Builders Firstsource, Inc. BLDR

Revenue Intelligence Report • 62 quarters of SEC filing data • Updated 2026-03-06

Builders Firstsource, Inc. demonstrates a strong relationship between its selling, general, and administrative (SG&A) expenses and revenue growth, with a 1% increase in SG&A resulting in a 0.93% rise in revenue, indicating effective ROI on spending. Despite a recent holdout test revealing an 8.1% error in revenue predictions, the company maintains a solid FY forecast of $16 billion in revenue, reflecting a 3.9% year-over-year growth. This performance, combined with a manageable model accuracy of 5.0% MAPE, suggests a stable outlook driven by strategic investments in operational efficiency. Investors can expect continued revenue growth as the company leverages its spending to enhance overall performance in a competitive market.

Next FY Revenue

$15.78B

+3.9% YoY

SG&A Elasticity

0.93x

Model Accuracy

5.0% MAPE

Holdout validation: The model predicted $4B vs the actual $3B — an error of 8.1%.

Note: Builders Firstsource, Inc. does not report R&D expenses separately. This analysis uses SG&A spending only.

Revenue Forecast

Quarterly Detail

Quarter	Model Forecast	Actual	95% Range	YoY Growth	Status
Q4 2025	$4B	$3B	$3B – $4B	-5.0%	✓ In range
Q2 2026	$4B		$3B – $5B	+5.7%
Q3 2026	$4B		$3B – $5B	-3.6%
Q4 2026	$4B		$3B – $5B	-0.1%
Q1 2027	$4B		$3B – $5B	+15.9%

How Spending Drives Revenue

Reading this chart: Each line shows the cumulative elasticity — how a 1% increase in spending translates to revenue growth over subsequent quarters. The effect builds over 4-5 quarters as investments compound.

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