BlueLinx Holdings Inc.
- Market Cap (Float-Adj) (Float-adjusted market cap computed by the low-float screener — matches the screener row. May differ from the standard cap (price × all shares outstanding) reported elsewhere.)
- $476.7M
- Price
- $60.62
- % Change (Daily % change from the live per-ticker quote feed.)
- -8.76%
- Volume
- 310.3K
About
BlueLinx Holdings Inc., operating alongside its various divisions, is a prominent supplier of construction materials for both residential and commercial projects across the U.S. Its extensive product portfolio encompasses a range of specialized items such as engineered wood, industrial components, cedar, trim, cladding, various metal products, and insulation materials. Additionally, it provides essential structural commodities like lumber, plywood, oriented strand boards (OSB), rebar, and diverse timber products, predominantly utilized for foundational support in building endeavors. Beyond material supply, BlueLinx delivers a suite of beneficial services and strategic solutions to both its clientele and vendor partners. Reaching a diverse client base, including independent dealers, specialized distributors, major home improvement retailers, and pre-fabricated housing manufacturers, the firm leverages an expansive logistics network of strategically located distribution facilities. Established in 2004, BlueLinx Holdings Inc. maintains its corporate headquarters in Marietta, Georgia.
Quick stats
Shares outstanding7.9M
Computed float7.6M
Float / shares96.2%
Key info
SectorIndustrials
IndustryIndustrial - Distribution
CIK (Central Index Key — the unique ID the SEC assigns to every filer. Use it to look up the company's filings on EDGAR.)0001301787
Websitehttps://www.bluelinxco.com
AI Summary
AI-generated1/28
minormixedperiodic report
BXC: 10-Q · periodic report
BlueLinx reported Q3 2026 net sales of $812.6 million, up 8.5% year over year, with gross margin expanding 170 basis points to 16.1%. The quarter swung to a net loss of $0.6 million ($0.07 per share) versus net income of $1.7 million a year ago, driven primarily by a 126.6% effective tax rate from discrete items and higher SG&A tied to the Disdero acquisition and digital transformation consulting costs.
For the first nine months of fiscal 2026, net sales rose 5.3% to $2.36 billion and net income was $4.3 million ($0.54 diluted EPS), down from $8.8 million ($1.08) in the prior-year period.
The balance sheet remains strong with $350 million in cash, $339.1 million of revolver availability, and no borrowings outstanding; the company remains in compliance with covenants on its $300 million 6.0% senior secured notes due 2029.
Red flags
- Q3 2026 swung to a net loss despite revenue growth, with an unusually high 126.6% effective tax rate from discrete items
- YTD net income fell 51% YoY ($4.3M vs $8.8M) as SG&A and transformation costs outpaced gross profit gains
- Elevated YTD effective tax rate of 63.2% vs 27.4% prior year
- $9.4 million YTD benefit from import duty-related items (AD/CV) is potentially non-recurring