{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-036821","form_type":"8-K","ticker":"BLDR","cik":"0001316835","company_name":"Builders FirstSource, Inc.","filed_at":"2023-08-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.543990+00:00","generated_at":"2026-06-12T12:08:59.604750+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Builders FirstSource Q2 net sales $4.5B (-34.6% YoY), EPS $3.16; raises gross margin outlook","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-036821","json":"https://secwatch.observer/filing/0000950170-23-036821.json","markdown":"https://secwatch.observer/filing/0000950170-23-036821.md","text":"https://secwatch.observer/filing/0000950170-23-036821.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1316835/000095017023036821/0000950170-23-036821-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1316835/000095017023036821/bldr-20230802.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T12:08:59.604750+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":"48459a0093d3fcd91fb72eb3905bbc37b8bbdc9c","claim":"Builders FirstSource, Inc. reported the second quarter ended June 30, 2023 results: revenue $4.5 billion, net income $404.6 million, EPS $3.16 per diluted share. Guidance raised.","evidence_excerpt":"Builders FirstSource Reports Second Quarter 2023 Results Net sales of $4.5 billion, a decrease of 34.6% Net income of $404.6 million Earnings per diluted share of $3.16 per share","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1316835/000095017023036821/0000950170-23-036821-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the second quarter ended June 30, 2023"},{"label":"Revenue","value":"$4.5 billion"},{"label":"Net income","value":"$404.6 million"},{"label":"EPS","value":"$3.16 per diluted share"},{"label":"Guidance","value":"raised"},{"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"}