Company facts
- Headquarters
- Irving, Texas
- Most recent report
- 10-Q, filed Oct 29, 2026
- Incorporated
- Delaware
- Filings on record
- 1,003+ filings
- On EDGAR
- CIK 1316835
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 40
News 8 of 132
Prospectuses and Registrations 8 of 10
- S-8 Registration statement for an employee plan May 21, 2026
- 25 Jul 16, 2021
- S-8 Registration statement for an employee plan Jan 4, 2021
- 424B3 Prospectus supplement for an offering Nov 18, 2020
- S-4/A Registration statement for a merger or exchange, amended Nov 17, 2020
- S-4 Registration statement for a merger or exchange Oct 8, 2020
- 424B5 Prospectus supplement for an offering Sep 8, 2017
- 424B5 Prospectus supplement for an offering Sep 6, 2017
Proxies 8 of 23
- DEFA14A Extra proxy material Apr 2, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 2, 2026
- DEFA14A Extra proxy material Apr 15, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 15, 2025
- PRE 14A Preliminary proxy statement Apr 4, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 25, 2024
- DEFA14A Extra proxy material Apr 25, 2024
- PX14A6G Shareholder's own proxy material May 3, 2023
Ownership 8 of 756
- SCHEDULE 13G Large holder reported a passive stake Oct 30, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Oct 30, 2026
- 4 Insider reported a trade Oct 20, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Oct 5, 2026
- 4 Insider reported a trade Sep 14, 2026
- 4 Insider reported a trade Sep 14, 2026
- 4 Insider reported a trade Sep 14, 2026
- 4 Insider reported a trade Sep 14, 2026
Other 8 of 42
- SD Conflict minerals disclosure May 28, 2026
- ARS Annual report sent to shareholders Apr 2, 2026
- CERT Exchange certified a listing Aug 11, 2025
- 8-A12B Registration of a security for exchange listing Aug 11, 2025
- SD Conflict minerals disclosure May 30, 2025
- ARS Annual report sent to shareholders Apr 15, 2025
- UPLOAD Comment letter from SEC staff Nov 4, 2024
- CORRESP Reply to SEC staff Oct 22, 2024
What to read: Sep 2026 10-Q
SECSift found 2 of 11 sections worth reading, with 0 positive, 5 notable, and 2 negative flags.
Financial Statements (Item 1)
Net income collapsed 51% in Q3 2026; cash burn; IRS settlement; debt up; buybacks draining equity.Management's Discussion (Item 2)
Sharp margin compression, negative net income in Q3, and a $43.9M IRS settlement hit.Notable
What changed: Sep 2026 vs. Jun 2026
About 9% of BLDR's Sep 2026 10-Q is new information. 19 paragraphs were added, 82 changed, and 17 removed. Below are the most important lines SECSift identified.
Changed
- Income tax benefit of $33.6M vs expense of $37.1M for the three months ended September 30, 2026 vs 2025.
- Net income fell to $60.4M from $122.4M for the three months ended September 30, 2026 vs 2025.
- Net sales dropped to $3.85B from $3.94B for the three months ended September 30, 2026 vs 2025.
- Added 'fuel and' before 'in-bound freight costs' in the materials discussion.
- Exhibit 10.1 changed from the 2026 Equity Incentive Plan to a Form of Restricted Stock Unit Award Certificate (Time-Based) under that plan.
- Exhibit 10.2 changed from the Employee Stock Purchase Plan to a Form of Restricted Stock Unit Award Certificate (Time-Based and Performance-Based) under the 2026 Equity Incentive Plan.
- Exhibit 101 now covers the three and nine months ended September 30, 2026 and 2025, instead of the three and six months ended June 30, 2026 and 2025.
- Exhibit 104 now covers the quarter ended September 30, 2026, instead of the quarter ended June 30, 2026.
Everything here comes from Builders FirstSource, Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 29, 2026, from the 10-Q for Sep 2026.