secwatch.observer — SEC 8-K summary
======================================

Issuer:     Builders FirstSource, Inc. (BLDR)
CIK:        0001316835
Form:       8-K
Filed at:   2026-07-30T11:00:17+00:00
Accession:  0001193125-26-324859
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Builders FirstSource Q2 net loss $3.9M; sales down 8.8%; cuts full-year outlook
-------------------------------------------------------------------------------

- Net loss of $3.9M ($0.04 diluted EPS) vs. prior-year net income of $185M ($1.66 EPS).
- Net sales $3.9B, down 8.8% YoY; core organic sales fell 7.0% and commodity deflation 2.7%.
- Adjusted EBITDA $329.3M, down 34.9%; adjusted EBITDA margin 8.5%, down 350 bps.
- Full-year 2026 outlook updated to reflect weaker housing market; expects $50-70M productivity savings.
- Net debt to LTM Adjusted EBITDA ratio 3.6x vs. 2.3x a year ago; $500M remaining buyback authorization.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1316835/000119312526324859/0001193125-26-324859-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1316835/000119312526324859/bldr-20260730.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-324859

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