BXC · NYSE · Industrial - Distribution

BlueLinx (BXC)

Supplies specialty and structural building products to dealers and local suppliers.

$81.62
vs last close−0.87 (−1.05%)
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BlueLinx Holdings Inc.BXC
Industrials

Supplies U.S. building-product dealers and local suppliers with specialty and structural products sourced from manufacturers through warehouse, reload, and direct channels. Specialty products form most of its sales mix, while BlueLinx reports one accounting segment.

Serving U.S. building-product dealers and local suppliers as a two-step wholesale distributor, it sources from manufacturers and delivers specialty and structural products through warehouse, reload, and direct channels.

Specialty products include engineered wood, siding, moulding and millwork, outdoor living, specialty lumber and panels, and industrial products. Structural products include lumber, plywood, OSB, rebar, and remesh; BlueLinx reports a single accounting segment.

Acquisitions including Cedar Creek, Vandermeer, and Disdero have broadened the specialty offering. The business depends on building-products demand, product prices, inventory management, supplier relationships, acquisition integration, labor availability, and regulatory costs.

Company facts

CEOShyam K. Reddy
ListedDec 14, 2004
ExchangeNYSE
HeadquartersMarietta, GA
CountryUnited States
Employees2,160
CIK0001301787
ISINUS09624H2085

Market cap$642.0M
EPS (ttm)−$0.2400
P/E (ttm)−343.71
ROE-0.3%
P/B1.03
P/S0.2133
Dividend yieldDiv yield
Beta1.93vs XLI 1.71

Price target$84.00+1.8%Average of 8 analysts
ConsensusBuy6 of 8 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 6, 2026DA DavidsonReiterate
Rating: Target: $68
Rating: NeutralTarget: $84
Nov 6, 2025DA DavidsonReiterate
Rating: Target: $75
Rating: NeutralTarget: $68
Jul 18, 2025DA DavidsonDowngrade
Rating: Buy
Rating: Neutral

Next report
Nov 3, 26
in 41 days
EPS estimate
$0.60
Revenue estimate
$824.2M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.61$0.27$0.70$0.45−$0.47$0.21$1.15Pending
Estimate$0.52$0.27$1.26−$0.42−$0.42−$0.72$0.30$0.60
Surprise+17.3%0.0%−44.4%+206.5%−11.2%+129.2%+287.6%

RevenueReportedEstimate

Feb '25Apr '25Jul '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$710.6M$709.2M$780.1M$748.9M$715.8M$731.1M$814.1MPending
Estimate$726.1M$713.9M$777.3M$703.8M$703.8M$714.8M$793.7M$824.2M
Surprise−2.1%−0.7%+0.4%+6.4%+1.7%+2.3%+2.6%
Estimate$0.60
ReportedDue Nov 3, 2026
Estimate$824.2M
ReportedDue Nov 3, 2026
View details

Debt to equity108.00%
Current ratio400.70%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$747.3M$710.6M$709.2M$780.1M$748.9M$715.8M$731.1M$814.1M
Net income$16.0M$5.3M$2.8M$4.3M$1.7M−$8.6M−$1.5M$6.4M
Net margin2.1%0.7%0.4%0.6%0.2%0.0%0.0%0.8%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$24.0M$12.0M$10.7M$15.0M$9.0M−$3.2M$7.3M$20.6M
YoY growth−39.4%−55.7%−61.2%−37.0%−62.6%Turned loss−31.7%+37.0%

Balance sheet, Jul 4, 2026Cash & short-term investments $318.2M · Total debt $671.4M · Total assets $1.60B · Shareholders' equity $621.5M

Revenue
$814.1M
Operating income
$20.6M
Net income
$6.4M
View details

No dividends on record.

Institutions≈ 95.94%7.54M shares
164 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders1.42%112.0K shares
13 holders · as of Aug 10, 2026
Other≈ 2.64%207.2K shares
remainder

7.86M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
11.89%934,571as of Jun 30, 2026
Gendell Jeffrey LInstitution
9.72%764,406as of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
5.67%446,067as of Jun 30, 2026
JB Capital Partners LPInstitution
5.01%393,649as of Jun 30, 2026
Punch & Associates Investment Management, Inc.Institution
4.28%336,308as of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 6, 2026Kim S. Fennebresquedirector−34,138$84.15
View details

  • Boise Cascade

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  • Builders FirstSource

    Building materials supplier to professional residential builders

  • UFP Industries

    Outdoor-living, siding and treated-lumber product supplier

Compare

CompanyPriceChange
BlueLinx$81.62−1.05%$642.0M43.50.2+4.4%
Boise Cascade$78.94−0.08%$2.78B26.818.00.4+5.2%
Builders FirstSource$60.33−0.89%$6.55B66.916.80.5−8.8%
UFP Industries$82.68−0.40%$4.69B19.116.20.8+2.6%
Median26.816.80.5+2.6%