Every material Form 8-K Builders FirstSource, Inc. has filed with the SEC since July 30, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Builders FirstSource reported third quarter 2026 results, with net sales of $3.9 billion down 2.2%, diluted EPS of $0.56 versus $1.10 a year earlier, and Adjusted EBITDA down 28.3% to $311.1 million. The company narrowed its full-year 2026 outlook while keeping the midpoints for net sales and Adjusted EBITDA, which matters to shareholders because the quarter's profit declines were broad and net debt to LTM Adjusted EBITDA rose to 4.1x from 2.3x.
Net sales were $3.9 billion, down 2.2%, with core organic net sales down 3.9%
Diluted EPS was $0.56 versus $1.10; adjusted diluted EPS was $1.51 versus $2.00
Free cash flow was $76.0 million versus $464.9 million; $500 million remains under the buyback authorization
Full-year 2026 net sales guidance is $14.2 billion to $14.6 billion and Adjusted EBITDA guidance is $1.075 billion to $1.125 billion, with midpoints maintained
Builders FirstSource said President, Technology and Digital Solutions Gayatri Narayan was notified on August 3, 2026 that she will be separated from the role effective August 14, 2026. Her severance is conditional on signing a separation agreement and general release, and the company said the departure was not due to any disagreement over its operations, policies or practices.
Gayatri Narayan's separation from the President, Technology and Digital Solutions role is effective August 14, 2026.
She was notified on August 3, 2026; the 8-K was filed August 7, 2026.
Severance follows the Builders FirstSource Executive and Key Employee Severance Plan, conditional on a separation agreement and general release.
The company states the departure was not the result of any disagreement on operations, policies or practices.
Builders FirstSource reported second-quarter 2026 net sales of $3.9 billion, down 8.8%, and a net loss of $3.9 million, or $(0.04) per diluted share, versus net income of $185.0 million a year earlier. The company also issued an updated full-year 2026 outlook, citing a more cautious view of the second half, which points to weaker results for shareholders.
Net sales were $3.9 billion, down 8.8%, with core organic net sales down 7.0%.
Adjusted earnings per diluted share were $1.17, compared with $2.38 a year earlier; adjusted EBITDA fell 34.9% to $329.3 million.
Free cash flow was $32.2 million, down 87.4% from $255.0 million in the prior-year period.
Updated 2026 outlook: net sales of $14.0 billion to $14.8 billion and adjusted EBITDA of $1.0 billion to $1.2 billion.
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