HighGravityDataCurrent guidance
19 items
Builders FirstSource
Guidance from Builders FirstSource’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Jul 30, 2026
Data checked
Jul 30, 2026
What changed in the Jul 30, 2026 release
Each item compared with the same item in the previous release (Apr 30, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Lowered | Net Sales | for FY2026 | “$14.6 billion to $15.6 billion” | “$14.0 billion to $14.8 billion” | Filing ↗ |
| New | Net sales growth from acquisitions | for FY2026 | — | “approximately 1%” | Filing ↗ |
| Lowered | Adjusted EBITDA | for FY2026 | “$1.1 billion to $1.5 billion” | “$1.0 billion to $1.2 billion” | Filing ↗ |
| Lowered | Adjusted EBITDA margin | for FY2026 | “7.5% to 9.6%” | “7.1% to 8.1%” | Filing ↗ |
| Narrowed | Gross Profit margin | for FY2026 | “27.5% to 29%” | “27.5% to 28.5%” | Filing ↗ |
| New | Adjusted effective tax rate | for FY2026 | — | “22% to 24%” | Filing ↗ |
| Raised | Depreciation and amortization expenses | for FY2026 | “$525 million to $575 million” | “$580 million to $610 million” | Filing ↗ |
| Raised | Interest expense | for FY2026 | “$275 million to $285 million” | “$280 million to $290 million” | Filing ↗ |
| New | Repair & Remodel activity | for FY2026 | — | “down 1%” | Filing ↗ |
| Lowered | Single Family starts | for FY2026 | “down low-single digits” | “down mid- to high-single digits” | Filing ↗ |
| Lowered | Total capital expenditures | for FY2026 | “$225 million to $275 million” | “$175 million to $225 million” | Filing ↗ |
| Reiterated | Average commodity prices assumption | for FY2026 | “$390 to $410 per thousand board foot (mbf)” | “$390 to $410 per thousand board foot (mbf)” | Filing ↗ |
| Reiterated | Free cash flow | for FY2026 | “approximately $0.4 billion to $0.5 billion” | “approximately $0.4 billion to $0.5 billion” | Filing ↗ |
| Reiterated | Productivity savings | for FY2026 | “$50 million to $70 million” | “$50 million to $70 million” | Filing ↗ |
| Reiterated | Selling days | for FY2026 | “No change in selling days versus 2025” | “No change in selling days versus 2025” | Filing ↗ |
Show 3 items not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Acquisitions net sales growth | for FY2026 | “approximately 1%” | — | Filing ↗ |
| Not restated | Acquisitions net sales growth contribution | for FY2026 | “approximately 1%” | — | Filing ↗ |
| Not restated | Net sales growth from acquisitions completed within the last twelve months | for FY2026 | “approximately 1%” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Acquisitions net sales growth | “approximately 1%” | for FY2026 | GAAP-tied | Feb 17, 2026 | 1 | Filing ↗ |
| Acquisitions net sales growth contribution | “approximately 1%” | for FY2026 | GAAP-tied | Apr 30, 2026 | 1 | Filing ↗ |
| Net Sales | “$14.0 billion to $14.8 billion” | for FY2026 | GAAP-tied | Feb 17, 2026 | 3 | Filing ↗ |
| Net sales growth from acquisitions | “approximately 1%” | for FY2026 | GAAP-tied | Jul 30, 2026 | 1 | Filing ↗ |
| Net sales growth from acquisitions completed within the last twelve months | “approximately 1%” | for FY2026 | GAAP-tied | Feb 17, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA | “$1.0 billion to $1.2 billion” | for FY2026 | Company-defined | Feb 17, 2026 | 3 | Filing ↗ |
| Adjusted EBITDA margin | “7.1% to 8.1%” | for FY2026 | Company-defined | Feb 17, 2026 | 3 | Filing ↗ |
| Gross Profit margin | “27.5% to 28.5%” | for FY2026 | GAAP-tied | Feb 17, 2026 | 3 | Filing ↗ |
| Adjusted effective tax rate | “22% to 24%” | for FY2026 | Company-defined | Jul 30, 2026 | 1 | Filing ↗ |
| Average commodity prices assumption | “$390 to $410 per thousand board foot (mbf)” | for FY2026 | Company-defined | Feb 17, 2026 | 3 | Filing ↗ |
| Depreciation and amortization expenses | “$580 million to $610 million” | for FY2026 | GAAP-tied | Feb 17, 2026 | 3 | Filing ↗ |
| Effective tax rate | “20% to 22%” | for FY2026 | GAAP-tied | Feb 17, 2026 | 2 | Filing ↗ |
| Free cash flow | “approximately $0.4 billion to $0.5 billion” | for FY2026 | Company-defined | Feb 17, 2026 | 3 | Filing ↗ |
| Interest expense | “$280 million to $290 million” | for FY2026 | GAAP-tied | Feb 17, 2026 | 3 | Filing ↗ |
| Productivity savings | “$50 million to $70 million” | for FY2026 | Company-defined | Feb 17, 2026 | 3 | Filing ↗ |
| Repair & Remodel activity | “down 1%” | for FY2026 | Company-defined | Jul 30, 2026 | 1 | Filing ↗ |
| Selling days | “No change in selling days versus 2025” | for FY2026 | Company-defined | Feb 17, 2026 | 3 | Filing ↗ |
| Single Family starts | “down mid- to high-single digits” | for FY2026 | Company-defined | Feb 17, 2026 | 3 | Filing ↗ |
| Total capital expenditures | “$175 million to $225 million” | for FY2026 | Company-defined | Feb 17, 2026 | 3 | Filing ↗ |
No period stated
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Share repurchase authorization | “up to $500 million” | — | Declared action | May 1, 2025 | 2 | Filing ↗ |
How one item moved
Net Sales, for FY2025 — every statement across the year, each linked to its filing.
How your Homebuilders & building products sector group guides
12 companies in Homebuilders & building products. What they guide on, and who reported this season.
Most-guided metric families
This season’s releases
| KB Home | Sep 22, 2026 | 8 changes |
| Lennar | Sep 16, 2026 | 10 changes |
| Toll Brothers | Aug 18, 2026 | 13 changes |
| Fortune Brands Innovations | Aug 4, 2026 | 9 changes |
| LGI Homes | Aug 4, 2026 | 6 changes |
| Builders FirstSource | Jul 30, 2026 | 11 changes |
| Masco | Jul 29, 2026 | 7 changes |
| Meritage Homes | Jul 29, 2026 | 2 changes |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | FY2024 | No period |
|---|---|---|---|---|
| Acquisitions net sales growth | 2 statements | 4 statements | 1 statement | — |
| Acquisitions net sales growth contribution | 1 statement | — | — | — |
| Impact of one fewer selling day on net sales | — | 4 statements | — | — |
| Net Sales | 3 statements | 4 statements | 1 statement | — |
| Net sales growth from acquisitions completed within the last twelve months | 1 statement | 4 statements | 1 statement | — |
The full record for Builders FirstSource and its Homebuilders & building products peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 30, 2026 | FY2026 Q2 | 0001193125-26-324859 | 15 | Open filing ↗ |
| Apr 30, 2026 | FY2026 Q1 | 0001193125-26-193923 | 15 | Open filing ↗ |
| Feb 17, 2026 | FY2025 Q4 | 0001193125-26-053039 | 15 | Open filing ↗ |
| Oct 30, 2025 | FY2025 Q3 | 0001193125-25-257380 | 17 | Open filing ↗ |
| Jul 31, 2025 | FY2025 Q2 | 0000950170-25-100548 | 18 | Open filing ↗ |
| May 1, 2025 | FY2025 Q1 | 0000950170-25-061436 | 17 | Open filing ↗ |
| Feb 18, 2025 | FY2024 Q4 | 0000950170-25-023731 | 16 | Open filing ↗ |
| Nov 5, 2024 | FY2024 Q3 | 0000950170-24-121065 | 17 | Open filing ↗ |
Not located in filing
5 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
Show the 5 unmatched spans
| Span | Why | Filed |
|---|---|---|
| Selling days = No change versus 2025 | span gate: value not verbatim in filing | Jul 30, 2026 |
| Selling days = No change versus 2025 | span gate: value not verbatim in filing | Apr 30, 2026 |
| Selling days = No change versus 2025 | span gate: value not verbatim in filing | Feb 17, 2026 |
| Free cash flow (Low) = $0.8 billion | span gate: value not verbatim in filing | Oct 30, 2025 |
| Free cash flow (Low) = $0.8 billion | span gate: value not verbatim in filing | Jul 31, 2025 |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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