BLDR Builders FirstSource

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Integrated homebuilding solutions supplying structural building products nationwide through manufacturing, distribution, and professional installation
• • New emphasis on multi-family and light commercial markets via recent acquisitions, expanding value-added components and millwork offerings
• • Strategic expansion with $1.1B in 2025 acquisitions plus January 2026 acquisition of Premium Building Components in eastern New York
• • Operating footprint of approximately 585 locations across 43 states, organized into three regional divisions (East, Central, West)
• • Increasing focus on prefabricated components to address skilled labor shortage and improve homebuilding efficiency

Risk Factors

• • Regulatory risk from U.S. Census data reliance for operations in 48 of top 50 and 94 of top 100 CBSAs by single family housing permits in 2025
• • Macroeconomic exposure to material price inflation via leases with rent escalations tied to consumer price index
• • Supply chain vulnerability in reliance on 190 owned plus 395 leased facilities across 43 U.S. states for manufacturing and distribution
• • Competitive risk from efficient multi-product manufacturing (trusses, panels, windows) potentially challenged by integrated homebuilding tech firms
• • Key-person risk in cybersecurity leadership reporting chain from CISO to CIO to CEO, critical for risk oversight and mitigation

Management Discussion & Analysis

• • Revenue $15.2B in 2025, down 7.4% YoY from $16.4B in 2024; core organic sales down 10.3%
• • Gross margin 30.4% in 2025 vs 32.8% in 2024; income from operations margin 5.2% vs 9.7%
• • Specialty building products segment best perf. with 4.1% sales increase to $4.07B; manufactured prod. worst at -14.4% to $3.41B
• • Net interest expense $274M, up $66M; SG&A 25.2% of sales vs 23.1%, cash liquidity $1.7B includes $1.5B available Revolving Facility
• • Management highlights liquidity risks, potential capital raises, and possible cost actions if conditions worsen

What are the latest BLDR SEC filings in 2026?

Builders FirstSource (BLDR) has filed a 10-K annual report on February 17, 2026, a 10-Q quarterly report on April 30, 2026, an 8-K current report on July 30, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did BLDR file its most recent 10-K annual report?

Builders FirstSource (BLDR) filed its most recent 10-K annual report on February 17, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view BLDR 10-Q quarterly reports?

Builders FirstSource (BLDR)'s most recent 10-Q quarterly report was filed on April 30, 2026. SignalX displays every BLDR 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has BLDR filed recently?

Builders FirstSource (BLDR)'s most recent 8-K was filed on July 30, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find BLDR insider trading activity (Form 4)?

SignalX aggregates every BLDR Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does BLDR file with the SEC?

Builders FirstSource (BLDR) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new BLDR filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Builders FirstSource (BLDR).

What is BLDR's SEC CIK number?

Builders FirstSource (BLDR)'s SEC CIK (Central Index Key) number is 1316835. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1316835 to look up all BLDR filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find BLDR return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Builders FirstSource (BLDR) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.