BL
BLDR
Quarter ended Mar 31, 2023 · FY2023 Q1

Builders FirstSource (BLDR) Revenue — Quarter Ended Mar 31, 2023

Revenue declined in the quarter compared to both the immediately preceding period and the same period one year earlier. The decrease continued a trend of sequential declines observed over recent quarters.

Key takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue declined in the quarter compared to both the immediately preceding period and the same period one year earlier. The decrease continued a trend of sequential declines observed over recent quarters.

Financial snapshot

Reported revenue, sequential change, year-over-year change, and trailing four-quarter revenue.

Quarter revenue

$3.9B

Revenue reported for this quarter.

Quarter-over-quarter

-10.9%

Change from the immediately preceding quarter.

Year-over-year

-31.6%

Change from the comparable year-ago quarter.

Trailing four quarters

$20.9B

Sum of the latest four reported quarters.

Quarterly revenue trend

The latest four reported quarters with year-over-year comparisons.

Period endedRevenueYear-over-year change
Jun 30, 2022$6.9B+24.2%
Sep 30, 2022$5.8B+4.6%
Dec 31, 2022$4.4B-6.0%
Mar 31, 2023$3.9B-31.6%

Revenue performance

Net sales fell from the prior quarter and from the year-ago quarter, marking the third consecutive sequential decline.

Quarterly comparison

Compared to the preceding quarter, revenue was lower, and the year-over-year comparison also showed a significant decrease.

What to watch

The company's borrowing base, which supports its revolving credit facility, declined from the end of the prior quarter, warranting attention to liquidity trends.