secwatch / observer

Builders FirstSource, Inc. — fact timeline

Source-grounded facts extracted from Builders FirstSource, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

BLDR Builders FirstSource, Inc. JSON

Mark A. Alexander resigned as Director at Builders FirstSource, Inc..

“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.”
Shareholder Votes

Builders FirstSource, Inc. shareholders approved Approval of the Builders FirstSource, Inc. Employee Stock Purchase Plan at the 2026-05-18 meeting.

“Proposal No. 5: Approval of the Builders FirstSource, Inc. Employee Stock Purchase Plan. The proposal to approve the Builders FirstSource, Inc. Employee Stock Purchase Plan was approved. For Against Abstain Broker Non-Vote 88,304,284 369,902 55,286 8,827,912”
Shareholder Votes

Builders FirstSource, Inc. shareholders approved Approval of the Builders FirstSource, Inc. 2026 Equity Incentive Plan at the 2026-05-18 meeting.

“Proposal No. 4: Approval of the Builders FirstSource, Inc. 2026 Equity Incentive Plan. The proposal to approve the Builders FirstSource, Inc. 2026 Equity Incentive Plan was approved. For Against Abstain Broker Non-Vote 86,712,552 1,885,973 130,947 8,827,912”
Shareholder Votes

Builders FirstSource, Inc. shareholders approved Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for year 2026 at the 2026-05-18 meeting.

“Proposal No. 3: Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for year 2026. For Against Abstain Broker Non-Vote 93,169,372 4,333,634 54,378 0”
Shareholder Votes

Builders FirstSource, Inc. shareholders approved Advisory vote on the 2025 compensation of the Company's named executive officers at the 2026-05-18 meeting.

“Proposal No. 2: Advisory vote on the 2025 compensation of the Company's named executive officers. For Against Abstain Broker Non-Vote 86,126,013 2,333,519 269,940 8,827,912”
Shareholder Votes

Builders FirstSource, Inc. shareholders approved Election of Directors at the 2026-05-18 meeting.

“Proposal No. 1: Election of Directors. Nominee For Against Abstain Broker Non-Vote Paul S. Levy 83,059,970 5,605,020 64,482 8,827,912 Cheryl Ainoa 88,396,041 268,996 64,435 8,827,912 Cory J. Boydston 85,157,525 3,454,536 117,411 8,827,912 James O'Leary 87,641,001 1,023,805 64,666 8,827,912 Maria Renz 88,379,287 285,903 64,282 8,827,912 Craig Steinke 76,271,469 12,364,061 93,942 8,827,912”

Coley O'Brien was appointed as Chief Human Resources Officer at Builders FirstSource, Inc..

“the Board appointed Coley O'Brien to succeed Mr. Hiller as Chief Human Resources Officer, effective May 18, 2026.”

Steve Herron departed as Chief Operating Officer at Builders FirstSource, Inc..

“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.”

Mike Hiller was appointed as Chief Operating Officer-Designate at Builders FirstSource, Inc..

“appointed Mike Hiller, Chief Talent Officer of the Company, as Chief Operating Officer-Designate effective May 18, 2026.”
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).

“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”
Governance Changes

Builders FirstSource, Inc.: The Board approved amendments to the Amended and Restated By-laws to declassify the Board of Directors, effective concurrently with the charter amendments (effective 2025-05-27).

“Additionally, the Board approved amendments to the Company’s Amended and Restated By-laws (the “By-laws”), which became effective concurrently with the effectiveness of the Amended and Restated Certificate of Incorporation. The By-laws were amended and restated to declassify the Company’s Board.”
Governance Changes

Builders FirstSource, Inc.: Stockholders approved amendments to the Amended and Restated Certificate of Incorporation to declassify the Board of Directors and to limit the liability of certain officers as permitted by Delaware law (effective 2025-05-27).

“On May 27, 2025, the stockholders of Builders FirstSource, Inc. (“Builders FirstSource” or the “Company”) at its 2025 annual meeting of stockholders (the “Annual Meeting”) approved amendments to the Company’s Amended and Restated Certificate of Incorporation, as amended (the “Charter”) to declassify the Company’s Board of Directors (the “Board”) and to limit the liability of certain officers as permitted by Delaware law.”
Debt Financings

Builders FirstSource, Inc. incurred senior notes of $750.0 million aggregate principal amount with Wilmington Trust, National Association at 6.750% maturing May 15, 2035.

“On May 8, 2025 (the “Closing Date”), Builders FirstSource, Inc., a Delaware corporation (the “Company”), completed the previously announced sale of $750.0 million aggregate principal amount of its 6.750% senior notes due 2035 (the “Notes”) at an issue price of 100.0% (the “Notes Offering”).”

Maria Renz was appointed as Director at Builders FirstSource, Inc..

“appointed Cheryl Ainoa and Maria Renz as members of the Board, effective March 1, 2025.”

Cheryl Ainoa was appointed as Director at Builders FirstSource, Inc..

“appointed Cheryl Ainoa and Maria Renz as members of the Board, effective March 1, 2025.”

Matt Trester was appointed as principal accounting officer at Builders FirstSource, Inc..

“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 was appointed as Executive Vice President and Chief Financial Officer at Builders FirstSource, Inc..

“Pete Beckmann, Senior Vice President, FP&A of the Company, as the Company’s next Executive Vice President and Chief Financial Officer.”

Peter Jackson was appointed as President and Chief Executive Officer at Builders FirstSource, Inc..

“Mr. Jackson will succeed Dave Rush as President & Chief Executive Officer.”

Dave Rush retired as President and Chief Executive Officer at Builders FirstSource, Inc..

“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.”

Pete Beckmann was appointed as Chief Financial Officer at Builders FirstSource, Inc..

“appointed Pete Beckmann, Senior Vice President, Financial Planning &Analysis of the Company, to succeed Mr. Jackson as Chief Financial Officer, effective November 6, 2024.”

Peter Jackson was appointed as President & Chief Executive Officer at Builders FirstSource, Inc..

“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.”

Dave Rush departed as President & Chief Executive Officer at Builders FirstSource, Inc..

“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.”
Earnings Releases

Builders FirstSource, Inc. reported the three months ended March 31, 2024 results: revenue $3.9 billion, net income $258.8 million, or $2.10 per diluted share, EPS $2.10 per diluted share. Guidance reaffirmed.

“today reported its results for the first quarter ended March 31, 2024. First Quarter 2024 Highlights All Year-Over-Year Comparisons Unless Otherwise Noted: • Net sales were $3.9 billion, a 0.2% increase, with core organic sales essentially flat, in line with expectations, and growth from acquisitions partially offset by commodity deflation. • Gross profit margin”
Debt Financings

Builders FirstSource, Inc. incurred senior notes of $1,000 million aggregate principal amount with Wilmington Trust, National Association at 6.375% maturing mature on March 1, 2034.

“completed the previously announced sale of $1,000 million aggregate principal amount of its 6.375% senior notes due 2034”
Earnings Releases

Builders FirstSource, Inc. reported the year ended December 31, 2023 results: revenue $17.1 billion.

“Net sales of $17.1 billion, a 24.8% decrease, primarily driven by a decline in core organic net sales of 17.3% and commodity deflation of 11.1%, partially offset by growth from acquisitions of 3.6%.”
Earnings Releases

Builders FirstSource, Inc. reported the fourth quarter ended December 31, 2023 results: revenue $4.2 billion, net income $350.7 million, EPS $2.83 per diluted share.

“for the fourth quarter and full year ended December 31, 2023. BFS Highlights All Year-Over-Year Comparisons Unless Otherwise Noted: • For the fourth quarter, net sales were $4.2 billion, a 4.7% decrease, primarily driven by a decline in core organic net sales of 1.3% and commodity deflation of 5.0%, partially offset by growth from acquisitions of 1.6%. • For the”
Earnings Releases

Builders FirstSource, Inc. reported third quarter ended September 30, 2023 results: revenue $4.5 billion, net income $451.5 million, EPS $3.59 per diluted share. Guidance lowered.

“September 30, 2023. --- EX-99.1 (EX-99.1) --- EX-99.1 For Immediate Release Builders FirstSource Reports Third Quarter 2023 Results and Updates 2023 Guidance Net sales of $4.5 billion, a decrease of 21.3% Net income of $451.5 million Earnings per diluted share of $3.59 per share Adjusted EBITDA of $813.3 million at a margin of 17.9% Repurchased 1.7 million”
Earnings Releases

Builders FirstSource, Inc. reported the second quarter ended June 30, 2023 results: revenue $4.5 billion, net income $404.6 million, EPS $3.16 per diluted share. Guidance raised.

“Builders FirstSource Reports Second Quarter 2023 Results Net sales of $4.5 billion, a decrease of 34.6% Net income of $404.6 million Earnings per diluted share of $3.16 per share”
Shareholder Votes

Builders FirstSource, Inc. shareholders rejected Stockholder proposal requesting that the Company adopt greenhouse gas emissions reduction targets at the 2023-06-14 meeting.

“Proposal No 5: Stockholder proposal requesting that the Company adopt greenhouse gas emissions reduction targets. For Against Abstain Broker Non-Vote 23,875,894 88,155,867 1,361,796 5,765,752”
Shareholder Votes

Builders FirstSource, Inc. shareholders approved Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for year 2023 at the 2023-06-14 meeting.

“Proposal No. 4: Ratification of the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for year 2023. For Against Abstain Broker Non-Vote 116,373,465 2,669,703 116,141 0”
Shareholder Votes

Builders FirstSource, Inc. shareholders approved Advisory vote on the frequency of advisory votes on executive compensation at the 2023-06-14 meeting.

“Proposal No. 3: Advisory vote on the frequency of advisory votes on the compensation of the Company’s named executive officers. 1 Year 2 years 3 years Abstain Broker Non-Vote 108,346,244 82,797 4,892,555 71,961 5,765,752”
Shareholder Votes

Builders FirstSource, Inc. shareholders approved Advisory vote on the 2022 compensation of the Company's named executive officers at the 2023-06-14 meeting.

“Proposal No. 2: Advisory vote on the 2022 compensation of the Company’s named executive officers. For Against Abstain Broker Non-Vote 109,901,940 3,371,913 119,704 5,765,752”
Shareholder Votes

Builders FirstSource, Inc. shareholders approved Election of Class III Directors at the 2023-06-14 meeting.

“Nominee For Against Abstain Broker Non-Vote Paul S. Levy 100,042,063 13,243,817 107,677 5,765,752 Cory J. Boydston 108,026,469 5,260,664 106,424 5,765,752 James O’Leary 101,912,922 11,374,682 105,953 5,765,752 Craig A. Steinke 80,019,997 32,530,244 843,316 5,765,752”
Earnings Releases

Builders FirstSource, Inc. reported the first quarter ended March 31, 2023 results: revenue $3.9 billion, net income $333.8 million, EPS $2.41 per diluted share. Guidance raised.

“Builders FirstSource Reports First Quarter 2023 Results Net sales of $3.9 billion, a decrease of 31.6% Net income of $333.8 million Earnings per diluted share of $2.41 per share Adjusted EBITDA of $631.7 million at a margin of 16.3% Repurchased 7.5 million common shares totaling $627.6 million, a 5.4% reduction of shares outstanding May 3, 2023 (Dallas, TX) – Builders FirstSource, Inc. (NYSE: BLDR) today reported its results for the first quarter ended March 31, 2023.”

Stephen J. Herron was appointed as Chief Operating Officer at Builders FirstSource, Inc..

“On March 21, 2023, the Board of Directors (the “Board”) of Builders FirstSource, Inc. (the “Company”) appointed Stephen J. Herron as the Company’s Chief Operating Officer responsible for overseeing the Company’s nationwide operations.”
Earnings Releases

Builders FirstSource, Inc. reported Full Year 2022 results: revenue $22.7 billion, net income $2.7 billion, EPS $16.82 per diluted share.

“Full Year 2022 BFS Highlights All Year-Over-Year Comparisons Unless Otherwise Noted: • Net sales increased 14.2% to $22.7 billion for the year driven by acquisitions, core organic growth, and commodity inflation, partially offset by two fewer selling days. • Net income increased 59.3% to $2.7 billion, or $16.82 per diluted share, and adjusted net income increased 45.7% to $3.1 billion, or $18.71 per diluted share.”
Earnings Releases

Builders FirstSource, Inc. reported Fourth Quarter 2022 results: revenue $4.4 billion, net income $384.5 million, EPS $2.62 per diluted share.

“Fourth Quarter 2022 Highlights Net sales of $4.4 billion, a decrease of 6.0% Net income of $384.5 million, a decrease of 13.1% Earnings per diluted share of $2.62 per share, an increase of 13.4%”
Debt Financings

Builders FirstSource, Inc. amended revolving credit of up to $1,620.0 million with Truist Bank at SOFR plus 1.60%, 1.35% or 1.10% maturing January 17, 2028.

“The New ABL Credit Agreement provides for, subject to availability under the borrowing base thereunder, (x) revolving credit financings of up to $1,620.0 million with a maturity date of January 17, 2028 (the “Extended ABL Revolver”) and (y) revolving credit financings of up to $180.0 million with a maturity date of December 17, 2026 (the “Non-Extended ABL Revolver”).”
Material Agreements

Builders FirstSource, Inc. amended Amendment No. 6 to Credit Agreement with Truist Bank and the lenders and financial institutions party thereto (effective 2023-01-17).

“On January 17, 2023, Builders FirstSource, Inc. (the “Company”) extended the maturity date of a portion of the existing $1,800.0 million revolving facility (the “Previous Revolving Facility”) with Truist Bank (as successor by merger to SunTrust Bank), as administrative agent and collateral agent, and the lenders and financial institutions party thereto, pursuant to an amendment to the amended and restated ABL credit agreement governing the Previous Revolving Facility (as amended, the “New ABL Credit Agreement”).”

Dave Rush was appointed as Chief Executive Officer at Builders FirstSource, Inc..

“On January 10, 2023, the board of directors (the “Board”) of Builders FirstSource, Inc. (the “Company”) appointed Dave Rush as the Company’s Chief Executive Officer.”

Dave Rush was appointed as Interim Chief Executive Officer at Builders FirstSource, Inc..

“Effective November 18, 2022, the Board appointed Dave Rush to serve as Interim Chief Executive Officer and as a member of the Board.”

Dave Flitman resigned as President and Chief Executive Officer at Builders FirstSource, Inc..

“Effective November 18, 2022, Dave Flitman resigned from his position as President and Chief Executive Officer and as a member of the Board of Directors (the “Board”) of Builders FirstSource, Inc.”
Earnings Releases

Builders FirstSource, Inc. reported third quarter ended September 30, 2022 results: revenue $5.8 billion, net income $738.0 million, EPS $4.72.

“months ended September 30, 2022. --- EX-99.1 (EX-99.1) --- EX-99.1 For Immediate Release Builders FirstSource Reports Third Quarter 2022 Results Net sales increased 4.6% to $5.8 billion Core Organic Sales Growth of 6.9% Net income increased 20.4% to $738.0 million Earnings per diluted share increased 58.4% to $4.72 Adjusted EBITDA increased 20.1% to $1.2 billion”

Floyd Sherman departed as Director at Builders FirstSource, Inc..

“Messrs. Daniel Agroskin, David Bullock, and Floyd Sherman will each retire as a member of the Board of Directors (the "Board") of Builders FirstSource, Inc. (the "Corporation") effective immediately upon completion of the Corporation's 2022 Annual Meeting of Stockholders to be held on June 14, 2022 (the "Annual Meeting").”

David Bullock departed as Director at Builders FirstSource, Inc..

“Messrs. Daniel Agroskin, David Bullock, and Floyd Sherman will each retire as a member of the Board of Directors (the "Board") of Builders FirstSource, Inc. (the "Corporation") effective immediately upon completion of the Corporation's 2022 Annual Meeting of Stockholders to be held on June 14, 2022 (the "Annual Meeting").”

Daniel Agroskin departed as Director at Builders FirstSource, Inc..

“Messrs. Daniel Agroskin, David Bullock, and Floyd Sherman will each retire as a member of the Board of Directors (the "Board") of Builders FirstSource, Inc. (the "Corporation") effective immediately upon completion of the Corporation's 2022 Annual Meeting of Stockholders to be held on June 14, 2022 (the "Annual Meeting").”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.