{"filings":[{"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","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,"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","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,"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; FY net income falls 60%","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $3.4B (-12.1% YoY); net income $31.5M, diluted EPS $0.28 (vs $1.65).","Q4 adjusted EBITDA $274.9M (-44.3%); margin 8.2% (down 470 bps).","Full-year net sales $15.2B (-7.4%); net income $435.2M, adjusted EPS $6.89 (vs $11.56).","FY2026 productivity savings target $50-70M; net debt/EBITDA 2.7x (from 1.5x).","Repurchased 3.4M shares in 2025 for $0.4B; $500M remain under buyback authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":3.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":15190638000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118806,"accession_number":"0001193125-25-257380","cik":1316835,"company_name":"Builders FirstSource, Inc.","ticker":"BLDR","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Builders FirstSource Q3 net sales $3.9B (-6.9% YoY); diluted EPS $1.10 vs $2.44","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,"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%","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,"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","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,"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","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,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}