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Builders FirstSource

Building materials company

Builders FirstSource, Inc. is a publicly-traded, Fortune 500 company that manufactures and supplies building materials for the residential construction and repair and remodeling end markets. The company was founded in 1998 and is headquartered in Irving, Texas. It is the largest supplier of building products, prefabricated components and value-added services in the US.3 Its revenue was $22.7 billion in 2022.1 Its shares trade on NYSE under the symbol BLDR.1 Wikipedia text CC BY-SA 4.0

$53.18 down 0.74 (1.37%)Price as of Oct 21, 2026 at 18:59 UTC

Last updated Oct 21, 2026.

Overview

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  • TickerBLDR on NYSE1
  • Industrybuilding materials trade1
  • HeadquartersDallas1
  • Websitewww.bldr.com
  • Legal formDelaware corporation1
  • Incorporated inDE6
  • Business address6031 Connection Dr., Ste. 400, Irving, Tx 750396
  • Filer categoryLarge accelerated filer6
  • LEI549300W0SKP6L3H7DP634
  • StatusActive4
  • LEI statusLapsed (not renewed)4
  • Registered addressCorporation Trust Center, 19801 Wilmington, United States4
  • Registered withDivision of Corporations, Department of State, 28672444

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Builders FirstSource, Inc. is a publicly-traded, Fortune 500 company that manufactures and supplies building materials for the residential construction and repair and remodeling end markets. The company was founded in 1998 and is headquartered in Irving, Texas. It is the largest supplier of building products, prefabricated components and value-added services in the US. Builders FirstSource employs about 28,000 people at approximately 585 locations in 43 states.3

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

30.4%Gross margin9
5.2%Operating margin9
2.9%Net margin9
-7.4%Revenue growth, 20259
10.0%Return on equity9
$853.3MFree cash flow9

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

Specialty Building Products And Services brought in 27% of the revenue Builders FirstSource broke down this way in fiscal 2025.

  1. Specialty Building Products And Services$4.1B927%up 4% from 2024
  2. Lumber And Lumber Sheet Goods$3.9B926%down 9% from 2024
  3. Windows Doors And Millwork$3.8B925%down 9% from 2024
  4. Manufactured Products$3.4B922%down 14% from 2024
Products and services by year
Products and services202320242025
Specialty Building Products And Services$4.1B$3.9B$4.1B
Lumber And Lumber Sheet Goods$4.3B$4.3B$3.9B
Windows Doors And Millwork$4.3B$4.2B$3.8B
Manufactured Products$4.4B$4.0B$3.4B

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Cost of revenue70¢$10.6B
  • Selling, general and admin25¢$3.8B
  • Other costs2¢$273.9M
  • Income tax1¢$77.2M
  • Profit3¢$435.2M

Out of $15.2B in revenue.9

Where each dollar of operating cash went, fiscal 2025

  • Capital spending30¢$362.6M
  • Share buybacks34¢$414.0M
  • Kept or used elsewhere36¢$439.3M

Out of $1.2B of cash from operations.9

Financial statements

Revenue101112139$15.2B in 2025+109% since 2019
0$10.0B$20.0B$30.0B2019: $7.3B$7.3B20192020: $8.6B$8.6B2020+18%2021: $19.9B$19.9B2021+132%2022: $22.7B$22.7B2022+14%2023: $17.1B$17.1B2023−25%2024: $16.4B$16.4B2024−4%2025: $15.2B$15.2B2025−7%
Gross profit101112139$4.6B in 2025+133% since 2019
0$2.0B$4.0B$6.0B$8.0B2019: $2.0B$2.0B20192020: $2.2B$2.2B2020+12%2021: $5.9B$5.9B2021+163%2022: $7.7B$7.7B2022+32%2023: $6.0B$6.0B2023−22%2024: $5.4B$5.4B2024−10%2025: $4.6B$4.6B2025−14%
Operating income101112139$786.3M in 2025+100% since 2019
0$1.0B$2.0B$3.0B$4.0B2019: $392.3M$392.3M20192020: $543.9M$543.9M2020+39%2021: $2.4B$2.4B2021+339%2022: $3.8B$3.8B2022+58%2023: $2.2B$2.2B2023−42%2024: $1.6B$1.6B2024−27%2025: $786.3M$786.3M2025−51%
Net income101112139$435.2M in 2025+96% since 2019
0$1.0B$2.0B$3.0B2019: $221.8M$221.8M20192020: $313.5M$313.5M2020+41%2021: $1.7B$1.7B2021+450%2022: $2.7B$2.7B2022+59%2023: $1.5B$1.5B2023−44%2024: $1.1B$1.1B2024−30%2025: $435.2M$435.2M2025−60%

Every line of the income statement as filed: the last 3 fiscal years, latest first.9

Period ending2025-12-312024-12-312023-12-31
Net sales$15.2B$16.4B$17.1B
Cost of sales$10.6B$11.0B$11.1B
Gross margin$4.6B$5.4B$6.0B
Selling, general and administrative expenses$3.8B$3.8B$3.8B
Income from operations$786.3M$1.6B$2.2B
Interest expense, net$273.9M$207.7M$192.1M
Income before income taxes$512.4M$1.4B$2.0B
Income tax expense$77.2M$309.6M$443.6M
Net income$435.2M$1.1B$1.5B
Basic$3.91$9.13$12.06
Diluted$3.89$9.06$11.94
Basic111.4M shares118.0M shares127.8M shares
Diluted111.8M shares119.0M shares129.0M shares

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Corporate structure

Builders FirstSource sits at the top of its group. 29 entities, 3 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Builders FirstSource

  • BlackRock Filed SCHEDULE 13G/A on Builders FirstSource, latest Oct 5, 2026 (11 filings since Dec 10, 2021)
  • VANGUARD CAPITAL MANAGEMENT LLC Filed SCHEDULE 13G on Builders FirstSource, latest Apr 29, 2026
  • VANGUARD GROUP INC Filed SCHEDULE 13G/A on Builders FirstSource, latest Mar 26, 2026 (6 filings since Feb 9, 2022)
  • FMR LLC Filed SCHEDULE 13G/A on Builders FirstSource, latest Dec 5, 2025 (6 filings since Feb 9, 2022)
  • Wellington Management Company Filed SC 13G/A on Builders FirstSource, latest Nov 8, 2024 (4 filings since Feb 4, 2022)
  • Select Equity Group, L.P. Filed SC 13G/A on Builders FirstSource, latest Feb 14, 2022
  • Builders FirstSource Irving, Texas, United States
    • 360 Innovations, s.a.r.l. Subsidiary · France
    • Alpine Lumber Company Subsidiary · Colorado, United States
    • BDT Las Vegas Holdings, LLC Subsidiary · Delaware, United States
    • BFS Asset Holdings LLC Subsidiary · Delaware, United States
    • BFS Design Services LLC Subsidiary · Delaware, United States
    • BFS Foundation, Inc. Subsidiary · Delaware, United States
    • BFS Group LLC Subsidiary · Delaware, United States
    • BFS Operations LLC Subsidiary · Delaware, United States
    • BFS Pay, LLC Subsidiary · Maryland, United States
    • BFS Procurement LLC Subsidiary · Delaware, United States
    • BFS Real Estate LLC Subsidiary · Delaware, United States
    • BFS Texas Sales LLC Subsidiary · Delaware, United States
    • Builders FirstSource – Dallas, LLC Subsidiary · Delaware, United States
    • Builders FirstSource – Texas Installed Sales, LLC Subsidiary · Texas, United States
    • CCWP, Inc. Subsidiary · South Carolina, United States
    • Dixieline Builders Fund Control, Inc. Subsidiary · California, United States
    • DMC Las Vegas Holdings, LLC Subsidiary · Delaware, United States
    • East Campus, LLC Subsidiary · Colorado, United States
    • Kleet Lumber Co., LLC Subsidiary · New York, United States
    • NETAppsID, Inc. Subsidiary · Canada
    • Schoeneman Bros. Company Subsidiary · Iowa, United States
    • Spenard Builders Supply LLC Subsidiary · Alaska, United States
    • Stately Las Vegas Holdings, LLC Subsidiary · Delaware, United States
    • Sunrise Wood Designs, LLC Subsidiary · Delaware, United States
    • Timber Roots, LLC Subsidiary · Washington, United States
    • and 3 more

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Builders FirstSource reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Property and equipment, before depreciation$3.7B9 Dec 31, 2025$3.2B9 Dec 31, 2024+15.3%
Accumulated depreciation$1.4B9 Dec 31, 2025$1.2B9 Dec 31, 2024+20.0%
Property and equipment, net$2.2B9 Dec 31, 2025$2.0B9 Dec 31, 2024+12.4%
Finance-lease assets$1.4M9 Dec 31, 2025$1.3M9 Dec 31, 2024+9.0%
Operating-lease assets (leased space)$622.2M9 Dec 31, 2025$594.3M9 Dec 31, 2024+4.7%

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$181.8M9 Dec 31, 2025$153.6M9 Dec 31, 2024+18.3%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$4.1B9 Dec 31, 2025$3.7B9 Dec 31, 2024+12.5%
Intangible assets, net (excluding goodwill)$1.2B9 Dec 31, 2025$1.1B9 Dec 31, 2024+7.3%
Finite-lived intangibles, gross$2.8B9 Dec 31, 2025$2.4B9 Dec 31, 2024+15.8%
Accumulated amortization-$1.6B9 Dec 31, 2025-$1.3B9 Dec 31, 2024−23.1%
Finite-lived intangibles, net$1.2B9 Dec 31, 2025$1.1B13 Dec 31, 2024+7.3%

Inventory

ItemLatestA year beforeChange
Inventory, total$1.1B9 Dec 31, 2025$1.2B9 Dec 31, 2024−9.7%

Properties, in its own words

We have a broad network of distribution and manufacturing facilities in 43 states throughout the U.S. Based on available 2025 U.S. Census data, we have operations in 48 of the top 50 and 94 of the top 100 U.S. CBSAs, as ranked by single family housing permits in 2025.

Distribution centers typically include 10 to 15 useable acres of outside storage, a 45,000 square foot warehouse, 6,000 square feet of office space, and 15,000 square feet of covered storage. The outside area provides space for lumber storage and a staging area for delivery while the warehouse stores millwork, windows and doors, and other specialty building products. The distribution centers are usually located in industrial areas with easy access to freeways to maximize distribution efficiency and convenience. Many of our distribution centers are situated on rail lines for efficient receipt of goods.

The rest of Item 2

Our manufacturing facilities produce trusses, wall panels, engineered wood, windows, pre-hung doors and custom millwork. Where efficient, they are located on the same premises as our distribution facilities. Truss and panel manufacturing facilities vary in size from 60,000 square feet to 100,000 square feet with 10 to 15 useable acres of outside storage for materials and for finished goods. Our window manufacturing facility in Houston, Texas is approximately 840,000 square feet.

We own approximately 190 actively operating facilities, and contractually lease 395 actively operating facilities. These leases typically have an initial lease term of five to 15 years and most provide options to renew for specified periods of time. A majority of our leases provide for fixed annual rentals. Certain of our leases include provisions for escalating rent, as an example, based on changes in the consumer price index. Most of the leases require us to pay taxes, insurance and common area maintenance expenses associated with the properties. As described in Note 9 to the consolidated financial statements included in Item 8 of this annual report on Form 10-K, 110 of our leased facilities are subject to a sales-lease back transaction that is accounted for in our financial statements as owned assets with offsetting financing obligations.

In addition, we operate a fleet of approximately 19,300 rolling stock units which includes trucks, forklifts, and trailers used to deliver products from our distribution and manufacturing centers to our customers’ job sites. Through our emphasis on local market flexibility and strategically placed locations, we minimize shipping and freight costs while maintaining a high degree of local market expertise. Through knowledge of local homebuilder needs, customer coordination and rapid restocking ability, we reduce working

capital requirements and guard against out-of-stock products. We believe that this reliability is highly valued by our customers and reinforces customer relationships.

Item 2 of the 10-K filed Feb 17, 2026.17

The story

In 1998, private investment firm JLL Partners acquired Builders' Supply and Lumber Company from the Pulte Corporation, forming Builders FirstSource. Over the next five years the company acquired 23 companies and grew revenue to $2 billion. The company was taken public in 2005 and began trading on the NYSE.

In 2015, Builders FirstSource acquired ProBuild. This acquisition resulted in a combined entity with $6.1 billion in combined 2014 revenue and over 430 locations across 40 states. In 2018, the revenue of the combined company was $7.7 Billion.

In December 2019, Builders FirstSource acquired Raney Components, LLC and Raney Construction, Inc, located in Groveland, Florida.This business unit now operates under the name Florida Construction Services.

In January 2020, Builders FirstSource acquired Bianchi & Company, Inc, a millwork supplier and install company located in Charlotte, North Carolina, and TW Perry, a Maryland-Based Building Materials Distributor.

In August 2020, Builders FirstSource announced a merger with BMC Stock Holdings in an all-stock deal valued at approximately $2.5 billion. The merger combined two of the largest U.S. building materials distributors and created a company with more than $11 billion in annual sales, approximately 26,000 employees, and a network of about 550 distribution and manufacturing locations across more than 40 U.S. states. The deal was completed in January 2021, at which point it was announced that former BMC president and CEO Dave Flitman would be appointed CEO following a 90-day transition period. Following the closing, the combined company retained the Builders FirstSource branding. In April 2021, Flitman became CEO, succeeding Chad Crow who had served in that role from 2017 until his retirement that year.

Also in 2021, Builders FirstSource acquired the parent company of Alliance Lumber, the largest independently operated supplier of building materials in Arizona, for $400 million, and California TrusFrame, the state's largest independent truss manufacturer, for $180 million, and building products software solutions and services provider WTS Paradigm for $450 million.

In August 2021, Builders FirstSource initiated a stock buyback program. Since then, the company has repurchased 102.6 million shares of its common stock as of May 2026. That represents approximately 50% of its total shares outstanding, at an average price of $81.26 per share for a total cost of $8.3 billion, inclusive of applicable fees and taxes.

In November 2022, Dave Rush was named CEO. He served in the role until his retirement in 2024 after 25 years with the company. In November 2024, Peter Jackson succeeded Rush as the company’s CEO. Prior to being named CEO, Jackson served as Builders FirstSource’s CFO.

Read the full text

In 2022, Builders FirstSource acquired Trussway, a Houston-based supplier of prefabricated wood framing components, HomCo, an Arizona-based lumber and hardware supplier, and New England-based National Lumber, as well as Panel Truss and Valley Truss.

Between 2023 and 2025, Builders FirstSource acquired 21 companies, expanding the company’s offerings and customer base significantly, including Alpine Lumber with 18 locally-managed retail lumber locations across Colorado and northern New Mexico and over $500 million in sales for 2024, Noltex Truss, a North Texas truss manufacturer, Kleet Lumber, High Mountain Door & Trim, Reno Truss, Sunrise Wood Designs, Wyoming Millwork, Western Truss, components installer CRi, Pleasant Valley Homes, a Pennsylvania-based wholesale manufacturer of modular homes, O.C. Cluss Lumber & Building Supplies, St. George Truss Co., Rystin Construction, Builder’s Door & Trim, and Lengefeld Lumber.

In January 2026, Builders FirstSource acquired the assets of Premium Building Components, a N.Y.-based wall panel and truss supplier, and later that year, Glecker and Sons Building Supplies. In August of 2026, they partnered with Digs, an AI platform for homeowners and home builders. Building FirstSource is providing the Series A funding for Digs at $25.3 million.

From Wikipedia’s article on Builders FirstSource, shared under CC BY-SA 4.0.7

Leadership

Who has led Builders FirstSource, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Floyd F. Sherman2006–2017
  2. M. Chad Crow2018–2021
  3. Dave Flitman2022
  4. David E. Rush2022–2024

President

  1. Floyd F. Sherman2006–2014
  2. Kevin P. Omeara2007
  3. M. Chad Crow2015–2020
  4. Dave Flitman2021–2022
  5. Michael Hiller2021–2024
  6. Stephen J. Herron2021–2023
  7. Scott L. Robins2021–2023
  8. Paul M. McCrobie2023
  9. David E. Rush2023–2024
  10. Jonathan P. Cope2024
  11. Paul Vaughn2024–2025
  12. Todd Vance2025
  13. Gayatri Narayan2025–now

Chief financial officer

  1. Charles L. Horn2006–2009
  2. M. Chad Crow2010–2016
  3. Pete Beckmann2024–now

Chief operating officer

  1. Kevin P. Omeara2006–2007
  2. M. Chad Crow2015–2017
  3. Scott L. Robins2018–2020
  4. Morris E. Tolly2018
  5. David E. Rush2018–2020
  6. Stephen J. Herron2023–2026
  7. Michael Hiller2026–now
2010201520202025
Board members and other officers (35)

Products and brands

Builders FirstSource provides a wide range of building materials to homebuilders, contractors and professional remodelers. The company manufactures structural components including roof and floor trusses, wall panels, and pre-cut framing systems as well as windows and pre-hung doors.

Through the November 2025 acquisition of Pennsylvania-based Pleasant Valley Homes, Builders FirstSource manufacturers and sells modular homes to home builders and other wholesale customers across ten northeastern states.

In various markets, Builders FirstSource also offers turnkey installation services for categories including framing, windows and doors, siding, walls panels, trusses and more.

From Wikipedia’s article on Builders FirstSource, shared under CC BY-SA 4.0.7

Subsidiaries and ownership

Subsidiaries (Exhibit 21)

  • 360 Innovations, s.a.r.l. France8
  • Alpine Lumber Company Colorado8
  • BDT Las Vegas Holdings, LLC Delaware8
  • BFS Asset Holdings LLC Delaware8
  • BFS Design Services LLC Delaware8
  • BFS Foundation, Inc. Delaware8
  • BFS Group LLC Delaware8
  • BFS Operations LLC Delaware8
  • BFS Pay, LLC Maryland8
  • BFS Procurement LLC Delaware8
  • BFS Real Estate LLC Delaware8
  • BFS Texas Sales LLC Delaware8
  • Builders FirstSource – Dallas, LLC Delaware8
  • Builders FirstSource – Texas Installed Sales, LLC Texas8
  • CCWP, Inc. South Carolina8
  • DMC Las Vegas Holdings, LLC Delaware8
  • Dixieline Builders Fund Control, Inc. California8
  • East Campus, LLC Colorado8
  • Kleet Lumber Co., LLC New York8
  • NETAppsID, Inc. Canada8
  • Schoeneman Bros. Company Iowa8
  • Spenard Builders Supply LLC Alaska8
  • Stately Las Vegas Holdings, LLC Delaware8
  • Sunrise Wood Designs, LLC Delaware8
All 28 listed subsidiaries
  • TRSMI, LLC Michigan8
  • Timber Roots, LLC Washington8
  • WTS Paradigm, LLC Wisconsin8
  • Wright Bros. Risk Retention Group, LLC South Carolina8

The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Timeline

  1. Aug 7, 20268-K Executive or director change75
  2. Jul 30, 20268-K Results of operations76
  3. Jun 5, 20268-K Executive or director change77
  4. May 18, 20268-K Executive or director change; Shareholder vote; Regulation FD disclosure78
  5. Apr 30, 20268-K Results of operations; Other events79
  6. Feb 17, 20268-K Results of operations80
  7. Oct 30, 20258-K Results of operations81
  8. Jul 31, 20258-K Results of operations82
  9. May 27, 20258-K Bylaws or fiscal year changed; Shareholder vote83
  10. May 22, 20258-K Entered a material agreement; New debt or obligation84
  11. May 8, 20258-K Entered a material agreement; New debt or obligation; Regulation FD disclosure85
  12. May 5, 20258-K Regulation FD disclosure86
  13. Nov 22, 2022New chief executive David E. Rush becomes CEO19
  14. Feb 18, 2022New chief executive Dave Flitman becomes CEO18
  15. Jan 5, 2018New chief executive M. Chad Crow becomes CEO20
  16. Mar 16, 2006New chief executive Floyd F. Sherman becomes CEO21
  17. Mar 2, 1998Founded Builders FirstSource is founded4

Calendar

Coming up

  1. Oct 29, 2026 · Before the openReports results for the quarter ending Sep/2026 A year earlier it reported $1.88 a share, on Oct 30, 2025.87

When it reported results

  1. Jul 30, 2026Reported quarterly or annual results76
  2. Apr 30, 2026Reported quarterly or annual results79
  3. Feb 17, 2026Reported quarterly or annual results80
  4. Oct 30, 2025Reported quarterly or annual results81
  5. Jul 31, 2025Reported quarterly or annual results82
  6. May 1, 2025Reported quarterly or annual results88
  7. Feb 20, 2025Reported quarterly or annual results89
  8. Nov 5, 2024Reported quarterly or annual results90

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

567 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 57 major events, 418 insider forms, 29 large holders, 43 other. The latest 20:

  1. Oct 5, 2026SCHEDULE 13G/A EDGAR
  2. Sep 14, 20264 EDGAR
  3. Sep 14, 20264 EDGAR
  4. Sep 14, 20264 EDGAR
  5. Sep 14, 20264 EDGAR
  6. Sep 14, 20264 EDGAR
  7. Sep 14, 20264 EDGAR
  8. Sep 14, 20264 EDGAR
  9. Sep 14, 20264 EDGAR
  10. Aug 7, 20268-K EDGAR
  11. Jul 30, 202610-Q EDGAR
  12. Jul 30, 20268-K EDGAR
  13. Jul 21, 20264 EDGAR
  14. Jul 21, 20264 EDGAR
  15. Jul 21, 20264 EDGAR
  16. Jun 16, 20264 EDGAR
  17. Jun 10, 20264 EDGAR
  18. Jun 8, 20264 EDGAR
  19. Jun 5, 20268-K EDGAR
  20. Jun 2, 20264 EDGAR

The 567 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

28 open-market trades by officers, directors and large owners since October 2021: 5 buys and 23 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
May 8, 2026Rush David EDirectorSale5,000$78.17$390.9KForm 4
Mar 13, 2026LEVY PAUL SDirectorBuy50,000$87.73$4.4MForm 4
Aug 22, 2025Johnson Timothy DEVP & General CounselSale1,250$144.85$181.1KForm 4
Jun 10, 2025Vance ToddPresident - East DivisionBuy1,948$115.50$225.0KForm 4
May 27, 2025Charles Dirkson RDirectorBuy5,000$109.67$548.4KForm 4
May 9, 2025LEVY PAUL SDirectorBuy283,517$111.21$31.5MForm 4
May 8, 2025LEVY PAUL SDirectorBuy216,483$110.65$24.0MForm 4
Feb 27, 2025Rush David EDirectorSale18,000$140.82$2.5MForm 4
Nov 15, 2024Beckmann PeteEVP & CFOSale2,889$178.28$515.1KForm 4
Nov 7, 2024CHRISTOPHE CLEVELAND ADirectorSale10,000$178.41$1.8MForm 4
Aug 8, 2024Steinke Craig ArthurDirectorSale30,000$153.68$4.6MForm 4
May 30, 2024Hiller MichaelCOO-DesignateSale4,875$159.25$776.3KForm 4
May 24, 2024McCrobie Paul MPresident - East DivisionSale9,118$170.11$1.6MForm 4
Mar 13, 2024Boydston Cory JacobsDirectorSale9,741$200.02$1.9MForm 4
Mar 12, 2024Boydston Cory JacobsDirectorSale7,759$200.00$1.6MForm 4
Dec 7, 2023FARMER MICHAEL ALANPresident - Commercial OpsSale3,318$145.64$483.2KForm 4
Aug 15, 2023Hiller MichaelCOO-DesignateSale1,397$151.96$212.3KForm 4
Aug 14, 2023Hiller MichaelCOO-DesignateSale5,965$147.91$882.3KForm 4
Aug 7, 2023Johnson Timothy DEVP & General CounselSale5,000$151.69$758.5KForm 4
Jun 6, 2023Beckmann JamiPrincipal Accounting OfficerSale4,000$120.62$482.5KForm 4

All 28 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

YearExecutiveAgeSalaryTotal pay
2025Peter M. Jackson54$1.0M$8.1M97
2025Steve J. Herron67$735.6K$4.4M97
2025Gayatri Narayan48$390.4K$3.5M97
2025Mike Hiller52$625.0K$3.1M97
2025Pete R. Beckmann49$690.0K$2.7M97
2024Chief Executive Officer$752.7K$3.2M97
2024Chief Operating Officer$668.8K$2.8M97
2024Executive VicePresident and$375.4K$965.1K97
2023Chief Operating Officer$595.8K$3.7M97
2023and President$685.8K$3.6M97

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.7,833,417$700.9M0.0%−927,860
Vanguard Capital Management LLC6,854,631$613.4M0.0%−172,443
State Street Corp4,839,758$433.1M0.0%−280,332
Vanguard Portfolio Management LLC4,162,116$372.4M0.0%−156,679
Capital International Investors3,907,321$349.6M0.1%+964,190
Pictet Asset Management Holding SA3,801,076$340.1M0.3%+2,422,744
Wellington Management Group Llp3,465,251$310.1M0.1%−214,206
Dimensional Fund Advisors LP3,439,279$307.8M0.1%+471,535
Invesco Ltd.3,346,367$299.4M0.0%+742,045
Geode Capital Management, LLC2,834,402$253.2M0.0%−50,117
Coliseum Capital Management, LLC2,598,218$232.5M20.0%+505,000
Brave Warrior Advisors, LLC2,340,571$209.4M4.6%−31,721
Sands Capital Management, LLC2,283,236$204.3M0.8%−337,849
D1 Capital Partners L.P.1,639,222$146.7M0.4%New
Morgan Stanley1,552,867$139.0M0.0%+139,636
Diamond Hill Capital Management, LLC (Investment Advisor)1,507,684$134.9M1.1%−256,250
Goldman Sachs Group Inc1,391,799$124.5M0.0%−325,005
Charles Schwab Investment Management Inc1,222,034$109.3M0.0%+100,957
Public Sector Pension Investment Board1,074,139$96.1M0.3%+12,907
Holocene Advisors, LP1,066,869$95.5M0.2%+503,988
Capital World Investors1,005,583$90.0M0.0%+226,385
Bank Of America Corp /de/936,880$83.8M0.0%+51,799
Arrowstreet Capital, Limited Partnership915,658$81.9M0.0%+632,494
Northern Trust Corp898,310$80.4M0.0%−56,462
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.891,669$79.8M0.1%+69,073

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

9 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

DateMemberTradeAmountVs S&P sinceFiling
Nov 30, 2022Susie LeeDemocratic, HouseSale$1,001 - $15,000+103.8%Report
Aug 3, 2022Kathy Manning, HouseSale$1,001 - $15,000+107.0%Report
Jul 20, 2022Kathy Manning, HouseBuy$1,001 - $15,000−112.9%Report
Aug 17, 2021Susie LeeDemocratic, HousePartial sale$1,001 - $15,000+63.9%Report
May 14, 2021Susie LeeDemocratic, HouseBuy$1,001 - $15,000−71.2%Report
Feb 9, 2021Susie LeeDemocratic, HouseBuy$1,001 - $15,000−72.1%Report
Oct 22, 2020Susie LeeDemocratic, HousePartial sale$1,001 - $15,000+54.5%Report
Jun 5, 2020Susie LeeDemocratic, HouseBuy$1,001 - $15,000−9.5%Report
Jun 3, 2020Susie LeeDemocratic, HouseBuy$1,001 - $15,000−1.6%Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

SEC filer profile

How Builders FirstSource is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARBuilders FirstSource, Inc.2
  • CIK0001316835
  • Employer ID (EIN)52-208456917
  • Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company17
  • Incorporated inDelaware17
  • Fiscal year endsDecember 312
  • Industry code (SIC)5211 Retail-Lumber & Other Building Materials Dealers2
  • SEC reviewing officeOffice of Trade & Services, Division of Corporation Finance2
  • Business address6031 Connection Dr., Ste. 400, Irving, TX 750392
  • Phone(214) 880-35002
  • Shares outstanding107,596,457 as of Jul 23, 202615
  • Public float$12.6B as of Jun 30, 202517
  • AuditorPricewaterhouseCoopers LLP, Dallas, Texas PCAOB ID 238; it also attests to the company’s internal control over financial reporting17
  • On EDGAR sinceFeb 14, 20052
  • Filings1,737 in all: 4 (997), 8-K (242), 10-Q (64), 3 (55), SC 13G/A (54), SC 13D/A (25), UPLOAD (23), CORRESP (22)2
    All 46 form types

    DEF 14A (22), 10-K (21), DEFA14A (21), 425 (18), 144 (16), SC 13G (16), ARS (13), SD (12), IRANNOTICE (11), 4/A (10), 424B5 (10), S-3/A (9), S-1/A (8), EFFECT (7), S-8 (7), 8-K/A (6), 424B3 (5), 5 (5), S-3 (5), SCHEDULE 13G/A (5), SC 13D (4), S-4/A (3), 8-A12B (2), CERT (2), PRE 14A (2), PX14A6G (2), S-4 (2), 10-K/A (1), 25 (1), 25-NSE (1), 424B1 (1), 8-A12G (1), POS AM (1), S-1 (1), S-3MEF (1), SC TO-I (1), SC TO-I/A (1), SCHEDULE 13G (1)

  • Latest filingsAnnual report (10-K) Feb 17, 2026
    Quarterly report (10-Q) Jul 30, 2026
    Proxy statement (DEF 14A) Apr 2, 2026
    Latest 8-K (8-K) Aug 7, 2026

Securities registered for trading

ClassSymbolExchange
Common stock, par value $0.01 per shareBLDRNew York Stock Exchange

From the cover page of the 10-K filed Feb 17, 2026 (Section 12(b) of the Exchange Act).17

Risk factors and legal proceedings

The risks Builders FirstSource names in Item 1A of its 10-K filed Feb 17, 2026: 35 risks under these headings, as written.17

  • Industry Risks
  • The industry in which we operate is dependent upon the residential homebuilding industry, as well as the U.S. economy, the credit markets and other important factors.
  • The building supply industry is subject to cyclical market pressures.
  • Our industry is highly fragmented and competitive, and increased competitive pressure may adversely affect our results.
  • Homebuyer demand may shift towards smaller homes creating fluctuations in demand for our products.
  • A range of factors may make our quarterly revenues, earnings and cash flows variable.
  • Operational and Strategic Risks
  • We may be unable to successfully implement our growth strategy, which includes increasing sales of our prefabricated components and other value-added products, pursuing strategic acquisitions, opening new facilities, implementing operational excellence, pursuing digitization opportunities and initiatives, and maintaining a balanced debt level.
  • We have consummated a number of strategic acquisitions as part of our growth strategy and intend to continue to pursue strategic acquisitions in the future as part of our growth strategy. Strategic acquisitions involve risks and if we are unable to realize the anticipated benefits of these transactions or identify suitable acquisition candidates in the future, our growth, financial condition and results of operations could be materially and adversely affected.
  • We are subject to competitive pricing pressure from our customers.
  • The loss of any of our significant customers or a reduction in the quantity of products they purchase could affect our financial health.
  • Product shortages, loss of key suppliers, and our dependence on third-party suppliers and manufacturers could affect our financial health.
The other 25 risks
  • Failure to attract and retain our key employees may adversely impact our ability to successfully execute our business strategies.
  • We may be adversely affected by any disruption in our respective information technology systems.
  • We are subject to cybersecurity risks and expect to incur increasing costs in an effort to minimize those risks.
  • Changes in our customer or product sales mix affect our operating results.
  • The implementation of our supply chain and technology initiatives could disrupt our operations, and these initiatives might not provide the anticipated benefits or might fail.
  • We regularly invest resources to update and improve our internal information technology systems and software platforms. Should our investments not succeed, or if delays or other issues with new or existing internal technology systems and software platforms disrupt our operations, our business could be harmed.
  • We occupy most of our facilities under long-term non-cancelable leases. We may be unable to renew leases at the end of their terms. If we close a facility, we are still obligated under the applicable lease.
  • Financial and Liquidity Risks
  • Our level of indebtedness could adversely affect our ability to raise additional capital to fund our operations, limit our ability to react to changes in the economy or our industry, and prevent us from meeting our obligations under our debt instruments.
  • We may have future capital needs and may not be able to obtain additional financing on acceptable terms.
  • We may incur additional indebtedness.
  • Our debt instruments contain various covenants that limit our ability to operate our business.
  • Our variable rate indebtedness subjects us to interest rate risk, which could cause our indebtedness service obligations to increase significantly.
  • If the housing market declines, we may be required to take impairment charges relating to our operations or temporarily idle or permanently close under-performing locations.
  • Our inability to effectively deploy our excess capital may negatively affect return on equity and stockholder value.
  • Legal and Compliance Risks
  • The nature of our business exposes us to product liability, product warranty, casualty, construction defect, asbestos, vehicle, workplace safety and injury and other claims and legal proceedings.
  • Our operations are subject to complex and evolving federal, state, and local laws and regulations, the violation of which could expose us to potential liabilities and impose substantial costs and/or restrictions on our operations that could reduce our net income.
  • Future changes to tax laws and regulations could have an adverse impact on our business.
  • A measure of our success is dependent on maintaining our safety record, and an injury to, or death of, any of our employees, customers, or members of the general public related to our business activities could result in material liabilities and reputational damage.
  • We are subject to potential exposure to environmental liabilities and are subject to environmental regulation.
  • General Risks
  • Unstable global economic conditions and geopolitical conflicts may have serious adverse consequences on our business, financial condition, and operations.
  • We may be adversely affected by any natural or man-made disruptions to our operations and our distribution and manufacturing facilities.
  • Risks relating to corporate responsibility and sustainability could adversely affect our reputation and shareholder, employee, customer and third-party relationships and may negatively affect our stock price.
  • Climate change could adversely affect our business and damage our reputation.
  • The price of our common stock is volatile and may decline.
  • Emerging issues related to our development, integration and use of artificial intelligence (“AI”) could give rise to legal or regulatory action, damage our reputation or otherwise materially harm our business.

Legal proceedings

The Company has a number of known and threatened construction defect legal claims. While these claims are generally covered under the Company’s existing insurance programs to the extent any loss exceeds the deductible, there is a reasonable possibility of loss that is not able to be estimated at this time because (i) many of the proceedings are in the discovery stage, (ii) the outcome of future litigation is uncertain, and/or (iii) the nature of the claims is complex. Although the Company cannot estimate a reasonable range of loss based on currently available information, the resolution of these matters could have a material adverse effect on the Company’s financial position, results of operations or cash flows.

In addition, we are involved in various other claims and lawsuits incidental to the conduct of our business in the ordinary course. We carry insurance coverage in such amounts in excess of our self-insured retention as we believe to be reasonable under the circumstances, and that may or may not cover any or all of our liabilities in respect of such claims and lawsuits. Although the ultimate disposition of these other proceedings cannot be predicted with certainty, management believes the outcome of any such claims that are pending or threatened, either individually or on a combined basis, will not have a material adverse effect on our consolidated financial position, cash flows or results of operations. However, there can be no assurances that future adverse judgments and costs would not be material to our results of operations or liquidity for a particular period.

The opening of Item 3, Legal Proceedings.17

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