secwatch.observer — SEC 8-K summary
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Issuer:     Builders FirstSource, Inc. (BLDR)
CIK:        0001316835
Form:       8-K
Filed at:   2026-02-17T23:59:59+00:00
Accession:  0001193125-26-053039
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1316835/000119312526053039/0001193125-26-053039-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1316835/000119312526053039/bldr-20260217.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-053039

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