Builders FirstSource, Inc.
For the period ended Sep 30, 2026. Filed Oct 29, 2026.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Sep 30, 2026 · Filed Oct 29, 2026
BLDR$62.93-4.6%Stored close · as of Nov 10, 2026
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Item 1. Financial Statements (Unaudited)
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
| Three Months EndedSeptember 30, | Nine Months EndedSeptember 30, | |||
|---|---|---|---|---|
| (in thousands, except per share amounts) | 2026 | 2025 | 2026 | 2025 |
| Net sales | $3,854,048 | $3,941,190 | $11,003,672 | $11,832,750 |
| Cost of sales | 2,781,792 | 2,741,707 | 7,915,663 | 8,218,985 |
| Gross margin | 1,072,256 | 1,199,483 | 3,088,009 | 3,613,765 |
| Selling, general and administrative expenses | 973,165 | 970,715 | 2,843,896 | 2,889,269 |
| Income from operations | 99,091 | 228,768 | 244,113 | 724,496 |
| Interest expense, net | 72,244 | 69,258 | 222,740 | 206,139 |
| Income before income taxes | 26,847 | 159,510 | 21,373 | 518,357 |
| Income tax expense (benefit) | (33,562) | 37,126 | 12,278 | 114,638 |
| Net income | $60,409 | $122,384 | $9,095 | $403,719 |
| Net income per share: | ||||
| Basic | $0.56 | $1.11 | $0.08 | $3.61 |
| Diluted | $0.56 | $1.10 | $0.08 | $3.60 |
| Weighted average common shares: | ||||
| Basic | 107,598 | 110,547 | 108,335 | 111,703 |
| Diluted | 107,635 | 110,930 | 108,466 | 112,142 |
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