Builders FirstSource filings document the public-company disclosures of a NYSE-listed supplier of building products, prefabricated components, and value-added services for professional residential construction and remodeling customers. Recent Form 8-K reports furnish quarterly and annual operating results, financial condition updates, sales and margin commentary, cash flow metrics, acquisition effects, commodity-price impacts, and capital-allocation actions such as common stock repurchase authorizations.
The company’s proxy materials cover board matters, shareholder voting items, executive compensation, pay-versus-performance disclosure, equity awards, and governance practices. Together, these filings record BLDR’s operating performance, capital structure, common stock activity, leadership oversight, and formal governance disclosures.
Builders FirstSource, Inc. (BLDR) is the subject of a Schedule 13G reporting Vanguard Portfolio Management's beneficial ownership of 5,417,946 common shares, or 5.03% of the class, as of September 30, 2026. Vanguard Portfolio Management reported sole dispositive power over 5,417,946 shares and sole voting power over 60,372 shares.
Builders FirstSource, Inc. (BLDR) common stock was reported as beneficially owned by Vanguard Capital Management in an amount of 5,523,863 shares, or 5.13% of the class. Vanguard reported sole voting power over 839,825 shares and sole dispositive power over 5,523,863 shares; shared voting and shared dispositive power were each 0. The reported ownership includes securities held by Vanguard funds or sleeves over which Vanguard Capital Management exercises dispositive power, and client securities over which named affiliates or business divisions exercise dispositive and/or voting power.
Builders FirstSource, Inc. (BLDR) reported lower sales and earnings for the nine months ended September 30, 2026: net sales were $11.0 billion, down 7.0% from $11.8 billion, and net income was $9.1 million versus $403.7 million a year earlier. Net cash provided by operating activities was $302.0 million, compared with $1,021.1 million. Gross margin was $3.1 billion, or 28.1% of sales, versus 30.5% a year earlier. In the third quarter, sales declined 2.2% to $3.854 billion and net income was $60.4 million, compared with $122.4 million.
At September 30, liquidity was $1.5 billion, including approximately $1.4 billion of net borrowing availability and $0.1 billion in cash; long-term debt, net of current maturities, discounts and issuance costs, was $4.615 billion. Builders FirstSource completed four acquisitions for approximately $129.3 million in purchase consideration, participated as solo lead investor in Digs’ $25.3 million Series A financing, and entered a five-year commercial agreement with Digs. It repurchased 3.3 million shares for $302.9 million during the nine months, and its board authorized repurchases of up to $500.0 million.
Builders FirstSource, Inc. (BLDR) reported third-quarter 2026 net sales of $3.9 billion, down 2.2% year over year, with lower housing starts and commodity deflation partly offset by acquisitions. Gross profit was $1.1 billion, down 10.6%, and gross margin fell 260 basis points to 27.8%. Net income was $60.4 million and diluted EPS was $0.56, compared with $122.4 million and $1.10 a year earlier. Adjusted EBITDA declined 28.3% to $311.1 million, with an 8.1% margin.
Operating cash flow was $146.6 million and free cash flow was $76.0 million, down 83.7% from $464.9 million. The company attributed the free cash flow decrease primarily to lower net income and higher net working capital, partially offset by lower capital expenditures. As of September 30, 2026, liquidity was $1.5 billion, net debt was $4.6 billion, and net debt to LTM Adjusted EBITDA was 4.1x versus 2.3x in the prior-year period.
For 2026, the company narrowed its outlook while maintaining the midpoints for net sales and Adjusted EBITDA. It expects net sales of $14.2 billion to $14.6 billion, gross profit margin of 27.5% to 28.5%, Adjusted EBITDA of $1.075 billion to $1.125 billion, and free cash flow of approximately $400 million to $450 million, assuming average commodity prices of $390 to $410 per thousand board foot (mbf).
Builders FirstSource, Inc. (BLDR) COO-Designate Michael Hiller acquired 12,808 restricted stock units on October 18, 2026, under the Corporation’s 2026 Incentive Plan. The units vest in 33.3% increments on October 18 of each year from 2027 through 2029, with each vested unit entitling him to one share of common stock. His reported direct holdings after the award were 64,950 shares.
Builders FirstSource, Inc. approved compensation for Mike Hiller in connection with his appointment as chief operating officer. Hiller, the company’s chief talent officer, became chief operating officer-designate on May 18, 2026, and is scheduled to succeed Steve Herron as chief operating officer on December 31, 2026. Effective January 1, 2027, Hiller’s annual salary will be $675,000, with a target annual bonus of 125% of salary based on performance goals. He is also eligible to participate in the Long-Term Incentive Plan and will receive time-based restricted stock units with a grant value of $700,000 on October 18, 2026, vesting in equal annual installments on the first three grant anniversaries. Hiller is a Tier II Participant in the Executive and Key Employee Severance Plan. Herron will serve as special advisor to the CEO from January 1 through March 31, 2027, for $20,833.34 per month. As of completion of that service, his outstanding and unvested time-based restricted stock units will vest in full; his outstanding and unearned performance-based units will vest pro rata based on actual performance at the end of the applicable performance period.
Builders FirstSource, Inc. (BLDR) is the issuer whose common stock BlackRock, Inc. reported certain of its business units and affiliates beneficially owned, or were deemed to beneficially own, 12,897,766 shares, equal to 12.0% of the class.
BlackRock reported sole voting power over 12,581,470 shares and sole dispositive power over 12,897,766 shares; shared voting and dispositive power were each 0. The report excludes securities beneficially owned by other BlackRock business units whose holdings are disaggregated. It identifies iShares Core S&P Small-Cap ETF as having an interest in more than 5% of Builders FirstSource's outstanding common stock.
Builders FirstSource, Inc. (BLDR) reported that director Craig Arthur Steinke acquired 564 shares of common stock on September 10, 2026 as a grant in lieu of cash fees for board service. The award was made under the company's 2026 Incentive Plan, bringing his directly held stake to 102,626 shares.
Builders FirstSource, Inc. (symbol: BLDR) is the issuer of record for a Form 4 filing submitted to the SEC. OLEARY JAMES reported acquisition or exercise transactions in this Form 4 filing.
Builders FirstSource, Inc. (BLDR) reported that director James O’Leary received a grant of 564 shares of common stock on September 10, 2026. The award was made at $0.00 per share as equity compensation in lieu of cash fees under the company’s 2026 Incentive Plan. Following this grant, O’Leary directly holds 91,795 shares of Builders FirstSource common stock. No transactions were reported under a Rule 10b5-1 trading plan.
Builders FirstSource, Inc. (symbol: BLDR) is the issuer of record for a Form 4 filing submitted to the SEC. Charles Dirkson R reported acquisition or exercise transactions in this Form 4 filing.
Builders FirstSource, Inc. (BLDR) director Charles Dirkson reported receiving 470 shares of common stock on September 10, 2026 as a grant in lieu of cash compensation for board service under the company’s 2026 Incentive Plan and Amended and Restated Director Compensation Policy.
After this award, he holds 14,766 shares directly and an additional 5,000 shares indirectly through a trust.