- Direction
- Improving
- Own history
- —
- Peers
- —
- Persistence
- EMERGING
· Retail-Lumber & Other Building Materials Dealers
RESEARCH SNAPSHOTBuilders FirstSource, Inc.'s latest supported as-filed period reports revenue of $3.9B. Every value below links to its SEC accession and metric lineage.
No material rule-based research observation currently meets GrossPattern's Insight value threshold. Current state, direction, and filing evidence remain available below.
Separate current dimensions—not a universal score or investment ranking.
A multidimensional view of the latest comparable filing—not a composite score or recommendation.
Level · gp.fundamentals.debt_to_revenue
Raw value 119.75% · OPTIONAL
Level · gp.fundamentals.capex_revenue_ratio
Raw value 1.88% · OPTIONAL
Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue
Raw value 3.80% · OPTIONAL
Yoy · gp.fundamentals.revenue
Raw value -2.21% · CORE
Level · gp.fundamentals.inventory_revenue_ratio
Raw value 32.20% · OPTIONAL
Level · gp.fundamentals.gross_margin
Raw value 27.82% · CORE
Business direction, financial quality, capital allocation, and governance evidence remain separate—never collapsed into a recommendation score.
Interpretation boundary Direction describes measurable company fundamentals. Governance reports observable evidence only; it does not grade management character or predict stock returns.
The most important deterministic changes, ranked by magnitude, issuer history, persistence, and accounting profile.
This cluster groups 2 independently calculated changes: Cash & equivalents decreased 81.4%; Operating cash flow decreased 73.2%.
2 evidence-backed componentsThis cluster groups 2 independently calculated changes: Cash & equivalents decreased 24.6%; Operating cash flow decreased 80.1%.
2 evidence-backed componentsThis cluster groups 2 independently calculated changes: Gross margin moved 261 bp lower; Operating margin moved 323 bp lower.
2 evidence-backed componentsThis cluster groups 2 independently calculated changes: Gross margin moved 254 bp lower; Operating margin moved 402 bp lower.
2 evidence-backed componentsThis cluster groups 2 independently calculated changes: Inventory increased 5.5%; Inventory / revenue moved 235 bp higher.
2 evidence-backed componentsCash / debt changed -550 basis points from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
Each point keeps the date investors could first observe it and its accession.
BLDR · as filed with the SEC · reported-date aware
Direct SEC links, filing dates, report periods, and amendment flags.
0001193125-26-437728SEC ↗8-KOct 29, 2026Period Oct 29, 20260001193125-26-436795SEC ↗4Oct 20, 2026Period Oct 18, 20260001193125-26-426667SEC ↗8-K/AOct 16, 2026Period Jun 3, 20260001193125-26-424245SEC ↗4Sep 14, 2026Period Sep 10, 20260001193125-26-390554SEC ↗4Sep 14, 2026Period Sep 10, 20260001193125-26-390551SEC ↗4Sep 14, 2026Period Sep 10, 20260001193125-26-390552SEC ↗Transaction semantics distinguish purchases, sales, awards, exercises, withholding, and derivatives.
| Filed / transacted | Reporting owner | Semantics | Shares | Price | Notional | Source |
|---|---|---|---|---|---|---|
| Oct 18, 2026Filed Oct 20, 2026 | Hiller MichaelCOO-Designate | Grant Or AwardDirect | 12,808 | $0 | $0 | Form 4 ↗ |
| Sep 10, 2026Filed Sep 14, 2026 | Steinke Craig ArthurDirector | Grant Or AwardDirect | 564 | $0 | $0 | Form 4 ↗ |
| Jul 18, 2026Filed Jul 21, 2026 | O'Brien Matthew ColeyChief Human Resources Officer | Grant Or AwardDirect | 7,406 | $0 | $0 | Form 4 ↗ |
GrossPattern stores immutable raw artifacts, accession-scoped facts, parser and metric versions, dependency edges, quality state, and channel-specific publication rights. A restricted or unknown ancestor blocks the page and API automatically.
SEC source policy ↗Level · gp.fundamentals.operating_margin
Raw value 2.57% · CORE
Level · gp.fundamentals.sbc_revenue_ratio
Raw value 0.41% · OPTIONAL
Free-cash-flow proxy changed -84.0% from the comparable as-filed period.
Operating cash flow changed -73.2% from the comparable as-filed period.
Operating cash flow changed -80.1% from the comparable as-filed period.
Operating margin changed -323 basis points from the comparable as-filed period.
Operating margin changed -402 basis points from the comparable as-filed period.
Operating income changed -56.7% from the comparable as-filed period.
Method note “Materiality” here is an analytical magnitude band, not a legal conclusion. Full filing-text semantic changes remain unpublished while excerpt rights and review thresholds are unresolved.
Latest supported period in this snapshot: 2026-09-30. Duration facts use direct quarterly or annual SEC contexts; GrossPattern does not manufacture missing Q4 values.
0001193125-26-390548