Welcome to our dedicated page for Builders FirstSource SEC filings (Ticker: BLDR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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. reported an executive leadership change in its technology organization. On August 3, 2026, the company notified Gayatri Narayan that she will be separated from her role as President, Technology and Digital Solutions, effective August 14, 2026.
Subject to her signing and not revoking a separation agreement and general release of claims in favor of the company, she will receive severance payments and benefits under the company’s Executive and Key Employee Severance Plan, previously filed as Exhibit 10.34 to the Form 10-K dated February 28, 2023. The company stated that her departure is not due to any disagreement regarding its operations, policies, or practices.
Builders FirstSource, Inc. reported softer results for the quarter ended June 30, 2026. Net sales were approximately $3.9 billion, down 8.8% from a year earlier, as core organic sales fell in a weaker housing starts environment and lumber commodity price deflation further reduced revenue. Gross margin declined to 28.1% from 30.7%, and income from operations fell to $128.5 million from $311.3 million.
Higher interest expense and a discrete income tax charge of about $43.9 million from an IRS settlement on prior research and development credits pushed the quarter to a small net loss of $3.9 million, versus net income of $185.0 million a year ago. For the first six months of 2026, net sales fell 9.4% to about $7.1 billion and the company recorded a net loss of $51.3 million compared with $281.3 million of net income in 2025, as gross margin compressed to 28.2%.
Builders FirstSource closed two bolt‑on acquisitions for roughly $31.0 million and repurchased 3.3 million shares for $302.9 million in the first half. Liquidity remained sizable with about $1.6 billion of total liquidity, including $65.7 million of cash and $1.56 billion of unused Revolving Facility capacity. The company expects recently enacted tax legislation, including permanent 100% bonus depreciation and domestic research cost expensing, to reduce future cash tax payments and increase operating cash flows over time.
Builders FirstSource reported weaker second-quarter 2026 results as housing market softness reduced volumes and margins. Net sales were $3.9 billion, down 8.8% year over year, and gross profit fell 16.3% to $1.1 billion, with gross margin contracting 260 basis points to 28.1%.
SG&A decreased modestly but rose to 24.8% of sales as operating leverage weakened. The company posted a GAAP net loss of $(3.9) million, or $(0.04) per diluted share, versus earnings of $1.66 a year earlier. Adjusted net income declined 52.3% to $126.1 million, with adjusted EPS of $1.17. Adjusted EBITDA dropped 34.9% to $329.3 million, and margin narrowed to 8.5%.
Cash generation also softened. Operating cash flow was $68.0 million and free cash flow $32.2 million, down 87.4% from the prior-year quarter. Liquidity totaled about $1.6 billion, while net debt of $4.6 billion equated to 3.6x LTM Adjusted EBITDA of $1.3 billion. For full-year 2026, management guides to net sales of $14.0–$14.8 billion, adjusted EBITDA of $1.0–$1.2 billion, and free cash flow of $0.4–$0.5 billion.
O'Brien Matthew Coley reported acquisition or exercise transactions in this Form 4 filing.
Builders FirstSource, Inc. reported that Chief Human Resources Officer Matthew Coley O'Brien received a grant of 7,406 restricted stock units under the corporation's 2026 Incentive Plan on 2026-07-18. These units vest in 33.3% increments on each of July 18, 2027, 2028 and 2029 and entitle him to one share of common stock for each unit that vests. After this award, he directly holds the equivalent of 7,406 shares tied to this grant.
Builders FirstSource, Inc. reported that Paul Vaughn, its President – West Division, received a grant of 3,366 restricted stock units of common stock as equity compensation. The units were granted at no cash cost and increase his direct holdings to 40,724 shares of common stock.
The restricted stock units were granted under the company’s 2026 Incentive Plan and vest in 33.3% increments on July 18 of each year from 2027 through 2029, with each vested unit converting into one share of common stock.
Builders FirstSource, Inc. reported that Todd Vance, President - East Division, acquired 3,366 restricted stock units of common stock under the 2026 Incentive Plan. The RSUs vest in 33.3% increments on July 18 of 2027, 2028 and 2029, and his direct holdings total 42,684 shares after this grant.
Builders FirstSource, Inc. reported a routine insider transaction by President – Tech & Digital, Narayan Gayatri. On June 13, 2026, 2,842 shares of common stock were withheld at $77.77 per share to satisfy tax obligations on vesting restricted stock units, rather than sold on the open market.
After this tax-withholding disposition, Gayatri directly holds 28,252 shares of Builders FirstSource common stock.
Builders FirstSource, Inc. Chief Operating Officer Stephen J. Herron reported a bona fide gift of 850 shares of common stock on June 5, 2026. The shares were gifted to various charitable organizations and involved no sale proceeds. After this disposition, he directly owns 110,260 common shares.
Builders FirstSource COO-designate Michael Hiller reported a bona fide gift of 900 shares of common stock. The gift, dated June 4, 2026, transferred the shares to a charitable organization at no stated price. After the transaction, he continues to hold 52,142 shares directly.
Builders FirstSource, Inc. reported that director Mark A. Alexander resigned from its Board of Directors, effective immediately, due to health reasons. The company stated that his resignation was not the result of any disagreement regarding operations, policies, or practices. The Board expressed appreciation for his counsel, insights, and contributions.