Builders Firstsource Inc SEC Filings

Builders FirstSource (BLDR) filed its Q3 2025 report, showing softer demand and lower margins. Net sales were $3.94 billion, down 6.9% year over year, as core organic sales fell and commodity deflation weighed on pricing. Gross margin declined to 30.4% from 32.8%, and income from operations fell to $228.8 million. Net income was $122.4 million, with diluted EPS of $1.10.

Year to date, sales were $11.83 billion (down 5.9%) and operating cash flow reached $1.02 billion. The company invested in growth, completing acquisitions totaling approximately $910.8 million, and repurchased 3.4 million shares for $403.6 million. It issued $750 million of 6.75% senior notes due 2035 and expanded its revolving credit facility to $2.2 billion (no borrowings outstanding). Liquidity stood at $2.1 billion. Long‑term debt (net) was $4.43 billion. Shares outstanding were 110,580,581 as of October 24, 2025.

Builders FirstSource, Inc. furnished a news release reporting financial results for the three and nine months ended September 30, 2025. The release was provided as Exhibit 99.1 to a Form 8-K.

The information under Items 2.02 and 9.01, and Exhibit 99.1, was furnished and not deemed filed under the Exchange Act.

David E. Rush, a director of Builders FirstSource, Inc. (BLDR), reported two equity transactions dated 10/01/2025. The filing shows 24,307 shares of common stock were acquired upon vesting of performance-based restricted stock units at a reported price of $121.25, resulting in total beneficial ownership of 144,018 shares immediately after that transaction.

The filing also discloses 13,402 shares were disposed of (withheld) to satisfy tax withholding on vesting of performance-based and previously granted restricted stock units at the same reported price of $121.25130,616 shares following the withholding. The transactions were reported on Form 4 and signed by power of attorney on 10/03/2025. The filing states the acquisitions reflect vesting under the company's 2014 Incentive Plan and the disposals reflect tax withholding.

Builders FirstSource insider transaction: Director Mark A. Alexander acquired 225 shares of Builders FirstSource, Inc. (ticker BLDR) on 09/01/2025 as described on the Form 4. The shares were received in lieu of cash compensation under the company’s 2014 Incentive Plan pursuant to the Amended and Restated Director Compensation Policy. The reported acquisition price per share was $138.68. Following the transaction, the reporting person beneficially owned 44,369 shares. The Form 4 was signed by an authorized attorney on 09/03/2025.

Builders FirstSource director Cory Jacobs Boydston acquired 225 shares of Builders FirstSource, Inc. (BLDR) common stock on 09/01/2025 at a reported price of $138.68 per share. The filing states these shares were issued in lieu of cash compensation under the company’s 2014 Incentive Plan and the Amended and Restated Director Compensation Policy.

After the transaction the reporting person beneficially owned 23,177 shares. The Form 4 was signed by an authorized attorney on 09/03/2025. No derivative transactions, dispositions, or additional material terms are reported in this filing.

Charles Dirkson R, a director of Builders FirstSource, Inc. (BLDR), acquired 225 shares of common stock on 09/01/2025 at a reported price of $138.68 per share. The filing states the shares were received in lieu of cash compensation under the company's 2014 Incentive Plan and Amended and Restated Director Compensation Policy. After the transaction, Mr. Dirkson beneficially owns 10,752 shares directly and 5,000 shares indirectly through a trust. The Form 4 was signed by a power of attorney on 09/03/2025.

Builders FirstSource director James O'Leary acquired 270 shares of BLDR common stock on 09/01/2025 at a reported price of $138.68 per share as payment in lieu of cash under the company's 2014 Incentive Plan and Amended and Restated Director Compensation Policy. After the transaction Mr. O'Leary is reported to beneficially own 87,489 shares, held directly. The Form 4 was signed by power of attorney on 09/03/2025. The filing discloses a routine compensation-related share issuance to a director rather than an open-market purchase or sale.

Builders FirstSource director William B. Hayes acquired 279 shares of common stock on 09/01/2025 at a reported price of $138.68 per share as stock-in-lieu of cash compensation under the companys 2014 Incentive Plan and Amended and Restated Director Compensation Policy. After the transaction, Mr. Hayes directly holds 15,856 shares and indirectly holds 14,593 shares through a Spousal Lifetime Access Trust, reflecting his combined beneficial ownership reported on Form 4. The Form 4 was signed by a power of attorney on 09/03/2025 and discloses routine director compensation in equity rather than a cash payout.

Paul S. Levy, a director of Builders FirstSource, Inc. (BLDR), reported an insider acquisition on 09/01/2025. The Form 4 shows he received 576 shares of BLDR common stock at a reported price of $138.68 per share as payment in lieu of cash for director services under the company’s 2014 Incentive Plan and Amended and Restated Director Compensation Policy. After this award, Mr. Levy beneficially owned 1,675,712 shares on a direct basis. The filing was signed by a power of attorney on 09/03/2025.