Builders FirstSource — Third Quarter 2026 Earnings Summary

Builders FirstSource reported third-quarter 2026 net sales of $3.9 billion, a 2.2% decrease driven by a lower housing starts environment and commodity deflation. Net income for the quarter fell to $60.4 million, or $0.56 per diluted share, compared to $122.4 million in the prior year period, while Adjusted EBITDA declined 28.3% to $311.1 million. The company maintained its full-year 2026 outlook, projecting net sales between $14.2 billion and $14.6 billion and Adjusted EBITDA between $1.075 billion and $1.125 billion. Additionally, the firm generated $76.0 million in free cash flow for the quarter and reported a liquidity position of $1.5 billion as of September 30, 2026.