BLDR Earnings

BLDR reported its FY2025Q3 earnings on 2025-10-30, showcasing a revenue of 3.94B against an estimate of 3.85B, resulting in a 2.48% surprise. The EPS was 1.88, surpassing the expected 1.69 by 11.24%. The stock experienced a -3.12% price change on the earnings day and a -4.77% change over the next five days, reflecting market reactions to the results.

Following BLDR's FY2025Q3 earnings announcement on 2025-10-30, the stock price moved by -3.12% on the day of the release. Over the subsequent five days, it saw a -4.77% change. Historically, BLDR's stock price tends to shift by an average of 3.17% in the 10 days leading up to earnings and 2.45% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate BLDR's annual revenue to reach 3.41B, while the EPS is projected at 0.93. These estimates reflect recent revisions, with revenue estimates revised upward by 0.01% and EPS estimates revised upward by 0.07% over the past three months, indicating analyst expectation in the company's performance.

The correlation between BLDR's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.01%, while EPS estimates moved revised upward by 0.07%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BLDR's stock price typically moves by 3.17% in the 10 days before its earnings and 2.45% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.93 and revenue of 3.41B.

The earnings call summary presents a mixed picture. Basic financial performance and market strategy are cautiously optimistic, yet growth is tempered by expectations of declining single-family and multifamily starts. Expenses and financial health appear stable, with no deferred expenses impacting margins. The Q&A section highlights strategic moves into modular housing and AI investments, but also reveals uncertainties in cost actions and market conditions. Overall, the sentiment is neutral, as positive strategic initiatives are balanced by cautious market outlooks and management's reluctance to provide detailed guidance.