Every 10-Q that Builders Firstsource Inc (BLDR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow BLDR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BLDR filings page.
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 posted a weaker first quarter of 2026, swinging to a loss as housing activity softened. Net sales were $3.29 billion, down 10.1% from $3.66 billion a year earlier, driven by an 8.3% core organic decline and 3.3% commodity price deflation, partly offset by 1.5% growth from acquisitions.
Gross margin fell to 28.3% from 30.5%, and income from operations dropped to $16.5 million from $184.4 million. The company reported a net loss of $47.4 million, or $(0.43) per diluted share, versus net income of $96.3 million, or $0.84 per diluted share, aided by an income tax benefit.
Cash from operations was $87.5 million, below the prior year’s $132.3 million, while liquidity remained solid at about $1.5 billion including Revolving Facility availability and cash. Builders FirstSource continued capital deployment, closing the $13.0 million Premium Building Components acquisition and repurchasing 3.3 million shares for $302.9 million, even as single-family housing starts and industry forecasts pointed to modest declines versus 2025.
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.