Builders FirstSource, Inc.

Company facts

Industry

Retail-Lumber & Other Building Materials Dealers

Headquarters

Irving, Texas

Most recent report

8-K, filed Aug 7, 2026

Incorporated

Delaware

Filings on record

1,000+ filings

On EDGAR

CIK 1316835

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 2 of 11 sections worth reading, with 0 positive, 4 notable, and 3 negative flags.

• Financial Statements (Item 1)

  Financial statements with net loss, cash burn, and IRS charge; segment realignment and new equity plans.
  Notable

  • Company realigned from three operating divisions to two in Q2 2026 to simplify oversight.
  • Stockholders approved new 2026 Equity Incentive Plan and Employee Stock Purchase Plan in May 2026.
  • IRS settlement caused $43.9M discrete tax expense in Q2 2026, flipping pre-tax income to net loss.

• Management's Discussion (Item 2)

  Net loss, sliding sales, margin squeeze, $43.9M IRS charge, cash drop.
  Notable

  • New $500M buyback authorization on April 29, 2026; $302.9M spent in H1 2026 at $92.25 average.
  Negative

  • Net sales fell 8.8% in Q2 2026 to $3.9B; organic down 7.0% and commodity deflation down 2.7%.
  • Gross margin percentage dropped to 28.1% in Q2 2026 from 30.7%, a 2.6 point decline.
  • Operating cash flow for six months fell to $155.5M from $473.4M a year ago, down 67%.

What changed: Jun 2026 vs. Mar 2026

About 11% of BLDR's Jun 2026 10-Q is new information. 21 paragraphs were added, 68 changed, and 15 removed. Below are the most important lines SECSift identified.

• Item 2 33
• Item 1 30
• Item 1A 2
• Item 3 1
• Item 4 1