Builders Firstsource vs Johnson Controls
Johnson Controls is the larger business, with $23.60bn of revenue in fiscal 2025 against $15.19bn for Builders Firstsource (1.6 times as much). Johnson Controls grew faster (2.8% against -7.4%). Johnson Controls kept more of each dollar of sales as profit: a net margin of 13.9% against 2.9%.
| Latest fiscal year | Builders FirstsourceBLDR, 2025 | Johnson ControlsJCI, 2025 |
|---|---|---|
| Revenue | $15.19bn | $23.60bn |
| Revenue growth | -7.4% | 2.8% |
| Net income | $435m | $3.29bn |
| Operating margin | — | — |
| Net margin | 2.9% | 13.9% |
| Return on equity | 10.1% | 22.7% |
| Free cash flow | $853m | $2.12bn |
| Cash | $182m | $379m |
| Total debt | $4.49bn | $9.92bn |
| Debt to equity | — | 76.7% |
| Dividend per share | — | $1.51 |
| Dividend yield | — | 1.1% |
| Share buybacks | $414m | $5.99bn |
| Employees | 28,000 | 87,000 |
| Market value | $6.80bn | $91.59bn |
| Price vs our value range | Below our value range | Above our value range |
| Moat score | 52 (Moderate) | 45 (Moderate) |
| Insider trades, 12 months | 1 buys, 1 sales | 1 buys, 16 sales |