Builders FirstSource is projected to see earnings decline 54.3% in 2026 as the housing recession persists. The company reported second-quarter 2026 earnings of $1.17 per share, missing the Zacks Consensus of $1.29 and marking its third consecutive miss. Sales fell 8.8% year-over-year to $3.9 billion, and full-year net sales are guided between $14 billion and $14.8 billion, down from $15.2 billion in 2025. Analysts have cut the 2026 Zacks Consensus estimate to $3.15 from $4.13, while the 2027 estimate was reduced to $4.28 from $5.67, though that still implies 36% growth. Shares have tumbled 45% over the past year to four-year lows, and the company has repurchased 49.7% of its total shares since August 2021.
Builders FirstSource IncEarnings miss and lowered guidance for 2026 and 2027 indicate deteriorating financial performance.
