BlueLinx
Supplies specialty and structural building products to dealers and local suppliers.
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Profile
Supplies U.S. building-product dealers and local suppliers with specialty and structural products sourced from manufacturers through warehouse, reload, and direct channels. Specialty products form most of its sales mix, while BlueLinx reports one accounting segment.
Serving U.S. building-product dealers and local suppliers as a two-step wholesale distributor, it sources from manufacturers and delivers specialty and structural products through warehouse, reload, and direct channels.
Specialty products include engineered wood, siding, moulding and millwork, outdoor living, specialty lumber and panels, and industrial products. Structural products include lumber, plywood, OSB, rebar, and remesh; BlueLinx reports a single accounting segment.
Acquisitions including Cedar Creek, Vandermeer, and Disdero have broadened the specialty offering. The business depends on building-products demand, product prices, inventory management, supplier relationships, acquisition integration, labor availability, and regulatory costs.
Company facts
Categories
Key statistics
Year to date +30.7% · Average volume (30d) 172.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | DA Davidson | Reiterate | Neutral | $68 | $84 | |
| Nov 6, 2025 | DA Davidson | Reiterate | Neutral | $75 | $68 | |
| Jul 18, 2025 | DA Davidson | Downgrade | Buy | Neutral |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $0.30 | $1.15 | +287.6% | $793.7M | $814.1M | +2.6% | +12.53% |
| May 5, 2026Q1 FY26 | −$0.72 | $0.21 | +129.2% | $714.8M | $731.1M | +2.3% | +26.82% |
| Feb 24, 2026Q4 FY25 | −$0.42 | −$0.47 | −11.2% | $703.8M | $715.8M | +1.7% | −4.32% |
| Nov 4, 2025Q3 FY25 | −$0.42 | $0.45 | +206.5% | $703.8M | $748.9M | +6.4% | +1.87% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $709.2M | $780.1M | $748.9M | $715.8M | $731.1M | $814.1M | |
| Gross profit | $111.1M | $119.7M | $98.4M | $112.6M | $116.4M | $139.7M | |
| Operating income | $10.7M | $15.0M | $9.0M | −$3.2M | $7.3M | $20.6M | |
| Net income | $2.8M | $4.3M | $1.7M | −$8.6M | −$1.5M | $6.4M | |
| Diluted EPS | $0.33 | $0.54 | $0.21 | −$1.08 | −$0.18 | $0.81 | |
| Gross margin | 15.7% | 15.3% | 13.1% | 15.7% | 15.9% | 17.2% | |
| Operating margin | 1.5% | 1.9% | 1.2% | -0.5% | 1.0% | 2.5% |
Fiscal years (4-quarter sums)FY21 $4.28B · FY22 $4.45B · FY23 $3.14B · FY24 $2.95B · FY25 $2.95B
Revenue by product · Q2 FY26
Balance sheet, Jul 4, 2026Cash & short-term investments $318.2M · Total debt $671.4M · Total assets $1.60B · Shareholders' equity $621.5M
Dividends
No dividends on record.
Ownership
Shares outstanding 7.78M · Float 6.51M · 83.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 934.6K | 12.01% | 13F | Aug 7, 2026 |
| Gendell Jeffrey L | 764.4K | 9.82% | 13F | Aug 14, 2026 |
| Tontine Asset Associates, LLC | 506.2K | 6.40% | 13G | May 15, 2026 |
| Dimensional Fund Advisors LP | 446.1K | 5.73% | 13F | Aug 11, 2026 |
| JB Capital Partners LP | 393.6K | 5.06% | 13F | Aug 11, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 6, 2026 | Kim S. Fennebresque | director | −34,138 | $84.15 |
Peers
- Boise Cascade
Nationwide wholesale building materials and structural wood platform
- Builders FirstSource
Building materials supplier to professional residential builders
- UFP Industries
Outdoor-living, siding and treated-lumber product supplier
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BlueLinx | $79.42 | +0.05% | $618.1M | — | 42.3 | 0.2 | +4.4% |
| Boise Cascade | $78.75 | 0.00% | $2.77B | 26.7 | 17.9 | 0.4 | +5.2% |
| Builders FirstSource | $67.72 | +0.06% | $7.29B | 74.4 | 18.5 | 0.5 | −8.8% |
| UFP Industries | $86.01 | +0.03% | $4.86B | 19.8 | 16.9 | 0.8 | +2.6% |
| Median | 26.7 | 17.9 | 0.5 | +2.6% |





