Builders FirstSource (BLDR) closed at $125.25 in the latest trading session, marking a -1.24% move from the prior day. The stock trailed the S&P 500, which registered a daily gain of 0.55%. Elsewhere, the Dow gained 0.63%, while the tech-heavy Nasdaq added 0.91%.
The stock of construction supply company has risen by 21.91% in the past month, leading the Retail-Wholesale sector's gain of 4.28% and the S&P 500's gain of 0.71%.
Analysts and investors alike will be keeping a close eye on the performance of Builders FirstSource in its upcoming earnings disclosure. The company's earnings report is set to go public on February 17, 2026. In that report, analysts expect Builders FirstSource to post earnings of $1.31 per share. This would mark a year-over-year decline of 43.29%. Our most recent consensus estimate is calling for quarterly revenue of $3.44 billion, down 9.93% from the year-ago period.
For the full year, the Zacks Consensus Estimates project earnings of $7.07 per share and a revenue of $15.27 billion, demonstrating changes of -38.84% and 0%, respectively, from the preceding year.
Investors should also pay attention to any latest changes in analyst estimates for Builders FirstSource. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. Builders FirstSource is currently a Zacks Rank #3 (Hold).
In terms of valuation, Builders FirstSource is currently trading at a Forward P/E ratio of 20.49. Its industry sports an average Forward P/E of 15.22, so one might conclude that Builders FirstSource is trading at a premium comparatively.
It is also worth noting that BLDR currently has a PEG ratio of 15.41. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. BLDR's industry had an average PEG ratio of 8 as of yesterday's close.
The Building Products - Retail industry is part of the Retail-Wholesale sector. At present, this industry carries a Zacks Industry Rank of 199, placing it within the bottom 19% of over 250 industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Builders FirstSource, Inc. (BLDR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
