secwatch.observer — SEC 8-K summary
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Issuer:     Builders FirstSource, Inc. (BLDR)
CIK:        0001316835
Form:       8-K
Filed at:   2025-07-31T23:59:59+00:00
Accession:  0000950170-25-100548
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Builders FirstSource Q2 net income down 46%; EPS $1.66 vs $2.87; sales $4.2B down 5%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1316835/000095017025100548/0000950170-25-100548-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1316835/000095017025100548/bldr-20250731.htm
  HTML page:      https://secwatch.observer/filing/0000950170-25-100548

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer