BlueLinx Holdings Inc.

NYSE•BXC

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

板块: Industrials

行业: Construction

上市日期: 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.

联系方式

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

770-953-7000

bluelinxco.com

市值

$488.58M

市盈率 (TTM)

2237.4

33.9

股息率

52周最高

$88.30

52周最低

$52.71

52周范围

26%

排名53Top 76.1%

2.8

F-Score

改良版 Piotroski 分析

基于 10 年期基本面

疲弱 • 2.8 / 9 分

评分区间 (0-9)

8-9: 价值优异

6-7: 基本面强劲

4-5: 整体稳健

0-3: 表现疲弱

数据范围: 2016-2025

财务仪表盘

Q4 2025 数据

营业收入

$715.80M+0.00%

近4季度走势

每股收益

-$1.08+0.00%

近4季度走势

自由现金流

$56.39M+0.00%

近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (TTM)

JELD

$3.21B

-14.9%

BXC

$2.95B

+0.1%

CODI

$1.87B

-4.8%

毛利率 (最新季度)

CASS

100.0%

+14.9pp

SNCY

65.4%

+44.9pp

BYRN

59.8%

-2.3pp

关键指标

股票代码	市值	市盈率 (TTM)	净资产收益率 (TTM)	负债率
SNCY	$895.75M	16.9	8.6%	35.2%
NX	$863.64M	-3.6	-30.2%	45.1%
TATT	$763.05M	48.5	11.1%	7.8%

长期趋势

近4季度

营业收入

净利润

经营现金流

4季度营收复合增长率

0.3%

温和增长

4季度净利润复合增长率

N/M

盈利状态转变

现金流稳定性

50%

现金流需要关注

深度研究

下次财报:2026年4月27日

每股收益:-

营业收入:-

财务数据

电话会议

财务报告

新闻

利润表

资产负债表

现金流量表

财务比率

变化率

利润表	过去12个月

无数据