Every 8-K 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 8-K covers material events a company has to report between its quarterly 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 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 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.
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.
Builders FirstSource, Inc. announced a planned leadership transition and reported results of its 2026 annual stockholder meeting. Mike Hiller, currently Chief Talent Officer, was appointed Chief Operating Officer-Designate effective May 18, 2026 and will succeed long-time COO Steve Herron upon his retirement on December 31, 2026. Coley O’Brien, formerly Chief People Officer at The Wendy’s Company, was appointed Chief Human Resources Officer effective May 18, 2026.
Stockholders representing 97,557,384 shares, or 88.20% of voting power as of March 16, 2026, were present. All six director nominees were elected, the advisory vote on 2025 executive compensation passed, PricewaterhouseCoopers LLP was ratified as 2026 auditor, and both the 2026 Equity Incentive Plan and a new Employee Stock Purchase Plan were approved.
Builders FirstSource reported a weak first quarter of 2026 and unveiled a new share repurchase authorization. Net sales were $3.29 billion, down 10.1%, as lower housing starts and commodity deflation outweighed acquisition-driven growth. Gross profit fell 16.7% to $929 million, and gross margin compressed 220 basis points to 28.3%.
The company posted a net loss of $47.4 million, or $(0.43) per diluted share, versus prior-year net income of $96.3 million. Adjusted EBITDA declined 42.1% to $213.8 million, with margin down to 6.5%. Cash from operations was $87.5 million and free cash flow $42.7 million.
Leverage increased, with net debt of $4.6 billion and LTM Adjusted EBITDA of $1.4 billion, a 3.2x ratio. Management still targets 2026 net sales of $14.6–$15.6 billion and Adjusted EBITDA of $1.1–$1.5 billion. The board authorized repurchases of up to $500 million, including about $200 million remaining under the prior program, after buying back 3.3 million shares in the quarter for $302.9 million.
Builders FirstSource reported weaker results for 2025 as housing markets softened and commodity prices fell. Full-year net sales were $15.2 billion, down 7.4%, while gross margin fell 240 basis points to 30.4%.
Net income dropped to $435.2 million, or $3.89 per diluted share, compared with $1.08 billion and $9.06 a year earlier, mainly from lower gross profit and higher SG&A and interest expense. Adjusted EBITDA declined 32.0% to $1.58 billion, with margin sliding to 10.4%.
The company still generated strong free cash flow of $874.0 million and ended the year with about $1.7 billion of liquidity and net debt of $4.3 billion, or 2.7x Adjusted EBITDA. For 2026, it guides net sales of $14.8–$15.8 billion, Adjusted EBITDA of $1.3–$1.7 billion, and free cash flow of roughly $0.5 billion.
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.