BlueLinx Holdings Inc.

NYSE•BXC

CEO: Mr. Shyam K. Reddy J.D.

Sector: Industrials

Industry: Construction

Listing Date: 2004-12-14

BlueLinx Holdings Inc., together with its subsidiaries, engages in the distribution of residential and commercial building products in the United States. It distributes specialty products, including engineered wood, siding, millwork, outdoor living, specialty lumber and panels, and industrial products; and structural products, such as lumber, plywood, oriented strand boards, rebars and remesh, as well as other wood products that are used for structural support in construction projects. It also provides various value-added services and solutions to customers and suppliers. The company serves national home centers, pro dealers, cooperatives, specialty distributors, regional and local dealers, and industrial manufacturers. BlueLinx Holdings Inc. was incorporated in 2004 and is headquartered in Marietta, Georgia.

Contact Information

1950 Spectrum Circle, Suite 300, Marietta, GA, 30067, United States

770-953-7000

bluelinxco.com

Market Cap

$458.48M

P/E (TTM)

2099.1

34.8

Dividend Yield

52W High

$88.30

52W Low

$44.78

52W Range

31%

Rank53Top 76.1%

2.8

F-Score

Modified Piotroski Analysis

Based on 10-year fundamentals

Weak • 2.8 / 9 points

Scoring Range (0-9)

8-9: Excellent Value

6-7: Strong Fundamentals

4-5: Average Quality

0-3: Weak Performance

Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$715.80M+0.00%

4-Quarter Trend

EPS

-$1.08+0.00%

4-Quarter Trend

FCF

$56.39M+0.00%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Disdero Acquisition Completed Acquired Disdero for $95.2M, funded by cash, strengthening specialty product offerings and Pacific Northwest penetration.

Strong Liquidity Position Maintained Cash and equivalents totaled $385.8M; revolving credit facility provided $340.1M in available borrowing capacity.

Specialty Sales Remain Dominant Specialty products accounted for 69.5% of total Net sales, reaching $2.05B in fiscal 2025, slightly increasing share.

Risk Factors

Gross Margin Significantly Compressed Total gross margin fell to 15.3% in fiscal 2025 from 16.6% in 2024 due to lower pricing pressures across categories.

Net Income Suffers Steep Decline Net income dropped sharply to $219K in fiscal 2025 from $53.1M in fiscal 2024, reflecting operational cost impacts.

Housing Market Cyclical Exposure Business highly dependent on residential repair/remodel and new construction, vulnerable to interest rates and economic weakness.

Increased SG&A Expenses SG&A expenses rose 4.3% to $381.1M, driven by Disdero addition, extra week, and technology transformation costs.

Outlook

Focus on Specialty Product Growth Strategy centers on shifting revenue mix toward higher-margin specialty products, leveraging recent Disdero acquisition benefits.

Pursue Market Share Gains Management plans multi-family project growth and expanding branded product lines into new geographic markets for expansion.

Capital Structure Discipline Maintained Continue disciplined capital structure while investing $26.9M for facility modernization and fleet upgrades through fiscal 2026.

Peer Comparison

Revenue (TTM)

JELD

$3.21B

-14.9%

BXC

$2.95B

+0.1%

CODI

$1.87B

-4.8%

Gross Margin (Latest Quarter)

CASS

100.0%

+14.9pp

SNCY

65.4%

+44.9pp

BYRN

59.9%

-2.3pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
SNCY	$993.33M	18.4	8.6%	35.2%
NX	$930.71M	-3.8	-30.2%	45.1%
CODI	$790.73M	-3.5	-40.4%	61.8%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

0.3%

Moderate Growth

4Q Net Income CAGR

N/M

Profitability Shift

Cash Flow Stability

50%

Cash Flow Needs Attention

Deep Research

Next earnings:Apr 27, 2026

EPS:-

Revenue:-

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data