10-Q quarterly report · filed Jul 30, 2026

Builders FirstSource (BLDR) Q2 2026 10-Q Quarterly Report

Short answer

Builders FirstSource (BLDR) filed its Q2 2026 10-Q quarterly report on Jul 30, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $3.9B (down 8.8% year over year) with net income of −$4M.

Q2 2026 key financials · XBRL

Revenue
$3.9B
−8.8% YoY · +17.5% QoQ
Net income
−$4M
−102.1% YoY · +91.8% QoQ
Operating margin
3.3%
Gross margin
28.1%
EPS (diluted)
−$0.04
−102.4% YoY · +90.7% QoQ

Source: XBRL data from the Builders FirstSource (BLDR) Q2 2026 10-Q on SEC EDGAR. USD.

Builders FirstSource Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

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

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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