Dave Rush

Dave Rush serves as CEO of Builders FirstSource (BLDR), the largest supplier of building materials, manufactured components, and construction services to professional homebuilders in the United States. The company supplies lumber, trusses, wall panels, windows, doors, and other structural components to single-family and multi-family homebuilders across the country. The 2021 merger with BMC Stock Holdings created the industry's dominant player. Builders FirstSource benefits from the chronic US housing shortage — the country needs millions of additional housing units, providing a structural tailwind for residential construction spending regardless of near-term economic fluctuations. The company's value-added manufactured components (factory-built trusses, wall panels) are gaining share over stick-built framing, as they improve job site productivity and reduce labor requirements for chronically labor-short homebuilders. Rush's key decisions involve manufactured component adoption growth, M&A in the fragmented building products distribution market, digital tools for homebuilder customers, lumber price risk management, and optimizing the national distribution network.