BlueLinx Holdings Inc., que opera junto con sus diversas divisiones, es un destacado proveedor de materiales de construcción para proyectos residenciales y ...
Plutux no es un asesor de inversiones. Los datos de mercado y el análisis generado por IA son solo informativos y educativos, no asesoramiento de inversión. Aviso legal
BPA est. $0.60 · Ingresos $824.16M · 3 analistas
BPA est. $1.89 · Ingresos $3.14B · 2 analistas
BPA est. $-0.08 · Ingresos $766.79M · 3 analistas
BPA est. $0.31 · Ingresos $774.24M · 1 analistas
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $3.0B | +0.0% | +11.3% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $219000 | -99.6% | +539.4% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +15.3% | -7.7% | +7.8% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +1.1% | -62.9% | +152.5% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | +0.0% | -99.6% | +494.6% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $32.9M | -27.1% | +114.7% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +1.1% | -27.1% | +113.2% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 109.2% | +10.9% | -0.3% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 4.66x | -4.0% | +2.8% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $1.5B | -1.8% | +0.3% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | 0.03 vs 0.90 | -96.9% | 0.81 vs 0.30 | +173.0% |
| Revenue Surprise | $3.0B vs $2.9B | +0.4% | $814.1M vs $793.7M | +2.6% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Fennebresque Kim S | director | Common Stock | D | 34,138 | $84.15 |
| Jun 7, 2026 | Oei Leonard Alexander | officer: Chief Commercial Officer | Common Stock | A | 469 | — |
| Jun 7, 2026 | Oei Leonard Alexander | officer: Chief Commercial Officer | Common Stock | D | 139 | $50.30 |
| Jun 7, 2026 | Oei Leonard Alexander | officer: Chief Commercial Officer | Common Stock | A | 133 | — |
| Jun 7, 2026 | Oei Leonard Alexander | officer: Chief Commercial Officer | Common Stock | D | 40 | $50.30 |
Operator: Ladies and gentlemen, thank you for standing by, and welcome to the BlueLinx Holdings Inc. First Quarter 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode, and today’s call is being recorded. We will begin with opening remarks and introductions. At this time, I would like to turn the conference over to your host, Investor Relations Officer, Thomas C. Morabito. Please go ahead. Thomas C. Morabito: Thank you, Operator, and welcome to the BlueLinx Holdings Inc. first quarter 2026 earnings call. Joining me on today’s call are Shyam K. Reddy, our Chief Executive Officer, and Christopher Kelly Wall, our Chief Financial Officer and Treasurer. At the end of today’s prepared remarks, we will take questions. Our first quarter news release and Form 10-Q were issued yesterday after the close of the market, along with our webcast presentation, and these items are available in the Investors section of our website. We encourage you to follow along with the detailed information on the slides during our discussion. Today’s discussion contains forward-looking statements. Actual results may differ significantly from those forward-looking statements due to various risks and uncertainties, including the risks described in our most recent SEC filings. Today’s presentation includes certain non-GAAP and adjusted financial measures that we believe provide helpful context for investors evaluating our business. Reconciliations to the closest GAAP financial measure can be found in the appendix of our presentation. Now I will turn it over to Shyam. Shyam K. Reddy: Thanks, Tom. Good morning, everyone. We are off to a good start in 2026, as our first quarter results reflect our ability to compete effectively and deliver positive performance despite market headwinds, unforeseen cost inflation, and competitive pricing pressure. Our disciplined approach to executing our channel and product strategies enabled us to manage margins and to continue growing volumes across multiple product categories and key customer channels. During the first quarter, revenues increased 3% year-over-year, driven primarily by Distero specialty sales and higher volumes in our key specialty product categories, which helped offset ongoing pricing pressure in specialty and structural products and margin pressure in specialty products. Specialty and structural gross margins were 18.1% and 10.9%, respectively, reflecting the strength of our customer value proposition and effective inventory management. Our specialty product strategy continues to deliver results, with engineered wood, siding, millwork, industrial, outdoor living products, and other specialty products representing 70% of net sales and approximately 80% of gross profit in the quarter. While overall market conditions remain soft, our deliberate alignment of key supplier branded product expansion with strategic channel growth initiatives is enabling us to drive better commercial outcomes and …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Shyam K. Reddy | Chief Executive Officer, President & Director | USD 1,282,418 | Male | 1975 | Active |
Michael Wilson | Senior Advisor to the CEO | USD 857,076 | Male | 1964 | Active |
Leonard Alexander Oei | Chief Commercial Officer | USD 742,290 | Male | 1973 | Active |
Christopher Kelly Wall | Senior Vice President, Chief Financial Officer & Treasurer | USD 479,525 | Male | 1975 | Active |
Kimberly A. DeBrock | Vice President & Chief Accounting Officer | USD 445,740 | Female | 1968 | Active |
Christin Lumpkin | General Counsel & Corporate Secretary | USD 420,321 | Female | — | Active |
Praveen Gautam | Chief Information Officer | — | Male | — | Active |
Thomas C. Morabito | Investor Relations Officer | — | Male | — | Active |
Keisha Duck | Chief Human Resources Officer | — | Female | — | Active |
Chad Lee | Vice President of Distribution & Operations | — | Male | — | Active |
BlueLinx delivered strong Q2 2026 results, with net sales up 4.4% and gross profit up 17% year-over-year. I rate BXC a Hold, citing persistent macro headwinds, higher operating costs, and an uncertain housing market outlook. Despite a new Trex partnership, share buybacks, and a solid balance sheet, BXC faces ongoing demand and cost pressures.
BlueLinx Holdings Inc. (BXC) Q2 2026 Earnings Call Transcript
BlueLinx NYSE: BXC reported higher second-quarter sales, earnings and free cash flow as the building-products distributor cited share gains and improved pricing despite continued weakness in housing construction and repair-and-remodel activity.
ATLANTA--(BUSINESS WIRE)--BlueLinx Holdings Inc. (NYSE: BXC), a leading U.S. wholesale distributor of building products, today reported financial results for the fiscal three months ended July 4, 2026 (“second quarter 2026”). 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 $0.81 diluted earnings per share, increases of 49% and 50%, respectively compare.
ATLANTA--(BUSINESS WIRE)--BlueLinx Holdings Inc. (NYSE: BXC), a leading U.S. wholesale distributor of building products, will issue second quarter 2026 financial results after the market closes on Tuesday, August 4, 2026. A conference call to discuss the Company's results will be hosted by Shyam Reddy, President and Chief Executive Officer, and Kelly Wall, Senior Vice President, Chief Financial Officer and Treasurer, on Wednesday, August 5, 2026, at 10:00 AM ET. A webcast of the conference call.
