Builders FirstSource, Inc. (BLDR)

From the record

Builders FirstSource, Inc.'s filings since 2017 show 3 warning events of 2 kinds: a debt default or acceleration notice (8-K item 2.04, the latest 2021-01-04); a notice about its exchange listing (8-K item 3.01, 2 times, the latest 2021-07-06) (its current reports).

From the record

Builders FirstSource, Inc.'s 10 filed years say what it did: revenue went from $6.4 billion in fiscal 2016 to $15 billion in fiscal 2025, up 10.1% a year; it rose in 5 of 9 years; the deepest fall was 33% from fiscal 2022 to fiscal 2025; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Builders FirstSource, Inc.'s diluted share count shrank about 11.9% a year, and dividends and buybacks returned about 69% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 1 sale and 1 purchase of their own stock on the open market in the year to 2026-10-20, buying about $4 million (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Builders FirstSource, Inc. earned about 10 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 41 cents per dollar of everything the company owns. Leverage: it owed about 61 cents per dollar of assets, and net share issuance: its share count shrank 6.0% over the year (the filed statements).

From the record

Builders FirstSource, Inc.'s standing among 11 graded names in its industry family: revenue of $15 billion in fiscal 2025 ranks in the top 45% by size; a net margin of 2.9% ranks in the bottom 41%; revenue growth of -12.6% a year over the last 3 filed years ranks in the bottom 32% (its annual reports).

From the record

Builders FirstSource, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Jackson, Peter M. (President & CEO, as filed), filing under that title since 2024-11-26, 2 years (bottom 17% of its family); the 25 officers and directors filing in the last fifteen months have been on the record a median of 5.9 years (bottom 39%); 8 officer or director changes were reported on Form 8-K since 2023-11-13, against the 25 people in charge now (top 50%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Builders FirstSource, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $182 million against debt of $4.4 billion leaves -37.8% of its assets as net cash, bottom 23% of its family; cash from operations less capital spending is 5.6% of revenue (top 41%); a gross margin of 30.4% (bottom 41%) (its annual report).

From the record

Builders FirstSource, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -12.6% a year over the last three filed years against 10.1% over all 10, slowing (bottom 23% of its family); the newest year grew -7.4% (bottom 32%); capital spending grew 2.2% a year (bottom 35%) (its annual reports). Builders FirstSource, Inc. reported 4 product lines in fiscal 2025: Specialty Building Products and Services at $4.1 billion (27%), Lumber and Lumber Sheet Goods at $3.9 billion (26%), Windows Doors and Millwork at $3.8 billion (25%), and 1 more; 1 of 4 grew against the year before (its annual report).

From the record

Builders FirstSource, Inc.'s newest year against its own record: revenue of $15 billion in fiscal 2025 came in 9% above the $14 billion its prior three years' pace pointed to (top 14% of its family); net income of $435 million against a prior three-year average of $1.8 billion (bottom 14%); a net margin of 2.9% against 9.2% before (bottom 23%) (its annual reports).