BL
Builders FirstSource Inc.
BLDR · Builders FirstSource Inc. · Industrials
Up next day
7/12
58%
Fell despite growth
0/12
Good earnings ignored
Avg earnings move
±2.2%
typical swing on earnings
Price when beating
+0.4%
avg over 9 beats
Biggest single move
-4.9%
'24.12 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Tends to slide in the week before earnings
Fell beforehand 9 of last 12 · avg -4.1%
Good results usually push the stock up
Up the next day 6 of 9 beats (67%)
Reaction is erratic and hard to predict
Avg +0.4% on a beat, -1.4% on a miss
vs Industrials sector avg (197 peers)
This
-0.1%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock mostly moves with the reported earnings number
Moved opposite to results 4 of last 12 times (33%)
3xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 29Before open
'26.9 expectedEst. EPS $1.07
Quarter ended 6/2026
Reported 2026-07-30
Next-day move
+0.7%
After 5 days +9.8%
vs Consensus$1.27→$1.17-8.1% miss
EPS
$1.17
YoY -51%
Revenue
$3.9B
YoY -9%
Next-Q guidance
—
N/A
Price around earnings
-21% dip before
Earnings trend · last 12 quarters
EPS$1.17YoY -51%
'23.9'26.6
Revenue$3.9BYoY -9%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
6x50%
Met expectations
good · up ↑
1x8%
Disappointment
weak · down ↓
5x42%
Good earnings ignored
good · down ↓
0x
← ← Weak earningsStrong earnings → →
Price rose even on weak earnings — bad news priced in / buy-the-dip · 6 of 12q (50%)
Community · BLDR
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