BLDR at a glance
Builders FirstSource (BLDR, SEC CIK 1316835) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on August 7, 2026 and Form 4 insider filings as recently as September 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Builders FirstSource (BLDR) reported revenue of $15.2 billion (down 7.4% from FY2024) and net income of $435.2 million. Diluted EPS was $3.89.
- As of June 30, 2026, 38 institutional investment managers tracked by SignalX reported holding Builders FirstSource (BLDR) shares worth $3.7 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $15.2B
- −7.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 38 funds
- $3.7B · −2 vs prior quarter
- Latest 8-K
- Aug 7, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
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
AI summary of the BLDR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Operating divisions East and West, aggregated into one reportable segment
- Acquisitions of PBC and Precision Design for approximately $31.0 million through June 30, 2026
- Headwinds: inflation, interest rates, affordability, tariffs, labor shortages, and commodity prices
Risk Factors
- Risk Factors section not provided; submitted text covers share repurchases, exhibits, and signatures
- New $500 million repurchase authorization approved April 29, 2026, including approximately $200 million remaining from April 2025 authorization
- No program repurchases in second quarter; 27,170 shares withheld for restricted-stock-unit taxes
- Repurchase program discretionary and suspendable at any time, limiting visibility into future capital returns
AI summary of the BLDR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Gayatri Narayan departing President, Technology and Digital Solutions effective August 14, 2026
- Separation not attributed to disagreements over operations, policies, or practices
Item 2.02: Results of Operations and Financial Condition
- Q2 and first-half 2026 financial results released for periods ended June 30, 2026
- Full operating results and financial metrics available in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 net sales $3.9B, down 8.8%, with core organic sales down 7.0% amid weaker housing starts
- Gross margin fell 260 basis points to 28.1%; Adjusted EBITDA declined 34.9% to $329.3M
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Mark A. Alexander resigned from Builders FirstSource’s Board effective June 3, 2026, for health reasons
- Departure not related to disagreements over company operations, policies, or practices
AI summaries of BLDR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BLDR
Don't miss the next BLDR filing
- Alerts as it files. A push when BLDR files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BLDR, by share count.
- Ask anything. An AI agent that reads every BLDR filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| LEVY PAUL S | A | Sep 10, 2026 | 1,204 | - |
| OLEARY JAMES | A | Sep 10, 2026 | 564 | - |
| Renz Maria | A | Sep 10, 2026 | 489 | - |
| Hayes William B | A | Sep 10, 2026 | 583 | - |
| Steinke Craig Arthur | A | Sep 10, 2026 | 564 | - |
| Charles Dirkson R | A | Sep 10, 2026 | 470 | - |
| Boydston Cory Jacobs | A | Sep 10, 2026 | 470 | - |
| CHRISTOPHE CLEVELAND A | A | Sep 10, 2026 | 564 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $16.4B | $15.2B |
| Gross Profit | - | $5.4B | $4.6B |
| Operating Income | - | $1.6B | $786.3M |
| Net Income | - | $1.1B | $435.2M |
| Gross Margin | - | 32.8% | 30.4% |
| Op. Margin | - | 9.7% | 5.2% |
| Net Margin | - | 6.6% | 2.9% |
| Balance Sheet | |||
| Total Assets | $10.5B | $10.6B | $11.2B |
| Equity | $4.7B | $4.3B | $4.4B |
| ROE | - | 25.1% | 10.0% |
| Per Share | |||
| EPS | - | $9.06 | $3.89 |
| Cash Flow | |||
| Operating CF | - | $1.9B | $1.2B |
| CapEx | - | $380.6M | $362.6M |
Source: XBRL data in Builders FirstSource (BLDR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BLDR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 38 | $3.72B |
| Q1 2026 | 40 | $3.48B |
| Q4 2025 | 38 | $4.60B |
| Q3 2025 | 37 | $6.30B |
| Q2 2025 | 37 | $5.89B |
| Q1 2025 | 31 | $5.23B |
| Q4 2024 | 28 | $5.60B |
| Q3 2024 | 27 | $2.76B |
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- JPMorgan Chase & Co+195.3K (+62%)
- Morgan Stanley+139.6K (+10%)
- BlackRock−927.9K (-11%)
- FMR LLC (Fidelity)−471.0K (-37%)
- Goldman Sachs Group−325.0K (-19%)
- State Street Corp−280.3K (-5%)
- Millennium Management−216.7K (-38%)
- D.E. Shaw & Co+2.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 276 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BLDR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jul 21, 2026 | - | - | - |
| 4 | Jul 21, 2026 | - | - | - |
| 4 | Jul 21, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - |
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BLDR SEC filings: frequently asked questions
Which institutions hold BLDR stock?
As of June 30, 2026, the largest Builders FirstSource (BLDR) holders among the 13F filers tracked by SignalX were BlackRock ($700.9 million), Vanguard Capital Management LLC ($613.4 million), State Street Corp ($433.1 million), Vanguard Portfolio Management LLC ($372.4 million), Dimensional Fund Advisors ($307.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BLDR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Builders FirstSource (BLDR) reported revenue of $15.2 billion (down 7.4% from FY2024) and net income of $435.2 million. Diluted EPS was $3.89. The figures come from the XBRL data in the 10-K.
What are the main risks in BLDR's latest 10-K?
In the 10-K filed February 17, 2026, Builders FirstSource (BLDR) flagged: 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. (AI summary of the Risk Factors section.)
What did BLDR report in its latest 8-K?
Builders FirstSource (BLDR) filed an 8-K on August 7, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Gayatri Narayan departing President, Technology and Digital Solutions effective August 14, 2026.
What are the latest BLDR SEC filings?
Builders FirstSource (BLDR) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on August 7, 2026 and a Form 4 insider filing on September 14, 2026.
What is BLDR's SEC CIK number?
Builders FirstSource (BLDR)'s SEC Central Index Key (CIK) is 1316835. EDGAR lists every BLDR filing under that number.
Ask anything about BLDR
The research agent reads BLDR's filings, financials, insider trades and 13F holders, then answers with sources.