable interest rates impacting debt servicing costs
- Carried-forward regulatory risk: compliance with evolving building codes and environmental regulations
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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