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BMC STOCK HOLDINGS, INC.

No Longer Reporting

The company has not filed an annual or quarterly report since its Q3 FY2020 10-Q, filed Nov 3, 2020. Its latest SEC filing is a SC 13G/A from Feb 12, 2021.

The sections below describe the company as of the FY2019 annual report.

What Did They Do?

Supplies lumber and other building materials, plus design and installation services, to homebuilders and professional contractors.

How Did They Make Money?

Homebuilders and contractors are billed for building products when the products are delivered; construction services are billed as the work progresses.

revenue

Who Were Their Customers?

BMC sells directly to homebuilder and professional contractor customers through distribution locations and its eCommerce platform, and usually delivers products to job sites. Buyers include production and custom homebuilders, multifamily builders, and remodeling contractors.

Did Revenues Turn Into Profits?

Yes. It kept 3 cents of every revenue dollar as net income in .

Operating income,
4% of revenue
▼ −8% vs ($170.3M, 5%)
Net income,
3% of revenue
▼ −8% vs ($119.7M, 3%)

How Were They Changing?

Since the FY2019 annual report
Latest quarter: Q3 FY2020, the three months to Sep 30, 2020
Revenue
▲ +13%
vs $964.2M in Q3 FY2019
Net income
▲ +34%
vs $33.6M in Q3 FY2019
  • Jan 4, 2021 BMC merged with Builders FirstSource Each BMC share converted into 1.3125 shares of Builders FirstSource common stock.
  • Nov 30, 2020 Agreed to acquire TW Perry The agreement covers substantially all of TW Perry's assets.

Grew. Revenue grew 2.3x in 4 years, from $1.6B in to $3.6B in , about 23% a year.

Who Did They Compete With?

Competes with 84 Lumber, Builders FirstSource, Carter Lumber, and US LBM Holdings

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