Builders FirstSource Inc ($BLDR) Q2 2026 Earnings Call
... turn the call over to Heather Cos senior vice president investor relations for Builder First Source please go ahead good morning ...
Senior Vice President of Investor Relations, Builders FirstSource
Search every verified Heather Kos interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Heather Kos, Senior Vice President of Investor Relations at Builders FirstSource, opened the company’s second quarter 2026 earnings call on July 29, 2026, welcoming participants and introducing CEO Peter Jackson and CFO Pete Beckman. She noted that the earnings press release and presentation were available on the company’s website and reminded listeners that the discussion would include both GAAP and non-GAAP results, with reconciliations provided in the relevant filings. During the call, Kos participated in discussions about the company’s outlook, including expectations for gross margins in the second half of the year. She stated that the company anticipated a continued competitive environment, which would keep pressure on margins, and that management aimed to balance near-term profitability with long-term capacity. She also expressed skepticism about published multifamily housing data, saying she believed the figures were incorrect and that other industry players shared her view. Additionally, she noted the company planned to reduce capital expenditures to conserve capital in a tightening market.
... turn the call over to Heather Cos senior vice president investor relations for Builder First Source please go ahead good morning ...
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