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 director Maria Renz acquired 311 shares of common stock on March 1, 2026 through a grant in lieu of cash compensation. The award, issued at $104.29 per share under the company’s 2014 Incentive Plan and Director Compensation Policy, brings her direct holdings to 3,397 shares.
LEVY PAUL S reported acquisition or exercise transactions in this Form 4 filing.
Builders FirstSource director Paul S. Levy received an equity grant of 767 shares of common stock, valued at $104.29 per share. These shares were issued as compensation for his services as a director under the company’s 2014 Incentive Plan.
According to the filing, Levy now directly owns 1,677,191 shares of Builders FirstSource common stock. The grant was made in lieu of cash compensation pursuant to the company’s Amended and Restated Director Compensation Policy, meaning it represents routine, stock-based director pay rather than an open-market purchase.
Builders FirstSource is a leading U.S. supplier of building materials and services to professional homebuilders and remodelers, operating about 585 locations in 43 states under a single reportable segment. It focuses on manufactured components, windows/doors/millwork, specialty products and services, and lumber and sheet goods.
The company serves a broad customer base, with its top 10 customers representing 14% of 2025 net sales and the largest 4%. Strategy centers on growing higher‑margin value‑added products, investing in digital solutions, pursuing acquisitions (over 80 since 1998), and returning capital, including about $8.0 billion of share repurchases since January 2021.
Key risks include exposure to cyclical U.S. housing and repair markets, competition from national and local dealers and big-box retailers, volatility in lumber (26% of 2025 net sales), supply chain and IT/cybersecurity challenges, and a leveraged balance sheet with $4.5 billion of debt and $0.7 billion of operating lease obligations.
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. executive vice president and chief financial officer Minator Azemi reported an insider transaction involving a charitable transfer of company stock. On 12/11/2025, Azemi made a gift of 2,000 shares of Builders FirstSource common stock, coded as a “G” transaction, to a donor advised fund at a price of $0 per share. After this transaction, Azemi beneficially owned 39,489 shares indirectly through a spouse and 27,482 shares directly.
Builders FirstSource director reports charitable stock gift
A director of Builders FirstSource, Inc. (BLDR) filed a Form 4 reporting a gift of 1,000 shares of common stock on 12/04/2025. The filing states that this reflects a gift of common stock to a donor advised fund, meaning the shares were transferred for charitable purposes with a reported price of $0 per share. After this transaction, the reporting person beneficially owns 129,616 shares of Builders FirstSource common stock in direct ownership.
Builders FirstSource Inc. received an updated ownership report from institutional investor FMR LLC, filed as an amendment to a prior disclosure. FMR LLC reports beneficial ownership of 3,699,740.38 shares of Builders FirstSource common stock, representing 3.3% of the outstanding class.
The filing also reports that Abigail P. Johnson is deemed to beneficially own the same 3,699,740.38 shares with dispositive power but no voting power. The report confirms that the securities were acquired and are held in the ordinary course of business and are not intended to change or influence control of Builders FirstSource. The positions are below the 5% threshold that often signals a larger strategic or control-oriented stake.
Builders FirstSource, Inc. director Minator Azemi reported receiving additional company stock as part of board compensation. On 12/01/2025, Azemi acquired 278 shares of Builders FirstSource common stock at a price of $112.23 per share, taken in stock instead of cash under the company’s 2014 Incentive Plan and its Amended and Restated Director Compensation Policy. Following this grant, Azemi beneficially owns 23,455 shares of Builders FirstSource common stock, held directly.
Builders FirstSource director reports stock compensation grant. A company director acquired 278 shares of Builders FirstSource common stock on 12/01/2025 at a price of $112.23 per share. The shares were issued in lieu of cash fees for board service under the company’s 2014 Incentive Plan and its Amended and Restated Director Compensation Policy. After this transaction, the director beneficially owns 11,030 shares directly and 5,000 shares indirectly through a trust.
Builders FirstSource, Inc. director Minator Azemi reported acquiring common stock under a company compensation plan. On 12/01/2025, the director received 334 shares of Builders FirstSource common stock, par value $0.01 per share, at a reported price of $112.23 per share. The filing shows this was an acquisition in lieu of cash compensation for board service under the corporation's 2014 Incentive Plan and its Amended and Restated Director Compensation Policy. Following this transaction, the director beneficially owns 98,654 shares of Builders FirstSource common stock in direct ownership.