BLDR Builders FirstSource

Q3 2025 10-Q

Filed: Oct 30, 2025Period ending Sep 30, 2025

Consumer Discretionary

Retail-Lumber & Other Building Materials DealersSEC EDGAR

Builders FirstSource (BLDR) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 30, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q3 2025 10-Q

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

+3 more insights

Risk Factors

• No new or changed risk factors compared to 2024 Form 10-K
• Carried-forward operational risk: dependency on housing market demand fluctuations

+2 more insights

Quarterly Financial Summary
XBRL

Revenue

$3.9B

▼ -6.9% YoY▼ -6.9% QoQ

Net Income

$122M

▼ -57.0% YoY▼ -33.9% QoQ

Gross Margin

30.4%

▼ -232bp YoY▼ -25bp QoQ

Operating Margin

5.8%

▼ -431bp YoY▼ -155bp QoQ

Net Margin

3.1%

▼ -362bp YoY▼ -126bp QoQ

ROE

2.8%

Total Assets

$11.4B

EPS (Diluted)

$1.10

▼ -54.9% YoY▼ -33.7% QoQ

Operating Cash Flow

$548M

▼ -25.0% YoY▲ +60.6% QoQ

Source: XBRL data from Builders FirstSource Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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