Builders FirstSource (BLDR) Corporate presentation summary

Market position and operating scale

• Leading U.S. supplier to professional builders in new residential construction and repair and remodeling; served 43 states from 565 locations as of 6/30/26.

• FY 2025 net sales were $15.2B; value-added products were 48% of product mix.

• 2025 sales mix: single-family 68%, multi-family 10%, repair and remodel 15%; other represented 7%.

• Served more than 140K customers; ~95% customer retention and ~85% purchased from two or more product categories.

Growth opportunities and strategy

• Addressable markets cited: ~$107B in single-family, ~$143B in multi-family and $212B in repair and remodel building materials.

• Growth priorities include increasing wallet share, expanding products, growing value-added offerings, gaining share in under-penetrated geographies and scaling digital solutions.

• 2025 install sales were ~$2.5B, or ~17% of revenue; installation capability covered approximately two-thirds of markets.

• Strategy emphasizes organic growth, operational excellence, digital innovation, a high-performing culture and disciplined capital allocation.

Productivity and digital capabilities

• Generated $571M in productivity savings over FY 2021–2025 from operational excellence and supply-chain initiatives.

• Truss board feet per hour improved ~43% on a same-store basis since the January 2021 BMC merger; millwork capacity rose more than 50% with 21 new high-speed door lines.

• Invested $400M in manufacturing automation and enhancements since 2020 to support operational excellence and address labor challenges.

• Digital solutions target greater homebuilding efficiency, stronger customer relationships and improved team-member productivity.