---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-053039"
form_type: "8-K"
ticker: "BLDR"
cik: "0001316835"
company_name: "Builders FirstSource, Inc."
filed_at: "2026-02-17T23:59:59+00:00"
generated_at: "2026-05-16T02:22:03.250911+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Builders FirstSource Q4 revenue down 12.1%, EPS $0.28 vs $1.65; FY net income falls 60%

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-053039
- form_type: 8-K
- ticker: BLDR
- cik: 0001316835
- company_name: Builders FirstSource, Inc.
- filed_at: 2026-02-17T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1316835/000119312526053039/0001193125-26-053039-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1316835/000119312526053039/bldr-20260217.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-053039
- JSON: https://secwatch.observer/filing/0001193125-26-053039.json
- Plain text: https://secwatch.observer/filing/0001193125-26-053039.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.