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Guidance history, every release

Builders FirstSource (BLDR) · 8 releases, Nov 5, 2024 to Jul 30, 2026 · rows are metrics, columns are releases

Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing

Metric	Nov 5, 2024 FY24 Q3	Feb 18, 2025 FY24 Q4	May 1, 2025 FY25 Q1	Jul 31, 2025 FY25 Q2	Oct 30, 2025 FY25 Q3	Feb 17, 2026 FY25 Q4	Apr 30, 2026 FY26 Q1	Jul 30, 2026 FY26 Q2
For FY2026
Acquisitions net sales growth	—	—	—	—	—	New“approximately 1%”	—	—
Acquisitions net sales growth contribution	—	—	—	—	—	—	New“approximately 1%”	—
Net Sales	—	—	—	—	—	New“$14.8 billion to $15.8 billion”	Lowered“$14.6 billion to $15.6 billion”	Lowered“$14.0 billion to $14.8 billion”
Net sales growth from acquisitions	—	—	—	—	—	—	—	New“approximately 1%”
Net sales growth from acquisitions completed within the last twelve months	—	—	—	—	—	New“approximately 1%”	—	—
Adjusted EBITDA	—	—	—	—	—	New“$1.3 billion to $1.7 billion”	Lowered“$1.1 billion to $1.5 billion”	Lowered“$1.0 billion to $1.2 billion”
Adjusted EBITDA margin	—	—	—	—	—	New“8.8% to 10.8%”	Lowered“7.5% to 9.6%”	Lowered“7.1% to 8.1%”
Gross Profit margin	—	—	—	—	—	New“28.5% to 30%”	Lowered“27.5% to 29%”	Narrowed“27.5% to 28.5%”
Adjusted effective tax rate	—	—	—	—	—	—	—	New“22% to 24%”
Average commodity prices assumption	—	—	—	—	—	New“$365 to $385 per thousand board foot (mbf)”	Raised“$390 to $410 per thousand board foot (mbf)”	Reiterated“$390 to $410 per thousand board foot (mbf)”
Depreciation and amortization expenses	—	—	—	—	—	New“$525 million to $575 million”	Reiterated“$525 million to $575 million”	Raised“$580 million to $610 million”
Effective tax rate	—	—	—	—	—	New“20% to 22%”	Reiterated“20% to 22%”	—
Free cash flow	—	—	—	—	—	New“approximately $0.5 billion”	Lowered“approximately $0.4 billion to $0.5 billion”	Reiterated“approximately $0.4 billion to $0.5 billion”
Interest expense	—	—	—	—	—	New“$270 million to $280 million”	Raised“$275 million to $285 million”	Raised“$280 million to $290 million”
Productivity savings	—	—	—	—	—	New“$50 million to $70 million”	Reiterated“$50 million to $70 million”	Reiterated“$50 million to $70 million”
Repair & Remodel activity	—	—	—	—	—	—	—	New“down 1%”
Selling days	—	—	—	—	—	New“No change in selling days versus 2025”	Reiterated“No change in selling days versus 2025”	Reiterated“No change in selling days versus 2025”
Single Family starts	—	—	—	—	—	New“flat”	Lowered“down low-single digits”	Lowered“down mid- to high-single digits”
Total capital expenditures	—	—	—	—	—	New“$250 million to $300 million”	Lowered“$225 million to $275 million”	Lowered“$175 million to $225 million”
For FY2025
Acquisitions net sales growth	—	New“4.0%” – “4.5%”	Raised“5.0%” – “5.5%”	Reiterated“5.0%” – “5.5%”	Lowered“approximately 5%”	—	—	—
Impact of one fewer selling day on net sales	—	—	—	—	New“decrease net sales by 0.4% in 2025 versus 2024”	—	—	—
Net Sales	—	New“$16.5 billion to $17.5 billion”	Lowered“$16.05 billion to $17.05 billion”	Lowered“$14.8 billion to $15.6 billion”	Narrowed“$15.1 billion to $15.4 billion”	—	—	—
Net sales growth from acquisitions completed within the last twelve months	—	New“4.0% to 4.5%”	Raised“5.0% to 5.5%”	Reiterated“5.0% to 5.5%”	Lowered“approximately 5%”	—	—	—
Net sales impact from one fewer selling day	—	New“decrease net sales by 0.4% in 2025 versus 2024”	—	Reiterated“decrease net sales by 0.4% in 2025 versus 2024”	—	—	—	—
One fewer selling day impact on net sales	—	—	New“decrease net sales by 0.4%”	—	—	—	—	—
Adjusted EBITDA	—	New“$1.9 billion to $2.3 billion”	Lowered“$1.7 billion to $2.1 billion”	Lowered“$1.5 billion to $1.7 billion”	Narrowed“$1.625 billion to $1.675 billion”	—	—	—
Adjusted EBITDA margin	—	New“11.5% to 13.0%”	Lowered“10.6% to 12.3%”	Lowered“10.1% to 10.9%”	Raised“10.6% to 11.1%”	—	—	—
Gross Profit margin	—	New“30% to 32%”	Lowered“29.0% to 31.0%”	Narrowed“29.0% to 30.5%”	Narrowed“30.1% to 30.5%”	—	—	—
Average commodity prices	—	New“$380” – “$430”	Raised“$400” – “$440”	Lowered“$375” – “$425”	Lowered“$370 to $390 per thousand board foot (mbf)”	—	—	—
Average commodity prices assumption	—	New“$380 to $430 per thousand board feet (mbf)”	Raised“$400 to $440 per thousand board foot (mbf)”	—	—	—	—	—
Depreciation and amortization expenses	—	New“$550 million to $600 million”	Reiterated“$550 million to $600 million”	Reiterated“$550 million” – “$600 million”	Reiterated“$550 million to $600 million”	—	—	—
Effective tax rate	—	New“23.0% to 25.0%”	Reiterated“23.0% to 25.0%”	Reiterated“23.0% to 25.0%”	Lowered“20.0% to 22.0%”	—	—	—
Free cash flow	—	New“$600 million to $1.0 billion”	Raised“$800 million to $1.2 billion”	Narrowed“$0.8 to $1.0 billion”	Reiterated“$0.8 to $1.0 billion”	—	—	—
Free cash flow (High)	—	—	—	New“$1.0 billion”	Reiterated“$1.0 billion”	—	—	—
Interest expense	—	New“$250 million to $270 million”	Raised“$260 million to $280 million”	Narrowed“$270 million” – “$280 million”	Reiterated“$270 million to $280 million”	—	—	—
Multi-Family starts	—	—	—	New“down mid-teens”	Reiterated“down mid-teens”	—	—	—
Productivity savings	—	New“$70 million to $90 million”	Reiterated“$70 million to $90 million”	Lowered“$45 million to $65 million”	Narrowed“$45 million to $60 million”	—	—	—
Selling days impact	—	New“One fewer selling day is projected to decrease net sales by 0.4% in 2025 versus 2024”	Reiterated“One fewer selling day is projected to decrease net sales by 0.4% in 2025 versus 2024”	Reiterated“One fewer selling day is projected to decrease net sales by 0.4% in 2025 versus 2024”	Reiterated“One fewer selling day is projected to decrease net sales by 0.4% in 2025 versus 2024”	—	—	—
Single-Family starts	—	—	—	New“projected to be down 10-12%”	—	—	—	—
Total capital expenditures	—	New“$350 million to $450 million”	Narrowed“$350 million to $425 million”	Lowered“$300 million” – “$350 million”	Reiterated“$300 million to $350 million”	—	—	—
For FY2024
Acquisitions net sales growth	New“2.0%” – “2.5%”	—	—	—	—	—	—	—
Net Sales	New“$16.25 billion to $16.55 billion”	—	—	—	—	—	—	—
Net sales growth from acquisitions completed within the last twelve months	New“2.0% to 2.5%”	—	—	—	—	—	—	—
Adjusted EBITDA	New“$2.25 billion to $2.35 billion”	—	—	—	—	—	—	—
Adjusted EBITDA margin	New“13.8% to 14.2%”	—	—	—	—	—	—	—
Gross Profit margin	New“32.0% to 33.0%”	—	—	—	—	—	—	—
Average commodity prices	New“$380 to $400 per thousand board feet (mbf)”	—	—	—	—	—	—	—
Depreciation and amortization expenses	New“$525 million to $575 million”	—	—	—	—	—	—	—
Effective tax rate	New“22.5% to 23.5%”	—	—	—	—	—	—	—
Free cash flow	New“$1.2 billion to $1.4 billion”	—	—	—	—	—	—	—
Interest expense	New“$205 million to $215 million”	—	—	—	—	—	—	—
Multi-Family starts	New“down 25% to 30%”	—	—	—	—	—	—	—
Productivity savings	New“$110 million to $120 million”	—	—	—	—	—	—	—
Selling days	New“Two more selling days in 2024 versus 2023”	—	—	—	—	—	—	—
Selling days versus prior year	New“Two more selling days in 2024 versus 2023”	—	—	—	—	—	—	—
Single-Family starts	New“up low-single digits”	—	—	—	—	—	—	—
Total capital expenditures	New“$375 million to $425 million”	—	—	—	—	—	—	—
No period stated
Share repurchase authorization	—	—	New“up to $500 million”	—	—	—	Reiterated“up to $500 million”	—

Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.