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as of 03-09-2026 3:53pm EST

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Stocks Consumer Discretionary RETAIL: Building Materials Nasdaq

Builders FirstSource Inc is a manufacturer and supplier of building materials. The company offers structural and related building products such as factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood. The products can be designed for each home individually and are installed by Builders FirstSource. The company's construction-related services include professional installation, turn-key framing, and shell construction. Builders FirstSource's customers range from large production builders to small custom homebuilders.

Founded: 1998 Country:
United States
United States
Employees: N/A City: IRVING
Market Cap: 12.7B IPO Year: 2005
Target Price: $134.29 AVG Volume (30 days): 2.3M
Analyst Decision: Buy Number of Analysts: 18
Dividend Yield:
N/A
Dividend Payout Frequency: N/A
EPS: 3.89 EPS Growth: -57.06
52 Week Low/High: $89.72 - $151.03 Next Earning Date: 05-20-2026
Revenue: $15,190,638,000 Revenue Growth: -7.38%
Revenue Growth (this year): 1.27% Revenue Growth (next year): 5.69%
P/E Ratio: 23.81 Index:
Free Cash Flow: 853.3M FCF Growth: -42.81%

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2025
Q4

Q4 2025 Earnings

8-K SELL

Feb 17, 2026 ยท 100% conf.

AI Prediction SELL

1D

-3.11%

$111.07

Act: -0.64%

5D

-4.26%

$109.75

Act: -4.32%

20D

-7.42%

$106.13

Price: $114.63 Prob +5D: 0% AUC: 1.000
0001193125-26-053039

8-K

0001316835false00013168352026-02-172026-02-170001316835bldr:NewYorkStockExchangeMember2026-02-172026-02-170001316835bldr:NYSETexasMember2026-02-172026-02-17

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 17, 2026

BUILDERS FIRSTSOURCE, INC.

(Exact name of Registrant as Specified in Its Charter)

Delaware

001-40620

52-2084569

(State or Other Jurisdiction of Incorporation)

(Commission File Number)

(IRS Employer Identification No.)

6031 Connection Drive Suite 400

Irving, Texas

75039

(Address of Principal Executive Offices)

(Zip Code)

Registrantโ€™s Telephone Number, Including Area Code: (214) 880-3500

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

โ˜

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

โ˜

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

โ˜

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

โ˜

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common stock, par value $0.01 per share

BLDR

New York Stock Exchange

NYSEย Texas

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (ยงโ€ฏ230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (ยงโ€ฏ240.12b-2 of this chapter). Emerging growth company โ˜ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. โ˜

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.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.

Description

99.1

News release reporting financial results for the three and twelve months ended December 31, 2025, issued by Builders FirstSource, Inc. on February 17, 2026.

104

Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document

All of the information included in Items 2.02 and 9.01 of this report and Exhibit 99.1 hereto is being furnished and shall not be deemed to be โ€œfiledโ€ for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, and shall not be incorporated by reference in any filing under the Securities Act of 1933, as amended.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

BUILDERS FIRSTSOURCE, INC.

Date:

February 17, 2026

By:

/s/ Pete R. Beckmann

Pete R. Beckmann, Executive Vice President and Chief Financial Officer

2025
Q3

Q3 2025 Earnings

8-K

Oct 30, 2025

0001193125-25-257380

8-K

false00013168350001316835bldr:NYSETexasMember2025-10-302025-10-3000013168352025-10-302025-10-300001316835bldr:NewYorkStockExchangeMember2025-10-302025-10-30

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 30, 2025

BUILDERS FIRSTSOURCE, INC.

(Exact name of Registrant as Specified in Its Charter)

Delaware

001-40620

52-2084569

(State or Other Jurisdiction of Incorporation)

(Commission File Number)

(IRS Employer Identification No.)

6031 Connection Drive Suite 400

Irving, Texas

75039

(Address of Principal Executive Offices)

(Zip Code)

Registrantโ€™s Telephone Number, Including Area Code: (214) 880-3500

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

โ˜

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

โ˜

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

โ˜

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

โ˜

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common stock, par value $0.01 per share

BLDR

New York Stock Exchange

NYSEย Texas

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (ยงโ€ฏ230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (ยงโ€ฏ240.12b-2 of this chapter). Emerging growth company โ˜ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. โ˜

Item 2.02 Results of Operations and Financial Condition.

On October 30, 2025, 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, 2025.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.

Description

99.1

News release reporting financial results for the three and nine months ended September 30, 2025, issued by Builders FirstSource, Inc. on October 30, 2025.

104

Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document

All of the information included in Items 2.02 and 9.01 of this report and Exhibit 99.1 hereto is being furnished and shall not be deemed to be โ€œfiledโ€ for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, and shall not be incorporated by reference in any filing under the Securities Act of 1933, as amended.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

BUILDERS FIRSTSOURCE, INC.

Date:

October 30, 2025

By:

/s/ Timothy D. Johnson

Timothy D. Johnson, Executive Vice President, General Counsel and Corporate Secretary

2025
Q2

Q2 2025 Earnings

8-K

Jul 31, 2025

0000950170-25-100548

8-K

0001316835false00013168352025-07-312025-07-31

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 31, 2025

BUILDERS FIRSTSOURCE, INC.

(Exact name of Registrant as Specified in Its Charter)

Delaware

001-40620

52-2084569

(State or Other Jurisdiction of Incorporation)

(Commission File Number)

(IRS Employer Identification No.)

6031 Connection Drive Suite 400

Irving, Texas

75039

(Address of Principal Executive Offices)

(Zip Code)

Registrantโ€™s Telephone Number, Including Area Code: (214) 880-3500

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: โ˜Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) โ˜Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) โ˜Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) โ˜Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common stock, par value $0.01 per share

BLDR

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (ยงโ€ฏ230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (ยงโ€ฏ240.12b-2 of this chapter). Emerging growth company โ˜ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. โ˜

Item 2.02 Results of Operations and Financial Condition.

On July 31, 2025, Builders FirstSource, Inc. issued the news release attached hereto as Exhibit 99.1 reporting its financial results for the three and six months ended June 30, 2025.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.

Description

99.1

News release reporting financial results for the three and six months ended June 30, 2025, issued by Builders FirstSource, Inc. on July 31, 2025.

104

Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document

All of the information included in Items 2.02 and 9.01 of this report and Exhibit 99.1 hereto is being furnished and shall not be deemed to be โ€œfiledโ€ for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, and shall not be incorporated by reference in any filing under the Securities Act of 1933, as amended.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

BUILDERS FIRSTSOURCE, INC.

Date:

July 31, 2025

By:

/s/ Timothy D. Johnson

Timothy D. Johnson, Executive Vice President, General Counsel and Corporate Secretary

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