BlueLinx Holdings, Inc. (BXC)
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-11-05
$66.44-10.81%
Close 2026-11-05 · 1-day change
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-11-05
QuarterlyIQ Insights · BXC
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 1 guided quarters · 200.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
THIRD QUARTER 2026 HIGHLIGHTS • Net sales of $813 million, an increase of 8.5% compared to third quarter 2025 • Gross profit of $131 million, or 16.1% of net sales, an increase of 21% compared to thi…
Stated in 3 of 3 supplied quarters. Management reported: “Gross margin for specialty products was 18.7% compared to 16.6% in the prior year quarter.” “Gross profit from sales of structural products was $28.3 million, an increase of $7.4 million from the prior year quarter, and gross margin improved to 10.7%, compared to 9.3% in the prior year quarter.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“THIRD QUARTER 2026 HIGHLIGHTS • Net sales of $813 million, an increase of 8.5% compared to third quarter 2025 • Gross profit of $131 million, or 16.1% of net sales, an increase of 21% compared to thi…”
“SECOND QUARTER 2026 HIGHLIGHTS • Net sales of $814 million, an increase of 4.4% compared to second quarter 2025 • Gross profit of $140 million, or 17.2% of net sales • Net income of $6.4 million, or…”
“FIRST QUARTER 2026 HIGHLIGHTS • Net sales of $731 million • Gross profit of $116 million, or 15.9% of net sales • Net loss of $1.5 million, or $0.18 loss per share • Adjusted net income of $1.7 milli…”
Sales growth in the current quarter was attributable to both specialty products and structural products.
Stated in 3 of 3 supplied quarters. Management reported: “Net sales of specialty products, which include product types such as engineered wood, siding, millwork, outdoor living, specialty lumber and panels, and industrial products, were $550 million, an increase of $24 million, or 4.6% compared to third quarter 2025.” “Net sales of structural products, which include product types such as lumber, panels (including plywood and oriented strand board), rebar, and remesh, were $263 million, an increase of $40 million compared to third quarter 2025.”
“Sales growth in the current quarter was attributable to both specialty products and structural products.”
“Sales growth in the current quarter was attributable to both specialty products and structural products.”
“Sales growth in the current quarter was attributable to specialty products.”
“Our balance sheet and liquidity remain strong, which give us a great deal of flexibility to execute on our strategic initiatives.”
Stated in 3 of 3 supplied quarters. Management reported: “Available liquidity was $689 million, which included an undrawn revolving credit facility that had $339 million of availability plus cash and cash equivalents of $350 million.” “Net debt was $21 million, which is the $371 million noted above less cash and cash equivalents of $350 million, resulting in a net leverage ratio of 0.2x using a trailing twelve-month Adjusted EBITDA of $105 million.”
““Our balance sheet and liquidity remain strong, which give us a great deal of flexibility to execute on our strategic initiatives.””
““Disciplined financial management in the second quarter drove improved year-over-year profitability, supported by our business and digital transformation efforts and continued strong liquidity,” said…”
““We delivered specialty and structural gross margins of 18.1% and 10.9%, respectively, while maintaining a highly flexible balance sheet with $659 million of liquidity and a net leverage ratio of jus…”
“Strong operational execution and effective working capital management contributed to our strong cash flow during the third quarter,” said Kelly Wall, Senior Vice President, Chief Financial Officer a…
Stated in 3 of 3 supplied quarters. Management reported: “The Company generated free cash flow of $39.6 million in the current quarter, a $13.1 million decrease from the prior year quarter, driven by the inventory and accounts payable activities.” ““Strong operational execution and effective working capital management contributed to our strong cash flow during the third quarter,” said Kelly Wall, Senior Vice President, Chief Financial Officer and Treasurer.”
““Strong operational execution and effective working capital management contributed to our strong cash flow during the third quarter,” said Kelly Wall, Senior Vice President, Chief Financial Officer a…”
““Free cash flow significantly improved compared to second quarter 2025 due to solid operating results and more efficient working capital management, largely driven by lower inventory levels.“ SECOND…”
“Net cash used in operating activities was $57 million in the first quarter of 2026 and free cash flow was $(60) million.”
Focus on increasing operating income and moving from net losses to net income through operational improvements.
Over the trailing year it converted -0.91x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
10 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.