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    Ray Singh

    Research Analyst at Bank of America

    No publicly available information could be found to verify Ray Singh's role as an analyst at Bank of America or to provide details about their exact title, company coverage, performance metrics, career timeline, or professional credentials. Despite searching for the LinkedIn profile and external performance data, there are no reliable sources confirming Ray Singh’s employment or analytical track record at Bank of America. As a result, a comprehensive professional profile cannot be produced without speculation.

    Ray Singh's questions to Builders FirstSource (BLDR) leadership

    Ray Singh's questions to Builders FirstSource (BLDR) leadership • Q2 2025

    Question

    Ray Singh of Bank of America inquired about potential cost levers if the weak starts environment persists and asked for a breakdown of the drivers behind the 300-basis-point EBITDA margin improvement compared to 2019, despite similar starts levels.

    Answer

    CEO Peter Jackson noted that many variable cost levers have already been pulled in response to lower volumes. He emphasized a balance between protecting market position and achieving fair margins, stating the company walks away from unprofitable business. He attributed the structural margin improvement since 2019 to a significant mix shift toward value-added products and a relentless focus on continuous improvement and operational scale.

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