{"filings":[{"id":888158,"accession_number":"0001193125-26-259521","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2026-06-05T20:05:16+00:00","items":["5.02"],"status":"ready","headline":"Builders FirstSource director Mark Alexander resigns for health reasons","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark A. Alexander resigned from the Board of Directors on June 3, 2026.","Resignation due to health reasons; no disagreement with company operations.","Effective immediately; no replacement announced.","Company thanked Mr. Alexander for his counsel and contributions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":499397,"accession_number":"0001316835-26-000004","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2026-05-18T20:15:16+00:00","items":["5.02","5.07","7.01","9.01"],"status":"ready","headline":"BLDR announces COO and CHRO succession; Hiller named COO-Designate, O'Brien CHRO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mike Hiller appointed COO-Designate effective May 18, 2026, to succeed Steve Herron upon his retirement Dec. 31, 2026.","Steve Herron, COO since March 2023, retires after over 15 years with the company.","Hiller previously served as Chief Talent Officer and President – Central Division; over 25 years in building materials.","Coley O'Brien appointed Chief Human Resources Officer effective May 18, 2026; joins from Wendy's where he was Chief People Officer.","Annual meeting results: all director nominees elected, advisory say-on-pay approved, 2026 equity and ESPP plans approved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92050,"accession_number":"0001193125-26-193923","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Builders FirstSource reports Q1 net loss of $47.4M; revenue falls 10.1% YoY; board approves $500M buyback","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Net sales $3.3B, down 10.1% YoY; net loss $(47.4)M or $(0.43) diluted EPS vs prior year profit $96.3M ($0.84 EPS).","Adjusted EBITDA $213.8M, down 42.1%; adjusted EPS $0.27 vs $1.51; gross margin down 220bps to 28.3%.","Repurchased 3.3M shares at $92.25 for $302.9M; new $500M buyback authorization (includes ~$200M remaining from prior plan).","Free cash flow $42.7M vs $45.0M; net debt/EBITDA ratio 3.2x vs 2.0x."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":3287077000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102546,"accession_number":"0001193125-26-053039","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Builders FirstSource Q4 revenue down 12.1%, EPS $0.28 vs $1.65; 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diluted EPS $1.10 vs $2.44","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $122.4M ($1.10 diluted EPS); adjusted EPS $1.88 vs $3.07.","Adjusted EBITDA $433.7M (-30.8% YoY); margin 11.0% (down 380 bps).","Core organic net sales fell 10.6%; multi-family -20.2%, single-family -12.1%.","Guidance: FY2025 net sales $15.1-$15.4B; Adj. EBITDA $1.625-$1.675B.","Year-to-date share repurchases: 3.4M shares at avg $118.65 for $403.6M."],"consensus_eps_estimate":null,"consensus_eps_actual":3.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":11832750000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135337,"accession_number":"0000950170-25-100548","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Builders FirstSource Q2 net income down 46%; EPS $1.66 vs $2.87; sales $4.2B down 5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $185M ($1.66 diluted EPS) vs $344M ($2.87) YoY; adj. EPS $2.38 vs $3.50.","Net sales $4.2B, down 5% YoY; core organic sales down 8.5% as Multi-Family fell 23.3% and Single-Family fell 9.1%.","Adjusted EBITDA $506.1M, down 24.4%; margin 12.0%, down 300 bps from 15.0%.","FY2025 outlook: net sales $14.8-$15.6B, Adj. EBITDA $1.5-$1.7B, free cash flow $0.8-$1.0B.","Repurchased 3.3M shares at $118.27 avg for $390.9M; $500M repurchase authorization remaining."],"consensus_eps_estimate":null,"consensus_eps_actual":2.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":7891560000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152309,"accession_number":"0000950170-25-077841","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Builders FirstSource shareholders approve board declassification and officer liability limits","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved declassifying the Board of Directors; amendment filed with Delaware on May 27.","Officer liability limit approved as permitted by Delaware law.","Proposal to remove board size cap rejected; 64.8M against vs 38.7M for.","All three director nominees elected; advisory 'say-on-pay' passed with 89.9M votes.","Ratification of PwC as auditor for 2025 approved with 94.8M votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152308,"accession_number":"0001193125-25-125069","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Builders FirstSource upsizes revolving credit facility to $2.2B, extends maturity to 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Replaced $1.8B revolving facility with new $2.2B facility; maturity extended to May 20, 2030.","Bank of America N.A. appointed as administrative agent and collateral agent, succeeding Truist Bank.","Interest rate options: SOFR plus 1.00%-1.25% or base rate plus 0.00%-0.25%, based on availability.","Commitment fee remains 0.20% per annum; customary letter of credit fees unchanged.","Amendment No. 8 to ABL credit agreement also modifies borrowing base and reporting requirements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152307,"accession_number":"0001193125-25-115991","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Builders FirstSource issues $750M 6.75% senior notes due 2035, upsized by $250M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$750M aggregate principal at 100% issue price; coupon 6.75%, maturity May 15, 2035.","Offering was upsized by $250M from prior announced $500M.","Net proceeds used to repay borrowings under the senior secured ABL facility.","Notes are unsecured senior obligations, guaranteed by certain subsidiaries.","Closing occurred May 8, 2025, with interest payable semi-annually starting Nov 15, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152306,"accession_number":"0001193125-25-112163","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2025-05-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Builders FirstSource launches $500M senior notes offering due 2035 to repay ABL facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering of $500M aggregate principal of unsecured Senior Notes due 2035.","Net proceeds to repay indebtedness under ABL Facility.","Company intends to amend ABL facility to increase commitments from $1.8B to $2.2B and extend maturity by 5 years.","Notes offered in private placement to QIBs and non-U.S. persons; not registered under Securities Act.","No assurance offering will close, subject to market conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152305,"accession_number":"0000950170-25-061436","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Builders FirstSource Q1 EPS $0.84 (-60% YoY); Adj EBITDA $369M (-31.7%); announces $500M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $3.7B (-6% YoY); net income $96.3M ($0.84 EPS) vs $258.8M ($2.10 EPS) a year ago.","Adjusted EBITDA $369.2M (-31.7%), margin 10.1% (-380bps); gross margin 30.5% (-290bps).","Free cash flow $45M (-80.2%); FY2025 guidance: net sales $16.05-17.05B, adj EBITDA $1.7-2.1B.","Board authorized $500M share repurchase; cumulative buyback 99.3M shares (48.1% of outstanding) since Aug 2021.","April 2025 repurchased 3.3M shares at avg $118.27; Q1 repurchased 0.1M shares at $131.51."],"consensus_eps_estimate":null,"consensus_eps_actual":0.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":3657496000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152304,"accession_number":"0000950170-25-060584","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Builders FirstSource releases 2025 CSR report; safety rate down 10% to 1.39","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total recordable incident rate improved to 1.39, down 10% YoY; over 60% of facilities accident-free in 2024.","~89% of wood from SFI/FSC certified vendors; over 7.5 million trees saved since 2019 through efficient products.","Delivered more than $5 million in charitable giving in 2024; average ~20 training hours per team member."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171150,"accession_number":"0000950170-25-023731","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2025-02-20T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Builders FirstSource Q4 net sales $3.8B (-8%), diluted EPS $1.65 vs $2.83; FY25 EBITDA outlook $1.9-2.3B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $190.2M, diluted EPS $1.65 vs $2.83 YoY; Adjusted EBITDA $493.6M (-28%).","FY2024 net sales $16.4B (-4.1%); net income $1.1B, diluted EPS $9.06 vs $11.94.","FY2025 outlook: net sales $16.5-17.5B, adjusted EBITDA $1.9-2.3B, free cash flow $600M-$1.0B.","Board expands from 11 to 13; Cheryl Ainoa (ex-Walmart CTO) and Maria Renz (Google VP) join effective March 1, 2025.","Company repurchased 8.9M shares for $1.5B in 2024, reducing shares outstanding by 6.8%."],"consensus_eps_estimate":null,"consensus_eps_actual":9.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":16400492000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":188130,"accession_number":"0000950170-24-124274","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2024-11-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Builders FirstSource appoints Matt Trester as principal accounting officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Matt Trester appointed principal accounting officer effective November 6, 2024.","Trester previously served as Vice President and Controller since 2022.","He brings accounting and controls experience from prior roles including Director of Accounting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":188128,"accession_number":"0000950170-24-124276","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K/A","filed_at":"2024-11-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Builders FirstSource details CEO and CFO compensation for planned succession","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dave Rush retires as CEO effective Nov 6, 2024; 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Free cash flow $634.7M (+18.0%).","CEO Dave Rush retiring Nov 6; Peter Jackson becomes CEO, Pete Beckmann incoming CFO.","2024 guidance: net sales $16.25-16.55B, Adj EBITDA $2.25-2.35B, FCF $1.2-1.4B.","Repurchased 0.9M shares at avg $176.73 for $159.7M; $840M remaining in $1B buyback."],"consensus_eps_estimate":null,"consensus_eps_actual":7.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":12580186000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204626,"accession_number":"0000950170-24-107987","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2024-09-19T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Builders FirstSource announces CEO succession: Peter Jackson to become CEO, Dave Rush retires","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dave Rush retires as CEO after 25 years, effective Nov 6, 2024; remains on board and as special advisor.","Peter Jackson (current CFO) appointed President & CEO and board member effective Nov 6, 2024.","Pete Beckmann (SVP FP&A) promoted to CFO, effective Nov 6, 2024, succeeding Jackson.","Succession is planned; Board cites thoughtful process and confidence in new leadership."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204625,"accession_number":"0000950170-24-091191","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Builders FirstSource Q2 net income down 15% to $344M; authorizes $1B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $4.5B (-1.6% YoY); net income $344.1M ($2.87 diluted EPS) vs $404.6M ($3.16) prior year.","Adjusted EBITDA $669.7M (-12.9%); margin down 200 bps to 15.0%. Gross margin down 240 bps to 32.8%.","Repurchased $989.6M shares in Q2; Board authorizes new $1B share repurchase plan.","FY2024 guidance: net sales $16.4-17.2B, Adj EBITDA $2.2-2.4B, free cash flow $1.0-1.2B.","Core organic sales down 3.8%; Multi-Family starts expected to fall 25-30% in FY2024."],"consensus_eps_estimate":null,"consensus_eps_actual":4.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":8347692000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221445,"accession_number":"0000950170-24-068727","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2024-06-04T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"BLDR annual meeting: director Christophe elected with 56% support; say-on-pay passes","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders voted to elect four Class I directors to three-year terms expiring 2027; Cleveland Christophe received 56,016,803 for (56%) vs 43,800,444 against.","Advisory vote on 2023 executive compensation approved with 94,835,400 for (95% of votes cast excluding broker non-votes).","Ratification of PwC as auditor for fiscal 2024 passed with 100,624,533 for (95% of votes cast).","Approximately 87% of outstanding shares were represented at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.15,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221444,"accession_number":"0000950170-24-053918","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Builders FirstSource Q1 net income down 22.5%; reaffirms 2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $3.9B (+0.2% YoY); core organic flat. Net income $258.8M ($2.10 EPS) vs $333.8M ($2.41 EPS).","Adjusted EBITDA $540.9M (-14.4%); margin 13.9% (-240 bps). Gross margin 33.4% (-190 bps).","Reaffirms FY2024: net sales $17.5-$18.5B, adj. EBITDA $2.4-$2.8B, FCF $1.0-$1.2B.","Completed $1.0B 6.375% senior notes due 2034; net debt to LTM adj. EBITDA 1.1x.","Repurchased 0.1M shares at $202.67; $980M remaining authorization; 42.2% of shares retired since 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":2.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":3891352000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221443,"accession_number":"0000950170-24-051317","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Builders FirstSource publishes 2024 CSR report; safety incident rate down 30% YoY","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Total recordable incident rate improved to 1.54, a 30% year-over-year reduction.","Over 60% of facilities were accident-free in 2023; safety cameras installed in >95% of heavy- and medium-duty trucks.","Charitable giving exceeded $4 million in 2023; >95% of wood sourced from SFI/FSC certified vendors.","Company saved over 1.5 million trees in 2023 through sales of manufactured products.","Scope 1 and Scope 2 emissions reduction targets to be set no later than 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240994,"accession_number":"0001193125-24-053452","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2024-02-29T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Builders FirstSource closes $1B 6.375% senior notes due 2034 offering","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1B aggregate principal amount of 6.375% senior notes due 2034 at 100% of par.","Offering size increased by $400M from previously announced $600M.","Net proceeds used to repay outstanding ABL facility debt and for general corporate purposes.","Notes mature March 1, 2034; interest payable semi-annually starting Sept 1, 2024.","Notes are senior unsecured, guaranteed by certain subsidiaries, and rank pari passu with existing senior debt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240993,"accession_number":"0001193125-24-045435","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2024-02-26T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Builders FirstSource launches $600M senior notes offering due 2034","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering of $600M aggregate principal amount of unsecured senior notes due 2034.","Net proceeds to repay ABL Facility borrowings and for general corporate purposes.","Offering is private, exempt from SEC registration; sold to QIBs and non-U.S. persons.","Consummation subject to market and other conditions; no assurance of completion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240992,"accession_number":"0000950170-24-018404","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2024-02-22T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Builders FirstSource Q4 adj EPS $3.55 (+10.6%); FY23 FCF $1.9B; Board authorizes $1B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $4.2B (-4.7%); net income $350.7M ($2.83 diluted EPS); adjusted EPS $3.55 (+10.6% YoY).","FY 2023 adjusted EBITDA $2.9B (17.0% margin); free cash flow $1.9B.","Board authorized $1B share repurchase plan, inclusive of ~$200M remaining from prior authorization.","2024 guidance: net sales $17.5-18.5B, adjusted EBITDA $2.4-2.8B (14-15% margin), FCF $1.0-1.2B.","Repurchased $1.8B in shares in 2023, reducing shares outstanding by 12.2%."],"consensus_eps_estimate":null,"consensus_eps_actual":11.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":17097330000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":258485,"accession_number":"0001193125-23-288822","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2023-12-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Builders FirstSource holds 2023 Investor Day; presentation filed without new financial guidance","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor Day held December 5, 2023, in Atlanta, Georgia.","Presentation materials furnished to SEC but no specific financial targets or updated guidance disclosed in excerpt.","Materials available on company's IR website under Events & Presentations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":258484,"accession_number":"0000950170-23-057113","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2023-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Builders FirstSource Q3 net sales $4.5B (-21.3%); net income $451.5M (-38.8% YoY); updates 2023 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $4.5B, down 21.3% YoY; core organic sales -13.5%, commodity deflation -9.1%.","Net income $451.5M ($3.59 EPS), down 38.8%; adjusted EPS $4.24, down 18.5%.","Adjusted EBITDA $813.3M, margin 17.9% (-240 bps YoY); liquidity $1.1B, net debt/EBITDA 1.1x.","Repurchased 1.7M shares in Q3; YTD repurchased $1.6B, reducing shares outstanding by 11.2%.","2023 guidance: net sales $16.8-$17.1B; adjusted EBITDA $2.7-$2.8B; free cash flow $1.8-$2.0B."],"consensus_eps_estimate":null,"consensus_eps_actual":9.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":12946468000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":275789,"accession_number":"0000950170-23-036821","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2023-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Builders FirstSource Q2 net sales $4.5B (-34.6% YoY), EPS $3.16; raises gross margin outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $4.5B, down 34.6% YoY (core organic -22.3%, commodity deflation -16.2%, acquisitions +3.9%); net income $404.6M vs $987.2M.","Adjusted EBITDA $768.8M (margin 17.0%) vs $1.51B (21.8%) a year ago; adjusted EPS $3.89 vs $6.26.","Repurchased 7.0M shares in Q2 for $722.7M (avg $103.68); YTD shares outstanding reduced 10.5%.","Updated long-term normalized gross margin expectation to 29%+ (from 28%+); 2023 outlook: net sales $16.8-17.8B, adj. EBITDA $2.6-2.9B.","Single-Family core organic sales -31.0%; Multi-Family +29.6%; R&R/Other +4.6%; value-added product mix improved to 53% of sales."],"consensus_eps_estimate":null,"consensus_eps_actual":5.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":8412204000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":293385,"accession_number":"0000950170-23-027963","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2023-06-14T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Builders FirstSource annual meeting elects directors, rejects GHG emissions target proposal","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected all four Class III directors: Levy, Boydston, O'Leary, Steinke with majority support; Steinke received ~80M for, ~32.5M against.","Say-on-pay proposal passed with ~109.9M for vs 3.4M against (97% approval excluding broker non-votes).","Ratification of PwC as auditor for FY 2023 approved with ~116.4M for (97.7% of votes cast).","Stockholder proposal requesting GHG emissions reduction targets rejected: 88.2M against vs 23.9M for.","Annual advisory vote on executive compensation to continue every year based on frequency vote (108.3M for 1-year)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":293384,"accession_number":"0000950170-23-016874","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2023-05-03T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Builders FirstSource Q1 net sales down 31.6% to $3.9B, EPS $2.41, board authorizes $1B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $3.9B (-31.6%); net income $333.8M (-47.8%); diluted EPS $2.41 vs $3.56.","Adjusted EBITDA $631.7M, margin 16.3%; Q2 guidance: sales $4.0-4.2B, EBITDA $525-575M.","Repurchased 7.5M shares for $627.6M in Q1; board approved new $1B share repurchase plan.","Cash from ops $654.4M, free cash flow $554.5M; net debt/LTM adjusted EBITDA ratio 0.8x.","Gross margin up 300bps to 35.3% on multi-family value-added mix; long-term normalized gross margin raised to 28%+."],"consensus_eps_estimate":null,"consensus_eps_actual":2.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":3883314000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314016,"accession_number":"0000950170-23-008994","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2023-03-22T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Builders FirstSource appoints Stephen J. Herron as COO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stephen J. Herron, previously President – East Division, appointed COO overseeing nationwide operations effective March 21, 2023.","New annual base salary of $625,000; bonus target remains 100% of salary.","Received time-based RSU grant of $700,000 (cliff vest Nov 2024) and additional RSU of $200,000 (half time/half performance, vest 2024-2026).","Herron has over 40 years building products experience, including senior roles at Home Depot, HD Supply, ProBuild."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314015,"accession_number":"0000950170-23-004857","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2023-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Builders FirstSource Q4 net sales down 6% to $4.4B; EPS up 13% to $2.62; full-year record adjusted EBITDA $4.4B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $4.4B (-6.0% YoY); net income $384.5M (-13.1%); diluted EPS $2.62 (+13.4%).","Q4 adjusted EBITDA $0.7B (-12.2%); margin 16.0% (-110 bps); free cash flow $0.8B.","Repurchased 10.2M shares for $651.4M in Q4; YTD repurchases $2.6B at avg $61.79.","Full-year 2022 net sales $22.7B (+14.2%); net income $2.7B (+59.3%); adjusted EPS $18.71 (+81.3%).","Guides Q1 2023 net sales $3.4-3.7B, Adj. EBITDA $400-440M; no full-year guidance provided."],"consensus_eps_estimate":null,"consensus_eps_actual":16.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":22726418000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314014,"accession_number":"0001193125-23-013162","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2023-01-23T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Builders FirstSource extends $1.62B ABL revolver to Jan 2028, reduces margins","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Extended $1.62B (90%) of $1.8B ABL revolver to Jan 17, 2028; remaining $180M matures Dec 17, 2026.","Applicable margin for SOFR loans on extended revolver cut to 1.60%/1.35%/1.10% based on availability.","Base rate margin on extended tranche lowered to 0.50%/0.25%/0.00%; commitment fees tiered by utilization.","Extending lenders received a consent fee of 0.05% of their existing commitments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314013,"accession_number":"0000950170-23-000563","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2023-01-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Builders FirstSource names Dave Rush permanent CEO effective immediately","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dave Rush appointed CEO as of Jan 10, 2023; had served as Interim CEO since Nov 18, 2022.","Rush has 23-year tenure at the company, previously EVP of Strategic Management Office.","Board cites his operational experience and deep business understanding as rationale.","No change in compensation from prior interim CEO arrangement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":332450,"accession_number":"0000950170-22-025705","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2022-11-28T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Builders FirstSource increases share repurchase authorization by $1B to ~$1.5B total","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved $1B increase to stock repurchase plan, total authorization now ~$1.5B.","Company repurchased 61M shares (~29.5% of outstanding) at avg $62.23/share through Nov 8, 2022.","Additional 1.1M shares repurchased post-Q3 at avg $63.05/share for $68M.","Program reflects confidence in long-term strategy and strong free cash flow generation.","Repurchases may be via open market, block trades, or ASR; no obligation to acquire specific amount."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":332449,"accession_number":"0000950170-22-025665","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2022-11-23T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Builders FirstSource CEO Dave Flitman resigns; Dave Rush named interim CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dave Flitman stepped down as President, CEO and director effective Nov 18, 2022, to accept an outside-industry opportunity.","Dave Rush, EVP and 23-year company veteran, appointed Interim CEO; Board forms special committee to find permanent successor.","Rush receives $1M annual salary, target bonus of 150% of salary, initial RSU grant of $500k, and additional $4M RSUs in Q1 2023.","Company reaffirms full year 2022 guidance as provided on November 8, 2022.","Chairman Paul Levy leads search committee; Rush previously led BMC and ProBuild integrations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":332448,"accession_number":"0000950170-22-022889","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2022-11-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Builders FirstSource Q3 net sales $5.8B (+4.6%); 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expected to generate robust free cash flow within 15 months.","Purchase funded via cash on hand and ABL facility; legal advisor Alston & Bird LLP for BFS."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":349928,"accession_number":"0001193125-22-207654","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2022-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Builders FirstSource Q2 net sales $6.9B (+24.2%), net income $987M (+98.5%), record Adj. EBITDA $1.5B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $6.9B (+24.2% YoY); core organic +12.2%, acquisitions +8.1%, commodity inflation +3.9%.","Net income $987.2M ($5.75 diluted EPS); adjusted net income $1.1B ($6.26 adjusted EPS), up 86.9%.","Adjusted EBITDA $1.5B (+80.3%); margin 21.8%, +680 bps YoY; free cash flow $881M in Q2.","Repurchased 16.9M shares for $990.7M in Q2; cumulative 52.3M shares repurchased since Aug 2021 ($3.3B).","Acquired HomCo (Jul 1) and Panel Truss/Valley Truss (Apr 1); FY 2022 free cash flow guided $2.5B-$3.0B."],"consensus_eps_estimate":null,"consensus_eps_actual":9.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":12607391000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367029,"accession_number":"0001193125-22-175497","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2022-06-16T23:59:59+00:00","items":["1.01","1.02","2.03","7.01","9.01"],"status":"ready","headline":"Builders FirstSource issues $700M 6.375% senior notes due 2032 to redeem 2027 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $700M aggregate principal of 6.375% senior notes due June 15, 2032 at 100% par.","Net proceeds used to redeem all $825M outstanding 6.750% senior secured notes due 2027.","New notes are senior unsecured, ranking pari passu with existing unsecured debt.","Redemption of 2027 Notes completed on June 16, 2022; indenture satisfied and discharged.","Note offering initially sized at $600M, upsized to $700M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367028,"accession_number":"0001193125-22-173828","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2022-06-14T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Builders FirstSource shareholders reelect directors, approve climate proposal","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Mark Alexander (134.5M for, 18.0M withheld) and Charles Dirkson (152.1M for, 0.3M withheld) elected as directors.","Three directors—Daniel Agroskin, David Bullock, Floyd Sherman—retired effective at the meeting.","Advisory say-on-pay approved with 150.3M for, 2.0M against, 0.2M abstentions.","Shareholder proposal for science-based GHG emissions targets passed with 127.1M for, 18.0M against, 6.3M abstentions.","Ratification of PwC as auditor for FY2022 passed with 158.5M for, 2.8M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.15,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367027,"accession_number":"0001193125-22-164687","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2022-06-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Builders FirstSource launches $600M senior notes offering to redeem 6.75% secured notes due 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Launched $600M aggregate principal amount of senior unsecured notes due 2032 in a private offering.","Net proceeds plus cash on hand will redeem all outstanding 6.75% Senior Secured Notes due 2027.","Redemption includes accrued interest, premiums, fees, and expenses.","Offering limited to QIBs (Rule 144A) and non-U.S. persons (Regulation S); not registered under Securities Act.","Consummation subject to market conditions and other factors; no assurance of completion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367026,"accession_number":"0001193125-22-145363","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2022-05-10T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Q1 net sales $5.7B +36% YoY; net income $639.6M +271% YoY; board authorizes $2B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $5.7B (+36.1% YoY); core organic sales +15.0%; commodity inflation contributed 12.8%.","Net income $639.6M ($3.56 EPS) vs $172.6M ($0.83 EPS); adjusted EPS $3.90 vs $1.42.","Adjusted EBITDA $1.0B (+119.8% YoY), margin 17.6% (+670 bps).","Board authorized new $2B share repurchase plan, replacing prior authorization; YTD repurchased 7.9M shares for $552.9M.","2022 free cash flow guidance raised to $2.0-2.4B; acquired Panel Truss ($150M) and Valley Truss ($30.5M) in April."],"consensus_eps_estimate":null,"consensus_eps_actual":3.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":5681131000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367025,"accession_number":"0001193125-22-127583","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2022-04-28T23:59:59+00:00","items":["5.02","5.03","9.01"],"status":"ready","headline":"Builders FirstSource three directors to retire; board shrinks to ten; proxy access added","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Daniel Agroskin, David Bullock, Floyd Sherman retiring after June 14 annual meeting.","Board size reduced to ten members; retirements not due to any disagreement.","New proxy access allows stockholders owning 3%+ for 3+ years to nominate up to 2 directors.","Amended Bylaws effective April 28, 2022 include advance notice modifications."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":386418,"accession_number":"0001193125-22-066927","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2022-03-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Builders FirstSource names Amy Bass Messersmith as Chief People Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Amy Bass Messersmith to join as Chief People Officer effective March 14, 2022.","She will oversee HR, organizational development, diversity, talent acquisition.","Previously Chief HR Officer at U.S. Anesthesia Partners; CPO roles at TDIndustries and Pizza Hut.","Will be a member of executive leadership team reporting to CEO Dave Flitman."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":386417,"accession_number":"0001193125-22-059767","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2022-03-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Builders FirstSource Q4 net sales $4.6B, up 23.7% pro forma; record adjusted EBITDA $793M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $442.5M ($2.31 diluted EPS); adjusted net income $532.4M ($2.78 adjusted EPS).","FY2021 net sales $19.9B, up 55.8% pro forma; adjusted EBITDA $3.1B, margin 15.4%.","Repurchased 16.5M shares for $1.2B in Q4; new $1B authorization approved in Feb 2022.","2022 guidance: free cash flow $1.6-2.0B, capex $400-420M, interest $175-185M.","Acquired National Lumber ($440M sales) and Truss Technologies ($30M) in Q4; $108M cost synergies realized in 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":8.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":19893856000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":386416,"accession_number":"0001193125-22-045956","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2022-02-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Builders FirstSource authorizes new $1B share repurchase program, following completion of $2B prior plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized repurchase of up to $1B of common stock; shares outstanding ~176.8M as of Feb 17, 2022.","Prior $2B programs (Aug & Nov 2021) completed: 30.6M shares repurchased at avg $65.43/share.","Repurchases may be made via open market, block trades, ASR, or 10b5-1 plans; no set timetable."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":386415,"accession_number":"0001193125-22-030386","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2022-02-08T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Builders FirstSource ups revolving credit facility to $1.8B from $1.4B","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving facility increased by $400M to $1.8B under ABL credit agreement.","Maturity date extended to December 17, 2026.","SOFR loans bear interest at 1.60% or 1.35% margin; base rate loans at 0.50% or 0.25% margin.","Upfront fees of 0.25% paid to increasing and additional revolving lenders.","No default or event of default existed; all representations true and correct."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":386414,"accession_number":"0001193125-22-014799","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2022-01-21T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Builders FirstSource prices $300M add-on of 4.25% notes due 2032; proceeds to repay ABL facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $300M aggregate principal of 4.250% Senior Notes due 2032 at 100.500%.","Notes are additional notes of same series as $1B issued July 2021; 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sold to QIBs and non-U.S. persons under Rule 144A/Reg S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":386412,"accession_number":"0001193125-22-002160","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2022-01-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Builders FirstSource completes $282.5M acquisition of National Lumber, expanding into New England","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired National Lumber for $282.5 million; largest independent building materials supplier in New England.","National Lumber operates 19 facilities and employs over 700 people across MA, CT, and RI.","National Lumber 2021 sales expected to be approximately $440 million; strong R&R and value-added mix.","Key senior leaders including President Manny Pina will continue managing local operations.","Expands Builders FirstSource's Northeast network and product capabilities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8265976561.149477,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-01-05T23:59:59+00:00|386412"}