{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-004857","form_type":"8-K","ticker":"BLDR","cik":"0001316835","company_name":"Builders FirstSource, Inc.","filed_at":"2023-02-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:44.359359+00:00","generated_at":"2026-06-18T21:19:56.764012+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Builders FirstSource Q4 net sales down 6% to $4.4B; EPS up 13% to $2.62; full-year record adjusted EBITDA $4.4B","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-004857","json":"https://secwatch.observer/filing/0000950170-23-004857.json","markdown":"https://secwatch.observer/filing/0000950170-23-004857.md","text":"https://secwatch.observer/filing/0000950170-23-004857.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1316835/000095017023004857/0000950170-23-004857-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1316835/000095017023004857/bldr-20230228.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-18T21:19:56.764012+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"94b39008e1ee6dd539a7eb6509f047df293e9baa","claim":"Builders FirstSource, Inc. reported Full Year 2022 results: revenue $22.7 billion, net income $2.7 billion, EPS $16.82 per diluted share.","evidence_excerpt":"Full Year 2022 BFS Highlights All Year-Over-Year Comparisons Unless Otherwise Noted: • Net sales increased 14.2% to $22.7 billion for the year driven by acquisitions, core organic growth, and commodity inflation, partially offset by two fewer selling days. • Net income increased 59.3% to $2.7 billion, or $16.82 per diluted share, and adjusted net income increased 45.7% to $3.1 billion, or $18.71 per diluted share.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1316835/000095017023004857/0000950170-23-004857-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Full Year 2022"},{"label":"Revenue","value":"$22.7 billion"},{"label":"Net income","value":"$2.7 billion"},{"label":"EPS","value":"$16.82 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"e4a4da268d402afb9290a691b14433c29d13064a","claim":"Builders FirstSource, Inc. reported Fourth Quarter 2022 results: revenue $4.4 billion, net income $384.5 million, EPS $2.62 per diluted share.","evidence_excerpt":"Fourth Quarter 2022 Highlights Net sales of $4.4 billion, a decrease of 6.0% Net income of $384.5 million, a decrease of 13.1% Earnings per diluted share of $2.62 per share, an increase of 13.4%","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1316835/000095017023004857/0000950170-23-004857-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Fourth Quarter 2022"},{"label":"Revenue","value":"$4.4 billion"},{"label":"Net income","value":"$384.5 million"},{"label":"EPS","value":"$2.62 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}