Highest-materiality recent filing
Builders FirstSource director Mark Alexander resigns for health reasons
Mark A. Alexander resigned from the Board of Directors on June 3, 2026.
BLDR announces COO and CHRO succession; Hiller named COO-Designate, O'Brien CHRO
Mike Hiller appointed COO-Designate effective May 18, 2026, to succeed Steve Herron upon his retirement Dec. 31, 2026.
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).
Builders FirstSource Q4 revenue down 12.1%, EPS $0.28 vs $1.65; FY net income falls 60%
Q4 net sales $3.4B (-12.1% YoY); net income $31.5M, diluted EPS $0.28 (vs $1.65).
Builders FirstSource Q3 net sales $3.9B (-6.9% YoY); diluted EPS $1.10 vs $2.44
Net income $122.4M ($1.10 diluted EPS); adjusted EPS $1.88 vs $3.07.
Builders FirstSource Q2 net income down 46%; EPS $1.66 vs $2.87; sales $4.2B down 5%
Net income $185M ($1.66 diluted EPS) vs $344M ($2.87) YoY; adj. EPS $2.38 vs $3.50.
Builders FirstSource shareholders approve board declassification and officer liability limits
Stockholders approved declassifying the Board of Directors; amendment filed with Delaware on May 27.
Builders FirstSource upsizes revolving credit facility to $2.2B, extends maturity to 2030
Replaced $1.8B revolving facility with new $2.2B facility; maturity extended to May 20, 2030.
Builders FirstSource issues $750M 6.75% senior notes due 2035, upsized by $250M
$750M aggregate principal at 100% issue price; coupon 6.75%, maturity May 15, 2035.
Builders FirstSource launches $500M senior notes offering due 2035 to repay ABL facility
Offering of $500M aggregate principal of unsecured Senior Notes due 2035.
Builders FirstSource Q1 EPS $0.84 (-60% YoY); Adj EBITDA $369M (-31.7%); announces $500M buyback
Net sales $3.7B (-6% YoY); net income $96.3M ($0.84 EPS) vs $258.8M ($2.10 EPS) a year ago.
Builders FirstSource releases 2025 CSR report; safety rate down 10% to 1.39
Total recordable incident rate improved to 1.39, down 10% YoY; over 60% of facilities accident-free in 2024.
Q4 net income $190.2M, diluted EPS $1.65 vs $2.83 YoY; Adjusted EBITDA $493.6M (-28%).
Builders FirstSource details CEO and CFO compensation for planned succession
Dave Rush retires as CEO effective Nov 6, 2024; remains special advisor ($50K/month) through March 2025, then on board.
Builders FirstSource appoints Matt Trester as principal accounting officer
Matt Trester appointed principal accounting officer effective November 6, 2024.
Builders FirstSource Q3 net sales -6.7% to $4.2B, Adj EBITDA -23%; CEO transition
Net sales $4.2B (-6.7% YoY); net income $284.8M (-36.9%); diluted EPS $2.44 vs $3.59 prior year.
Builders FirstSource announces CEO succession: Peter Jackson to become CEO, Dave Rush retires
Dave Rush retires as CEO after 25 years, effective Nov 6, 2024; remains on board and as special advisor.
Builders FirstSource Q2 net income down 15% to $344M; authorizes $1B buyback
Net sales $4.5B (-1.6% YoY); net income $344.1M ($2.87 diluted EPS) vs $404.6M ($3.16) prior year.
BLDR annual meeting: director Christophe elected with 56% support; say-on-pay passes
Shareholders voted to elect four Class I directors to three-year terms expiring 2027; Cleveland Christophe received 56,016,803 for (56%) vs 43,800,444 against.
Builders FirstSource Q1 net income down 22.5%; reaffirms 2024 guidance
Net sales $3.9B (+0.2% YoY); core organic flat. Net income $258.8M ($2.10 EPS) vs $333.8M ($2.41 EPS).
Builders FirstSource publishes 2024 CSR report; safety incident rate down 30% YoY
Total recordable incident rate improved to 1.54, a 30% year-over-year reduction.
Builders FirstSource closes $1B 6.375% senior notes due 2034 offering
Issued $1B aggregate principal amount of 6.375% senior notes due 2034 at 100% of par.
Builders FirstSource launches $600M senior notes offering due 2034
Offering of $600M aggregate principal amount of unsecured senior notes due 2034.
Builders FirstSource Q4 adj EPS $3.55 (+10.6%); FY23 FCF $1.9B; Board authorizes $1B buyback
Q4 net sales $4.2B (-4.7%); net income $350.7M ($2.83 diluted EPS); adjusted EPS $3.55 (+10.6% YoY).
Builders FirstSource holds 2023 Investor Day; presentation filed without new financial guidance
Investor Day held December 5, 2023, in Atlanta, Georgia.
Net sales $4.5B, down 21.3% YoY; core organic sales -13.5%, commodity deflation -9.1%.
Builders FirstSource Q2 net sales $4.5B (-34.6% YoY), EPS $3.16; raises gross margin outlook
Net sales $4.5B, down 34.6% YoY (core organic -22.3%, commodity deflation -16.2%, acquisitions +3.9%); net income $404.6M vs $987.2M.
Builders FirstSource annual meeting elects directors, rejects GHG emissions target proposal
Elected all four Class III directors: Levy, Boydston, O'Leary, Steinke with majority support; Steinke received ~80M for, ~32.5M against.
Builders FirstSource Q1 net sales down 31.6% to $3.9B, EPS $2.41, board authorizes $1B buyback
Net sales $3.9B (-31.6%); net income $333.8M (-47.8%); diluted EPS $2.41 vs $3.56.
Builders FirstSource appoints Stephen J. Herron as COO
Stephen J. Herron, previously President – East Division, appointed COO overseeing nationwide operations effective March 21, 2023.
Q4 net sales $4.4B (-6.0% YoY); net income $384.5M (-13.1%); diluted EPS $2.62 (+13.4%).
Builders FirstSource extends $1.62B ABL revolver to Jan 2028, reduces margins
Extended $1.62B (90%) of $1.8B ABL revolver to Jan 17, 2028; remaining $180M matures Dec 17, 2026.
Builders FirstSource names Dave Rush permanent CEO effective immediately
Dave Rush appointed CEO as of Jan 10, 2023; had served as Interim CEO since Nov 18, 2022.
Builders FirstSource increases share repurchase authorization by $1B to ~$1.5B total
Board approved $1B increase to stock repurchase plan, total authorization now ~$1.5B.
Builders FirstSource CEO Dave Flitman resigns; Dave Rush named interim CEO
Dave Flitman stepped down as President, CEO and director effective Nov 18, 2022, to accept an outside-industry opportunity.
Builders FirstSource Q3 net sales $5.8B (+4.6%); Adj EBITDA record $1.2B (+20.1%)
Net income $738M ($4.72 diluted EPS); adjusted EPS $5.20, up 58% and 53% YoY respectively.
Builders FirstSource closes acquisition of Trussway, adds $340M annual sales in truss manufacturing
Acquired Trussway, a provider of pre-fabricated roof and floor trusses, with ~$340M annualized sales.
Net sales $6.9B (+24.2% YoY); core organic +12.2%, acquisitions +8.1%, commodity inflation +3.9%.
Builders FirstSource issues $700M 6.375% senior notes due 2032 to redeem 2027 notes
Issued $700M aggregate principal of 6.375% senior notes due June 15, 2032 at 100% par.
Builders FirstSource shareholders reelect directors, approve climate proposal
Mark Alexander (134.5M for, 18.0M withheld) and Charles Dirkson (152.1M for, 0.3M withheld) elected as directors.
Builders FirstSource launches $600M senior notes offering to redeem 6.75% secured notes due 2027
Launched $600M aggregate principal amount of senior unsecured notes due 2032 in a private offering.
Q1 net sales $5.7B +36% YoY; net income $639.6M +271% YoY; board authorizes $2B buyback
Net sales $5.7B (+36.1% YoY); core organic sales +15.0%; commodity inflation contributed 12.8%.
Builders FirstSource three directors to retire; board shrinks to ten; proxy access added
Daniel Agroskin, David Bullock, Floyd Sherman retiring after June 14 annual meeting.
Builders FirstSource names Amy Bass Messersmith as Chief People Officer
Amy Bass Messersmith to join as Chief People Officer effective March 14, 2022.
Builders FirstSource Q4 net sales $4.6B, up 23.7% pro forma; record adjusted EBITDA $793M
Q4 net income $442.5M ($2.31 diluted EPS); adjusted net income $532.4M ($2.78 adjusted EPS).
Board authorized repurchase of up to $1B of common stock; shares outstanding ~176.8M as of Feb 17, 2022.
Builders FirstSource ups revolving credit facility to $1.8B from $1.4B
Revolving facility increased by $400M to $1.8B under ABL credit agreement.
Builders FirstSource prices $300M add-on of 4.25% notes due 2032; proceeds to repay ABL facility
Priced $300M aggregate principal of 4.250% Senior Notes due 2032 at 100.500%.
Builders FirstSource launches $300M 4.250% Senior Notes due 2032 offering
Offering $300M of 4.250% Senior Notes due 2032, part of same series as $1B issued July 2021.
Builders FirstSource completes $282.5M acquisition of National Lumber, expanding into New England
Acquired National Lumber for $282.5 million; largest independent building materials supplier in New England.
On June 3, 2026, Mark A. Alexander notified the Board of Directors (the "Board") of Builders FirstSource, Inc. (the "Company") of his resignation from the Board, effective immediately, due to health reasons.
the Board appointed Coley O'Brien to succeed Mr. Hiller as Chief Human Resources Officer, effective May 18, 2026.
Mr. Herron has served as Chief Operating Officer of the Company since March 2023 and is retiring after over 15 years of dedicated service to the Company.
appointed Mike Hiller, Chief Talent Officer of the Company, as Chief Operating Officer-Designate effective May 18, 2026.
appointed Cheryl Ainoa and Maria Renz as members of the Board, effective March 1, 2025.
appointed Cheryl Ainoa and Maria Renz as members of the Board, effective March 1, 2025.
Builders FirstSource, Inc. (the “Company”) has appointed Matt Trester, the Company’s current Vice President and Controller, as its principal accounting officer, effective November 6, 2024.
Pete Beckmann, Senior Vice President, FP&A of the Company, as the Company’s next Executive Vice President and Chief Financial Officer.
Mr. Jackson will succeed Dave Rush as President & Chief Executive Officer.
Mr. Rush served as President & Chief Executive Officer since November 2022 and is retiring after 25 years of dedicated service to the Company, effective November 6, 2024.
Mr. Jackson will succeed Dave Rush, who has served as President & Chief Executive Officer since November 2022 and is retiring after 25 years of dedicated service to the Company, effective November 6, 2024.
appointed Peter Jackson, Executive Vice President and Chief Financial Officer, as the Company's next President & Chief Executive Officer and member of its Board of Directors, effective November 6, 2024.
Max materiality 0.85 · Median 0.62 · Most common event earnings