Builders FirstSource, Inc., together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to …
$62.54-4.52%
报价 2026-11-06
市值
$6.73B
EV
$11.96B
PE (TTM)
169.0x
预期 PE (FY2026)
17.1x
52 周区间距高点 -51.5%
$50.52$128.96
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.0x | 4.07 → 2.71（0.7x） | 23.1 |
| FY+32028-12 | 1.0x | 4.07 → 3.68（0.9x） | 17.0 |
毛利率 28% · TTM 收入 $14362M · 基数 EPS 4.07（调整后）
电话会信号
辅助标签Q3 20262026-10-29
无标签
指引 维持
信心 3
分析师 3
“We expect to capture share by delivering outstanding customer service, bundling our broad product portfolio to help builders with affordability.”
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
L2 2026-07-08全文 ↓尚未生成 L3 估值，没有三情景目标价。去生成估值 →
L2 报告格式无法提取要点，请看全文。
历史股价
加载中…
事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| BLDRBuilders FirstSource, Inc. | $6.73B | -4.5% | -6.0% | 27.8% | 169.0x | 13.2x | 26.8x | |
| MASMasco Corporation | $15.85B | -1.5% | +2.4% | 35.4% | 15.4x | 10.9x | 18.6x | |
| LECOLincoln Electric Holdings, Inc. | $14.91B | +1.2% | +12.6% | 36.8% | 27.7x | 18.2x | 29.5x | GARP |
| CSLCarlisle Companies Incorporated | $14.52B | -0.8% | +6.1% | 33.8% | 22.4x | 14.8x | 20.5x | |
| WCCWESCO International, Inc. | $14.24B | +2.2% | +14.8% | 21.8% | 24.3x | 14.6x | 111.8x | GARP |
| HIIHuntington Ingalls Industries, Inc. | $11.38B | -0.2% | +12.6% | 13.6% | 16.3x | 12.2x | 22.9x | |
| OCOwens Corning | $9.59B | -2.4% | -3.8% | 28.8% | – | 26.4x | 22.8x | |
| WMSAdvanced Drainage Systems, Inc. | $9.37B | +1.4% | +13.4% | 40.8% | 21.6x | 12.1x | 17.5x | GARP |
| STNStantec Inc. | $8.36B | -1.9% | – | 46.3% | 29.1x | 15.6x | – | |
| 同行中位数 | – | – | +12.6% | 34.6% | 22.4x | 14.7x | 22.8x |
研究全文
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.85B | $3.86B | $3.29B | $3.36B | $3.94B | $4.23B | $3.66B | $3.82B |
| Gross Margin | 27.8% | 28.1% | 28.3% | 29.8% | 30.4% | 30.7% | 30.5% | 32.3% |
| Operating Margin | 2.6% | 3.3% | 0.5% | 1.8% | 5.8% | 7.4% | 5% | 8% |
| Net Income | $60.4M | $-3.9M | $-47.4M | $31.5M | $122.4M | $185M | $96.3M | $190.2M |
| Diluted EPS | 0.56 | -0.04 | -0.43 | 0.28 | 1.1 | 1.66 | 0.84 | 1.65 |
| Operating Cash Flow | $146.6M | $68M | $87.5M | $194.8M | $547.7M | $341M | $132.3M | $373.5M |
研究材料
Filing 摘要