BlueLinx Holdings Inc.

NYSE•BXC

執行長: Mr. Shyam K. Reddy J.D.

板塊: Industrials

行業: 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.

聯絡資訊

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

770-953-7000

bluelinxco.com

市值

$488.58M

本益比 (TTM)

2237.4

33.9

股息率

52周最高

$88.30

52周最低

$52.71

52周範圍

26%

排名53Top 76.1%

2.8

F-Score

改良版 Piotroski 分析

基於 10 年期基本面

疲弱 • 2.8 / 9 分

評分區間 (0-9)

8-9: 價值優異

6-7: 基本面強勁

4-5: 整體穩健

0-3: 表現疲弱

資料區間: 2016-2025

財務儀表板

Q4 2025 數據

營業收入

$715.80M+0.00%

近4季度走勢

每股收益

-$1.08+0.00%

近4季度走勢

自由現金流

$56.39M+0.00%

近4季度走勢

2025 Annual 財報亮點

核心亮點

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.

關注風險

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.

未來展望

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.

同行對比

營業收入 (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

關鍵指標

股票代碼	市值	本益比 (TTM)	股東權益報酬率 (TTM)	負債率
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%

長期趨勢

近4季度

營業收入

淨利

營運現金流

4季度營業收入複合增長率

0.3%

溫和增長

4季度淨利複合增長率

N/M

盈利狀態轉變

現金流穩定性

50%

現金流需要關注

深度研究

下次財報:2026年4月27日

每股收益:-

營業收入:-

財務數據

電話會議

財務報告

新聞

損益表

資產負債表

現金流量表

財務比率

變化率

損益表	過去12個月

無資料