Builders FirstSource, Inc.

Builders FirstSource (BLDR) reported resilient 2024 results, including a mid-teens EBITDA margin, robust free cash flow, and strategic acquisitions totaling ~$920 million [7]. The company is focused on shareholder returns through buybacks and a new digital platform, and also announced a planned CEO succession and board declassification [7]. Despite a positive long-term stock performance [4], recent analyst estimates have lowered expectations for future earnings, resulting in a Zacks Rank #5 (Strong Sell) [2], [3]. While the stock is currently considered fairly valued [1], high implied volatility suggests potential price swings [2]. BLDR announced a Q1 2025 earnings call for May 1, 2025 [5].