EX-99.1 2 bldr-ex99_1.htm EX-99.1 EX-99.1 For Immediate Release Builders FirstSource Reports Fourth Quarter and Full-Year 2025 Results; Provides 2026 Financial Outlook February 17, 2026 (Irving, TX) - Builders FirstSource, Inc. (NYSE: BLDR) today reported its results for the fourth quarter ended December 31, 2025. Fourth Quarter 2025 Highlights All Year-Over-Year Comparisons Unless Otherwise Noted: • Net sales were $3.4 billion, a 12.1% decrease, primarily due to a below-normal starts environment. The decline reflects lower core organic net sales and commodity deflation, partially offset by growth from acquisitions. • Gross profit was $1.0 billion compared to gross profit of $1.2 billion in the prior year period. Gross profit margin decreased 250 basis points to 29.8%, primarily driven by a below-normal starts environment. • Net income was $31.5 million, or diluted EPS of $0.28 compared to diluted EPS of $1.65 in the prior year period. Net income as a percent of net sales decreased by 410 basis points to 0.9%. • Adjusted EBITDA decreased 44.3% to $274.9 million, primarily driven by lower gross profit. • Adjusted EBITDA margin declined by 470 basis points to 8.2%, attr…
Open exhibit ↗Current Report · Items 2.02, 9.01 · 8-K
Builders FirstSource, Inc.
BLDRNYSEEQUITYCurrent
Results of Operations and Financial Condition
Item 2.02 Results of Operations and Financial Condition. On February 17, 2026, Builders FirstSource, Inc. issued the news release attached hereto as Exhibit 99.1 reporting its financial results for the three and twelve months ended December 31, 2025.
Company context
Builders FirstSource (NYSE: BLDR), headquartered in Irving, Texas, is the nation's leading provider of building materials for professional builders in new residential construction and repair and remodeling. We deliver integrated homebuilding solutions by manufacturing, supplying, and installing a full range of structural and related building products. With approximately 565 locations across 43 states, we serve 48 of the top 50 and 91 of the top 100 Core Based Statistical Areas (CBSAs), ensuring broad geographic coverage and enhancing our ability to partner with our customers. Our leading network of strategically located manufacturing facilities produces factory-built roof and floor trusses, wall panels, vinyl windows, custom millwork and trim, manufactured and semi-custom modular homes, as well as engineered wood that we design and cut specifically for each home. We also assemble interior and exterior doors into pre-hung units for easy installation. Additionally, we distribute a wide range of building products, including lumber, sheet goods, windows, doors, millwork, and specialty items. Our services, which vary by market, include professional installation, turnkey framing, and shell construction. Supported by the latest construction innovations and digital solutions, we help drive greater efficiency across homebuilding. Learn more at www.bldr.com