Bes Stocks To Buy 2014, Best Stocks For 2014: Charting Builders FirstSource's Latest Earnings Release

Monday, March 19, 2012

Charting Builders FirstSource's Latest Earnings Release

Builders FirstSource (Nasdaq: BLDR ) reported earnings on Feb. 16. Here are the numbers you need to know.

The 10-second takeaway
For the quarter ended Dec. 31 (Q4), Builders FirstSource beat expectations on revenues and exceeded expectations on earnings per share.

Compared to the prior-year quarter, revenue increased significantly and GAAP loss per share dropped.

Margins expanded across the board.

Revenue details
Builders FirstSource booked revenue of $192.7 million. The three analysts polled by S&P Capital IQ predicted revenue of $177.1 million on the same basis. GAAP reported sales were 31% higher than the prior-year quarter's $147.1 million.

Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.

EPS details
Non-GAAP EPS came in at -$0.10. The one earnings estimate compiled by S&P Capital IQ predicted -$0.11 per share on the same basis. GAAP EPS were -$0.18 for Q4 versus -$0.26 per share for the prior-year quarter.

Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.

Margin details
For the quarter, gross margin was 20.4%, 130 basis points better than the prior-year quarter. Operating margin was -4.1%, 900 basis points better than the prior-year quarter. Net margin was -8.7%, 800 basis points better than the prior-year quarter.

Looking ahead
Next quarter's average estimate for revenue is $186.5 million. On the bottom line, the average EPS estimate! is -$0. 09.

Next year's average estimate for revenue is $889.5 million. The average EPS estimate is -$0.21.

Investor sentiment
The stock has a three-star rating (out of five) at Motley Fool CAPS, with 214 members out of 260 rating the stock outperform, and 46 members rating it underperform. Among 67 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 58 give Builders FirstSource a green thumbs-up, and nine give it a red thumbs-down.

Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on Builders FirstSource is hold, with an average price target of $3.25.

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