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) reported that director Maria Renz received a grant of 489 shares of common stock on September 10, 2026. The shares were acquired at $0.00 per share in lieu of cash compensation under the company’s 2026 Incentive Plan, and she now holds 6,870 shares directly.
Builders FirstSource, Inc. (symbol: BLDR) is the issuer of record for a Form 4 filing submitted to the SEC. LEVY PAUL S reported acquisition or exercise transactions in this Form 4 filing.
Builders FirstSource, Inc. (BLDR) director Paul S. Levy received a grant of 1,204 shares of common stock on September 10, 2026 as an award in lieu of cash fees for board service under the corporation's 2026 Incentive Plan and Amended and Restated Director Compensation Policy. Following this stock-based compensation award, Levy directly holds 1,732,002 shares of Builders FirstSource common stock.
Builders FirstSource, Inc. (symbol: BLDR) is the issuer of record for a Form 4 filing submitted to the SEC. Hayes William B reported acquisition or exercise transactions in this Form 4 filing.
Builders FirstSource, Inc. (BLDR) director William B. Hayes received an award of 583 shares of common stock on September 10, 2026, as stock compensation in lieu of cash fees for board service under the company’s 2026 Incentive Plan and Amended and Restated Director Compensation Policy. Following this grant he directly holds 20,221 shares of common stock, and an additional 14,593 shares are held indirectly through a Spousal Lifetime Access Trust.
Builders FirstSource, Inc. (symbol: BLDR) is the issuer of record for a Form 4 filing submitted to the SEC. CHRISTOPHE CLEVELAND A reported acquisition or exercise transactions in this Form 4 filing.
Builders FirstSource, Inc. (BLDR) reported that director Christophe A. Cleveland received a grant of 564 shares of common stock on September 10, 2026. The shares were issued at $0.00 per share in lieu of cash director fees under the company’s 2026 Incentive Plan, bringing his direct holdings to 38,762 shares. No Rule 10b5-1 trading plan is reported for this transaction.
Builders FirstSource, Inc. (BLDR) director Cory Jacobs Boydston received a grant of 470 shares of common stock on September 10, 2026. The shares were acquired at $0.00 per share in lieu of cash compensation for director services under the company’s 2026 Incentive Plan and Amended and Restated Director Compensation Policy, bringing Boydston’s directly held stake to 27,191 shares.
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.