BLDR Builders FirstSource, Inc. Common Stock
NYSE · Building · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 30, 2026
$56.25
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$54.7552w low
$131.5052w high
Market Cap (MRQ)
$6.05B
P/E (TTM)
61.1
EPS (TTM)
$0.92
Revenue (TTM)
$14.45B
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52W Range
$55–$132
Analyst Rating
HOLD
Price Target
$81
P/E
61.1
ROE
2.5%
Net Profit Margin
0.71%
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BLDR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$56.25
Market Cap (MRQ)
$6.05B
P/E (TTM)
61.1
EPS (TTM)
$0.92
Revenue (TTM)
$14.45B
ROE (TTM)
2.5%
52W Range
$55–$132
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About Builders FirstSource, Inc. Common Stock Company overview from Wikipedia
Builders FirstSource, Inc. is a publicly-traded, Fortune 500 company that manufactures and supplies building materials for the residential construction and repair and remodeling end markets. The company was founded in 1998 and is headquartered in Irving, Texas. It is the largest supplier of building products, prefabricated components and value-added services in the US. Builders FirstSource employs about 28,000 people at approximately 585 locations in 43 states.
History
In 1998, private investment firm JLL Partners acquired Builders' Supply and Lumber Company from the Pulte Corporation, forming Builders FirstSource. Over the next five years the company acquired 23 companies and grew revenue to $2 billion. The company was taken public in 2005 and began trading on the NYSE.
In 2015, Builders FirstSource acquired ProBuild. This acquisition resulted in a combined entity with $6.1 billion in combined 2014 revenue and over 430 locations across 40 states. In 2018, the revenue of the combined company was $7.7 Billion.
In December 2019, Builders FirstSource acquired Raney Components, LLC and Raney Construction, Inc, located in Groveland, Florida.This business unit now operates under the name Florida Construction Services.
In January 2020, Builders FirstSource acquired Bianchi & Company, Inc, a millwork supplier and install company located in Charlotte, North Carolina, and TW Perry, a Maryland-Based Building Materials Distributor.
In August 2020, Builders FirstSource announced a merger with BMC Stock Holdings in an all-stock deal valued at approximately $2.5 billion. The merger combined two of the largest U.S. building materials distributors and created a company with more than $11 billion in annual sales, approximately 26,000 employees, and a network of about 550 distribution and manufacturing locations across more than 40 U.S. states. The deal was completed in January 2021, at which point it was announced that former BMC president and CEO Dave Flitman would be appointed CEO following a 90-day transition period. Following the closing, the combined company retained the Builders FirstSource branding. In April 2021, Flitman became CEO, succeeding Chad Crow who had served in that role from 2017 until his retirement that year.
Also in 2021, Builders FirstSource acquired the parent company of Alliance Lumber, the largest independently operated supplier of building materials in Arizona, for $400 million, and California TrusFrame, the state's largest independent truss manufacturer, for $180 million, and building products software solutions and services provider WTS Paradigm for $450 million.
In August 2021, Builders FirstSource initiated a stock buyback program. Since then, the company has repurchased 102.6 million shares of its common stock as of May 2026. That represents approximately 50% of its total shares outstanding, at an average price of $81.26 per share for a total cost of $8.3 billion, inclusive of applicable fees and taxes.
In November 2022, Dave Rush was named CEO. He served in the role until his retirement in 2024 after 25 years with the company. In November 2024, Peter Jackson succeeded Rush as the company’s CEO. Prior to being named CEO, Jackson served as Builders FirstSource’s CFO.
In 2022, Builders FirstSource acquired Trussway, a Houston-based supplier of prefabricated wood framing components, HomCo, an Arizona-based lumber and hardware supplier, and New England-based National Lumber, as well as Panel Truss and Valley Truss.
Between 2023 and 2025, Builders FirstSource acquired 21 companies, expanding the company’s offerings and customer base significantly, including Alpine Lumber with 18 locally-managed retail lumber locations across Colorado and northern New Mexico and over $500 million in sales for 2024, Noltex Truss, a North Texas truss manufacturer, Kleet Lumber, High Mountain Door & Trim, Reno Truss, Sunrise Wood Designs, Wyoming Millwork, Western Truss, components installer CRi, Pleasant Valley Homes, a Pennsylvania-based wholesale manufacturer of modular homes, O.C. Cluss Lumber & Building Supplies, St. George Truss Co., Rystin Construction, Builder’s Door & Trim, and Lengefeld Lumber.
In January 2026, Builders FirstSource acquired the assets of Premium Building Components, a N.Y.-based wall panel and truss supplier, and later that year, Glecker and Sons Building Supplies. In August of 2026, they partnered with Digs, an AI platform for homeowners and home builders. Building FirstSource is providing the Series A funding for Digs at $25.3 million.
Products & Services
Builders FirstSource provides a wide range of building materials to homebuilders, contractors and professional remodelers. The company manufactures structural components including roof and floor trusses, wall panels, and pre-cut framing systems as well as windows and pre-hung doors.
Through the November 2025 acquisition of Pennsylvania-based Pleasant Valley Homes, Builders FirstSource manufacturers and sells modular homes to home builders and other wholesale customers across ten northeastern states.
In various markets, Builders FirstSource also offers turnkey installation services for categories including framing, windows and doors, siding, walls panels, trusses and more.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorIndustrials
industryBuilding
employees28,000
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$15.19B2016-12-31 → 2025-12-31
EPS$3.892016-12-31 → 2025-12-31
Free Cash Flow$853M2016-12-31 → 2025-12-31
Net margin0.71%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | BLDR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 61.15Y avg ≈14.0 | ≈14.0 | 30.4 | Overvalued | |
| P/S (TTM) | 0.45Y avg ≈0.8 | ≈0.8 | 2.9 | Undervalued | |
| P/B (MRQ) | 1.55Y avg ≈3.1 | ≈3.1 | 3.3 | Undervalued | |
| Price / FCF (TTM) | 9.55Y avg ≈9.7 | ≈9.7 | · | · | |
| Price / Cash Flow (TTM) | 6.75Y avg ≈7.6 | ≈7.6 | 14.5 | Undervalued | |
| Price / Tangible Book (MRQ) | 2.0 | · | · | · | |
| PEG Ratio | ≈7.7 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | BLDR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 29.2%5Y avg ≈32.4% | ≈32.4% | 38.2% | Weak | |
| Operating Margin (TTM) | 3.0%5Y avg ≈11.2% | ≈11.2% | 14.8% | Weak | |
| EBITDA Margin (TTM) | 7.1%5Y avg ≈14.3% | ≈14.3% | 16.0% | Weak | |
| Pretax Margin (TTM) | 1.0%5Y avg ≈10.1% | ≈10.1% | 13.5% | Weak | |
| Net Profit Margin (TTM) | 0.71%5Y avg ≈7.8% | ≈7.8% | 10.7% | Weak | |
| ROA (TTM) | 0.90%5Y avg ≈15.6% | ≈15.6% | 7.5% | Weak | |
| ROE (TTM) | 2.5%5Y avg ≈31.1% | ≈31.1% | 12.6% | Weak | |
| ROIC | 15.3%5Y avg ≈35.3% | ≈35.3% | 14.5% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | BLDR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 1.85Y avg ≈1.8 | ≈1.8 | 1.9 | In line | |
| Quick Ratio | 0.85Y avg ≈0.8 | ≈0.8 | 1.0 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | BLDR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -7.4%5Y avg ≈22.1% | ≈22.1% | · | · | |
| Revenue CAGR 3Y | -12.6%5Y avg ≈2.4% | ≈2.4% | · | · | |
| Revenue CAGR 5Y | 12.2% | · | · | · | |
| EPS YoY | -57.1%5Y avg ≈41.4% | ≈41.4% | · | · | |
| Net Income YoY | -59.6%5Y avg ≈75.2% | ≈75.2% | · | · | |
| EPS CAGR 3Y | -38.6%5Y avg ≈9.5% | ≈9.5% | · | · | |
| EPS CAGR 5Y | 7.9% | · | · | · | |
| Net Income CAGR 3Y | -45.9%5Y avg ≈3.2% | ≈3.2% | · | · | |
| Net Income CAGR 5Y | 6.8% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | BLDR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.45Y avg ≈1.9 | ≈1.9 | 0.8 | Top tier | |
| Inventory Turnover | 9.25Y avg ≈9.6 | ≈9.6 | 4.7 | Top tier | |
| Receivables Turnover | 13.75Y avg ≈13.6 | ≈13.6 | 8.7 | Top tier | |
| Revenue / Employee | ≈$542.5K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-3.7%
Next Report
Oct 28, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 29, 2026 | $1.17 | $1.29 | -9.5% |
| March 31, 2026 | $0.27 | $0.38 | -28.4% | |
| Dec. 31, 2025 | $1.12 | $1.27 | -11.6% | |
| Sept. 30, 2025 | $1.88 | $1.67 | 12.5% | |
| June 30, 2025 | $2.38 | $2.32 | 2.4% | |
| March 31, 2025 | $1.51 | $1.34 | 12.5% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $15.19B | $16.40B | $17.10B | $22.73B | $19.89B | $8.56B | $7.28B | $7.72B | $7.03B | $6.37B | $3.56B | $1.60B | |
| Cost of Revenue | $10.57B | $11.02B | $11.08B | $14.98B | $14.04B | $6.34B | $5.30B | $5.80B | $5.31B | $4.77B | $2.66B | $1.25B | |
| Gross Profit | $4.62B | $5.38B | $6.01B | $7.74B | $5.85B | $2.22B | $1.98B | $1.92B | $1.73B | $1.60B | $901M | $357M | |
| SG&A Expense | $3.83B | $3.79B | $3.84B | $3.97B | $3.46B | $1.68B | $1.58B | $1.55B | $1.44B | $1.36B | $811M | $307M | |
| Operating Income | $786M | $1.60B | $2.18B | $3.77B | $2.39B | $544M | $392M | $369M | $285M | $236M | $91M | $50M | |
| Interest Expense | · | · | · | · | · | · | · | · | $193M | $215M | $109M | $30M | |
| Pretax Income | $512M | $1.39B | $1.98B | $3.57B | $2.25B | $408M | $283M | $261M | $92M | $22M | $-18M | $19M | |
| Income Tax | $77M | $310M | $444M | $822M | $526M | $95M | $61M | $56M | $53M | $-123M | $4M | $1M | |
| Net Income | $435M | $1.08B | $1.54B | $2.75B | $1.73B | $314M | $222M | $205M | $39M | $144M | $-23M | $18M | |
| EPS (Basic) | $3.91 | $9.13 | $12.06 | $16.98 | $8.55 | $2.69 | $1.92 | $1.79 | $0.34 | $1.30 | $-0.22 | $0.19 | |
| EPS (Diluted) | $3.89 | $9.06 | $11.94 | $16.82 | $8.48 | $2.66 | $1.90 | $1.76 | $0.34 | $1.27 | $-0.22 | $0.18 | |
| Shares (Basic) | 111,421,000 | 118,038,000 | 127,777,000 | 161,960,000 | 201,839,000 | 116,611,000 | 115,713,000 | 114,586,000 | 112,587,000 | 110,754,000 | 103,190,000 | 98,050,000 | |
| Shares (Diluted) | 111,822,000 | 118,980,000 | 128,998,000 | 163,481,000 | 203,470,000 | 117,917,000 | 117,025,000 | 116,554,000 | 115,597,000 | 113,585,000 | 103,190,000 | 100,522,000 | |
| EBITDA | $1.38B | $2.16B | $2.73B | $4.27B | $2.93B | · | $492M | $467M | $378M | $236M | $91M | $50M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $182M | $154M | $66M | $80M | $43M | $424M | $14M | $10M | $58M | $14M | $65M | $18M | |
| Receivables | $1.06B | $1.16B | $1.44B | $1.45B | $1.71B | $823M | $615M | $654M | $632M | $569M | $529M | $140M | |
| Inventory | $1.09B | $1.21B | $1.23B | $1.43B | $1.63B | $785M | $561M | $597M | $602M | $542M | $513M | $138M | |
| Other Current Assets | $127M | $117M | $113M | $124M | $128M | $59M | $39M | $44M | $34M | $35M | $30M | $11M | |
| Current Assets | $2.93B | $3.14B | $3.30B | $3.50B | $3.97B | $2.22B | $1.31B | $1.37B | $1.40B | $1.22B | $1.19B | $332M | |
| PP&E (Net) | $2.20B | $1.96B | $1.80B | $1.57B | $1.39B | $749M | $722M | $670M | $639M | $656M | $734M | $76M | |
| PP&E (Gross) | $3.65B | $3.17B | $2.82B | $2.41B | $2.06B | $1.27B | $1.17B | $1.06B | $964M | $925M | $923M | $228M | |
| Accum. Depreciation | $1.45B | $1.21B | $1.01B | $838M | $672M | $524M | $449M | $390M | $325M | $269M | $188M | $152M | |
| Goodwill | $4.14B | $3.68B | $3.56B | $3.46B | $3.27B | $785M | $769M | $740M | $740M | $740M | $740M | $140M | |
| Intangibles | $1.18B | $1.10B | $1.30B | $1.55B | $1.60B | $120M | $128M | $103M | $133M | $159M | $190M | $17M | |
| Other Non-current Assets | $140M | $104M | $38M | $36M | $29M | $21M | $22M | $22M | $23M | $18M | $17M | $8M | |
| Total Assets | $11.24B | $10.58B | $10.50B | $10.60B | $10.71B | $4.17B | $3.25B | $2.93B | $3.01B | $2.91B | $2.88B | $574M | |
| Accounts Payable | $715M | $868M | $881M | $803M | $1.09B | $600M | $437M | $423M | $514M | $410M | $365M | $74M | |
| Accrued Liabilities | $566M | $634M | $718M | $739M | $719M | $327M | $309M | $293M | $272M | $293M | $294M | $68M | |
| Current Liabilities | $1.57B | $1.78B | $1.86B | $1.84B | $2.13B | $1.07B | $821M | $731M | $798M | $755M | $735M | $172M | |
| Capital Leases | $548M | $525M | $434M | $404M | $375M | $219M | $237M | $6M | $9M | $4M | $1M | · | |
| Deferred Tax | $178M | $148M | $167M | $270M | $362M | $49M | $37M | · | · | · | $12M | $6M | |
| Other Non-current Liabilities | $158M | $135M | $125M | $138M | $120M | $80M | $52M | $59M | $60M | $60M | $64M | $10M | |
| Total Liabilities | $6.89B | $6.29B | $5.77B | $5.63B | $5.91B | $3.02B | $2.42B | $2.34B | $2.63B | $2.60B | $2.73B | $534M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $384M | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | $384M | |
| Common Stock | $1M | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $982.0K | |
| Retained Earnings | $154M | $24M | $460M | $704M | $540M | $562M | $249M | $35M | $-172M | $-219M | $-364M | $-341M | |
| Stockholders' Equity | $4.35B | $4.30B | $4.73B | $4.96B | $4.80B | $1.15B | $825M | $596M | $376M | $310M | $149M | $40M | |
| Liabilities + Equity | $11.24B | $10.58B | $10.50B | $10.60B | $10.71B | $4.17B | $3.25B | $2.93B | $3.01B | $2.91B | $2.88B | $574M | |
| Shares Outstanding | 110,585,000 | 113,578,000 | 121,857,000 | 138,864,000 | 179,820,000 | 116,829,000 | 116,052,000 | 115,078,000 | 113,572,000 | 111,564,000 | 109,726,000 | 98,226,000 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $591M | $562M | $558M | $497M | $547M | $117M | $100M | $98M | $93M | $110M | $58M | · | |
| Stock-based Comp | $54M | $63M | $49M | $31M | $31M | $17M | $12M | $14M | $14M | $11M | $7M | $6M | |
| Deferred Tax | $7M | $-19M | $-102M | $-92M | $-35M | $17M | $51M | $52M | $49M | $-125M | $3M | $524.0K | |
| Amort. of Intangibles | $297M | $305M | $336M | $303M | $358M | $22M | $16M | $24M | $22M | $23M | $12M | $1M | |
| Restructuring | · | · | · | · | · | · | · | · | · | $581.0K | $4M | $515.0K | |
| Other Non-cash | $129M | $189M | $262M | $414M | $-526M | · | $119M | $-87M | $-16M | · | · | · | |
| Operating Cash Flow | $1.22B | $1.87B | $2.31B | $3.60B | $1.74B | $260M | $504M | $283M | $179M | $158M | $177M | $27M | |
| CapEx | $363M | $381M | $476M | $340M | $228M | $112M | $113M | $101M | $62M | $43M | $44M | $26M | |
| Investing Cash Flow | $-1.47B | $-711M | $-668M | $-957M | $-1.34B | $-136M | $-199M | $-97M | $-59M | $-38M | $-1.51B | $-95M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | $594M | · | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | $594M | · | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $111M | · | |
| Stock Repurchased | $414M | $1.52B | $1.81B | $2.59B | $1.71B | $4M | $10M | $5M | $3M | $1M | $986.0K | $1M | |
| Net Stock Activity | $-414M | $-1.52B | $-1.85B | $-2.63B | $-1.71B | · | $-10M | $-5M | $-3M | $-1M | $110M | $-1M | |
| Financing Cash Flow | $279M | $-1.07B | $-1.65B | $-2.60B | $-780M | $286M | $-301M | $-234M | $-76M | $-171M | $1.38B | $30M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | $43M | $-51M | $47M | $-37M | |
| Taxes Paid | $68M | $373M | $579M | $936M | $633M | $43M | $18M | $3M | $6M | $3M | $1M | $456.0K | |
| Free Cash Flow | $853M | $1.49B | $1.83B | $3.26B | $1.52B | · | $391M | $181M | $116M | $116M | $133M | $2M | |
| Levered FCF | · | · | · | · | · | · | · | · | $35M | $-1.31B | $-2M | $-27M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 30.4% | 32.8% | 35.2% | 34.1% | 29.4% | · | 27.2% | 24.9% | 24.6% | 25.1% | 25.3% | 22.3% | |
| Operating Margin | 5.2% | 9.7% | 12.7% | 16.6% | 12.0% | · | 5.4% | 4.8% | 4.0% | 3.7% | 2.5% | 3.1% | |
| Net Margin | 2.9% | 6.6% | 9.0% | 12.1% | 8.7% | · | 3.0% | 2.7% | 0.55% | 2.3% | -0.64% | 1.1% | |
| Pretax Margin | 3.4% | 8.5% | 11.6% | 15.7% | 11.3% | · | 3.9% | 3.4% | 1.3% | 0.34% | -0.52% | 1.2% | |
| EBITDA Margin | 9.1% | 13.2% | 16.0% | 18.8% | 14.8% | · | 6.8% | 6.0% | 5.4% | 3.7% | 2.5% | 3.1% | |
| ROA | 4.0% | 10.2% | 14.6% | 25.8% | 23.2% | · | 7.2% | 6.9% | 1.3% | 5.0% | -1.3% | 3.3% | |
| ROE | 10.2% | 24.7% | 33.1% | 54.0% | 33.4% | · | 27.7% | 36.2% | 11.3% | 62.9% | -24.1% | 65.3% | |
| ROIC | 15.3% | 28.8% | 35.7% | 58.5% | 38.1% | · | 37.3% | 48.7% | 32.0% | 508.5% | 75.1% | 11.1% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | 1.8 | 1.8 | 1.9 | 1.9 | · | 1.6 | 1.9 | 1.7 | 1.6 | 1.6 | 1.9 | |
| Quick Ratio | 0.8 | 0.7 | 0.8 | 0.8 | 0.8 | · | 0.8 | 0.9 | 0.9 | 0.8 | 0.8 | 1.0 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 9.5 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 8.8 | |
| Interest Coverage | · | · | · | · | · | · | · | · | 1.5 | 1.1 | 0.8 | 1.6 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.4 | 1.6 | 1.6 | 2.1 | 2.7 | · | 2.4 | 2.6 | 2.4 | 2.2 | 2.1 | 2.9 | |
| Inventory Turnover | 9.2 | 9.0 | 8.4 | 9.8 | 11.7 | · | 9.2 | 9.7 | 9.3 | 9.0 | 8.2 | 9.5 | |
| Receivables Turnover | 13.7 | 12.6 | 11.9 | 14.4 | 15.7 | · | 11.5 | 12.0 | 11.7 | 11.6 | 10.7 | 11.0 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $39.36 | $37.83 | $38.84 | $35.74 | $26.71 | · | $7.11 | $5.18 | $3.31 | $2.78 | $1.36 | $0.41 | |
| Revenue / Share | $135.85 | $137.84 | $132.54 | $139.02 | $97.77 | · | $62.21 | $66.28 | $60.85 | $56.06 | $34.54 | $15.96 | |
| Cash Flow / Share | $10.87 | $15.74 | $17.88 | $22.02 | $8.57 | · | $4.31 | $2.43 | $1.54 | $1.39 | $1.72 | $0.27 | |
| Cash / Share | $1.64 | $1.35 | $0.54 | $0.58 | $0.24 | · | $0.12 | $0.09 | $0.51 | $0.13 | $0.59 | $0.18 | |
| EPS (TTM) | $3.89 | $9.06 | $11.94 | $16.82 | $8.48 | $2.66 | $1.90 | $1.76 | $0.34 | $1.27 | $-0.22 | $0.18 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -7.4% | -4.1% | -24.8% | 14.2% | 132.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -12.6% | -6.2% | 25.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -57.1% | -24.1% | -29.0% | 98.4% | 218.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -38.6% | 2.2% | 65.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -59.6% | -30.0% | -44.0% | 59.4% | 450.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -45.9% | -14.5% | 70.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 6.8% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.19B | $16.40B | $17.10B | $22.73B | $19.89B | $8.56B | $7.28B | $7.72B | $7.03B | $6.37B | $3.56B | $1.60B | |
| Net Income TTM | $435M | $1.08B | $1.54B | $2.75B | $1.73B | $314M | $222M | $205M | $39M | $144M | $-23M | $18M | |
| Market Cap | $11.38B | $16.23B | $20.34B | $9.01B | $15.41B | · | $2.95B | $1.26B | $2.47B | $1.22B | $1.22B | $675M | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | · | $1.04B | |
| P/E | 26.4 | 15.8 | 14.0 | 3.9 | 10.1 | 15.3 | 13.4 | 6.2 | 64.1 | 8.6 | -50.4 | 38.2 | |
| P/S | 0.7 | 1.0 | 1.2 | 0.4 | 0.8 | · | 0.4 | 0.2 | 0.4 | 0.2 | 0.3 | 0.4 | |
| P/B | 2.6 | 3.8 | 4.3 | 1.8 | 3.2 | · | 3.6 | 2.1 | 6.6 | 4.0 | 8.1 | 16.8 | |
| P / Tangible Book | · | · | · | · | · | 19.3 | · | · | · | · | · | · | |
| P / Cash Flow | 9.4 | 8.7 | 8.8 | 2.5 | 8.8 | · | 5.9 | 4.4 | 13.9 | 7.7 | 6.9 | 24.5 | |
| P / FCF | 13.3 | 10.9 | 11.1 | 2.8 | 10.2 | · | 7.5 | 6.9 | 21.3 | 10.6 | 9.1 | 379.7 | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | · | · | 20.8 | |
| EV / FCF | · | · | · | · | · | · | · | · | · | · | · | 585.8 | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | · | 0.6 | |
| Earnings Yield | 3.8% | 6.3% | 7.1% | 25.9% | 9.9% | 6.5% | 7.5% | 16.1% | 1.6% | 11.6% | -2.0% | 2.6% |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.86B | $3.29B | $3.36B | $3.94B | $4.23B | $3.66B | $3.82B | $4.23B | $4.46B | $3.89B | $4.15B | $4.53B | $4.53B | $3.88B | $4.36B | $5.76B | |
| Cost of Revenue | $2.78B | $2.36B | $2.36B | $2.74B | $2.94B | $2.54B | $2.59B | $2.85B | $2.99B | $2.59B | $2.69B | $2.95B | $2.93B | $2.51B | $2.87B | $3.75B | |
| Gross Profit | $1.09B | $929M | $1.00B | $1.20B | $1.30B | $1.12B | $1.23B | $1.39B | $1.46B | $1.30B | $1.46B | $1.58B | $1.59B | $1.37B | $1.49B | $2.01B | |
| SG&A Expense | $958M | $912M | $940M | $971M | $988M | $931M | $930M | $958M | $973M | $926M | $974M | $939M | $1.02B | $904M | $959M | $1.00B | |
| Operating Income | $129M | $17M | $62M | $229M | $311M | $184M | $304M | $428M | $489M | $374M | $490M | $642M | $577M | $467M | $526M | $1.01B | |
| Pretax Income | $52M | $-58M | $-6M | $160M | $239M | $120M | $251M | $374M | $437M | $325M | $444M | $591M | $524M | $425M | $484M | $970M | |
| Income Tax | $56M | $-10M | $-37M | $37M | $54M | $23M | $61M | $89M | $93M | $66M | $93M | $140M | $119M | $91M | $99M | $232M | |
| Net Income | $-4M | $-47M | $31M | $122M | $185M | $96M | $190M | $285M | $344M | $259M | $351M | $451M | $405M | $334M | $385M | $738M | |
| EPS (Basic) | $-0.04 | $-0.43 | $0.28 | $1.11 | $1.67 | $0.85 | $1.67 | $2.45 | $2.89 | $2.12 | $2.81 | $3.62 | $3.19 | $2.44 | $2.83 | $4.75 | |
| EPS (Diluted) | $-0.04 | $-0.43 | $0.29 | $1.10 | $1.66 | $0.84 | $1.65 | $2.44 | $2.87 | $2.10 | $2.78 | $3.59 | $3.16 | $2.41 | $2.79 | $4.72 | |
| Shares (Basic) | 107,564,000 | 109,870,000 | · | 110,547,000 | 110,922,000 | 113,675,000 | · | 116,176,000 | 119,244,000 | 121,972,000 | · | 124,577,000 | 126,977,000 | 137,074,000 | · | 155,309,000 | |
| Shares (Diluted) | 107,564,000 | 109,870,000 | · | 110,930,000 | 111,196,000 | 114,339,000 | · | 116,940,000 | 120,072,000 | 123,371,000 | · | 125,792,000 | 128,066,000 | 138,412,000 | · | 156,493,000 | |
| EBITDA | $129M | $165M | · | $229M | $311M | $329M | · | $428M | $489M | $514M | · | $642M | $577M | $604M | · | $1.01B |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $66M | $98M | $182M | $296M | $87M | $115M | $154M | $328M | $76M | $697M | · | $88M | $89M | $144M | · | $85M | |
| Receivables | $1.30B | $1.16B | $1.06B | $1.25B | $1.33B | $1.25B | $1.16B | $1.37B | $1.48B | $1.39B | · | $1.62B | $1.62B | $1.43B | · | $1.92B | |
| Inventory | $1.27B | $1.19B | $1.09B | $1.18B | $1.31B | $1.35B | $1.21B | $1.20B | $1.29B | $1.36B | · | $1.33B | $1.36B | $1.34B | · | $1.76B | |
| Other Current Assets | $133M | $129M | $127M | $121M | $131M | $132M | $117M | $109M | $124M | $120M | · | $101M | $99M | $116M | · | $142M | |
| Current Assets | $3.24B | $3.12B | $2.93B | $3.30B | $3.29B | $3.28B | $3.14B | $3.47B | $3.45B | $3.94B | · | $3.57B | $3.61B | $3.35B | · | $4.42B | |
| PP&E (Net) | $2.11B | $2.16B | $2.20B | $2.20B | $2.19B | $2.17B | $1.96B | $1.94B | $1.90B | $1.84B | · | $1.76B | $1.68B | $1.61B | · | $1.49B | |
| PP&E (Gross) | · | · | $3.65B | · | · | · | $3.17B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $1.45B | · | · | · | $1.21B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $4.15B | $4.14B | $4.14B | $4.00B | $3.99B | $3.97B | $3.68B | $3.65B | $3.60B | $3.58B | $3.56B | $3.52B | $3.50B | $3.50B | $3.46B | $3.45B | |
| Intangibles | $1.05B | $1.11B | $1.18B | $1.20B | $1.26B | $1.32B | $1.10B | $1.14B | $1.17B | $1.24B | · | $1.35B | $1.41B | $1.49B | · | $1.64B | |
| Other Non-current Assets | $137M | $139M | $140M | $134M | $131M | $112M | $104M | $89M | $80M | $54M | · | $40M | $55M | $51M | · | $35M | |
| Total Assets | $11.32B | $11.30B | $11.24B | $11.43B | $11.46B | $11.45B | $10.58B | $10.89B | $10.72B | $11.17B | · | $10.74B | $10.73B | $10.48B | · | $11.54B | |
| Accounts Payable | $1.03B | $925M | $715M | $961M | $1.01B | $1.02B | $868M | $1.02B | $1.03B | $1.02B | · | $1.03B | $1.06B | $939M | · | $1.09B | |
| Accrued Liabilities | $481M | $531M | $566M | $579M | $530M | $483M | $634M | $645M | $577M | $484M | · | $712M | $600M | $593M | · | $851M | |
| Current Liabilities | $1.81B | $1.77B | $1.57B | $1.85B | $1.83B | $1.80B | $1.78B | $1.96B | $1.89B | $1.78B | · | $2.03B | $1.96B | $1.83B | · | $2.29B | |
| Capital Leases | $534M | $543M | $548M | $531M | $531M | $526M | $525M | $532M | $452M | $445M | · | $417M | $409M | $404M | · | $415M | |
| Deferred Tax | $238M | $230M | $178M | $172M | $116M | $138M | $148M | $121M | $140M | $159M | · | $197M | $232M | $248M | · | $305M | |
| Other Non-current Liabilities | $154M | $141M | $158M | $138M | $135M | $137M | $135M | $135M | $131M | $125M | · | $120M | $124M | $141M | · | $130M | |
| Total Liabilities | $7.32B | $7.30B | $6.89B | $7.11B | $7.29B | $7.07B | $6.29B | $6.45B | $6.42B | $6.21B | · | $6.16B | $6.39B | $5.82B | · | $6.31B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Retained Earnings | $-4M | $0 | $154M | $122M | · | $108M | $24M | $179M | $54M | $699M | · | $318M | $92M | $410M | · | $970M | |
| Stockholders' Equity | $4.01B | $4.00B | $4.35B | $4.32B | $4.18B | $4.37B | $4.30B | $4.45B | $4.30B | $4.96B | $4.73B | $4.58B | $4.34B | $4.66B | $4.96B | $5.22B | |
| Liabilities + Equity | $11.32B | $11.30B | $11.24B | $11.43B | $11.46B | $11.45B | $10.58B | $10.89B | $10.72B | $11.17B | · | $10.74B | $10.73B | $10.48B | · | $11.54B | |
| Shares Outstanding | 107,594,000 | 107,518,000 | 110,585,000 | 110,552,000 | 110,537,000 | 113,726,000 | 113,578,000 | 115,557,000 | 116,451,000 | 122,049,000 | 121,857,000 | 123,400,000 | 125,032,000 | 131,767,000 | 138,864,000 | 148,994,000 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $150M | $148M | $151M | $148M | $148M | $145M | $136M | $142M | $143M | $140M | $142M | $141M | $139M | $137M | $142M | $126M | |
| Stock-based Comp | $7M | $14M | $7M | $16M | $16M | $14M | $12M | $17M | $17M | $17M | $13M | $12M | $12M | $11M | $5M | $8M | |
| Deferred Tax | $9M | $51M | $-17M | $56M | $-22M | $-11M | $27M | $-19M | $-19M | $-8M | $-30M | $-35M | $-16M | $-21M | $-35M | $-35M | |
| Amort. of Intangibles | $72M | $73M | $76M | $74M | $74M | $73M | $68M | $76M | $81M | $80M | $83M | $84M | $85M | $85M | $90M | $77M | |
| Other Non-cash | · | $-78M | · | · | · | $-113M | · | · | · | $-91M | · | · | · | $194M | · | · | |
| Operating Cash Flow | $68M | $87M | $195M | $548M | $341M | $132M | $373M | $730M | $452M | $317M | $612M | $649M | $391M | $654M | $971M | $1.50B | |
| CapEx | $38M | $47M | $88M | $86M | $89M | $100M | $100M | $100M | $88M | $93M | $100M | $145M | $125M | $106M | $135M | $86M | |
| Investing Cash Flow | $-49M | $-58M | $-305M | $-102M | $-147M | $-912M | $-176M | $-219M | $-165M | $-151M | $-192M | $-164M | $-133M | $-179M | $-140M | $-510M | |
| Stock Repurchased | $3M | $300M | $0 | $1.0K | $402M | $12M | $364M | $153M | $983M | $17M | $219M | $178M | $755M | $604M | $614M | $686M | |
| Net Stock Activity | · | $-300M | · | · | · | $-12M | · | · | · | $-17M | · | · | · | $-627M | · | · | |
| Financing Cash Flow | $-51M | $-113M | $-4M | $-236M | $-222M | $741M | $-372M | $-258M | $-909M | $465M | $-441M | $-486M | $-313M | $-412M | $-836M | $-1.07B | |
| Taxes Paid | $5M | $730.0K | $-5M | $11M | $60M | $2M | $61M | $110M | $199M | $3M | $135M | $147M | $293M | $4M | $145M | $360M | |
| Free Cash Flow | · | $41M | · | · | · | $32M | · | · | · | $224M | · | · | · | $549M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 28.1% | 28.3% | · | 30.4% | 30.7% | 30.5% | · | 32.8% | 32.8% | 33.4% | · | 34.9% | 35.2% | 35.3% | · | 35.0% | |
| Operating Margin | 3.3% | 0.50% | · | 5.8% | 7.3% | 5.0% | · | 10.1% | 11.0% | 9.6% | · | 14.1% | 12.7% | 12.0% | · | 17.6% | |
| Net Margin | -0.10% | -1.4% | · | 3.1% | 4.4% | 2.6% | · | 6.7% | 7.7% | 6.7% | · | 10.0% | 8.9% | 8.6% | · | 12.8% | |
| Pretax Margin | 1.4% | -1.8% | · | 4.0% | 5.7% | 3.3% | · | 8.8% | 9.8% | 8.4% | · | 13.0% | 11.6% | 10.9% | · | 16.8% | |
| EBITDA Margin | 3.3% | 5.0% | · | 5.8% | 7.3% | 9.0% | · | 10.1% | 11.0% | 13.2% | · | 14.1% | 12.7% | 15.6% | · | 17.6% | |
| ROA | -0.03% | -0.42% | · | 1.1% | 1.7% | 0.85% | · | 2.6% | 3.2% | 2.4% | · | 4.0% | 3.5% | 3.0% | · | 6.6% | |
| ROE | -0.10% | -1.1% | · | 2.8% | 4.4% | 2.1% | · | 6.3% | 8.0% | 5.4% | · | 9.2% | 8.5% | 6.8% | · | 13.7% | |
| ROIC | -0.24% | 0.34% | · | 4.1% | 5.8% | 3.4% | · | 7.3% | 8.9% | 6.0% | · | 10.7% | 10.3% | 7.9% | · | 14.8% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | 1.8 | · | 1.8 | 1.8 | 1.8 | · | 1.8 | 1.8 | 2.2 | · | 1.8 | 1.8 | 1.8 | · | 1.9 | |
| Quick Ratio | 0.8 | 0.7 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | 0.8 | 1.2 | · | 0.8 | 0.9 | 0.9 | · | 0.9 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.5 | |
| Inventory Turnover | 2.2 | 1.9 | · | 2.3 | 2.3 | 1.9 | · | 2.2 | 2.3 | 1.9 | · | 1.9 | 1.7 | 1.4 | · | 2.2 | |
| Receivables Turnover | 2.9 | 2.7 | · | 3.0 | 3.0 | 2.8 | · | 2.8 | 2.9 | 2.8 | · | 2.6 | 2.2 | 2.1 | · | 2.8 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $37.22 | $37.24 | · | $39.04 | $37.80 | $38.46 | · | $38.48 | $36.97 | $40.61 | · | $37.12 | $34.73 | $35.34 | · | $35.07 | |
| Revenue / Share | $35.91 | $29.92 | · | $35.53 | $38.08 | $31.99 | · | $36.19 | $37.11 | $31.54 | · | $36.05 | $35.36 | $28.06 | · | $36.82 | |
| Cash Flow / Share | · | $0.80 | · | · | · | $1.16 | · | · | · | $2.57 | · | · | · | $4.73 | · | · | |
| Cash / Share | $0.61 | $0.91 | · | $2.68 | $0.79 | $1.01 | · | $2.84 | $0.65 | $5.71 | · | $0.71 | $0.71 | $1.10 | · | $0.57 | |
| EPS (TTM) | $0.92 | $2.62 | · | $5.25 | $6.59 | $7.80 | · | $10.19 | $11.34 | $11.63 | · | $11.95 | $13.08 | $15.67 | · | $16.31 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $14.45B | $14.82B | · | $15.65B | $15.94B | $16.17B | · | $16.73B | $17.03B | $17.11B | · | $17.30B | $18.53B | $20.93B | · | $23.00B | |
| Net Income TTM | $103M | $291M | · | $594M | $756M | $915M | · | $1.24B | $1.41B | $1.47B | · | $1.57B | $1.86B | $2.44B | · | $2.81B | |
| Market Cap | $9.63B | $8.85B | · | $13.40B | $12.90B | $14.21B | · | $22.40B | $16.12B | $25.45B | · | $15.36B | $17.00B | $11.70B | · | $8.78B | |
| P/E | 97.3 | 31.4 | · | 23.1 | 17.7 | 16.0 | · | 19.0 | 12.2 | 17.9 | · | 10.4 | 10.4 | 5.7 | · | 3.6 | |
| P/S | 0.7 | 0.6 | · | 0.9 | 0.8 | 0.9 | · | 1.3 | 0.9 | 1.5 | · | 0.9 | 0.9 | 0.6 | · | 0.4 | |
| P/B | 2.4 | 2.2 | · | 3.1 | 3.1 | 3.2 | · | 5.0 | 3.7 | 5.1 | · | 3.4 | 3.9 | 2.5 | · | 1.7 | |
| P / Tangible Book | · | · | · | · | · | · | · | · | · | 193.6 | · | · | · | · | · | 65.6 | |
| P / Cash Flow | · | 101.2 | · | · | · | 107.4 | · | · | · | 80.2 | · | · | · | 17.9 | · | · | |
| Earnings Yield | 1.0% | 3.2% | · | 4.3% | 5.7% | 6.2% | · | 5.3% | 8.2% | 5.6% | · | 9.6% | 9.6% | 17.6% | · | 27.7% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $15.19B | $16.40B | $17.10B | $22.73B | $19.89B |
| Gross Margin % | 30.4% | 32.8% | 35.2% | 34.1% | 29.4% |
| Operating Margin % | 5.2% | 9.7% | 12.7% | 16.6% | 12.0% |
| Net Income | $435M | $1.08B | $1.54B | $2.75B | $1.73B |
| Diluted EPS | $3.89 | $9.06 | $11.94 | $16.82 | $8.48 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Current Ratio | 1.9 | 1.8 | 1.8 | 1.9 | 1.9 |
| Quick Ratio | 0.8 | 0.7 | 0.8 | 0.8 | 0.8 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $853M | $1.49B | $1.83B | $3.26B | $1.52B |
Institutional owners (13F) 741 filers · $11.0B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
741
Value held
$11.0B
New positions
100
Exited positions
141
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 100 (-19 vs prior Q) | 141 (+22 vs prior Q) | 249 (-34 vs prior Q) | 265 (+15 vs prior Q) | +2.7M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1,273,528,692 | 12,377,575 | 11.56% | Shares |
| BlackRock, Inc. | $700,934,166 | 7,833,417 | 6.36% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $613,352,382 | 6,854,631 | 5.57% | Shares |
| STATE STREET CORP | $433,067,055 | 4,839,758 | 3.93% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $372,426,140 | 4,162,116 | 3.38% | Shares |
| Capital International Investors | $349,627,083 | 3,907,321 | 3.17% | Shares |
| Pictet Asset Management Holding SA | $340,120,280 | 3,801,076 | 3.09% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $310,070,659 | 3,465,251 | 2.81% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $307,763,089 | 3,439,279 | 2.79% | Shares |
| Invesco Ltd. | $299,432,919 | 3,346,367 | 2.72% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $253,156,076 | 2,834,402 | 2.30% | Shares |
| Coliseum Capital Management, LLC | $232,488,547 | 2,598,218 | 2.11% | Shares |
| Brave Warrior Advisors, LLC | $209,434,293 | 2,340,571 | 1.90% | Shares |
| SANDS CAPITAL MANAGEMENT, LLC | $204,303,957 | 2,283,236 | 1.85% | Shares |
| D1 Capital Partners L.P. | $146,677,585 | 1,639,222 | 1.33% | Shares |
| MORGAN STANLEY | $138,950,771 | 1,552,867 | 1.26% | Shares |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $134,907,564 | 1,507,684 | 1.22% | Shares |
| GOLDMAN SACHS GROUP INC | $124,538,135 | 1,391,799 | 1.13% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $109,347,602 | 1,222,034 | 0.99% | Shares |
| Public Sector Pension Investment Board | $96,113,958 | 1,074,139 | 0.87% | Shares |
| Holocene Advisors, LP | $95,463,438 | 1,066,869 | 0.87% | Shares |
| Capital World Investors | $89,979,567 | 1,005,583 | 0.82% | Shares |
| BANK OF AMERICA CORP /DE/ | $83,832,023 | 936,880 | 0.76% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $81,933,078 | 915,658 | 0.74% | Shares |
| NORTHERN TRUST CORP | $80,380,778 | 898,310 | 0.73% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $79,787,837 | 891,669 | 0.72% | Shares |
| AMERIPRISE FINANCIAL INC | $79,469,096 | 888,118 | 0.72% | Shares |
| Focus Partners Wealth | $78,920,786 | 881,993 | 0.72% | Shares |
| NORGES BANK | $77,038,522 | 860,958 | 0.70% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $72,411,780 | 809,251 | 0.66% | Shares |
| FMR LLC | $71,162,484 | 795,290 | 0.65% | Shares |
| Loews Corp | $69,794,400 | 780,000 | 0.63% | Shares |
| Evercore Wealth Management, LLC | $68,823,185 | 769,146 | 0.62% | Shares |
| UBS Group AG | $68,050,792 | 760,514 | 0.62% | Shares |
| Atlas FRM LLC | $64,246,640 | 718,000 | 0.58% | Shares |
| Clearbridge Investments, LLC | $64,180,973 | 717,266 | 0.58% | Shares |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $58,736,551 | 656,421 | 0.53% | Shares |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $58,286,271 | 651,389 | 0.53% | Shares |
| JANUS HENDERSON GROUP PLC | $56,704,326 | 688,745 | 0.51% | Shares |
| DEUTSCHE BANK AG\ | $55,393,221 | 619,057 | 0.50% | Shares |
| Long Focus Capital Management, LLC | $55,209,160 | 617,000 | 0.50% | Shares |
| Allianz Asset Management GmbH | $53,995,812 | 603,440 | 0.49% | Shares |
| Zurich Insurance Group Ltd/FI | $53,887,809 | 602,233 | 0.49% | Shares |
| L1 Capital Pty Ltd | $53,712,070 | 600,269 | 0.49% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $53,652,029 | 599,598 | 0.49% | Shares |
| Caisse de depot et placement du Quebec | $53,589,572 | 598,900 | 0.49% | Shares |
| Capital Research Global Investors | $53,191,131 | 593,700 | 0.48% | Shares |
| Bank of New York Mellon Corp | $49,625,955 | 554,604 | 0.45% | Shares |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | $49,547,045 | 553,722 | 0.45% | Shares |
| JPMORGAN CHASE & CO | $46,812,934 | 512,218 | 0.42% | Shares |
Activists & 5%+ owners 8 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| JLL Building Holdings, LLC, JLL Partners Fund V, L.P., JLL Associates V, L.P., JLL Associates G.P. V, L.L.C., Paul S. Levy ×6 filings | Sept. 11, 2017 | · | Initial filing | · | SEC |
| Warburg Pincus Private Equity IX, L.P., Warburg Pincus IX GP L.P., WPP GP LLC, Warburg Pincus Partners, L.P., Warburg Pincus Partners GP LLC, Warburg Pincus & Co., Warburg Pincus LLC, Charles R. Kaye, Joseph P. Landy ×10 filings | May 25, 2016 | · | Initial filing | · | SEC |
| Robert E. Robotti, Robotti & Company, Incorporated, Robotti & Company, LLC, Robotti & Company Advisors, LLC, Suzanne Robotti, Kenneth R. Wasiak, Ravenswood Management Company, L.L.C., The Ravenswood Investment Company, L.P., Ravenswood Investments III, L.P. ×3 filings | Aug. 26, 2013 | · | Initial filing | · | SEC |
| Building Products, LLC, JLL Building Holdings, LLC, JLL Partners Fund V, L.P., JLL Associates V, L.P., JLL Associates G.P. V, L.L.C., Paul S. Levy, JWP LLC, Warburg Pincus Private Equity IX, L.P., Warburg Pincus IX, LLC, Warburg Pincus Partners, LLC, Warburg Pincus LLC, Warburg Pincus & Co., Charles R. Kaye, Joseph P. Landy ×4 filings | June 24, 2010 | · | Initial filing | · | SEC |
| Stadium Capital Management, LLC, Bradley R. Kent, Alexander M. Seaver, Stadium Relative Value Partners, L.P. ×3 filings | Jan. 19, 2010 | · | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | March 14, 2008 | · | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Dec. 8, 2006 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | March 2, 2006 | · | Initial filing | Board campaign | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 48 insiders · 24 officers · 24 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Peter M. Jackson | President & CEO | March 15, 2026 F | 272,332 | 0 | 0 | $0 |
| David E Flitman | President and CEO | March 15, 2022 F | 235,641 | 0 | 0 | $0 |
| Chad M Crow | CEO | March 1, 2021 F | 338,684 | 0 | 0 | $0 |
| Pete Beckmann | EVP & CFO | March 15, 2026 F | 43,259 | 0 | 0 | $0 |
| Charles L Horn | SVP & Chief Financial Officer | Feb. 27, 2009 F | 19,831 | 0 | 0 | $0 |
| Todd Vance | President - East Division | July 18, 2026 A | 42,684 | 0 | 0 | $0 |
| Paul Vaughn | President - West Division | July 18, 2026 A | 40,724 | 0 | 0 | $0 |
| Gayatri Narayan | President - Tech & Digital | June 13, 2026 F | 28,252 | 0 | 0 | $0 |
| Jonathan P Cope | President - Commercial | March 15, 2026 A | 13,770 | 0 | 0 | $0 |
| Scott L Robins | President - West Division | March 15, 2026 F | 151,247 | 0 | 0 | $0 |
| Paul M Mccrobie | President - East Division | March 15, 2025 A | 22,207 | 0 | 0 | $0 |
| Michael Alan Farmer | President - Commercial Ops | May 22, 2024 F | 60,058 | 0 | 0 | $0 |
| Kevin P Omeara | President & COO | May 1, 2007 M | 197,122 | 0 | 0 | $0 |
| Stephen J Herron | Chief Operating Officer | June 5, 2026 G | 110,260 | 0 | 0 | $0 |
| Michael Hiller | COO-Designate | June 4, 2026 G | 52,142 | 0 | 0 | $0 |
| Morris E Tolly | SVP - COO - East | March 5, 2018 M | 124,040 | 0 | 0 | $0 |
| Matthew Coley O'Brien | Chief Human Resources Officer | July 18, 2026 A | 7,406 | 0 | 0 | $0 |
| Matthew Trester | Principal Accounting Officer | March 15, 2026 F | 4,629 | 0 | 0 | $0 |
| Timothy D Johnson | EVP & General Counsel | Aug. 22, 2025 G | 73,151 | 0 | 0 | $0 |
| Amy B Messersmith | Chief People Officer | May 22, 2024 F | 26,053 | 0 | 0 | $0 |
| Jami Beckmann | Principal Accounting Officer | May 22, 2024 F | 20,053 | 0 | 0 | $0 |
| Donald F Mcaleenan | SVP & General Counsel | March 1, 2020 F | 188,653 | 0 | 0 | $0 |
| Frederick B Schenkel | Vice President, Manufacturing | Feb. 3, 2013 F | 54,049 | 0 | 0 | $0 |
| Brad Alan Leist | Vice President and Controller | Feb. 3, 2012 F | 35,913 | 0 | 0 | $0 |
| Maria Renz | Director | Sept. 10, 2026 A | 6,870 | 0 | 0 | $0 |
| Craig Arthur Steinke | Director | Sept. 10, 2026 A | 102,626 | 0 | 0 | $0 |
| Dirkson R Charles | Director | Sept. 10, 2026 A | 14,766 | 0 | 0 | $0 |
| William B Hayes | Director | Sept. 10, 2026 A | 20,221 | 0 | 0 | $0 |
| Cory Jacobs Boydston | Director | Sept. 10, 2026 A | 27,191 | 0 | 0 | $0 |
| James Oleary | Director | Sept. 10, 2026 A | 91,795 | 0 | 0 | $0 |
| Paul S Levy | Director | Sept. 10, 2026 A | 1,732,002 | 1 | 0 | $4,386,500 |
| Cleveland A Christophe | Director | Sept. 10, 2026 A | 38,762 | 0 | 0 | $0 |
| Mark A Alexander | Director | June 1, 2026 A | 47,913 | 0 | 0 | $0 |
| David E Rush | Director | May 14, 2026 A | 124,842 | 0 | 1 | $-390,850 |
| Cheryl Ainoa | Director | May 14, 2026 A | 4,629 | 0 | 0 | $0 |
| Brett N Milgrim | Director | May 14, 2026 A | 82,634 | 0 | 0 | $0 |
| Floyd F Sherman | Director | June 14, 2022 S | 13,972 | 0 | 0 | $0 |
| Daniel Agroskin | Director | June 1, 2022 A | 36,442 | 0 | 0 | $0 |
| David W Bullock | Director | June 15, 2021 A | 99,931 | 0 | 0 | $0 |
| Janice L Davis | Director | Dec. 1, 2020 A | 13,432 | 0 | 0 | $0 |
| David Barr | Director | Dec. 1, 2020 A | 102,417 | 0 | 0 | $0 |
| Robert C Griffin | Director | May 23, 2019 S | 25,719 | 0 | 0 | $0 |
| Kevin Kruse | Director | Aug. 1, 2018 A | 67,075 | 0 | 0 | $0 |
| Michael Graff | Director | May 24, 2016 S | 0 | 0 | 0 | $0 |
| Ramsey A Frank | Director | Feb. 27, 2006 J | 0 | 0 | 0 | $0 |
| Alexander R Castaldi | Director | July 22, 2005 S | 17,305,103 | 0 | 0 | $0 |
| STADIUM CAPITAL PARTNERS L P | 10% owner | April 15, 2015 S | 8,778,289 | 0 | 0 | $0 |
| JLL BUILDING PRODUCTS LLC | 10% owner | July 22, 2005 S | 17,305,103 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 94 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PSCI · Invesco Exchange-Traded Fund Trust … | 2.01% | 94,023 SH | Oct. 2, 2026 | Daily |
| ITB · iShares Trust | 1.49% | 522,798 SH | Sept. 11, 2026 | Daily |
| NAIL · Direxion Shares ETF Trust | 1.18% | 94,501 NS | July 31, 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.87% | 298,574 SH | Oct. 2, 2026 | Daily |
| ALTL · Pacer Funds Trust | 0.74% | 10,315 NS | July 31, 2026 | N-PORT |
| HIBL · Direxion Shares ETF Trust | 0.50% | 5,697 NS | July 31, 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 0.50% | 55,725 NS | July 31, 2026 | N-PORT |
| PALC · Pacer Funds Trust | 0.41% | 12,998 NS | July 31, 2026 | N-PORT |
| RZV · Invesco Exchange-Traded Fund Trust | 0.30% | 14,690 SH | Oct. 2, 2026 | Daily |
| IQSM · New York Life Investments ETF Trust | 0.28% | 14,097 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.25% | 547,219 NS | July 31, 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0.21% | 60,323 SH | Oct. 2, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.19% | 1,487,948 SH | Aug. 19, 2026 | Daily |
| BKMC · BNY Mellon ETF Trust | 0.17% | 16,825 NS | July 31, 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.17% | 15,978 SH | Aug. 19, 2026 | Daily |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.15% | 47,043 NS | July 31, 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.13% | 130,794 SH | Aug. 19, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.12% | 143,591 NS | July 31, 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.11% | 7,839 NS | July 31, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.11% | 23,023 NS | July 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.11% | 2,338,334 SH | Aug. 19, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.11% | 250,046 NS | July 31, 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.11% | 3,621 NS | July 31, 2026 | N-PORT |
| TEXN · iShares Trust | 0.10% | 326 SH | Sept. 11, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.10% | 35,402 NS | July 31, 2026 | N-PORT |
| DUSL · Direxion Shares ETF Trust | 0.09% | 795 NS | July 31, 2026 | N-PORT |
| SMMD · iShares Trust | 0.09% | 56,043 SH | Sept. 11, 2026 | Daily |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.08% | 10,139 NS | July 31, 2026 | N-PORT |
| IYJ · iShares Trust | 0.08% | 24,987 SH | Sept. 11, 2026 | Daily |
| REVS · Columbia ETF Trust I | 0.07% | 3,645 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.07% | 33,359 SH | Sept. 11, 2026 | Daily |
| EXI · iShares Trust | 0.06% | 15,224 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.06% | 20,698 NS | July 31, 2026 | N-PORT |
| IWS · iShares Trust | 0.06% | 157,922 SH | Sept. 11, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.06% | 100,568 SH | Oct. 2, 2026 | Daily |
| WSML · iShares Trust | 0.06% | 6,206 SH | Sept. 11, 2026 | Daily |
| RECS · Columbia ETF Trust I | 0.05% | 43,372 NS | July 31, 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.05% | 8,197 SH | Oct. 2, 2026 | Daily |
| IWR · iShares Trust | 0.05% | 429,100 SH | Sept. 11, 2026 | Daily |
| ACVF · ETF Opportunities Trust | 0.05% | 1,031 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.04% | 3,682 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.04% | 5,958 SH | Oct. 2, 2026 | Daily |
| XOEF · iShares Trust | 0.04% | 138 SH | Sept. 11, 2026 | Daily |
| HQGO · Lattice Strategies Trust | 0.03% | 248 NS | July 31, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.03% | 801 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.03% | 71,166 NS | July 31, 2026 | N-PORT |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.03% | 24,873 SH | Aug. 19, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 63,162 SH | Aug. 19, 2026 | Daily |
| HAPI · Harbor ETF Trust | 0.03% | 2,093 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.03% | 186,502 NS | July 31, 2026 | N-PORT |
| PWS · Pacer Funds Trust | 0.03% | 93 NS | July 31, 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0.02% | 640 NS | July 31, 2026 | N-PORT |
| IVE · iShares Trust | 0.02% | 178,464 SH | Sept. 11, 2026 | Daily |
| IUSV · iShares Trust | 0.02% | 95,846 SH | Sept. 11, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.02% | 23,683 SH | Aug. 19, 2026 | Daily |
| DSI · iShares Trust | 0.02% | 15,955 SH | Sept. 11, 2026 | Daily |
| IWD · iShares Trust | 0.02% | 233,086 SH | Sept. 11, 2026 | Daily |
| EGLE · Global X Funds | 0.02% | 5 NS | July 31, 2026 | N-PORT |
| CATH · Global X Funds | 0.01% | 2,778 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 24,198 NS | July 31, 2026 | N-PORT |
| XYLG · Global X Funds | 0.01% | 124 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.01% | 4,285 NS | July 31, 2026 | N-PORT |
| CHRI · Global X Funds | 0.01% | 15 NS | July 31, 2026 | N-PORT |
| XYLD · Global X Funds | 0.01% | 5,654 NS | July 31, 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0.01% | 5,601 NS | July 31, 2026 | N-PORT |
| TOPC · iShares Trust | 0.01% | 62 SH | Sept. 11, 2026 | Daily |
| XCLR · Global X Funds | 0.01% | 6 NS | July 31, 2026 | N-PORT |
| XVV · iShares Trust | 0.01% | 1,243 SH | Sept. 11, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.01% | 5,490 NS | July 31, 2026 | N-PORT |
| XRMI · Global X Funds | 0.01% | 79 NS | July 31, 2026 | N-PORT |
| SPUU · Direxion Shares ETF Trust | 0.01% | 406 NS | July 31, 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0.01% | 2,590 NS | July 31, 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0.01% | 2,791,711 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 3,245,544 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 86,909 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 17,301 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 8,815 SH | Aug. 19, 2026 | Daily |
| IVV · iShares Trust | 0.01% | 1,355,423 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.01% | 4,729 SH | Sept. 11, 2026 | Daily |
| NEAR · iShares U.S. ETF Trust | 0.01% | 483,000 SH | Sept. 10, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 30,306 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 143,294 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.01% | 72,306 SH | Sept. 11, 2026 | Daily |
| HCMT · Direxion Shares ETF Trust | 0.01% | 749 NS | July 31, 2026 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0.01% | 8,410 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.01% | 21,763 NS | July 31, 2026 | N-PORT |
| XTR · Global X Funds | 0.01% | 5 NS | July 31, 2026 | N-PORT |
| VGHY · VANGUARD FIXED INCOME SECURITIES FU… | · | · | July 15, 2026 | Daily |
| VCRB · VANGUARD MALVERN FUNDS | · | · | July 15, 2026 | Daily |
| VSDB · VANGUARD MALVERN FUNDS | · | · | July 15, 2026 | Daily |
| VGMS · VANGUARD MALVERN FUNDS | · | · | July 15, 2026 | Daily |
| IFRA · iShares Trust | · | 165,539 SH | Sept. 11, 2026 | Daily |
| ISCB · iShares Trust | · | 4,838 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 23,803 SH | Sept. 11, 2026 | Daily |
BLDR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 33 analysts
BUY
Median target
$81.00
+44.0%
4 12.1%
Strong Buy
13 39.4%
Buy
15 45.5%
Hold
1 3.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
21 analysts · 2026-09-20Mean target $80.62 +43.3%
← Below all targets
Current price $56.25
Low$61.00
Mean$80.62
High$100.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| BLDR | $11.38B | 26.4 | -7.4% | 2.9% | 10.2% | 30.4% |
| AOS | · | 17.4 | 0.32% | 14.3% | 29.2% | 38.8% |
| SSD | $6.66B | 19.6 | 4.5% | 14.8% | 17.4% | 45.9% |
| AAON | $6.23B | 59.1 | 20.1% | 7.5% | 12.4% | 26.8% |
| AWI | $8.20B | 27.0 | 12.1% | 19.1% | 35.5% | 40.6% |
| CSW | $4.66B | 38.9 | 23.2% | 10.3% | 10.3% | 41.9% |
| FBIN | $6.16B | 20.8 | -3.2% | 6.7% | 12.6% | · |
| TREX | $3.71B | 19.7 | 2.0% | 16.2% | 18.8% | 39.2% |
| UFPI | $5.25B | 18.6 | -5.0% | 4.7% | 9.4% | 16.8% |
| GFF | $3.53B | 69.9 | -4.0% | 2.0% | 35.4% | 42.0% |
| AZZ | $4.06B | 13.0 | 4.6% | 19.2% | 24.0% | 23.9% |
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Source: SEC 10-Q filed Jul 30, 2026