---
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"
generated_at: "2026-05-15T00:35:29.963599+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "medium"
source: SEC EDGAR
---

# Builders FirstSource reports Q1 net loss of $47.4M; revenue falls 10.1% YoY; board approves $500M buyback

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: medium
- sec_items: 2.02, 8.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-193923
- JSON: https://secwatch.observer/filing/0001193125-26-193923.json
- Plain text: https://secwatch.observer/filing/0001193125-26-193923.txt

## Key facts
- Earnings Releases
  Builders FirstSource, Inc. reported first quarter ended March 31, 2026 results: revenue $3.3 billion, net income $(47.4) million, EPS $(0.43).
  - Period: first quarter ended March 31, 2026
  - Revenue: $3.3 billion
  - Net income: $(47.4) million
  - EPS: $(0.43)
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1316835/000119312526193923/0001193125-26-193923-index.htm

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