Builders FirstSource (BLDR) Operating Income (2010 - 2026)
Builders FirstSource (BLDR) reported Operating Income of $99.09 million for Q3 2026, down 56.7% from $228.77 million a year earlier and down 22.9% from the prior quarter.
Builders FirstSource (BLDR) Operating Income (2010 - 2026) Analysis & Trends
Over the twelve months ended Sep 30, 2026, Builders FirstSource's Operating Income came in at $305.89 million, down 70.3% year-over-year; for FY2025, it came in at $786.28 million, down 50.7% from FY2024.
- Operating Income has declined for three consecutive years, though with a five-year compound annual growth rate of 7.7% (FY2020 to FY2025).
- By year, Operating Income came in at $1.6 billion in FY2024 (-26.7%), $2.18 billion in FY2023 (-42.3%), $3.77 billion in FY2022 (+57.9%) and $2.39 billion in FY2021 (+339.0%).
- Five-year quarterly Operating Income spans a low of $16.52 million in Q1 2026 and a high of $1.37 billion in Q2 2022.
- Year over year, Operating Income has now declined in each of the last 16 quarters, with an average decline of 57.2% over the last eight quarters.
- The high point for year-over-year Operating Income in five years was Q1 2022 (growth of 248.4%); the low point was Q1 2026 (a decline of 91.0%).
- Per Business Quant data, the three quarters before Q3 2026 came in at $128.51 million (Q2 2026), $16.52 million (Q1 2026) and $61.78 million (Q4 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Op. Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Trane Technologies | 92.47 Bn | 87.09 Bn | 2.38 Bn | 1.34 Bn |
| 2 | Johnson Controls International | 85.88 Bn | 83.61 Bn | 2.47 Bn | 987.00 Mn |
| 3 | Carrier Global | 43.83 Bn | 38.20 Bn | 1.90 Bn | -2.27 Bn |
| 4 | Comfort Systems Usa | 39.03 Bn | 32.98 Bn | 934.48 Mn | 624.57 Mn |
| 5 | Otis Worldwide | 30.08 Bn | 26.47 Bn | 1.16 Bn | 620.00 Mn |
| 6 | James Hardie Industries | 17.47 Bn | 16.40 Bn | 562.40 Mn | 263.30 Mn |
| 7 | Masco | 16.84 Bn | 14.64 Bn | 720.00 Mn | 338.00 Mn |
| 8 | Allegion | 16.15 Bn | 14.78 Bn | 548.20 Mn | 284.60 Mn |
| 9 | Carlisle Companies | 15.63 Bn | 12.54 Bn | 494.90 Mn | 293.20 Mn |
| 10 | Builders FirstSource | 7.06 Bn | 6.66 Bn | 1.07 Bn | 99.09 Mn |
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 99.09 Mn |
| Jun 30, 2026 | 128.51 Mn |
| Mar 31, 2026 | 16.52 Mn |
| Dec 31, 2025 | 61.78 Mn |
| Sep 30, 2025 | 228.77 Mn |
| Jun 30, 2025 | 311.29 Mn |
| Mar 31, 2025 | 184.44 Mn |
| Dec 31, 2024 | 304.15 Mn |
| Sep 30, 2024 | 428.02 Mn |
| Jun 30, 2024 | 489.48 Mn |
| Mar 31, 2024 | 373.60 Mn |
| Dec 31, 2023 | 490.44 Mn |
| Sep 30, 2023 | 641.63 Mn |
| Jun 30, 2023 | 577.07 Mn |
| Mar 31, 2023 | 467.18 Mn |
| Dec 31, 2022 | 526.01 Mn |
| Sep 30, 2022 | 1.01 Bn |
| Jun 30, 2022 | 1.37 Bn |
| Mar 31, 2022 | 863.81 Mn |
| Dec 31, 2021 | 621.79 Mn |
Builders FirstSource Operating Income API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=operating-income&ticker=BLDR&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "operating-income", "ticker": "BLDR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=operating-income&ticker=BLDR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();