B

Builders FirstSource, Inc.

BLDR · CIK 0001316835

17 fiscal years · 0 SEC filings · every number carries its receipt

Revenue (FY)
$15.19B7.4%
FY2025
Net income (FY)
$435.2M59.6%
FY2025
Free cash flow (FY)
$853.3M42.8%
FY2025
Diluted EPS (FY)
$3.8957.1%
FY2025
The story, charted

The shape of the business

FY2009–FY2025 · hover any year for its receipt
Revenue & net incomeRevenueNet income
$0$10B$20BFY2009 · Revenue $677.9M · Net income −$61.9M · 0001193125-12-094395 · filed 2012-03-02FY09Revenue $677.9MNet income −$61.9M0001193125-12-094395 · filed 2012-03-02FY2010 · Revenue $700.3M · Net income −$95.5M · 0001193125-13-087218 · filed 2013-03-01FY10Revenue $700.3MNet income −$95.5M0001193125-13-087218 · filed 2013-03-01FY2011 · Revenue $779.1M · Net income −$65.0M · 0001564590-14-000455 · filed 2014-02-28FY11Revenue $779.1MNet income −$65.0M0001564590-14-000455 · filed 2014-02-28FY2012 · Revenue $1.07B · Net income −$56.9M · 0001564590-15-001235 · filed 2015-03-03FY12Revenue $1.07BNet income −$56.9M0001564590-15-001235 · filed 2015-03-03FY2013 · Revenue $1.49B · Net income −$42.7M · 0001564590-16-014562 · filed 2016-03-11FY13Revenue $1.49BNet income −$42.7M0001564590-16-014562 · filed 2016-03-11FY2014 · Revenue $1.60B · Net income $18.1M · 0001564590-17-003114 · filed 2017-03-01FY14Revenue $1.60BNet income $18.1M0001564590-17-003114 · filed 2017-03-01FY2015 · Revenue $3.56B · Net income −$22.8M · 0001564590-18-004035 · filed 2018-03-01FY15Revenue $3.56BNet income −$22.8M0001564590-18-004035 · filed 2018-03-01FY2016 · Revenue $6.37B · Net income $144.3M · 0001564590-19-005770 · filed 2019-03-01FY16Revenue $6.37BNet income $144.3M0001564590-19-005770 · filed 2019-03-01FY2017 · Revenue $7.03B · Net income $38.8M · 0001564590-20-005717 · filed 2020-02-21FY17Revenue $7.03BNet income $38.8M0001564590-20-005717 · filed 2020-02-21FY2018 · Revenue $7.72B · Net income $205.2M · 0001564590-21-009308 · filed 2021-02-26FY18Revenue $7.72BNet income $205.2M0001564590-21-009308 · filed 2021-02-26FY2019 · Revenue $7.28B · Net income $221.8M · 0001564590-22-007980 · filed 2022-03-01FY19Revenue $7.28BNet income $221.8M0001564590-22-007980 · filed 2022-03-01FY2020 · Revenue $8.56B · Net income $313.5M · 0000950170-23-004939 · filed 2023-02-28FY20Revenue $8.56BNet income $313.5M0000950170-23-004939 · filed 2023-02-28FY2021 · Revenue $19.89B · Net income $1.73B · 0000950170-24-018584 · filed 2024-02-22FY21Revenue $19.89BNet income $1.73B0000950170-24-018584 · filed 2024-02-22FY2022 · Revenue $22.73B · Net income $2.75B · 0000950170-25-023953 · filed 2025-02-20FY22Revenue $22.73BNet income $2.75B0000950170-25-023953 · filed 2025-02-20FY2023 · Revenue $17.10B · Net income $1.54B · 0001193125-26-054643 · filed 2026-02-17FY23Revenue $17.10BNet income $1.54B0001193125-26-054643 · filed 2026-02-17FY2024 · Revenue $16.40B · Net income $1.08B · 0001193125-26-054643 · filed 2026-02-17FY24Revenue $16.40BNet income $1.08B0001193125-26-054643 · filed 2026-02-17FY2025 · Revenue $15.19B · Net income $435.2M · 0001193125-26-054643 · filed 2026-02-17FY25Revenue $15.19BNet income $435.2M0001193125-26-054643 · filed 2026-02-17FY25Revenue $15.19BNet income $435.2M0001193125-26-054643 · filed 2026-02-17FY09FY11FY13FY15FY17FY19FY21FY23FY25

revenue 22.4× since FY2009 · net margin -9.1% → 2.9%

MarginsNet marginFCF margin
-10%0%10%FY2009 · Net margin -9.1% · FCF margin -0.7%FY09Net margin -9.1%FCF margin -0.7%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenueFY2010 · Net margin -13.6% · FCF margin -7.2%FY10Net margin -13.6%FCF margin -7.2%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenueFY2011 · Net margin -8.3% · FCF margin -9.1%FY11Net margin -8.3%FCF margin -9.1%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenueFY2012 · Net margin -5.3% · FCF margin -7.2%FY12Net margin -5.3%FCF margin -7.2%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenueFY2013 · Net margin -2.9% · FCF margin -4.2%FY13Net margin -2.9%FCF margin -4.2%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenueFY2014 · Net margin 1.1% · FCF margin 0.1%FY14Net margin 1.1%FCF margin 0.1%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenueFY2015 · Net margin -0.6% · FCF margin 3.7%FY15Net margin -0.6%FCF margin 3.7%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenueFY2016 · Net margin 2.3% · FCF margin 1.8%FY16Net margin 2.3%FCF margin 1.8%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenueFY2017 · Net margin 0.6% · FCF margin 1.7%FY17Net margin 0.6%FCF margin 1.7%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenueFY2018 · Net margin 2.7% · FCF margin 2.3%FY18Net margin 2.7%FCF margin 2.3%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenueFY2019 · Net margin 3.0% · FCF margin 5.4%FY19Net margin 3.0%FCF margin 5.4%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenueFY2020 · Net margin 3.7% · FCF margin 1.7%FY20Net margin 3.7%FCF margin 1.7%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenueFY2021 · Net margin 8.7% · FCF margin 7.6%FY21Net margin 8.7%FCF margin 7.6%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenueFY2022 · Net margin 12.1% · FCF margin 14.3%FY22Net margin 12.1%FCF margin 14.3%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenueFY2023 · Net margin 9.0% · FCF margin 10.7%FY23Net margin 9.0%FCF margin 10.7%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenueFY2024 · Net margin 6.6% · FCF margin 9.1%FY24Net margin 6.6%FCF margin 9.1%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenueFY2025 · Net margin 2.9% · FCF margin 5.6%FY25Net margin 2.9%FCF margin 5.6%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenueFY25Net margin 2.9%FCF margin 5.6%derived: net income ÷ revenue · derived: (ocf − capex) ÷ revenue’09’13’17’21’25

FY2025: net 2.9% · free cash flow 5.6% of revenue

Cash engineOperating cash flowFree cash flow
$0$2BFY2009 · OCF −$2.7M · FCF −$4.8M · 0001193125-12-094395 · filed 2012-03-02FY09OCF −$2.7MFCF −$4.8M0001193125-12-094395 · filed 2012-03-02FY2010 · OCF −$41.7M · FCF −$50.7M · 0001193125-13-087218 · filed 2013-03-01FY10OCF −$41.7MFCF −$50.7M0001193125-13-087218 · filed 2013-03-01FY2011 · OCF −$66.4M · FCF −$71.2M · 0001564590-14-000455 · filed 2014-02-28FY11OCF −$66.4MFCF −$71.2M0001564590-14-000455 · filed 2014-02-28FY2012 · OCF −$66.8M · FCF −$77.2M · 0001564590-15-001235 · filed 2015-03-03FY12OCF −$66.8MFCF −$77.2M0001564590-15-001235 · filed 2015-03-03FY2013 · OCF −$47.6M · FCF −$62.6M · 0001564590-16-014562 · filed 2016-03-11FY13OCF −$47.6MFCF −$62.6M0001564590-16-014562 · filed 2016-03-11FY2014 · OCF $27.5M · FCF $1.8M · 0001564590-16-014562 · filed 2016-03-11FY14OCF $27.5MFCF $1.8M0001564590-16-014562 · filed 2016-03-11FY2015 · OCF $177.0M · FCF $133.2M · 0001564590-16-014562 · filed 2016-03-11FY15OCF $177.0MFCF $133.2M0001564590-16-014562 · filed 2016-03-11FY2016 · OCF $158.2M · FCF $115.6M · 0001564590-19-005770 · filed 2019-03-01FY16OCF $158.2MFCF $115.6M0001564590-19-005770 · filed 2019-03-01FY2017 · OCF $178.5M · FCF $116.1M · 0001564590-20-005717 · filed 2020-02-21FY17OCF $178.5MFCF $116.1M0001564590-20-005717 · filed 2020-02-21FY2018 · OCF $282.8M · FCF $181.4M · 0001564590-21-009308 · filed 2021-02-26FY18OCF $282.8MFCF $181.4M0001564590-21-009308 · filed 2021-02-26FY2019 · OCF $504.0M · FCF $391.2M · 0001564590-22-007980 · filed 2022-03-01FY19OCF $504.0MFCF $391.2M0001564590-22-007980 · filed 2022-03-01FY2020 · OCF $260.1M · FCF $148.0M · 0000950170-23-004939 · filed 2023-02-28FY20OCF $260.1MFCF $148.0M0000950170-23-004939 · filed 2023-02-28FY2021 · OCF $1.74B · FCF $1.52B · 0000950170-24-018584 · filed 2024-02-22FY21OCF $1.74BFCF $1.52B0000950170-24-018584 · filed 2024-02-22FY2022 · OCF $3.60B · FCF $3.26B · 0000950170-25-023953 · filed 2025-02-20FY22OCF $3.60BFCF $3.26B0000950170-25-023953 · filed 2025-02-20FY2023 · OCF $2.31B · FCF $1.83B · 0001193125-26-054643 · filed 2026-02-17FY23OCF $2.31BFCF $1.83B0001193125-26-054643 · filed 2026-02-17FY2024 · OCF $1.87B · FCF $1.49B · 0001193125-26-054643 · filed 2026-02-17FY24OCF $1.87BFCF $1.49B0001193125-26-054643 · filed 2026-02-17FY2025 · OCF $1.22B · FCF $853.3M · 0001193125-26-054643 · filed 2026-02-17FY25OCF $1.22BFCF $853.3M0001193125-26-054643 · filed 2026-02-17FY25OCF $1.22BFCF $853.3M0001193125-26-054643 · filed 2026-02-17’09’13’17’21’25

FY2025: $1.22B operating cash − $362.6M capex = $853.3M free cash flow

Returns on capitalReturn on equityReturn on assets
-200%-100%0%FY2010 · ROE -59.9% · ROA -23.1%FY10ROE -59.9%ROA -23.1%derived: net income ÷ equity · derived: net income ÷ assetsFY2011 · ROE -64.2% · ROA -13.2%FY11ROE -64.2%ROA -13.2%derived: net income ÷ equity · derived: net income ÷ assetsFY2012 · ROE -118.2% · ROA -10.3%FY12ROE -118.2%ROA -10.3%derived: net income ÷ equity · derived: net income ÷ assetsFY2013 · ROE -277.8% · ROA -8.3%FY13ROE -277.8%ROA -8.3%derived: net income ÷ equity · derived: net income ÷ assetsFY2014 · ROE 45.1% · ROA 3.2%FY14ROE 45.1%ROA 3.2%derived: net income ÷ equity · derived: net income ÷ assetsFY2015 · ROE -15.3% · ROA -0.8%FY15ROE -15.3%ROA -0.8%derived: net income ÷ equity · derived: net income ÷ assetsFY2016 · ROE 46.6% · ROA 5.0%FY16ROE 46.6%ROA 5.0%derived: net income ÷ equity · derived: net income ÷ assetsFY2017 · ROE 10.3% · ROA 1.3%FY17ROE 10.3%ROA 1.3%derived: net income ÷ equity · derived: net income ÷ assetsFY2018 · ROE 34.4% · ROA 7.0%FY18ROE 34.4%ROA 7.0%derived: net income ÷ equity · derived: net income ÷ assetsFY2019 · ROE 26.9% · ROA 6.8%FY19ROE 26.9%ROA 6.8%derived: net income ÷ equity · derived: net income ÷ assetsFY2020 · ROE 27.2% · ROA 7.5%FY20ROE 27.2%ROA 7.5%derived: net income ÷ equity · derived: net income ÷ assetsFY2021 · ROE 35.9% · ROA 16.1%FY21ROE 35.9%ROA 16.1%derived: net income ÷ equity · derived: net income ÷ assetsFY2022 · ROE 55.4% · ROA 25.9%FY22ROE 55.4%ROA 25.9%derived: net income ÷ equity · derived: net income ÷ assetsFY2023 · ROE 32.6% · ROA 14.7%FY23ROE 32.6%ROA 14.7%derived: net income ÷ equity · derived: net income ÷ assetsFY2024 · ROE 25.1% · ROA 10.2%FY24ROE 25.1%ROA 10.2%derived: net income ÷ equity · derived: net income ÷ assetsFY2025 · ROE 10.0% · ROA 3.9%FY25ROE 10.0%ROA 3.9%derived: net income ÷ equity · derived: net income ÷ assetsFY25ROE 10.0%ROA 3.9%derived: net income ÷ equity · derived: net income ÷ assets’13’17’21’25

return on equity -60% (FY2010) → 10% (FY2025) · on assets 3.9%

Balance sheetLiabilitiesEquity
$0$5B$10BFY2010 · Liabilities $253.3M · Equity $159.5MFY10Liabilities $253.3MEquity $159.5M0001193125-12-094395 · filed 2012-03-02FY2011 · Liabilities $392.6M · Equity $101.2MFY11Liabilities $392.6MEquity $101.2M0001193125-13-087218 · filed 2013-03-01FY2012 · Liabilities $502.7M · Equity $48.1MFY12Liabilities $502.7MEquity $48.1M0001564590-14-000455 · filed 2014-02-28FY2013 · Liabilities $500.5M · Equity $15.4MFY13Liabilities $500.5MEquity $15.4M0001564590-15-001235 · filed 2015-03-03FY2014 · Liabilities $533.9M · Equity $40.2MFY14Liabilities $533.9MEquity $40.2M0001564590-16-014562 · filed 2016-03-11FY2015 · Liabilities $2.73B · Equity $149.2MFY15Liabilities $2.73BEquity $149.2M0001564590-17-003114 · filed 2017-03-01FY2016 · Liabilities $2.60B · Equity $309.6MFY16Liabilities $2.60BEquity $309.6M0001564590-18-004035 · filed 2018-03-01FY2017 · Liabilities $2.63B · Equity $376.2MFY17Liabilities $2.63BEquity $376.2M0001564590-19-005770 · filed 2019-03-01FY2018 · Liabilities $2.34B · Equity $596.3MFY18Liabilities $2.34BEquity $596.3M0001564590-20-005717 · filed 2020-02-21FY2019 · Liabilities $2.42B · Equity $825.0MFY19Liabilities $2.42BEquity $825.0M0001564590-21-009308 · filed 2021-02-26FY2020 · Liabilities $3.02B · Equity $1.15BFY20Liabilities $3.02BEquity $1.15B0001564590-22-007980 · filed 2022-03-01FY2021 · Liabilities $5.91B · Equity $4.80BFY21Liabilities $5.91BEquity $4.80B0000950170-23-004939 · filed 2023-02-28FY2022 · Liabilities $5.63B · Equity $4.96BFY22Liabilities $5.63BEquity $4.96B0000950170-24-018584 · filed 2024-02-22FY2023 · Liabilities $5.77B · Equity $4.73BFY23Liabilities $5.77BEquity $4.73B0000950170-25-023953 · filed 2025-02-20FY2024 · Liabilities $6.29B · Equity $4.30BFY24Liabilities $6.29BEquity $4.30B0001193125-26-054643 · filed 2026-02-17FY2025 · Liabilities $6.89B · Equity $4.35BFY25Liabilities $6.89BEquity $4.35B0001193125-26-054643 · filed 2026-02-17FY25Liabilities $6.89BEquity $4.35B0001193125-26-054643 · filed 2026-02-17’13’17’21’25

FY2025: $11.24B assets · $6.89B liabilities · $4.35B equity

The receipts