✓ ~70% of SG&A expense is variable ✓ Balance the need for variable cost reductions and future capacity ✓ Working capital closely aligned to demand signals Freeze/reduce headcount © C O P Y R I G H T B U I L D E R S F I R S T S O U R C E . A L L R I G H T S R E S E R V E D . 19 March 31, Right size the network and optimize capacity across plants and yards Q4 to Q1 Change Identify and accelerate strong ROI projects Majority of EBITDA Growth is Driven by Value-Added Products and Sustainable Operations Improvem ...

Business Combinations When they meet the requirements under ASC 805, Business Combinations, merger and acquisition transactions are accounted for using the acquisition method, and accordingly the results of operations of the acquiree are included in the Company's consolidated financial statements from the acquisition date. The consideration transferred is allocated to the identifiable assets acquired and liabilities assumed based on estimated fair values at the acquisition date, with any excess recorded as ...

Company Participants Conference Call Participants Operator Michael Neese Our remarks in the press release, presentation and on this call contain forward-looking and cautionary statements within the meaning of the Private Securities Litigation Reform Act and projections of future results. Please review the forward-looking statements section in today's press release and in our SEC filings for various factors that could cause our actual results to differ from forward-looking statements and projections. Thank y ...

Safe Harbor & Non-GAAP Financial Measures Use of Non-GAAP Financial Measures " I'm honored and humbled to lead the Company's outstanding and experienced team and execute our strategy to fuel long-term profitable growth while managing through a challenging and dynamic macro environment. D A V E R U S H , C E O ▪ Substantial finance and operational experience, including serving as VP of Finance and COO East for BFS, as well as CFO of Bojangles ▪ Oversaw the execution of enterprise-wide initiatives to advance ...

On June 15, 2022, the Company completed a private offering of $700.0 million in aggregate principal amount of 6.375% senior unsecured notes due 2032 ("6.375% 2032 notes," and together with the 4.25% 2032 notes, the "2032 notes") at an issue price equal to 100% of par value. Subsequently, on June 16, 2022, the Company redeemed the remaining $612.5 million in outstanding aggregate principal amount of 6.75% senior secured notes due 2027 ("2027 notes"). Subsequent to year-end, on January 17, 2023, the Company a ...

Builders FirstSource, Inc. (NYSE:BLDR) Q3 2022 Earnings Conference Call November 8, 2022 9:00 AM ET Company Participants Michael Neese - SVP, IR Dave Flitman - CEO, President & Director Peter Jackson - EVP & CFO Conference Call Participants Matthew Bouley - Barclays Trey Grooms - Stephens Inc. Michael Dahl - RBC Capital Markets Ketan Mamtora - BMO Capital Markets Adam Baumgarten - Zelman & Associates Collin Verron - Jefferies Reuben Garner - The Benchmark Company Keith Hughes - Truist Securities Stanley ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 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 | --- | --- | --- | |--------------------------------------------------------------------------------------------------------|--- ...

| --- | --- | --- | --- | |---------------------------------------------------|--------------------|-------|-------| | | | | | | | | | | | | | | | | August 1, 2022 | | | | | Q2 2022 Earnings DAVE FLITMAN, President & CEO • | PETER JACKSON, CFO | | | | Presentation | | | | Safe Harbor & Non-GAAP Financial Measures Cautionary Notice Statements in this presentation and the schedules hereto that are not purely historical facts or that necessarily depend upon future events, including statements about expected ma ...

Builders FirstSource, Inc. (NYSE:BLDR) Q2 2022 Results Conference Call August 1, 2022 9:00 AM ET Company Participants Michael Neese - SVP, IR Dave Flitman - CEO, President & Director Peter Jackson - EVP & CFO Conference Call Participants Matthew Bouley - Barclays Reuben Garner - Benchmark Company Trey Grooms - Stephens Mike Dahl - RBC Capital Markets Ketan Mamtora - BMO Capital Markets David Manthey - Baird Stanley Elliott - Stifel Adam Baumgarten - Zelman Collin Verron - Jefferies Jay McCanless - Wedbush A ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 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 | --- | --- | --- | |--------------------------------------------------------------------------------------------------------|-------- ...