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Builders FirstSource, Inc. (BLDR): A Deep-Dive Fundamental Analysis

Author
Lukasz Tomicki and LRT Capital Management LLC
Published
Mon 11 Aug 2025
Episode Link
https://gemini.tomicki.net/builders-firstsource-inc-bldr-a-deep-dive-fundamental-analysis/

Executive Summary This report provides a comprehensive fundamental analysis of Builders FirstSource, Inc. (BLDR), the largest U.S. supplier of building products, prefabricated components, and value-added services to the professional new residential construction and repair and remodeling markets. The company has established a dominant market position through a combination of organic growth and an aggressive, disciplined […]

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