Builders FirstSource (BLDR) Change in Inventory (2010 - 2026)
Builders FirstSource (BLDR) posted Change in Inventory of $82.4 million for Q2 2026, down 6.76% sequentially from $88.4 million in Q1 2026, and up 258.38% YoY from $23.0 million in Q2 2025.
Builders FirstSource (BLDR) Change in Inventory (2010 - 2026) Analysis & Trends
Builders FirstSource has reported Change in Inventory for 17 years, with the latest figure at $82.4 million in Q2 2026.
- Quarterly Change in Inventory rose 258.38% year-over-year to $82.4 million in Q2 2026, while the trailing twelve-month figure through Jun 2026 was -$58.2 million (up 17.15% YoY) and the FY2025 annual result came in at -$198.5 million, down 285.66% from the prior year.
- Change in Inventory declined to $82.4 million in Q2 2026 per BLDR's latest filing, from $88.4 million in the prior quarter.
- Over five years, Change in Inventory peaked at $561.8 million in Q1 2022 and troughed at -$357.6 million in Q3 2022.
- A 5-year average of -$32.4 million and a median of -$64.8 million in 2024 frame the typical range for Change in Inventory.
- The sharpest annual moves came in 2025 and 2026: Change in Inventory plunged 2181.87% in 2025, then soared 258.38% in 2026.
- Over 5 years, Change in Inventory stood at -$333.8 million in 2022, then surged by 65.29% to -$115.9 million in 2023, then jumped by 96.41% to -$4.2 million in 2024, then slumped by 2181.87% to -$94.9 million in 2025, then jumped by 186.84% to $82.4 million in 2026.
- According to Business Quant data, Change in Inventory over the past three periods registered $82.4 million, $88.4 million, and -$94.9 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Trane Technologies | 100.21 Bn | 98.89 Bn | 2.26 Bn | - |
| 2 | Johnson Controls International | 87.02 Bn | 86.38 Bn | 2.47 Bn | - |
| 3 | Carrier Global | 50.08 Bn | 48.73 Bn | 1.94 Bn | 197.00 Mn |
| 4 | Carlisle Companies | 14.80 Bn | 14.14 Bn | 568.40 Mn | 12.80 Mn |
| 5 | Masco | 14.60 Bn | 14.06 Bn | 868.00 Mn | -7.00 Mn |
| 6 | Lennox International | 13.99 Bn | 13.94 Bn | 539.50 Mn | -55.60 Mn |
| 7 | Owens Corning | 11.96 Bn | 11.69 Bn | 793.00 Mn | - |
| 8 | Advanced Drainage Systems | 11.02 Bn | 10.86 Bn | 408.05 Mn | 19.87 Mn |
| 9 | SPX Technologies | 10.33 Bn | 10.16 Bn | 272.80 Mn | 31.20 Mn |
| 10 | Builders FirstSource | 7.54 Bn | 7.48 Bn | 1.09 Bn | 82.41 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 82.41 Mn |
| Jun 30, 2026 | 82.41 Mn |
| Mar 31, 2026 | 88.38 Mn |
| Mar 31, 2026 | 88.38 Mn |
| Dec 31, 2025 | -94.90 Mn |
| Dec 31, 2025 | -94.90 Mn |
| Sep 30, 2025 | -134.09 Mn |
| Sep 30, 2025 | -134.09 Mn |
| Jun 30, 2025 | -52.03 Mn |
| Jun 30, 2025 | -52.03 Mn |
| Mar 31, 2025 | 82.50 Mn |
| Mar 31, 2025 | 82.50 Mn |
| Dec 31, 2024 | -4.16 Mn |
| Dec 31, 2024 | -4.16 Mn |
| Sep 30, 2024 | -96.55 Mn |
| Sep 30, 2024 | -96.55 Mn |
| Jun 30, 2024 | -77.47 Mn |
| Jun 30, 2024 | -77.47 Mn |
| Mar 31, 2024 | 126.71 Mn |
| Mar 31, 2024 | 126.71 Mn |