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Builders FirstSource, Inc. (BLDR) Q1 2026 Earnings Call T...
SA Transcripts · 2026-05-01 · via All Articles on Seeking Alpha

Q1: 2026-04-30 Earnings Summary

EPS of $0.27 misses by $0.10

 | 

Revenue of

$3.29B

(-10.13% Y/Y)

beats by $113.47M

Builders FirstSource, Inc. (BLDR) Q1 2026 Earnings Call April 30, 2026 9:00 AM EDT

Company Participants

Heather Kos - Senior Vice President of Investor Relations
Peter Jackson - President, CEO & Director
Pete Beckmann - Executive VP & CFO

Conference Call Participants

John Lovallo - UBS Investment Bank, Research Division
Charles Perron-Piché - Goldman Sachs Group, Inc., Research Division
Rafe Jadrosich - BofA Securities, Research Division
Ryan Merkel - William Blair & Company L.L.C., Research Division
Michael Dahl - RBC Capital Markets, Research Division
Matthew Bouley - Barclays Bank PLC, Research Division
Keith Hughes - Truist Securities, Inc., Research Division
David Manthey - Robert W. Baird & Co. Incorporated, Research Division
Trey Grooms - Stephens Inc., Research Division
Kurt Yinger - D.A. Davidson & Co., Research Division
Richard Reid - Wells Fargo Securities, LLC, Research Division
Philip Ng - Jefferies LLC, Research Division
Reuben Garner - The Benchmark Company, LLC, Research Division
Min Cho - Texas Capital Securities, Research Division
Adam Baumgarten - Vertical Research Partners, LLC
Ketan Mamtora - BMO Capital Markets Equity Research

Presentation

Operator

Good day, and welcome to the Builders FirstSource First Quarter 2026 Earnings Conference Call. Today's call is scheduled to last about 1 hour, including remarks by management and the question-and-answer session. [Operator Instructions]

I'd now like to turn the call over to Heather Kos, Senior Vice President, Investor Relations for Builders FirstSource. Please go ahead.

Heather Kos
Senior Vice President of Investor Relations

Good morning, and welcome to our first quarter 2026 earnings call. With me on the call are Peter Jackson, our CEO; and Pete Beckmann, our CFO. The earnings press release and presentation are available on our website at investors.bldr.com.

We will refer to the presentation during our call. The results discussed today include GAAP and non-GAAP results adjusted for certain items. We provide these non-GAAP results for informational purposes, and they should not be considered in isolation from