Builders FirstSource — No. 1 on MDM’s Top Distributors List for Building Materials/Construction Supplies and one of our 2025 Industry Titans — reported its 2025 first quarter financial results on May 1, which showed continued declines in sales and margins. 

The Irving, TX-based company posted total 1Q sales of $3.7 billion, down 6.0% year-over-year, with core organic sales down 8.1% alongside negative impacts of one fewer selling day (-1.6%) and commodity deflation (-1.0%), partially offset by acquisitive growth (+4.7%). 

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Within core organic sales, Multi-Family fell 32.7% year-over-year; Single-Family declined 5.9% and Repair and Remodel/Other increased 3.6%. 

BLDR’s 1Q gross margin sunk 290 basis points year-over-year to 30.5%, driven by Single- and Multi-Family margin normalization as well as below-average housing starts. 

The company’s 1Q net profit of $96 million was dwarfed by the $259 million of a year earlier, while adjusted EBITDA of $369 million fell 31.7%, with EBITDA margin down 380 bps to 10.1%. 

In updating its 2025 outlook. BLDR now expects full year sales of $16.05 billion to $17.05 billion; gross margin of 29.0% to 31.0%; and adjusted EBITDA margin of 10.6% to 12.3%. 

In other recent company news, Builders FirstSource announced the acquisition of Nevada-based Truckee Tahoe Lumber Company on April 7 and the appointment of two new board directors in late February.