Builders FirstSource — Jul 30, 2026 release

  Productivity Savings From Operational Excellence • For the second quarter, the Company delivered approximately $28 million in productivity savings related to operational excellence and supply chain initiatives. • Year to date, the Company has delivered approximately $34 million in productivity savings. • The Company expects to deliver $50 million to $70 million in productivity savings in 2026.   2026 Full Year Total Company Outlook For 2026, the Company expects to achieve the financial performance highlighted below. Projected Net Sales and Adjusted EBITDA include the expected impact of price, commodities, and margins. We are not providing a quantitative reconciliation of our forward-looking guidance of adjusted EBITDA, adjusted EBITDA margin, adjusted effective tax rate, or free cash flow because we are unable to predict with reasonable certainty all the components required to provide such reconciliation without unreasonable efforts, which are uncertain and could have a material impact on GAAP reported results for the guidance period. See “Non-GAAP Financial Measures” for additional information. 3     • Net Sales to be in a range of $14.0 billion to $14.8 billion. • Gross Profit margin to be in a range of 27.5% to 28.5%. • Adjusted EBITDA to be in a range of $1.0 billion to $1.2 billion. • Adjusted EBITDA margin to be in a range of 7.1% to 8.1%. • Free cash flow of approximately $0.4 billion to $0.5 billion, assuming average commodity prices in the range of $390 to $410 per thousand board foot (mbf).   2026 Full Year Assumptions