12 High Growth Non-Tech Stocks That Are Profitable in 2025

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4. Builders FirstSource, Inc. (NYSE:BLDR)

5-Year Sales Growth: 17.64%

5-Year Net Income Growth: 37.19%

TTM Net Income: $1.08 Billion

Number of Hedge Fund Holders: 59

Builders FirstSource, Inc. (NYSE:BLDR) is a leading supplier of building materials and services for professional builders in the residential construction and remodeling industry. It provides an integrated solution for homebuilding, offering products like lumber, trusses, windows, doors, siding, and insulation.

On February 23, Keith Hughes from Truist Financial maintained a Buy rating on the stock, with a price target of $180. Builders FirstSource, Inc. (NYSE:BLDR) achieved strong financial performance, including mid-teens adjusted EBITDA margins and nearly 33% gross margins in fiscal 2024. It also implemented productivity initiatives that improve efficiency and reduce costs. Notably, during the year the company invested over $75 million in expanding its facilities, including opening new truss manufacturing sites and upgrading existing ones. It also enhanced its millwork locations to meet growing demand. However, regardless the company faced an 8% year-over-year decline in revenue.

Diamond Hill Large Cap Strategy in its Q4 2024 investor letter noted that Builders FirstSource, Inc. (NYSE:BLDR) experienced revenue impacts due to ongoing weakness in its multi-family segment and weaker-than-expected single-family home construction. However, the gross margins of the company remained strong despite these macroeconomic challenges. It is one of the high-growth non-tech stocks that are profitable in 2025.

Diamond Hill Large Cap Strategy stated the following regarding Builders FirstSource, Inc. (NYSE:BLDR) in its Q4 2024 investor letter:

“Other bottom contributors in Q4 included Builders FirstSource, Inc. (NYSE:BLDR), Extra Space Storage and SBA Communications. Lumber and building materials distributor Builders FirstSource’s revenue continues to be impacted by on going weakness in its multi-family segment and weaker than-expected single-family home construction. Dollar value of materials supplied per home has also declined, but this trend has largely stabilized. Positively, gross margin continues to hold up strongly despite these macro challenges.”

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