BlueLinx Holdings Inc.

NYSE•BXC

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

セクター: Industrials

業種: Construction

上場日: 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.

連絡先情報

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

770-953-7000

bluelinxco.com

時価総額

$431.02M

PER (TTM)

1973.4

32.6

配当利回り

52週高値

$88.30

52週安値

$52.71

52週レンジ

順位53Top 76.1%

2.8

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

弱い • 2.8 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$715.80M+0.00%

直近4四半期の推移

EPS

-$1.08+0.00%

直近4四半期の推移

フリーCF

$56.39M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (TTM)

JELD

$3.21B

-14.9%

BXC

$2.95B

+0.1%

CODI

$1.87B

-4.8%

粗利益率 (最新四半期)

CASS

100.0%

+14.9pp

SNCY

65.4%

+44.9pp

BYRN

59.8%

-2.3pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
SNCY	$881.38M	16.6	8.6%	35.2%
NX	$813.11M	-3.4	-30.2%	45.1%
CRESY	$758.28M	4.6	23.4%	34.3%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

0.3%

緩やかな成長

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

50%

キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年4月27日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし