| BLDR |
Report |
2Q26 net sales |
BEAT |
pred ~$3.96B vs. cons $3.91B |
MEDIUM |
| BLDR |
Report |
2Q26 adjusted EBITDA |
BEAT |
pred ~$342M vs. cons $334M |
MEDIUM |
| BLDR |
Report |
2Q26 adjusted EPS |
BEAT |
pred ~$1.36 vs. cons $1.29 |
MEDIUM |
| BLDR |
Guide |
FY26 net sales guidance |
UNCHANGED |
guide ~$14.6B-$15.6B vs. cons $14.9B (FY2026) |
MEDIUM |
| BLDR |
Guide |
FY26 adjusted EBITDA guidance |
UNCHANGED |
guide ~$1.10B-$1.50B vs. cons $1.30B (FY2026) |
MEDIUM |
| BLDR |
Guide |
FY26 adjusted EBITDA margin guidance |
UNCHANGED |
guide ~7.5%-9.6% vs. cons 8.6% (FY2026) |
MEDIUM |
| BLDR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| BLDR |
Return |
5-day cumulative residual |
+1.5% (FADE) |
A ~$342M 2Q EBITDA result versus ~$334M consensus and maintained ~$1.10B-$1.50B FY26 EBITDA guidance versus ~$1.30B consensus should initially validate margin stabilization, but the unchanged guide still embeds only ~$1.30B midpoint FY EBITDA and leaves ~$744M of implied 2H EBITDA after the ~$556M first half, limiting upward out-period revisions. |
MEDIUM |