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 David E. Rush reported an open-market sale of 5,000 shares of Common Stock on May 8, 2026 at a weighted average price of $78.17 per share.
The sale was executed in multiple trades between $78.14 and $78.25 per share. After this transaction, Rush continues to hold 122,284 shares of Builders FirstSource Common Stock directly.
Builders FirstSource, Inc. filed an initial ownership report for Alena Brenner, EVP, CLO and Corporate Secretary. The filing shows she directly holds 17,989 shares of common stock. A related footnote describes an acquisition of restricted stock units that vest 40% after one year, 40% after two years, and 20% after three years, with each vested unit delivering one share of common stock.
Builders FirstSource, Inc. filed an initial ownership report for Alena Brenner, EVP, CLO and Corporate Secretary. The filing shows she directly holds 17,989 shares of common stock. A related footnote describes an acquisition of restricted stock units that vest 40% after one year, 40% after two years, and 20% after three years, with each vested unit delivering one share of common stock.
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 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 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 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 Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 7,972,037 shares of Common Stock, representing 7.2% of the class. The filing states Vanguard has sole dispositive power over 7,972,037 shares and sole voting power over 944,963 shares.
The statement is made on behalf of Vanguard Capital Management and affiliated voting/dispositive divisions and is signed on 04/29/2026.
Builders FirstSource is asking stockholders to approve six director nominees, an advisory vote on executive pay, ratification of PwC as auditor, and new 2026 Equity Incentive and Employee Stock Purchase Plans at its May 14, 2026 annual meeting in Irving, Texas.
Management highlights 2025 performance marked by resilient profitability in a soft housing market, more than $110 million invested in value-added operations, and $48 million in productivity savings. The company deployed nearly $2 billion toward growth and capital returns, completed eight acquisitions including Pleasant Valley Homes, and reports total shareholder return of 59% over three years, 152% over five years, and 829% over ten years.
Builders FirstSource repurchased about $400 million of stock in 2025 and roughly 48% of shares since August 2021. Governance initiatives include declassifying the board, adding technology-focused directors, forming a Technology Committee, and maintaining 11 independent directors out of 13.
The Vanguard Group filed an amendment to its Schedule 13G/A reporting zero beneficial ownership of Builders FirstSource Inc. common stock. The filing explains an internal realignment effective January 12, 2026, under SEC Release No. 34-39538 that led certain Vanguard subsidiaries to report separately. The form is signed by Ashley Grim on 03/26/2026.
Builders FirstSource, Inc. executive Vaughn Paul, President - Central Division, reported equity compensation activity in common stock. He acquired 7,663 restricted stock units under the 2014 Incentive Plan, which vest in 33.3% increments on each of March 15, 2027-2029.
He also acquired 2,237 shares through the vesting of performance-based restricted stock units. To cover related tax withholding requirements, 2,622 shares were withheld at $88.09 per share. Following these transactions, he directly holds 37,358 shares of Builders FirstSource common stock.
Builders FirstSource Chief Operating Officer Stephen J. Herron reported equity compensation and related tax withholding in company stock. He received two awards totaling 21,975 shares of common stock on March 15, 2026 with a grant price of $0.00 per share, reflecting restricted stock units under the 2014 Incentive Plan. According to footnotes, one award consists of restricted stock units that vest in 33.3% increments on March 15 of 2027, 2028, and 2029, with each unit converting into one share when vested. On the same date, 5,818 shares were withheld at $88.09 per share to satisfy tax obligations from vesting of previously granted performance-based and time-based restricted stock units. After these transactions, Herron directly owns 111,110 shares of Builders FirstSource common stock, indicating these were routine compensation and tax-related entries rather than open-market trades.