li UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-40620 BUILDERS FIRSTSOURCE, INC. (Exact name of registrant as specified in its charter) Delaware 52-2084569 (State or other jurisdiction ...

Builders FirstSource, Inc. (NYSE:BLDR) Q4 2022 Earnings Conference Call February 28, 2023 9:00 AM ET Company Participants Michael Neese - SVP Finance and Investor Relations David Rush - Chief Executive Officer Peter Jackson - Chief Financial Officer Conference Call Participants Trey Grooms - Stephens, Inc. Matthew Bouley - Barclays Ketan Mamtora - BMO Capital Markets David Manthey - Baird Keith Hughes - Truist Securities Adam Baumgarten - Zelman & Associates Steven Ramsey - Thompson Research Group Jay McCan ...

业绩总结 - 公司在2022财年实现了创纪录的净销售额为227亿美元，同比增长14.2%[19] - 调整后的EBITDA达到44亿美元，同比增长43.0%[20] - 调整后的EBITDA利润率为19.3%，同比增长390个基点[21] - 调整后的每股收益为18.71美元，同比增长81.3%[22] - Q4 2022净销售额为44亿美元，其中多户家庭占70%，单户家庭占19%[79] - Q4 2022制造产品销售额为925万美元，增长了22%[81] - Q4 2022净销售额中，木材和木材板材占44亿美元[84] - Q4 2022价值增值产品占销售额的52%[85] - Q4 2022特殊建筑产品和服务增长了15%[86] - Q4 2022木材和木材板材销售额为16.81亿美元，下降了35%[88] - 价值增值核心有机销售增长约1%[89] - 单户家庭成为客户关注焦点，Windows、Doors & Millwork销售增长了22%[90] 财务状况 - 2022年自由现金流为32.7亿美元，增长了114%[94] - 2022年基础业务杠杆率为1.3倍[96] - 公司现金及现金等价物期初为426.03亿美元，期末为445.42亿美元[148] - 公司支付的利息为169.39亿美元，所得税为936.42亿美元[148] - 公司股东权益总额为496.26亿美元，总资产为10595.16亿美元[151] 其他信息 - 投资活动中，公司净现金流出为957.48亿美元，较上年的1344.64亿美元有所减少[148] - 融资活动中，公司从循环信贷设施借款91亿美元，还款62.05亿美元，净现金流出260.39亿美元[148] - 公司调整后的净利润为470.8亿美元，调整后的每股净利润为3.21美元[152] - 公司调整后的EBITDA为696.9亿美元，调整后的EBITDA利润率为16.0%[153] - 公司销售净额为4357.6亿美元，同比下降6.0%[165] - 公司制造产品销售额为5692.4亿美元，同比增长29.3%[166]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40620 BUILDERS FIRSTSOURCE, INC. (Exact name of registrant as specified in its charter) Delaware 52-2084569 (State or other jurisdiction of (I. ...

Builders FirstSource, Inc. (NYSE:BLDR) Q3 2022 Earnings Conference Call November 8, 2022 9:00 AM ET Company Participants Michael Neese - SVP, IR Dave Flitman - CEO, President & Director Peter Jackson - EVP & CFO Conference Call Participants Matthew Bouley - Barclays Trey Grooms - Stephens Inc. Michael Dahl - RBC Capital Markets Ketan Mamtora - BMO Capital Markets Adam Baumgarten - Zelman & Associates Collin Verron - Jefferies Reuben Garner - The Benchmark Company Keith Hughes - Truist Securities Stanley ...

| --- | --- | --- | --- | |---------------------------------------------------|--------------------|-------|-------| | | | | | | | | | | | | | | | | August 1, 2022 | | | | | Q2 2022 Earnings DAVE FLITMAN, President & CEO • | PETER JACKSON, CFO | | | | Presentation | | | | Safe Harbor & Non-GAAP Financial Measures Cautionary Notice Statements in this presentation and the schedules hereto that are not purely historical facts or that necessarily depend upon future events, including statements about expected ma ...

Builders FirstSource, Inc. (NYSE:BLDR) Q2 2022 Results Conference Call August 1, 2022 9:00 AM ET Company Participants Michael Neese - SVP, IR Dave Flitman - CEO, President & Director Peter Jackson - EVP & CFO Conference Call Participants Matthew Bouley - Barclays Reuben Garner - Benchmark Company Trey Grooms - Stephens Mike Dahl - RBC Capital Markets Ketan Mamtora - BMO Capital Markets David Manthey - Baird Stanley Elliott - Stifel Adam Baumgarten - Zelman Collin Verron - Jefferies Jay McCanless - Wedbush A ...

Builders FirstSource, Inc. (NYSE:BLDR) Q1 2022 Earnings Conference Call May 10, 2022 9:00 AM ET Company Participants Michael Neese - SVP, IR David Flitman - CEO, President & Director Peter Jackson - EVP & CFO Conference Call Participants Michael Dahl - RBC Capital Markets Jay McCanless - Wedbush Securities Matthew Bouley - Barclays Bank Keith Hughes - Truist Securities Reuben Garner - The Benchmark Company David Manthey - Robert W. Baird & Co. Ryan Gilbert - BTIG Adam Baumgarten - Zelman & Associates Noah M ...

| --- | --- | --- | |------------------------------------------------------|-------|-------| | | | | | | | | | | | | | Q1 2022 Earnings Presentation May 10, 2022 | | | | DAVE FLITMAN, President & CEO • PETER JACKSON, CFO | | | | | | | Safe Harbor & Non-GAAP Financial Measures Cautionary Notice Statements in this presentation and the schedules hereto that are not purely historical facts or that necessarily depend upon future events, including statements about expected market share gains, forecasted financial ...

Builders FirstSource, Inc. (NYSE:BLDR) Q4 2021 Earnings Conference Call March 1, 2022 9:00 AM ET Company Participants Michael Neese - SVP, IR Dave Flitman - CEO Peter Jackson - CFO Conference Call Participants Matthew Bouley - Barclays Ketan Mamtora - BMO Capital Markets Adam Baumgarten - Zelman Trey Grooms - Stephens Inc. Steven Ramsey - Thompson Research Group David Manthey - Baird Collin Verron - Jefferies Keith Hughes - Truist Kurt Yinger - D.A. Davidson Stanley Elliott - Stifel Reuben Garner - The Benc ...