UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40620 BUILDERS FIRSTSOURCE, INC. (Exact name of registrant as specified in its charter) Delaware 52-2084569 (State or other jurisdiction of inc ...

Builders FirstSource, Inc. (NYSE:BLDR) shares fell Tuesday after the company posted a weaker-than-expected quarter and pointed to continued pressure in its core markets.Management also flagged a softer operating backdrop, even as it highlighted ongoing efficiency and supply-chain initiatives.Quarterly MetricsThe company reported fourth-quarter adjusted earnings per share of $1.12, missing the analyst consensus of $1.22.Quarterly sales of $3.358 billion (down 12.1% year over year) missed the Street view of $ ...

Commodity supply is being curtailed, but not at a pace that we believe will meaningfully lift prices in the near term. Finally, inflationary pressures continue to impact costs, particularly in the insurance and rent categories. Despite these macro pressures, we remain committed to advancing our strategy with a sustained focus on growth, continuous improvement, smart investments, innovation and developing our people. We cannot control the macro, but advancing our initiatives will enable us to realize share g ...

Productivity initiatives delivered $48 million in savings during 2025, primarily through targeted supply chain optimizations and operational excellence.Digital platform adoption accelerated significantly, with quotes processed increasing over 130% year-over-year to nearly $7 billion through 2025.Strategic M&A remains a core growth pillar, highlighted by the acquisition of Pleasant Valley Homes to expand prefabricated, factory-built housing solutions for labor-constrained builders.The company consolidated 25 ...

Key Takeaways Builders FirstSource missed Q4 earnings and sales estimates as it faced housing and pricing headwinds.Builders FirstSource's margins fell due to lower operating leverage and commodity deflation.Builders FirstSource guides cautious 2026 as it targets productivity savings and steady housing starts.Builders FirstSource, Inc. (BLDR) delivered tepid fourth-quarter 2025 results, with adjusted earnings and net sales missing the Zacks Consensus Estimate and declining on a year-over-year basis.Shares o ...

Beckmann said core organic sales fell due to a 15% decline in single-family, a 20% decline in multifamily, and a 7% decline in repair and remodel as consumer uncertainty persisted. He reiterated several factors that reconcile single-family starts to the company’s sales performance, including an approximate three-month lag from start to first sale, lower value per start as home size and complexity have decreased, and pressure across the supply chain tied to affordability constraints. Based on these dynamics, ...

Builders FirstSource (NYSE:BLDR) Q4 2025 Earnings call February 17, 2026 08:00 AM ET Company ParticipantsHeather Kos - SVP, Investor RelationsPete Beckmann - CFOPeter Jackson - CEOConference Call ParticipantsAlex Rygiel - AnalystCharles Perron-Piché - AnalystCollin Verron - AnalystDavid Manthey - AnalystElizabeth Langan - AnalystIvy Zelman - AnalystJohn Lovallo - AnalystKetan Mamtora - AnalystMike Dahl - AnalystSam Reid - AnalystSean McAleer - AnalystTrey Grooms - AnalystOperatorI would now like to turn the ...

Builders FirstSource (NYSE:BLDR) Q4 2025 Earnings call February 17, 2026 08:00 AM ET Company ParticipantsHeather Kos - SVP, Investor RelationsPete Beckmann - CFOPeter Jackson - CEOConference Call ParticipantsAlex Rygiel - AnalystCharles Perron-Piché - AnalystCollin Verron - AnalystDavid Manthey - AnalystElizabeth Langan - AnalystIvy Zelman - AnalystJohn Lovallo - AnalystKetan Mamtora - AnalystMike Dahl - AnalystSam Reid - AnalystSean McAleer - AnalystTrey Grooms - AnalystOperatorI would now like to turn the ...

Builders FirstSource (NYSE:BLDR) Q4 2025 Earnings call February 17, 2026 08:00 AM ET Speaker5I would now like to turn the call over to Heather Kos, Senior Vice President, Investor Relations for Builders FirstSource. Please go ahead.Speaker2Good morning, and welcome to our fourth quarter and full year 2025 earnings call. With me on the call are Peter Jackson, our CEO, and Pete Beckmann, our CFO. The earnings press release and presentation are available on our website at investors.bldr.com. We will refer to t ...

Builders FirstSource (BLDR) came out with quarterly earnings of $1.12 per share, missing the Zacks Consensus Estimate of $1.3 per share. This compares to earnings of $2.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -13.86%. A quarter ago, it was expected that this construction supply company would post earnings of $1.69 per share when it actually produced earnings of $1.88, delivering a surprise of +11.24%.Over the last f ...