BlueLinx Holdings, Inc. (BXC)
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-11-04
$66.44-10.81%
Close 2026-11-05 · 1-day change
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-11-04
QuarterlyIQ Insights · BXC
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -53.8% |
| Our one-year growth estimate | diamond | 4.5% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and long-term interest rates.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 58.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 9 industry peers · Company calendar date is not available
BXC — CEO transition
Dated 2025-12-15
Chief Commercial Officer — Michael Wilson: Michael Wilson is retiring as Chief Commercial Officer with a transition period and compensation agreement.
Why it matters: Management pointed to higher year-over-year volume and a slight rise from Q2. Meeting that mark would support sales growth.
Supportive ifQ3 average daily sales volume is higher than Q3 2025 and slightly above Q2 2026.
Worry ifQ3 average daily sales volume is flat or lower than Q3 2025, or falls from Q2 2026.
Why it matters: Q2 free cash flow improved with lower inventory and better working capital. Positive cash flow again would show that gains lasted beyond one quarter.
Supportive ifQ3 free cash flow is above zero.
Worry ifQ3 free cash flow is below zero, with inventory or working capital driving the decline.
Why it matters: BlueLinx set Q3 margin ranges for both product groups. Results inside those ranges would support its margin gains.
Supportive ifQ3 specialty gross margin is 18.0% to 19.0%, and structural gross margin is 8.5% to 9.5%.
Worry ifQ3 specialty gross margin is below 18.0% or structural gross margin is below 8.5%.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$199 on $10,000 · ±2.0% | How much price usually moves either way. |
| Bad day | $611 loss on $10,000 · 6.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,264 loss on $10,000 · 42.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.