B BLDR

Builders Firstsource Inc

$79.12

-2.28% ($1.85)

Volume 2.39M

52W High $151.03

52W Low $76.50

Market Cap $12.69B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.90

Whisper EPS

$0.92

2.2% above consensus

Last Quarter

$1.12

Current Streak

1 Miss

Avg Surprise (4Q)

+3.59%

Next Earnings Report

Reports in 23 days

Report Date Apr 30, 2026

Whisper Spread +2.23%

Consensus Estimate

$0.90

Official analyst average

Whisper Number

$0.92

What traders expect

Bullish Sentiment: The whisper number is 2.2% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 17, 2026

1-Day: -0.64%

Q3 2025 Oct 30, 2025

1-Day: +4.01%

5-Day: -1.70%

Q2 2025 Jul 31, 2025

1-Day: +2.40%

5-Day: +4.58%

Q1 2025 May 5, 2025

1-Day: -4.21%

Revenue & Financial Performance

Revenue Whisper

$3.53B

TWN Proprietary Estimate

Last Quarter Revenue

$3.36B

-12.1% YoY

Gross Margin

29.8%

Net Margin: 0.9%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$3.36B	-12.1%	29.8%	1.8%	$31.5M
Q3'25	$3.94B	-6.9%	30.4%	5.8%	$122.4M
Q2'25	$4.23B	-5.0%	30.7%	7.4%	$185.0M
Q1'25	$3.66B	-6.0%	30.5%	5.0%	$96.3M
Q4'24	$3.82B	-8.0%	32.3%	8.0%	$190.2M
Q3'24	$4.23B	-6.7%	32.8%	10.1%	$284.8M
Q2'24	$4.46B	-1.6%	32.8%	11.0%	$344.1M
Q1'24	$3.89B	+0.2%	33.4%	9.6%	$258.8M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 17, 2026	$1.27	$1.33	$1.12	-11.81%	Missed
Q3 2025	Oct 30, 2025	$1.58	$1.64	$1.88	+18.99%	Beat
Q2 2025	Jul 31, 2025	$2.25	$2.35	$2.38	+5.78%	Beat
Q1 2025	May 5, 2025	$1.53	$1.62	$1.51	-1.31%	Missed
Q4 2024	Feb 20, 2025	$2.21	$2.41	$2.31	+4.66%	Missed
Q3 2024	Nov 5, 2024	$2.98	$3.28	$3.07	+3.02%	Missed
Q2 2024	Aug 6, 2024	$3.02	$3.43	$3.50	+15.89%	Beat
Q1 2024	May 7, 2024	$2.30	$2.65	$2.65	+15.22%	Met
Q4 2023	Feb 22, 2024	$2.54	$2.92	$3.55	+39.76%	Beat
Q3 2023	Nov 1, 2023	$3.73	$4.29	$4.24	+13.67%	Missed
Q2 2023	Aug 2, 2023	$2.51	$2.89	$3.89	+54.98%	Beat
Q1 2023	May 3, 2023	$1.51	$1.74	$2.96	+96.03%	Beat