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BCS

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 October 29, 2026, Builders FirstSource, Inc. issued the news release attached hereto as Exhibit 99.1 reporting its financial results for the three and nine months ended September 30, 2026.

Filed Oct 29, 2026Accepted Oct 29, 2026, 6:00 AM EDTCIK 1316835Accession 0001193125-26-436795
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Company context

Builders FirstSource (NYSE: BLDR), headquartered in Irving, Texas, is a 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 575 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

Current securities

Recent company filings

  1. 10-Q filingOct 29, 2026
  2. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory ArrangementsOct 16, 2026
  3. 4 filingSep 14, 2026
  4. 4 filingSep 14, 2026
  5. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory ArrangementsAug 7, 2026

Registered securities in this filing

BUILDERS FIRSTSOURCE, INC. · 8-K · Filed 2026-10-29

As filed in this accession. Current/historical status below comes from the governed listing record; the cover itself remains exact to this filing.

Common stock, par value $0.01 per share

Symbol
BLDR
Exchange
NYSE
Classification
COMMON
Status
Current
Filing context

Context: C_f306ebc2-5f83-413a-b4ee-5aa95299fd57

Dimensions: dei:EntityListingsExchangeAxis

Common stock, par value $0.01 per share

Symbol
BLDR
Exchange
NYSE
Classification
COMMON
Status
Current
Filing context

Context: C_2c72b9d1-70be-47e1-8719-b1da15f8f589

Dimensions: dei:EntityListingsExchangeAxis

Accession 000119312526436795 · 2 registered-security cover members

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Disclosure sections

Items 2.02, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 2.02Item 2.02 - Results of Operations
Item 2.02 Results of Operations and Financial Condition. On October 29, 2026, Builders FirstSource, Inc. issued the news release attached hereto as Exhibit 99.1 reporting its financial results for the three and nine months ended September 30, 2026.
Filed exhibits (1)
EX-99.1 (by filename) bldr-ex99_1.htm

For Immediate Release Builders FirstSource Reports Third Quarter 2026 Results October 29, 2026 (Irving, TX) - Builders FirstSource, Inc. (NYSE: BLDR) today reported its results for the third quarter ended September 30, 2026. Third Quarter 2026 Highlights All Year-Over-Year Comparisons Unless Otherwise Noted: • Net sales were $3.9 billion, a decrease of 2.2%, primarily due to a lower housing starts environment and related headwinds. The decline reflects lower core organic net sales as well as commodity deflation, partially offset by growth from acquisitions. • Gross profit was $1.1 billion, a decrease of 10.6%. Gross profit margin percentage decreased 260 basis points to 27.8%, primarily driven by a lower housing starts environment and related headwinds. • Net income was $60.4 million, or diluted EPS of $0.56 compared to diluted EPS of $1.10 in the prior year period. Net income as a percent of net sales decreased by 150 basis points to 1.6%. • Adjusted EBITDA decreased 28.3% to $311.1 million, primarily driven by lower gross profit. • Adjusted EBITDA margin declined by 290 basis points to 8.1%, attributable to lower gross margin and reduced operating leverage. • Cash provi…

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