Builders FirstSource (BLDR) Change in Inventory (2010 - 2026)
Builders FirstSource's (BLDR) quarterly Change in Inventory came in at $88.4 million in Q1 2026, up 7.13% year-on-year from $82.5 million in Q1 2025, and up 193.13% quarter-over-quarter from -$94.9 million in Q4 2025.
Builders FirstSource (BLDR) Change in Inventory (2010 - 2026) Analysis & Trends
Builders FirstSource has disclosed Change in Inventory across 17 years of filings, most recently posting $88.4 million for Q1 2026.
- Change in Inventory for Q1 2026 came in at $88.4 million, up 7.13% year-over-year; the trailing twelve-month figure through Mar 2026 was -$192.6 million (down 101.34% YoY), and the FY2025 annual result was -$198.5 million, down 285.66% from the prior year.
- Change in Inventory came in at $88.4 million for Q1 2026 at Builders FirstSource, up from -$94.9 million in the prior quarter.
- In the past five years, Change in Inventory ranged from a high of $561.8 million in Q1 2022 to a low of -$357.6 million in Q3 2022.
- The 5-year median for Change in Inventory is -$77.5 million (2024), against an average of -$39.1 million.
- Across the five-year window, Change in Inventory surged 224.53% in 2024 and plunged 2181.87% in 2025, its largest moves.
- Builders FirstSource's Change in Inventory stood at -$333.8 million in 2022, then soared by 65.29% to -$115.9 million in 2023, then surged by 96.41% to -$4.2 million in 2024, then slumped by 2181.87% to -$94.9 million in 2025, then soared by 193.13% to $88.4 million in 2026.
- The last three Change in Inventory figures came in at $88.4 million (Q1 2026), -$94.9 million (Q4 2025), and -$134.1 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Trane Technologies | 107.22 Bn | 106.17 Bn | 1.73 Bn | - |
| 2 | Johnson Controls International | 89.13 Bn | 88.60 Bn | 2.07 Bn | 112.00 Mn |
| 3 | Carrier Global | 60.07 Bn | 59.04 Bn | 4.82 Bn | 138.00 Mn |
| 4 | Lennox International | 18.56 Bn | 18.51 Bn | 351.30 Mn | 62.60 Mn |
| 5 | Masco | 15.26 Bn | 15.14 Bn | 686.00 Mn | 29.00 Mn |
| 6 | Carlisle Companies | 14.75 Bn | 13.98 Bn | 363.20 Mn | 34.60 Mn |
| 7 | SPX Technologies | 12.03 Bn | 11.87 Bn | 230.60 Mn | 35.30 Mn |
| 8 | Advanced Drainage Systems | 11.45 Bn | 11.30 Bn | 237.66 Mn | 32.01 Mn |
| 9 | Aaon | 11.16 Bn | 11.16 Bn | 109.77 Mn | 9.77 Mn |
| 10 | Builders FirstSource | 8.84 Bn | 8.74 Bn | 928.97 Mn | 88.38 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Dec 31, 2023 | -115.88 Mn |
| Dec 31, 2023 | -115.88 Mn |