{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-24-018404","form_type":"8-K","ticker":"BLDR","cik":"0001316835","company_name":"Builders FirstSource, Inc.","filed_at":"2024-02-22T23:59:59+00:00","discovered_at":"2026-05-14T18:03:23.738208+00:00","generated_at":"2026-06-05T18:35:53.979259+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Builders FirstSource Q4 adj EPS $3.55 (+10.6%); FY23 FCF $1.9B; Board authorizes $1B buyback","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%."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-24-018404","json":"https://secwatch.observer/filing/0000950170-24-018404.json","markdown":"https://secwatch.observer/filing/0000950170-24-018404.md","text":"https://secwatch.observer/filing/0000950170-24-018404.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1316835/000095017024018404/0000950170-24-018404-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1316835/000095017024018404/bldr-20240222.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T18:35:53.979259+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":"a3313ce668554201756a70b84e89f6efffcf1349","claim":"Builders FirstSource, Inc. reported the year ended December 31, 2023 results: revenue $17.1 billion.","evidence_excerpt":"Net sales of $17.1 billion, a 24.8% decrease, primarily driven by a decline in core organic net sales of 17.3% and commodity deflation of 11.1%, partially offset by growth from acquisitions of 3.6%.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1316835/000095017024018404/0000950170-24-018404-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the year ended December 31, 2023"},{"label":"Revenue","value":"$17.1 billion"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"f1451d7d8fefd8dd41fe750bc711a924a326d8f1","claim":"Builders FirstSource, Inc. reported the fourth quarter ended December 31, 2023 results: revenue $4.2 billion, net income $350.7 million, EPS $2.83 per diluted share.","evidence_excerpt":"for the fourth quarter and full year ended December 31, 2023. BFS Highlights All Year-Over-Year Comparisons Unless Otherwise Noted: • For the fourth quarter, net sales were $4.2 billion, a 4.7% decrease, primarily driven by a decline in core organic net sales of 1.3% and commodity deflation of 5.0%, partially offset by growth from acquisitions of 1.6%. • For the","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1316835/000095017024018404/0000950170-24-018404-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter ended December 31, 2023"},{"label":"Revenue","value":"$4.2 billion"},{"label":"Net income","value":"$350.7 million"},{"label":"EPS","value":"$2.83 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"}