Highest-materiality recent filing
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 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.
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 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.
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 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 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).
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 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.
Q4 net sales $4.4B (-6.0% YoY); net income $384.5M (-13.1%); diluted EPS $2.62 (+13.4%).
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 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 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 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