Business
Builders FirstSource supplies structural and value-added building products to professional homebuilders and contractors.
Builders FirstSource's revenue and profit declined with housing activity, but substantial free cash flow and a flexible balance sheet preserved capacity for the next construction cycle.
The read at a glance✓ Audited against SEC data
- Growth — Revenue declined 7.4%Watch
- Profitability — Net income declined 59.6% to $435.199M from $1.078BWatch
- Cash flow — Free cash flow declined 42.8% to $853.284M from $1.492BWatch
- Margins — Operating margin contracted 455 bps to 5.18%Watch
- Accounting — Cyclical contraction with strong cash generationNote
- Insiders — 1 purchases and 2 salesOK
Where the revenue comes from
Fiscal 2025, as Builders FirstSource, Inc. reports it. History and quarterly detail are in the app.
- Specialty Building Products And Services$4.1B
- Lumber And Lumber Sheet Goods$3.9B
- Windows Doors And Millwork$3.8B
- Manufactured Products$3.4B
Leadership changes
From Builders FirstSource, Inc.'s own filings, the day they're filed.
- Mark A. Alexander · Directors · departureeff. 2026-06-03
- Coley O'Brien · Chief Human Resources Officer · appointmenteff. 2026-05-18
- Mike Hiller · Chief Operating Officer · appointmenteff. 2026-05-18
Latest filings
- 8-K · Company announcement2026-08-07
- 8-K · Company announcement2026-07-30
- 10-Q · Quarterly report2026-07-30
- 8-K · Company announcement2026-06-05
- 8-K · Company announcement2026-05-18
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about Builders FirstSource, Inc., every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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