Builders FirstSource

Builders FirstSource

Building materials distributor with design software

Overview

Builders FirstSource is a large building-materials supplier serving professional builders and remodelers. It operates about 590 distribution and manufacturing facilities across 43 states and earns revenue by selling a broad range of products—lumber, sheet goods, windows, doors, and millwork—and by offering value-added services. It also runs the myBLDR.com platform, a digital tool that combines design, sales, material procurement, and project management for homebuilders, creating an additional revenue stream and helping with customer retention. The company differentiates itself through its scale, extensive product catalog, and an integrated digital platform that supports procurement, construction, and project management. Its goal is to efficiently supply residential and commercial construction needs by combining a wide product mix, a large distribution network, and digital tools to streamline projects for builders.

About Builders FirstSource

Simplify's Rating
Why Builders FirstSource is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Industrial & Manufacturing

Enterprise Software

Company Size

5,001-10,000

Company Stage

IPO

Headquarters

Dallas, Texas

Founded

1990

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Simplify's Take

What believers are saying

  • Blitzy partnership achieved 3-5x development velocity, accelerating digital revenue streams.
  • Six acquisitions in 2024 expanded geographic coverage and value-added service capabilities.
  • $500M senior notes funding enables continued acquisition strategy and digital infrastructure.

What critics are saying

  • Lumber price collapse erodes gross margins 20-30% as housing starts decline.
  • 25% steel tariffs increase truss and panel costs by $150M annually.
  • DOJ antitrust probe threatens $300M revenue from Northeast divestitures by 2028.

What makes Builders FirstSource unique

  • Largest US structural building products supplier with 590 locations across 43 states.
  • Integrated digital platform myBLDR.com combines design, procurement, and project management.
  • Vertically integrated manufacturing of trusses, panels, windows, doors, and modular homes.

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Funding

Total Funding

$500M

Above

Industry Average

Funded Over

1 Rounds

Post IPO Debt funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Debt Funding Comparison
Coming Soon

Stock Price

Company News

Yahoo Finance
Mar 19th, 2026
The Trade Desk and United Therapeutics emerge as mid-cap growth picks while Builders FirstSource stumbles

Here is a summary of the article: Investment analysis platform StockStory has identified two mid-cap stocks worth buying and one to avoid. The Trade Desk, a cloud-based advertising platform, trades at $23.53 per share with a market capitalisation of $11.21 billion. The company posted 22% annual revenue growth over the past two years and boasts a 20.3% operating margin. United Therapeutics, which develops treatments for chronic lung diseases, has a market capitalisation of $23.24 billion. The company achieved 16.9% annual revenue growth over two years whilst demonstrating strong free cash flow generation and improving returns on capital. StockStory advises avoiding Builders FirstSource, a construction materials manufacturer. The company experienced 5.7% annual sales declines over the past two years, with eroding returns on capital and declining earnings per share.

Yahoo Finance
Mar 9th, 2026
ServiceNow leads with 35% cash flow margin while Builders FirstSource and Ball face revenue declines

ServiceNow, a cloud-based workflow automation platform, stands out as a strong cash-generating investment with a 34.9% trailing 12-month free cash flow margin. The company has achieved 21% average annual recurring revenue growth over the past year, with an operating margin of 13.7% demonstrating business model efficiency. Meanwhile, Builders FirstSource and Ball face headwinds. Builders FirstSource has seen revenue decline 5.7% annually over two years, with earnings per share dropping 31.4%. Ball has experienced revenue falling 3.1% annually over the same period, with a low gross margin of 21.4% and negative 0.1% free cash flow margin over five years. ServiceNow's strong cash generation and growth metrics position it as a compelling long-term investment compared to its struggling counterparts.

PR Newswire
Feb 26th, 2026
Blitzy accelerates Builders FirstSource software development 3x with autonomous AI platform

Builders FirstSource, the US's largest supplier of structural building products, is partnering with Blitzy, an autonomous software development platform, to accelerate its digital product development. The collaboration has delivered a three to fivefold increase in development velocity within the first three months. Blitzy's platform addresses limitations of traditional AI coding tools by providing infinite code context across enterprise-scale codebases. The system orchestrates specialised agents that autonomously plan, build and validate code, delivering over 80% of projects before human engineers complete the work. Builders FirstSource has trained 120 engineers on AI-native workflows. The company aims to use the increased development speed to build digital solutions faster, better serve customers and generate additional revenue.

Modern Distribution Management (MDM)
Jan 5th, 2026
Builders FirstSource Acquires Premium Building Components in NY

The addition nets BFS its first two truss and wall panel facilities in the state of New York.

LBM Journal
Nov 4th, 2025
Builders FirstSource acquires Lengefeld Lumber

The Lengefeld leadership team will report to Builders FirstSource Area Vice President Mike Raguse.

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