BXC · NYSE · Industrial - Distribution

BlueLinx

Supplies specialty and structural building products to dealers and local suppliers.

$79.42
After-hours close+0.04 (+0.05%)
At close$79.38(−0.44%)
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Profile

BlueLinx Holdings Inc.BXCIndustrials

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

CEOShyam K. Reddy
ListedDec 14, 2004
ExchangeNYSE
HeadquartersMarietta, GA
CountryUnited States
Employees2,160
CIK0001301787
ISINUS09624H2085

Key statistics

Market cap$618.1M
EPS (ttm)−$0.2400
P/E (ttm)−330.92
ROE-0.3%
P/B0.9981
P/S0.2053
Dividend yield
Beta1.95vs XLI 1.77

Year to date +30.7% · Average volume (30d) 172.1K

Analysts

Price target, next 12 months$84.00+5.8%Median of 8 analysts · vs the Aug 28 close
ConsensusBuy6 of 8 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 6, 2026DA DavidsonReiterateNeutral$68$84
Nov 6, 2025DA DavidsonReiterateNeutral$75$68
Jul 18, 2025DA DavidsonDowngradeBuyNeutral

Earnings

EPS

Estimate$0.60
ReportedDue Nov 3, 2026

Revenue

Estimate$824.2M
ReportedDue Nov 3, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext 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%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 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 margin15.7%15.3%13.1%15.7%15.9%17.2%
Operating margin1.5%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

Specialty Products$564.1M · 69%
Structural Products$249.9M · 31%

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

Institutions 97.62%7.60M sharesInsiders 2.09%162.7K sharesOther 0.29%22.3K shares

Shares outstanding 7.78M · Float 6.51M · 83.6% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.934.6K12.01%13FAug 7, 2026
Gendell Jeffrey L764.4K9.82%13FAug 14, 2026
Tontine Asset Associates, LLC506.2K6.40%13GMay 15, 2026
Dimensional Fund Advisors LP446.1K5.73%13FAug 11, 2026
JB Capital Partners LP393.6K5.06%13FAug 11, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 6, 2026Kim S. Fennebresquedirector−34,138$84.15
View details

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

CompanyPriceChange
BlueLinx$79.42+0.05%$618.1M42.30.2+4.4%
Boise Cascade$78.750.00%$2.77B26.717.90.4+5.2%
Builders FirstSource$67.72+0.06%$7.29B74.418.50.5−8.8%
UFP Industries$86.01+0.03%$4.86B19.816.90.8+2.6%
Median26.717.90.5+2.6%