Company Dossier · Industrials
Builders FirstSource
- Russell 1000
What Builders FirstSource is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $14.4 billion, down 9.3% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.64 billion, down 46% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.26 billion, down 33% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.41 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.75 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 30, 2026): sentiment -0.40 on a −1 to +1 scale (negative), confidence 0.70 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 3 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 17, 2026): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q2 2026: $0.4 million on the open market.SEC Form 4
- 671 institutional managers reported a position at June 30, 2026 (−54 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 1 (4 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 2 — latest OSHA inspection, Apr 14, 2026 →
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for Builders FirstSource yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 16, 20268-KDirector or officer changeItem 5.02
- Oct 13, 2026PatentPatent granted: FASTENER MAGAZINEUS 12759118
- Sep 15, 2026Patent
- Aug 18, 2026Patent
- Aug 7, 20268-KDirector or officer changeItem 5.02
- Jun 30, 2026Patent
- Jun 23, 2026Patent
- Jun 5, 20268-KDirector or officer changeItem 5.02
- May 18, 20268-KDirector or officer changeItem 5.02
- May 18, 20268-KShareholder vote resultsItem 5.07
- Apr 14, 2026Risk event
- Feb 17, 202610-KAnnual report (10-K)1 risk factors added, 0 removed
- Nov 13, 2025Risk event
- May 27, 20258-KShareholder vote resultsItem 5.07
- May 22, 20258-KMaterial agreement signedItem 1.01
- May 8, 20258-KMaterial agreement signedItem 1.01
- Feb 20, 20258-KDirector or officer changeItem 5.02
- Feb 20, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Nov 12, 20248-KDirector or officer changeItem 5.02
- Nov 12, 20248-KDirector or officer changeItem 5.02
- Feb 22, 202410-KAnnual report (10-K)0 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Owens Corning OC | $9.8B | $0.9B | Jun 30, 2026 |
| Carrier Global CARR | $21.9B | $1.7B | Mar 31, 2026 |
| Trane Technologies TT | $22.2B | $2.5B | Jun 30, 2026 |
| Johnson Controls JCI | $24.4B | $2.7B | Mar 31, 2026 |
| Masco MAS | $7.7B | $0.9B | Mar 31, 2026 |
| Lennox International LII | $5.3B | $0.7B | Mar 31, 2026 |
| Fortune Brands Innovations FBIN | $4.4B | $0.4B | Jun 27, 2026 |
| Allegion ALLE | $4.3B | $0.7B | Jun 30, 2026 |