Builders FirstSource Management

Management criteria checks 3/4

We currently do not have sufficient information about the CEO.

Key information

Peter Jackson

Chief executive officer

US$3.6m

Total compensation

CEO salary percentage	19.1%
CEO tenure	no data
CEO ownership	0.1%
Management average tenure	1.7yrs
Board average tenure	4.5yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Peter Jackson's remuneration changed compared to Builders FirstSource's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	US$1b
Jun 30 2024	n/a	n/a	US$1b
Mar 31 2024	n/a	n/a	US$1b
Dec 31 2023	US$4m	US$686k	US$2b
Sep 30 2023	n/a	n/a	US$2b
Jun 30 2023	n/a	n/a	US$2b
Mar 31 2023	n/a	n/a	US$2b
Dec 31 2022	US$5m	US$655k	US$3b
Sep 30 2022	n/a	n/a	US$3b
Jun 30 2022	n/a	n/a	US$3b
Mar 31 2022	n/a	n/a	US$2b
Dec 31 2021	US$3m	US$625k	US$2b
Sep 30 2021	n/a	n/a	US$1b
Jun 30 2021	n/a	n/a	US$896m
Mar 31 2021	n/a	n/a	US$477m
Dec 31 2020	US$3m	US$533k	US$314m
Sep 30 2020	n/a	n/a	US$215m
Jun 30 2020	n/a	n/a	US$207m
Mar 31 2020	n/a	n/a	US$195m
Dec 31 2019	US$2m	US$525k	US$222m
Sep 30 2019	n/a	n/a	US$232m
Jun 30 2019	n/a	n/a	US$228m
Mar 31 2019	n/a	n/a	US$218m
Dec 31 2018	US$2m	US$498k	US$205m
Sep 30 2018	n/a	n/a	US$110m
Jun 30 2018	n/a	n/a	US$77m
Mar 31 2018	n/a	n/a	US$58m
Dec 31 2017	US$1m	US$425k	US$39m

Compensation vs Market: Peter's total compensation ($USD3.59M) is about average for companies of similar size in the German market ($USD4.81M).

Compensation vs Earnings: Peter's compensation has been consistent with company performance over the past year.

CEO

Peter Jackson (52 yo)

no data

Tenure

US$3,591,073

Compensation

Mr. Peter M. Jackson is President, CEO & Director of Builders FirstSource, Inc. from November 6, 2024 and was its Chief Financial Officer since November 14, 2016 until November 6, 2024. Mr. Jackson serves...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Peter Jackson	President	no data	US$3.59m	0.15% € 28.5m
Stephen Herron	Chief Operating Officer	1.7yrs	US$3.73m	0.054% € 10.6m
Timothy Johnson	Executive VP	3.8yrs	US$3.33m	0.040% € 7.7m
Scott Robins	President of West Division	6.8yrs	US$2.74m	0.097% € 19.0m
Pete Beckmann	Chief Financial Officer	no data	no data	0.051% € 9.9m
Jami Coulter	Senior VP & Chief Accounting Officer	9.2yrs	no data	0.046% € 8.9m
Heather Kos	Senior Vice President of Investor Relations	no data	no data	no data
Tim Page	Executive Vice President of Digital Solutions	no data	no data	no data
Michael Hiller	President of Central Division	3.8yrs	US$3.40m	0.011% € 2.1m
Thomas Barnes	Executive Vice President of Sourcing & Supply Chain	no data	no data	no data
Paul McCrobie	President of East Division	1.6yrs	no data	0.019% € 3.7m
Johnny Cope	President of Commercial Operations	less than a year	no data	no data

1.7yrs

Average Tenure

52.5yo

Average Age

Experienced Management: B1F's management team is not considered experienced ( 1.7 years average tenure), which suggests a new team.

Board Members

Name	Position	Tenure	Compensation	Ownership
Peter Jackson	President	no data	US$3.59m	0.15% € 28.5m
Dirkson Charles	Independent Director	2.4yrs	US$294.81k	0.0060% € 1.2m
Mark Alexander	Independent Director	3.8yrs	US$294.81k	0.035% € 6.9m
Cleveland Christophe	Independent Director	19.2yrs	US$314.97k	0.028% € 5.4m
Paul Levy	Independent Chairman of the Board	26.8yrs	US$427.19k	1.02% € 197.8m
Brett Milgrim	Independent Director	25.8yrs	US$294.81k	0.067% € 13.0m
James O'Leary	Independent Director	3.8yrs	US$294.81k	0.073% € 14.1m
Cory Boydston	Independent Director	3.8yrs	US$294.81k	0.017% € 3.3m
Craig Steinke	Independent Director	18.4yrs	US$312.20k	0.082% € 15.9m
William Hayes	Independent Director	5.1yrs	US$319.76k	0.023% € 4.5m
David Rush	Director	no data	US$8.11m	0.10% € 19.6m

4.5yrs

Average Tenure

61yo

Average Age

Experienced Board: B1F's board of directors are considered experienced (4.5 years average tenure).

Builders FirstSource Management

Management criteria checks 3/4

Key information

Recent management updates

Independent Director recently sold €1.7m worth of stock

Builders FirstSource, Inc. Announces Chief Executive Officer Changes

Independent Director recently sold €4.2m worth of stock

Insider recently sold €1.4m worth of stock

Builders FirstSource, Inc., Annual General Meeting, Jun 04, 2024

Independent Director recently sold €3.2m worth of stock

Recent updates

Independent Director recently sold €1.7m worth of stock

Third quarter 2024 earnings released: EPS: US$2.45 (vs US$3.62 in 3Q 2023)

Builders FirstSource, Inc. Provides Earnings Guidance for the Year 2024

Builders FirstSource, Inc. (NYSE:BLDR) acquired Douglas Lumber Corporation.

Builders FirstSource, Inc. Announces Chief Executive Officer Changes

Builders FirstSource, Inc. (NYSE:BLDR) acquired Wyoming Millwork Co. from Dave and Craig Failing.

Independent Director recently sold €4.2m worth of stock

Second quarter 2024 earnings released: EPS: US$2.89 (vs US$3.19 in 2Q 2023)

Builders FirstSource, Inc. Provides Earnings Guidance for the Year Full Year 2024

Investor sentiment deteriorates as stock falls 18%

Investor sentiment improves as stock rises 19%

Builders FirstSource, Inc. (NYSE:BLDR) acquired Western Truss And Components, Inc.

New minor risk - Share price stability

Insider recently sold €1.4m worth of stock

Builders FirstSource, Inc. announced that it has received $1 million in funding

Builders FirstSource, Inc. Reaffirms Earnings Guidance for the Year Full Year 2024

Builders FirstSource, Inc. Provides Earnings Guidance for the Year Full Year 2024

First quarter 2024 earnings released: EPS: US$2.12 (vs US$2.44 in 1Q 2023)

Builders FirstSource, Inc., Annual General Meeting, Jun 04, 2024

Now 20% undervalued

Independent Director recently sold €3.2m worth of stock

Full year 2023 earnings released: EPS: US$12.06 (vs US$16.98 in FY 2022)

Builders Firstsource, Inc. Provides Earnings Guidance for the Year of 2024

Now 23% overvalued after recent price rise

Insufficient new directors

Builders FirstSource, Inc. (NYSE:BLDR) acquired Encore Performance, LLC.

Investor sentiment improves as stock rises 16%

Third quarter 2023 earnings released: EPS: US$3.62 (vs US$4.75 in 3Q 2022)

Builders Firstsource, Inc. Provides Earnings Outlook for the Year 2023

President of Central Division recently sold €1.0m worth of stock

Second quarter 2023 earnings released: EPS: US$3.19 (vs US$5.79 in 2Q 2022)

Builders Firstsource, Inc. Provides Earnings Outlook for the Year 2023

President of Commercial Operations recently sold €1.2m worth of stock

Investor sentiment improves as stock rises 19%

Builders FirstSource, Inc. (NYSE:BLDR) announces an Equity Buyback for $1,000 million worth of its shares.

First quarter 2023 earnings released: EPS: US$2.44 (vs US$3.61 in 1Q 2022)

High number of new directors

Full year 2022 earnings released: EPS: US$16.98 (vs US$8.55 in FY 2021)

Builders FirstSource, Inc. Appoints Dave Rush as Chief Executive Officer

Builders FirstSource, Inc. Announces Executive Changes

Third quarter 2022 earnings released: EPS: US$4.75 (vs US$3.00 in 3Q 2021)

Builders FirstSource, Inc. (NYSE:BLDR) acquired Fulcrum Building Group, Inc.

Builders FirstSource, Inc. to Report Q3, 2022 Results on Nov 08, 2022

Builders FirstSource, Inc. (NYSE:BLDR) acquired Trussway Manufacturing, LLC.

Senior VP & Chief Accounting Officer recently sold €251k worth of stock

Second quarter 2022 earnings released: EPS: US$5.79 (vs US$2.40 in 2Q 2021)

Builders FirstSource, Inc. (NYSE:BLDR) acquired HomCo Lumber and Hardware.

High number of new directors

Builders FirstSource, Inc. to Report Q2, 2022 Results on Aug 01, 2022

Investor sentiment improved over the past week

High number of new directors

Insider recently sold €1.9m worth of stock

Investor sentiment deteriorated over the past week

Builders FirstSource, Inc. Announces Election of Charles Dirkson as Director

Builders FirstSource, Inc. (NYSE:BLDR) announces an Equity Buyback for $2,000 million worth of its shares.

First quarter 2022 earnings released: EPS: US$3.61 (vs US$0.83 in 1Q 2021)

Builders FirstSource, Inc. to Report Q1, 2022 Results on May 10, 2022

Builders FirstSource, Inc. (NYSE:BLDR) acquired Valley Truss Co., Inc.

Builders FirstSource, Inc. Appoints Amy Bass Messersmith as Chief People Officer, Effective March 14, 2022

Director recently sold €2.1m worth of stock

Builders FirstSource, Inc. Revenue Earnings Guidance for 2022

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Builders FirstSource, Inc. (NYSE:BLDR) announces an Equity Buyback for $1,000 million worth of its shares.

Builders FirstSource, Inc. to Report Q4, 2021 Results on Mar 01, 2022

Builders FirstSource, Inc. (NYSE:BLDR) acquired National Lumber Company from Kaitz family for approximately $280 million.

Builders FirstSource, Inc. (NYSE:BLDR) acquired Truss Technologies, Inc. for $30 million.

Third quarter 2021 earnings released: EPS US$3.00 (vs US$0.74 in 3Q 2020)

Investor sentiment improved over the past week

Builders FirstSource, Inc. (NYSE:BLDR) acquired California Trusframe, LLC for approximately $180 million.