in 2015, builders firstsource ($bldr) became the leading supplier and manufacturer of structural and related building products for new construction when it acquired probuild holdings, llc and its subsidiaries. now, as the largest diversified suppliers of lumber and building materials to professional builders, contractors, and homeowners, builders firstsource currently operates approximately 450 lumber and building product distribution, manufacturing and assembly centers in 40 u.s. states. builders firstsource and its companies sell a broad selection of building materials including; lumber (dimensional and sheet goods), drywall products, millwork, trusses, roofing and siding products, insulation materials, and hardware specialties. their manufacturing capabilities include trusses (roof and floor), wall panels, custom millwork, aluminum and vinyl windows and pre-hung door fabrication. we have the ability to sustain a long-term, aggressive growth strategy. our collective strength combines
Company profile
Ticker
BLDR
Exchange
Website
CEO
David E. Flitman
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
BFS Asset Holdings LLC • BFS Design Services LLC • BFS Foundation, Inc. • BFS Group LLC • BFS Operations LLC • BFS Procurement LLC • BFS Pay, LLC • BFS Real Estate LLC • BFS Texas Sales LLC • BSG Framing, LLC ...
IRS number
522084569
BLDR stock data
Latest filings (excl ownership)
8-K
Builders FirstSource Prices Offering of $1 Billion of Senior Notes due 2034
29 Feb 24
8-K
Builders FirstSource Launches Offering of $600 Million of Senior Notes due 2034
26 Feb 24
10-K
2023 FY
Annual report
22 Feb 24
8-K
Builders FirstSource Reports Fourth Quarter and Full Year 2023 Results; Provides 2024 Financial Outlook
22 Feb 24
8-K
Regulation FD Disclosure
5 Dec 23
10-Q
2023 Q3
Quarterly report
1 Nov 23
8-K
Builders FirstSource Reports Third Quarter 2023 Results and Updates 2023 Guidance
1 Nov 23
10-Q
2023 Q2
Quarterly report
2 Aug 23
8-K
Builders FirstSource Reports Second Quarter 2023 Results
2 Aug 23
8-K
Submission of Matters to a Vote of Security Holders
14 Jun 23
Transcripts
BLDR
Earnings call transcript
2023 Q4
22 Feb 24
BLDR
Earnings call transcript
2023 Q3
1 Nov 23
BLDR
Earnings call transcript
2023 Q2
2 Aug 23
BLDR
Earnings call transcript
2023 Q1
3 May 23
BLDR
Earnings call transcript
2022 Q4
28 Feb 23
BLDR
Earnings call transcript
2022 Q3
8 Nov 22
BLDR
Earnings call transcript
2022 Q2
1 Aug 22
BLDR
Earnings call transcript
2022 Q1
10 May 22
BLDR
Earnings call transcript
2021 Q4
1 Mar 22
BLDR
Earnings call transcript
2021 Q3
4 Nov 21
Latest ownership filings
4
Cory Jacobs Boydston
14 Mar 24
144
Notice of proposed sale of securities
12 Mar 24
4
David E Rush
5 Mar 24
4
PAUL S LEVY
5 Mar 24
4
William B Hayes
5 Mar 24
4
Dirkson R Charles
5 Mar 24
4
MARK A ALEXANDER
5 Mar 24
4
Stephen J Herron
5 Mar 24
4
Timothy D Johnson
5 Mar 24
4
Cory Jacobs Boydston
5 Mar 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 88.10 mm | 88.10 mm | 88.10 mm | 88.10 mm | 88.10 mm | 88.10 mm |
Cash burn (monthly) | 406.67 k | (no burn) | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 2.29 mm | n/a | n/a | n/a | n/a | n/a |
Cash remaining | 85.81 mm | n/a | n/a | n/a | n/a | n/a |
Runway (months of cash) | 211.0 | n/a | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
93.5% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 658 |
Opened positions | 93 |
Closed positions | 73 |
Increased positions | 210 |
Reduced positions | 273 |
13F shares | Current |
---|---|
Total value | 14.15 tn |
Total shares | 114.06 mm |
Total puts | 3.30 mm |
Total calls | 1.75 mm |
Total put/call ratio | 1.9 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 16.02 mm | $1.99 tn |
Vanguard | 12.68 mm | $1.58 tn |
Wellington Management | 8.26 mm | $1.03 tn |
STT State Street | 5.05 mm | $628.61 bn |
Dimensional Fund Advisors | 4.16 mm | $517.59 bn |
FMR | 3.61 mm | $449.33 bn |
Alliancebernstein | 2.10 mm | $260.89 bn |
Geode Capital Management | 2.02 mm | $251.78 bn |
IVZ Invesco | 1.96 mm | $243.52 bn |
William Blair Investment Management | 1.72 mm | $214.72 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
13 Mar 24 | Boydston Cory Jacobs | Common Stock, par value $0.01 per share | Sell | Dispose S | No | No | 200.02 | 9,741 | 1.95 mm | 18,997 |
12 Mar 24 | Boydston Cory Jacobs | Common Stock, par value $0.01 per share | Sell | Dispose S | No | No | 200 | 7,759 | 1.55 mm | 28,738 |
5 Mar 24 | David E Rush | Common Stock, par value $0.01 per share | Gift | Dispose G | No | No | 0 | 1,500 | 0.00 | 135,546 |
5 Mar 24 | Johnson Timothy D | Common Stock, par value $0.01 per share | Gift | Dispose G | No | No | 0 | 500 | 0.00 | 66,999 |
4 Mar 24 | Stephen J Herron | Common Stock, par value $0.01 per share | Gift | Dispose G | No | No | 0 | 225 | 0.00 | 72,865 |
1 Mar 24 | Paul S Levy | Common Stock, par value $0.01 per share | Grant | Acquire A | No | No | 199.98 | 337 | 67.39 k | 1,169,841 |
News
$1000 Invested In This Stock 10 Years Ago Would Be Worth $24,000 Today
13 Mar 24
Here's How Much $1000 Invested In Builders FirstSource 5 Years Ago Would Be Worth Today
26 Feb 24
Barclays Maintains Overweight on Builders FirstSource, Raises Price Target to $235
26 Feb 24
RBC Capital Maintains Outperform on Builders FirstSource, Raises Price Target to $211
23 Feb 24
Key Takeaways From Builders FirstSource Analyst Ratings
23 Feb 24