BlueLinx Holdings Inc., operating alongside its various divisions, is a prominent supplier of construction materials for both residential and commercial projects across ...
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Est. EPS $0.60 · Revenue $824.16M · 3 analysts
Est. EPS $1.89 · Revenue $3.14B · 2 analysts
Est. EPS $-0.08 · Revenue $766.79M · 3 analysts
Est. EPS $0.31 · Revenue $774.24M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $3.0B | +0.0% | +11.3% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $219000 | -99.6% | +539.4% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +15.3% | -7.7% | +7.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +1.1% | -62.9% | +152.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +0.0% | -99.6% | +494.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $32.9M | -27.1% | +114.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +1.1% | -27.1% | +113.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 109.2% | +10.9% | -0.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 4.66x | -4.0% | +2.8% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.5B | -1.8% | +0.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| 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% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| 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 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
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.
