Builders Firstsource vs Trane Technologies
Trane Technologies is the larger business, with $21.32bn of revenue in fiscal 2025 against $15.19bn for Builders Firstsource (1.4 times as much). Trane Technologies grew faster (7.5% against -7.4%). Trane Technologies kept more of each dollar of sales as profit: a net margin of 13.7% against 2.9%.
| Latest fiscal year | Builders FirstsourceBLDR, 2025 | Trane TechnologiesTT, 2025 |
|---|---|---|
| Revenue | $15.19bn | $21.32bn |
| Revenue growth | -7.4% | 7.5% |
| Net income | $435m | $2.92bn |
| Operating margin | — | 18.6% |
| Net margin | 2.9% | 13.7% |
| Return on equity | 10.1% | 36.4% |
| Free cash flow | $853m | $2.81bn |
| Cash | $182m | $1.76bn |
| Total debt | $4.49bn | $4.62bn |
| Debt to equity | — | 53.8% |
| Dividend per share | — | $3.76 |
| Dividend yield | — | 1.0% |
| Share buybacks | $414m | $1.48bn |
| Employees | 28,000 | 44,000 |
| Market value | $6.80bn | $92.77bn |
| Price vs our value range | Below our value range | Within our value range |
| Moat score | 52 (Moderate) | 65 (Moderate) |
| Insider trades, 12 months | 1 buys, 1 sales | 1 buys, 17 sales |