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
DateValue
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