{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-193923","form_type":"8-K","ticker":"BLDR","cik":"0001316835","company_name":"Builders FirstSource, Inc.","filed_at":"2026-04-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.117934+00:00","generated_at":"2026-05-15T00:35:29.963599+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"medium","headline":"Builders FirstSource reports Q1 net loss of $47.4M; revenue falls 10.1% YoY; board approves $500M buyback","bullets":["Net sales $3.3B, down 10.1% YoY; net loss $(47.4)M or $(0.43) diluted EPS vs prior year profit $96.3M ($0.84 EPS).","Adjusted EBITDA $213.8M, down 42.1%; adjusted EPS $0.27 vs $1.51; gross margin down 220bps to 28.3%.","Repurchased 3.3M shares at $92.25 for $302.9M; new $500M buyback authorization (includes ~$200M remaining from prior plan).","Free cash flow $42.7M vs $45.0M; net debt/EBITDA ratio 3.2x vs 2.0x."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-193923","json":"https://secwatch.observer/filing/0001193125-26-193923.json","markdown":"https://secwatch.observer/filing/0001193125-26-193923.md","text":"https://secwatch.observer/filing/0001193125-26-193923.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1316835/000119312526193923/0001193125-26-193923-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1316835/000119312526193923/bldr-20260430.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T00:35:29.963599+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":"960a94b51b545f311d1323b99b621540ef1d6f4c","claim":"Builders FirstSource, Inc. reported first quarter ended March 31, 2026 results: revenue $3.3 billion, net income $(47.4) million, EPS $(0.43).","evidence_excerpt":"today reported its results for the first quarter ended March 31, 2026. First Quarter 2026 Highlights All Year-Over-Year Comparisons Unless Otherwise Noted: • Net sales were $3.3 billion, a 10.1% decrease, primarily due to a lower starts environment. The decline reflects lower core organic net sales and commodity deflation, partially offset by growth from","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1316835/000119312526193923/0001193125-26-193923-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$3.3 billion"},{"label":"Net income","value":"$(47.4) million"},{"label":"EPS","value":"$(0.43)"},{"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"}