What: Shares of building products specialist Builders FirstSource (NASDAQ:BLDR) surged 25% today after its quarterly results topped Wall Street expectations.

So what: Builders' shares have soared over the past year on optimism surrounding its acquisition of distributor ProBuild, and strong Q3 results -- adjusted EPS jumped 82% -- only reinforce that positive sentiment. So while pro forma sales for the quarter were essentially flat at $1.7 billion, adjusted EBITDA increased 19% year over year while pro forma gross margins expanded 160 basis points, giving analysts plenty of good vibes over Builders' cost structure and profitability going forward. 

Now what: Management continues to expect the ProBuild purchase to generate $100 million-120 million of annualized cost savings. "Since the closing of the ProBuild acquisition on July 31, I am even more confident that this acquisition will drive significant value for our customers and stockholders," said CEO Floyd Sherman. "We have created a more diversified company with enhanced scale and an improved geographic footprint, enabling a broader, more efficient platform of manufacturing and distribution capabilities going forward." Of course, with the stock now up a whopping 175% over its 52-week lows, I'd wait for some of the excitement to fade before buying into that bullishness.