- Builders FirstSource COO Herron to retire
May 18, 2026
* Builders FirstSource (BLDR [https://seekingalpha.com/symbol/BLDR]) said on Monday that [https://seekingalpha.com/pr/20519419-builders-firstsource-announces-coo-and-chro-succession-plan] chief operating officer Steve Herron will retire at the end of 2026 as part of a planned leadership transition.
* The company appointed Mike Hiller as chief operating officer-designate to succeed Herron, while Coley O’Brien was named chief human resources officer.
* Hiller, most recently the company’s chief talent officer, previously served as president of Builders FirstSource’s Central Division following the 2021 merger with BMC Stock Holdings.
* O’Brien joins from Wendy's (WEN [https://seekingalpha.com/symbol/WEN]), where he most recently served as chief people officer.
MORE ON BUILDERS FIRSTSOURCE
* Builders FirstSource: Still Not The Time To Upgrade To Buy Yet [https://seekingalpha.com/article/4899315-builders-firstsource-still-not-the-time-to-upgrade-to-buy-yet]
* Builders FirstSource, Inc. 2026 Q1 - Results - Earnings Call Presentation [https://seekingalpha.com/article/4897295-builders-firstsource-inc-2026-q1-results-earnings-call-presentation]
* Builders FirstSource, Inc. (BLDR) Q1 2026 Earnings Call Transcript [https://seekingalpha.com/article/4896721-builders-firstsource-inc-bldr-q1-2026-earnings-call-transcript]
* Builders FirstSource outlines 2026 adjusted EBITDA of $1.1B-$1.5B amid $14.6B-$15.6B sales outlook [https://seekingalpha.com/news/4583343-builders-firstsource-outlines-2026-adjusted-ebitda-of-1_1b-1_5b-amid-14_6b-15_6b-sales]
* Builders FirstSource authorizes $500M share buyback [https://seekingalpha.com/news/4582672-builders-firstsource-authorizes-500m-shares-buyback]
- Builders FirstSource Announces COO and CHRO Succession Plan
May 18, 2026 · businesswire.com
IRVING, Texas--(BUSINESS WIRE)--Builders FirstSource, Inc. (NYSE: BLDR) announced today that as part of a planned leadership transition, Mike Hiller has been appointed Chief Operating Officer-Designate, succeeding Steve Herron, who will retire on December 31, 2026. “This succession plan reflects both the bench depth of quality leadership within our company and our ability to attract top talent from outside our industry,” said Peter Jackson, CEO of Builders FirstSource. “The timeline will suppor.
- BUILDERS FIRSTSOURCE ANNOUNCES COO AND CHRO SUCCESSION PLAN
May 18, 2026
IRVING, TEXAS--(BUSINESS WIRE)--BUILDERS FIRSTSOURCE, INC. (NYSE: BLDR) ANNOUNCED TODAY THAT AS PART OF A PLANNED LEADERSHIP TRANSITION, MIKE HILLER HAS BEEN APPOINTED CHIEF OPERATING OFFICER-DESIGNATE, SUCCEEDING STEVE HERRON, WHO WILL RETIRE ON DECEMBER 31, 2026. “THIS SUCCESSION PLAN REFLECTS BOTH THE BENCH DEPTH OF QUALITY LEADERSHIP WITHIN OUR COMPANY AND OUR ABILITY TO ATTRACT TOP TALENT FROM OUTSIDE OUR INDUSTRY,” SAID PETER JACKSON, CEO OF BUILDERS FIRSTSOURCE. “THE TIMELINE WILL SUPPOR.
- Builders FirstSource, Inc. (BLDR) is Attracting Investor Attention: Here is What You Should Know
May 18, 2026
Builders FirstSource (BLDR) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this construction supply company have returned -20.4%, compared to the Zacks S&P 500 composite's +5.6% change. During this period, the Zacks Building Products - Retail industry, which Builders FirstSource falls in, has lost 16.4%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate Revisions
Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Builders FirstSource is expected to post earnings of $1.32 per share for the current quarter, representing a year-over-year change of -44.5%. Over the last 30 days, the Zacks Consensus Estimate has changed -28.3%.
The consensus earnings estimate of $4.26 for the current fiscal year indicates a year-over-year change of -38.2%. This estimate has changed -25% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $5.69 indicates a change of +33.5% from what Builders FirstSource is expected to report a year ago. Over the past month, the estimate has changed -22.4%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Builders FirstSource is rated Zacks Rank #5 (Strong Sell).
Story Continues
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS12-month consensus EPS estimate for BLDR
Projected Revenue Growth
Even though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Builders FirstSource, the consensus sales estimate for the current quarter of $3.93 billion indicates a year-over-year change of -7.2%. For the current and next fiscal years, $14.87 billion and $15.66 billion estimates indicate -2.1% and +5.3% changes, respectively.
Last Reported Results and Surprise History
Builders FirstSource reported revenues of $3.29 billion in the last reported quarter, representing a year-over-year change of -10.1%. EPS of $0.27 for the same period compares with $1.51 a year ago.
Compared to the Zacks Consensus Estimate of $3.15 billion, the reported revenues represent a surprise of +4.47%. The EPS surprise was -30.77%.
Over the last four quarters, Builders FirstSource surpassed consensus EPS estimates two times. The company topped consensus revenue estimates two times over this period.
Valuation
No investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Builders FirstSource is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom Line
The facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Builders FirstSource. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.
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 Report
This article originally published on Zacks Investment Research (zacks.com).
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- Builders FirstSource, Inc. (BLDR) is Attracting Investor Attention: Here is What You Should Know
May 18, 2026 · zacks.com
Zacks.com users have recently been watching Builders FirstSource (BLDR) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
- Is Wall Street Bullish or Bearish on Builders FirstSource Stock?
May 15, 2026
With a market cap of $7.9 billion, Builders FirstSource, Inc. (BLDR) is a leading supplier of building materials, manufactured components, and construction services for professional builders, remodelers, and contractors across the United States. The company offers a wide range of products and solutions, including engineered wood, modular homes, windows, doors, millwork, and installation services, while also providing design, estimating, and virtual homebuilding support.
Shares of Builders FirstSource have underperformed the broader market over the past 52 weeks. BLDR stock has decreased 39.7% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 25.6%. On a YTD basis, shares of the company are down 30.9%, compared to SPX’s 8.6% gain.
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Focusing more closely, shares of the Irving, Texas-based company have lagged behind the State Street Industrial Select Sector SPDR ETF’s (XLI) 20.7% return over the past 52 weeks.www.barchart.com
Shares of Builders FirstSource fell 5.2% on Apr. 30 after the company reported weak Q1 2026 results, with net sales declining 10.1% year-over-year to $3.3 billion and adjusted EBITDA dropping 42.1% to $213.8 million amid a softer housing starts environment and commodity deflation. Investors were also concerned as the company posted a net loss of $47.4 million, or $(0.43) per share while adjusted EPS plunged to $0.27.
In addition, BLDR’s adjusted EBITDA margin fell 360 basis points to 6.5%, net debt leverage rose to 3.2x, and management’s 2026 outlook projected continued weakness with single-family and multifamily housing starts expected to decline low-single digits.
For the fiscal year ending in December 2026, analysts expect Builders FirstSource’s adjusted EPS to decline 38.2% year-over-year to $4.26. The company's earnings surprise history is mixed. It topped the consensus estimates in two of the last four quarters while missing on two other occasions.
Among the 25 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on 10 “Strong Buy” ratings, two “Moderate Buys,” 11 “Holds,” and two “Strong Sells.”
Story Continues
www.barchart.com
On May 5, BMO Capital cut its price target on Builders FirstSource to $93 while maintaining a “Market Perform" rating.
The mean price target of $97.95 represents a nearly 38% premium to BLDR’s current price levels. The Street-high price target of $137 suggests a 93% potential upside.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com
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- Builders FirstSource (BLDR) Downtrend Continues After Poor Earnings
May 15, 2026
Builders FirstSource, Inc. (NYSE:BLDR) is one of the Best 52-Week Low Stocks to Buy According to Hedge Funds. Builders FirstSource, Inc. (NYSE:BLDR) reported its Q1 earnings report on April 30. The market reacted negatively to the report, driven by a significant drop in earnings per share and profitability. The company reported revenue of $3.3 billion, down 10.1% from Q1 2025. Within the span of just one week, the company has seen three downward target price revisions. UBS lowered its price target on the firm to $122 from $143. Raymond James did the same, lowering its price target from $140 to $100. Deutsche Bank also came down to $81 from its prior target price of $102.Builders FirstSource, Inc. (NYSE:BLDR) is one of the Best 52-Week Low Stocks to Buy According to Hedge Funds.
On May 5, BMO Capital lowered the firm’s price target on Builders FirstSource, Inc. (NYSE:BLDR) to $93 from $100 and kept a Market Perform rating on the stock. On a positive note, the analyst believes that the company is doing well against a tough housing backdrop, with encouraging signs of stabilization in trusses and Engineered Wood Products. Builders FirstSource, Inc. (NYSE:BLDR) supplies building materials and construction services. It mainly serves residential construction, remodeling, and repair projects. The company provides manufactured products, manufactured and semi-custom modular homes, Ready-Frame, manufacturing, assembly, and other products and services. While we acknowledge the potential of BLDR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 7 Best Data Center GPU-as-a-Service Stocks To Buy and 9 Stocks Big Short’s Michael Burry Is Betting On . Disclosure: None. Follow Insider Monkey on Google News.
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- Jeff Auxier's Strategic Moves: Microsoft Corp Sees a -0.9% Portfolio Impact
May 14, 2026
This article first appeared on GuruFocus.
Insightful Analysis of Jeff Auxier (Trades, Portfolio)'s First Quarter 2026 13F Filing
Warning! GuruFocus has detected 8 Warning Signs with PM. Is PM fairly valued? Test your thesis with our free DCF calculator.
Jeff Auxier (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2026, providing insights into his investment moves during this period. Jeff Auxier (Trades, Portfolio) is the founder and CEO of Auxier Asset Management as well as the manager of the Auxier Focus Fund. The firm manages the Auxier Focus Fund as well as separate managed accounts for clients. Auxier's strategy is to look for compelling, undervalued companies that ideally exhibit the following attributes: strong or improving fundamentals, consistency in operating results, a substantial advantage over competition (strong franchise), a demonstrated ability to earn high rates of return on capital, understandable products, honest, competent and shareholder-oriented management, intelligent capital allocation policies, generates substantial free cash flow with nominal mandatory capital requirements, a strong balance sheet and financial flexibility. The investment candidates are then screened to determine what price represents good value with acceptable, low risk and the potential for above average returns.Jeff Auxier's Strategic Moves: Microsoft Corp Sees a -0.9% Portfolio Impact
Summary of New Buy
Jeff Auxier (Trades, Portfolio) added a total of 7 stocks, among them:
The most significant addition was Waters Corp (NYSE:WAT), with 2,401 shares, accounting for 0.1% of the portfolio and a total value of $715,020. The second largest addition to the portfolio was Wal-Mart de Mexico SAB de CV (WMMVY), consisting of 16,828 shares, representing approximately 0.08% of the portfolio, with a total value of $547,420. The third largest addition was Public Storage (NYSE:PSA), with 1,405 shares, accounting for 0.05% of the portfolio and a total value of $380,590.
Key Position Increases
Jeff Auxier (Trades, Portfolio) also increased stakes in a total of 38 stocks, among them:
The most notable increase was Fiserv Inc (NASDAQ:FISV), with an additional 12,500 shares, bringing the total to 60,465 shares. This adjustment represents a significant 26.06% increase in share count, a 0.1% impact on the current portfolio, with a total value of $3,373,950. The second largest increase was Zimmer Biomet Holdings Inc (NYSE:ZBH), with an additional 6,375 shares, bringing the total to 68,911. This adjustment represents a significant 10.19% increase in share count, with a total value of $6,230,930.
Story Continues
Summary of Sold Out
Jeff Auxier (Trades, Portfolio) completely exited 8 of the holdings in the first quarter of 2026, as detailed below:
Adobe Inc (NASDAQ:ADBE): Jeff Auxier (Trades, Portfolio) sold all 636 shares, resulting in a -0.03% impact on the portfolio. Builders FirstSource Inc (NYSE:BLDR): Jeff Auxier (Trades, Portfolio) liquidated all 2,000 shares, causing a -0.03% impact on the portfolio.
Key Position Reduces
Jeff Auxier (Trades, Portfolio) also reduced positions in 91 stocks. The most significant changes include:
Reduced Microsoft Corp (NASDAQ:MSFT) by 13,294 shares, resulting in a -13.53% decrease in shares and a -0.9% impact on the portfolio. The stock traded at an average price of $418.44 during the quarter and has returned 2.20% over the past 3 months and -15.19% year-to-date. Reduced Bank of New York Mellon Corp (NYSE:BK) by 30,937 shares, resulting in a -15.9% reduction in shares and a -0.51% impact on the portfolio. The stock traded at an average price of $118.92 during the quarter and has returned 15.42% over the past 3 months and 17.58% year-to-date.
Portfolio Overview
At the first quarter of 2026, Jeff Auxier (Trades, Portfolio)'s portfolio included 176 stocks, with top holdings including 4.88% in Philip Morris International Inc (NYSE:PM), 4.51% in Microsoft Corp (NASDAQ:MSFT), 3.69% in Alphabet Inc (NASDAQ:GOOGL), 3.53% in The Kroger Co (NYSE:KR), and 2.79% in Bank of New York Mellon Corp (NYSE:BK).Jeff Auxier's Strategic Moves: Microsoft Corp Sees a -0.9% Portfolio Impact
The holdings are mainly concentrated in 10 of all the 11 industries: Consumer Defensive, Financial Services, Healthcare, Technology, Consumer Cyclical, Communication Services, Energy, Industrials, Basic Materials, and Real Estate.Jeff Auxier's Strategic Moves: Microsoft Corp Sees a -0.9% Portfolio Impact
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- Builders FirstSource Inc (BLDR) Stock Down 3.3% -- Now Undervalued? GF Score: 85/100
May 12, 2026 · gurufocus.com
On May 12, 2026, Builders FirstSource Inc (BLDR) shares fell 3.3% to a current price of $74.88. This price is situated within a 52-week range of $73.40 to $151.
- Should Builders FirstSource’s New Buyback After a Loss Reframe BLDR’s Capital Allocation Story?
May 9, 2026
In late April 2026, Builders FirstSource reported a weak first quarter with net sales of US$3,287.08 million and a net loss of US$47.41 million, while issuing full-year 2026 net sales guidance of US$14.60 billion to US$15.60 billion and announcing a new US$500 million share repurchase authorization after completing a prior buyback plan. Despite the earnings setback, management signaled continued confidence in the business by committing fresh capital to buybacks and reiterating its intention to pursue acquisitions that expand value‑added products and key geographies. We’ll now examine how the first‑quarter loss and renewed US$500 million repurchase program affect Builders FirstSource’s existing investment narrative.
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Builders FirstSource Investment Narrative Recap
To own Builders FirstSource, you need to believe its push into higher value products, digital tools and M&A can offset a choppy housing cycle. The weak first quarter and net loss highlight how exposed results still are to softer single family demand and margin pressure, but the earnings miss does not yet change the core near term catalyst: a volume and pricing recovery. The biggest risk remains prolonged housing affordability issues keeping starts and mix under pressure.
The new US$500 million share repurchase authorization is the clearest near term announcement tied to this quarter. It sits alongside management’s reiterated focus on acquisitions, reinforcing that capital is being directed both to existing shareholders and to expanding value added offerings and footprint. For investors watching catalysts, the pace and pricing of these buybacks, together with any M&A announced against a weaker earnings backdrop, could materially influence how the equity story evolves from here.
Yet behind the buybacks, investors should be aware that prolonged housing softness and shrinking value per start could...
Read the full narrative on Builders FirstSource (it's free!)
Builders FirstSource's narrative projects $16.8 billion revenue and $769.7 million earnings by 2029.
Uncover how Builders FirstSource's forecasts yield a $120.62 fair value, a 52% upside to its current price.
Exploring Other PerspectivesBLDR 1-Year Stock Price Chart
Some of the lowest ranked analysts paint a much tougher picture, assuming revenue of about US$17.0 billion and earnings near US$1.2 billion by 2028, and warning that if affordability pressures persist, M&A driven gains could be blunted and margins constrained, so you should weigh their more cautious stance alongside the latest reset in guidance.
Story Continues
Explore 4 other fair value estimates on Builders FirstSource - why the stock might be worth just $88.03!
Reach Your Own Conclusion
Don't just follow the ticker - dig into the data and build a conviction that's truly your own.
A great starting point for your Builders FirstSource research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Our free Builders FirstSource research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Builders FirstSource's overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include BLDR.
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