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Bluelinx Holdings Inc. (BXC) stock

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NYSE: BXC NYSE Trading Companies & Distributors Next results ~November 3, 2026

C Fundamentals grade

Bluelinx Holdings Inc. is a US-listed company in the trading companies & distributors industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

Under review: after-tax interest is 101% of the cash flow left for shareholders; our flat discount rate doesn't yet reflect debt this heavy.

Price vs value

Under review: after-tax interest is 101% of the cash flow left for shareholders; our flat discount rate doesn't yet reflect debt this heavy. We'll show the comparison once resolved.

Bluelinx Holdings Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 1 selling0 purchases and 1 sale by directors and officers, last 12 monthsInsider trades
  • Funds93 adding, 65 cuttingOf 39 active managers that changed their stake, 29 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Bluelinx files

Where Bluelinx stands after its latest 10-Q

Revenue for the twelve months to July 2026 was $3.01bn, up 2.1% on a year earlier, faster than the 1.4% growth a quarter earlier. Free-cash-flow margin rose to 1.9% from -0.8% a year earlier. The diluted share count is down 4.6% on a year earlier, which lifts each remaining share. Against its peers on growth, profitability, cash generation and balance sheet, it grades C. It passes 5 of our 7 financial-health checks.

Our model value for Bluelinx is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 4, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 3, 2026 (estimated)

Bluelinx Holdings Inc.'s trailing-twelve-month revenue grew 2.1% year on year, with a free-cash-flow margin of 1.9%. Where it stands out: change in share count of -4.6% ranks 4 of 27 trading companies & distributors companies we cover. Where it lags: gross margin of 15.8% ranks 26 of 26 trading companies & distributors companies we cover.

Our discounted-cash-flow model values the business at ~$140 per share in the base case (~$93–$190 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 191% in the quarter to 2026-06-30, the 2nd beat in the last four quarters.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Shrinking share count. Diluted shares fell 4.6% in a year, so each share owns more of the business.
  • Estimates rising. Analysts' consensus for next year's earnings per share has risen 23.5% over 90 days.

Things to watch

  • Results due soon. Results are expected around 3 November; the share price can move sharply on the day.
  • Volatile shares. Over the past year the shares showed annualised volatility of 67% and a beta of 1.9 against the S&P 500.
  • Below peers: gross margin. Gross margin of 15.8% ranks 26 of 26 trading companies & distributors companies we cover (median 28.9%).
  • Short interest rising. Shares sold short rose 16% in a month to 7.4% of tradable shares.
  • Missing expectations. Earnings per share fell short of the consensus estimate in 2 of the last four quarters.

Latest results: FY2026 Q2

Filed August 4, 2026
Earnings per share
$1.15 against an average estimate of $0.40: beat by 191.1%
Revenue
$814m, up 4.4% on a year earlier
Share reaction
+19.9% in the first session after the results on August 4, 2026, against +1.6% for the S&P 500
Guidance given
specialty product gross margin 18% to 19% (Third Quarter 2026 Outlook); structural product gross margin 8.5% to 9.5% (Third Quarter 2026 Outlook)
Next report
November 3, 2026; average EPS estimate $0.60

Bluelinx's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-0.4%
  • 1 week+4.4%
  • 1 month+6.9%
  • This year+28.2%
  • 1 year+20.3%
  • 5 years+28.1%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$3B
Operating margin
1.2%
Net margin
-0.1%
EPS (TTM, diluted)
$-0.25

Growth

Revenue growth
+2.1%
Change in growth rate
+0.7 pts
Share count change
−4.6%

Cash

Free cash flow (TTM)
$58M
FCF margin
1.9%
Stock pay % of revenue
0.4%

Earnings

Last results
August 4, 2026
Next results (est.)
November 3, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Announcement
  2. Product
  3. Product
  4. Product
  5. Announcement
  6. Insider trade
  7. Results
  8. Guidance

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Bluelinx Holdings Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: held for review: after-tax interest is 101% of the cash flow left for shareholders; our flat discount rate doesn't yet reflect debt this heavy.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Bluelinx Holdings Inc. as an operating company, with every model that fits that kind of business. Cost of equity 10.3%: the 10-year Treasury yield (4.9%) plus a beta of 1.19 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. — Does not apply: This model is withheld pending its input or assumption review.
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$51 ~$46–$61 Left out: far from the other models (more than 3x away from their median)
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$370 ~$260–$530 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$230 ~$210–$270 Included
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Bluelinx Holdings Inc. with Trading Companies & Distributors in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 20152016201720182019202020212022202320242025Now
Share price$5.30$7.47$9.76$25.31$13.15$29.26$95.76$71.11$113.31$103.72$60.75$78.74
Market value$46m$68m$90m$234m$123m$277m$946m$668m$1.0bn$889m$488m$623m
+ Net debt (− = net cash)$380m$295m$272m$491m$647m$595m$481m$267m$57m$82m$210m$273m
Enterprise value$426m$362m$362m$724m$770m$872m$1.4bn$935m$1.1bn$971m$698m$896m
Multiples
Price / sales 0.0x0.0x0.0x0.1x0.0x0.1x0.2x0.2x0.3x0.3x0.2x0.2x
Price / earnings —4.2x1.4x——3.4x3.2x2.3x21.0x16.7xn/m—
Price / free cash flow 1.2x1.7x—6.0x—5.4x7.2x1.8x3.7x19.7x14.9x10.7x
EV / EBITDA 16.3x7.1x9.3x57.8x11.8x5.1x3.1x2.0x6.3x7.7x9.6x11.4x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

48 /100

Moderate moat

How hard Bluelinx's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 13 / 20

    Cash operating profit has been a median 10.7% of total assets over 10 years.

  • Pricing power 8 / 20

    Gross margin has been a median 15.9%, moving by 2.3 percentage points (standard deviation) across 10 years.

  • Durability 3 / 20

    Operating margin has been a median 2.5%; its worst year was 0.5%.

  • Cash conversion 9 / 20

    Free cash flow was positive in 8 of 10 years, at a median 1.9% of revenue.

  • Discipline 20 / 20

    The diluted share count fell 18.2% over five years; stock-based pay has been a median 0.3% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (53 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 3, 2026, after the close. Analysts expect revenue of $814m and EPS of $0.60 (range $0.51 to $0.73) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $1.89 +95% $3.1bn +6%
Next $2.85 +51% $3.3bn +5%

Next year's EPS estimate has moved +23.5% in 90 days, across 3 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +108.5% on 90 days ago. In the last 30 days, 2 analysts raised Bluelinx Holdings Inc.'s forecast and 0 cut it.

Consensus EPS forecast Bluelinx Holdings Inc., last 90 days
$0.00 $1.00 $2.00 $3.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.91 Current fiscal year, 60 days ago: $0.91 Current fiscal year, 30 days ago: $0.91 Current fiscal year, 7 days ago: $1.89 Current fiscal year, Now: $1.89 $1.89 Next fiscal year, 90 days ago: $2.31 Next fiscal year, 60 days ago: $2.31 Next fiscal year, 30 days ago: $2.31 Next fiscal year, 7 days ago: $2.85 Next fiscal year, Now: $2.85 $2.85

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.91$2.31
60 days ago $0.91$2.31
30 days ago $0.91$2.31
7 days ago $1.89$2.85
Now $1.89$2.85

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.40 $1.15 +191.1%
Mar 2026 −$0.72 $0.21 +129.2%
Dec 2025 −$0.42 −$0.47 −11.2%
Sept 2025 $0.51 $0.45 −12.2%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 4, 2026
  • specialty product gross margin · Specialty products Third Quarter 2026 Outlook 18% to 19%
    “We are expecting specialty product gross margin to be in the range of 18.0% to 19.0%, and structural product gross margin to be in the range of 8.5% to 9.5%.” source
  • structural product gross margin · Structural products Third Quarter 2026 Outlook 8.5% to 9.5%
    “We are expecting specialty product gross margin to be in the range of 18.0% to 19.0%, and structural product gross margin to be in the range of 8.5% to 9.5%.” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

4 analysts, Nov 2026
Buy250%
Hold250%
Sell00%

Monthly trend

  1. Nov 2026224
  2. Oct 2026213

Counts of recommendations published by analysts covering Bluelinx Holdings Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
7.4%
of tradable shares
Days to cover
2.82
at average volume
Short interest, 1 month
+16%
to October 15, 2026
Held by institutions
96%
of shares
Held by insiders
3.5%
of shares
Employees
2,138
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +20.3%

$65.44 on October 31, 2025 to $78.74

ThenNowEffect
Revenue (last 12 months) $2.9bn $3.0bn +2.1%
P/S multiple 0.2x 0.2x +12.4%
Share count 8m 8m +4.8%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years −1.8%

$80.22 on November 3, 2023 to $78.74

ThenNowEffect
Revenue (last 12 months) $3.5bn $3.0bn −14.5%
P/S multiple 0.2x 0.2x +0.5%
Share count 9m 8m +14.3%

Biggest factor: revenue. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
BXC+227%−26%+59%−10%−40%+28%
Industry peers (median)+34%−10%+28%+0%+6%+12%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
BXC50%42%58%58%33%36%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
BXC−45%−41%−32%−32%−53%−43%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 92% from June 11, 2018 to April 3, 2020. Getting back needed a 1106% gain, reached on February 22, 2021, 325 days after the low.

Price behaviour

52-week range
$45.34 – $91.41
From 52-week high
−13.9%
vs 50-day average
+3.0%
vs 200-day average
+21.5%
Volatility (1 year)
67%
Beta vs S&P 500
1.85

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
6 up, 6 down
typical move ±8.0%
After a week
4 up, 8 down
typical move ±13.0%
After a month
6 up, 6 down
typical move ±13.9%
Results releasedNext dayS&P 500 next day5 days21 days
August 4, 2026 +19.9% +1.6% +48.5% +25.3%
May 5, 2026 +20.6% +2.2% 0.0% +6.1%
February 24, 2026 +0.1% +1.6% −5.4% −20.5%
November 4, 2025 +0.2% −0.8% −10.3% −7.1%
July 29, 2025 −5.7% −0.4% −6.9% +4.6%
April 29, 2025 −10.1% +0.7% −10.8% −6.2%
February 18, 2025 −9.6% +0.5% −17.5% −19.8%
October 29, 2024 +5.5% −0.1% +8.9% +17.0%
July 30, 2024 −1.9% +1.1% −19.8% −19.3%
April 30, 2024 −9.8% −1.9% −10.4% −9.3%
February 20, 2024 −3.4% −0.5% +4.6% +6.4%
October 31, 2023 +9.5% +1.7% +12.3% +24.7%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Bluelinx Holdings Inc. in five measures

Fundamentals grade C
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Bluelinx Holdings Inc.
$2.9B $3B $3.1B $3.2B $3.3B FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $3.3B Revenue (TTM), FY23 Q4: $3.1B Revenue (TTM), FY24 Q1: $3.1B Revenue (TTM), FY24 Q2: $3B Revenue (TTM), FY24 Q3: $3B Revenue (TTM), FY24 Q4: $3B Revenue (TTM), FY25 Q1: $2.9B Revenue (TTM), FY25 Q2: $2.9B Revenue (TTM), FY25 Q3: $2.9B Revenue (TTM), FY25 Q4: $3B Revenue (TTM), FY26 Q1: $3B Revenue (TTM), FY26 Q2: $3B $3B

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $3.3B
FY23 Q4 $3.1B
FY24 Q1 $3.1B
FY24 Q2 $3B
FY24 Q3 $3B
FY24 Q4 $3B
FY25 Q1 $2.9B
FY25 Q2 $2.9B
FY25 Q3 $2.9B
FY25 Q4 $3B
FY26 Q1 $3B
FY26 Q2 $3B
Revenue growth, TTM YoY Bluelinx Holdings Inc.
-30% -20% -10% 0% 10% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: -28.5% Revenue growth, TTM YoY, FY23 Q4: -29.5% Revenue growth, TTM YoY, FY24 Q1: -22.3% Revenue growth, TTM YoY, FY24 Q2: -14.3% Revenue growth, TTM YoY, FY24 Q3: -9.7% Revenue growth, TTM YoY, FY24 Q4: -5.9% Revenue growth, TTM YoY, FY25 Q1: -4.2% Revenue growth, TTM YoY, FY25 Q2: -2.3% Revenue growth, TTM YoY, FY25 Q3: -0.2% Revenue growth, TTM YoY, FY25 Q4: 0.1% Revenue growth, TTM YoY, FY26 Q1: 1.4% Revenue growth, TTM YoY, FY26 Q2: 2.1% 2.1%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 -28.5%
FY23 Q4 -29.5%
FY24 Q1 -22.3%
FY24 Q2 -14.3%
FY24 Q3 -9.7%
FY24 Q4 -5.9%
FY25 Q1 -4.2%
FY25 Q2 -2.3%
FY25 Q3 -0.2%
FY25 Q4 0.1%
FY26 Q1 1.4%
FY26 Q2 2.1%
Operating margin (TTM) Bluelinx Holdings Inc.
0% 2% 4% 6% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: 5.0% Operating margin (TTM), FY23 Q4: 4.4% Operating margin (TTM), FY24 Q1: 4.4% Operating margin (TTM), FY24 Q2: 3.9% Operating margin (TTM), FY24 Q3: 3.5% Operating margin (TTM), FY24 Q4: 3.0% Operating margin (TTM), FY25 Q1: 2.4% Operating margin (TTM), FY25 Q2: 2.1% Operating margin (TTM), FY25 Q3: 1.6% Operating margin (TTM), FY25 Q4: 1.1% Operating margin (TTM), FY26 Q1: 1.0% Operating margin (TTM), FY26 Q2: 1.2% 1.2%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 5.0%
FY23 Q4 4.4%
FY24 Q1 4.4%
FY24 Q2 3.9%
FY24 Q3 3.5%
FY24 Q4 3.0%
FY25 Q1 2.4%
FY25 Q2 2.1%
FY25 Q3 1.6%
FY25 Q4 1.1%
FY26 Q1 1.0%
FY26 Q2 1.2%
FCF margin (TTM) Bluelinx Holdings Inc.
-5% 0% 5% 10% 15% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 10.7% FCF margin (TTM), FY23 Q4: 8.9% FCF margin (TTM), FY24 Q1: 5.3% FCF margin (TTM), FY24 Q2: 4.4% FCF margin (TTM), FY24 Q3: 3.8% FCF margin (TTM), FY24 Q4: 1.5% FCF margin (TTM), FY25 Q1: 1.4% FCF margin (TTM), FY25 Q2: -0.8% FCF margin (TTM), FY25 Q3: -0.9% FCF margin (TTM), FY25 Q4: 1.1% FCF margin (TTM), FY26 Q1: 0.4% FCF margin (TTM), FY26 Q2: 1.9% 1.9%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 10.7%
FY23 Q4 8.9%
FY24 Q1 5.3%
FY24 Q2 4.4%
FY24 Q3 3.8%
FY24 Q4 1.5%
FY25 Q1 1.4%
FY25 Q2 -0.8%
FY25 Q3 -0.9%
FY25 Q4 1.1%
FY26 Q1 0.4%
FY26 Q2 1.9%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2009 Jan 2010 2010 Jan 2011 2011 Dec 2011 2012 Dec 2012 2013 Jan 2014 2014 Jan 2015 2015 Jan 2016 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Jan 2021 2021 Jan 2022 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Jan 2026 LTM Jul 2026
Income
Revenue 1,646 1,804 1,755 1,908 2,152 1,979 1,917 1,881 1,816 2,863 2,637 3,097 4,277 4,450 3,136 2,953 2,954 3,010
Gross profit 193 211 210 230 228 229 222 227 231 332 357 478 778 833 527 489 452 477
EBITDA 1 −11 2 14 −12 23 26 51 39 13 65 171 466 467 170 126 72 79
Operating income −16 −24 −8 6 −21 14 16 42 30 −13 35 142 438 439 138 88 32 35
Net income −61 −53 −39 −23 −41 −14 −12 16 63 −18 −18 81 296 296 49 53 0 −2
Diluted EPS −$1.98 −$17.30 −$8.20 −$3.50 −$5.10 −$1.61 −$1.32 $1.77 $6.81 −$5.21 −$1.89 $8.55 $29.99 $31.51 $5.39 $6.19 $0.02 −$0.25
Growth (year on year)
Revenue — +9.6% −2.7% +8.7% +12.8% −8.0% −3.2% −1.9% −3.5% +57.7% −7.9% +17.4% +38.1% +4.0% −29.5% −5.9% +0.1% +2.1%
EBITDA — — — — — — — — −23.5% −67.9% — +161.7% +172.4% +0.1% −63.5% −26.1% −42.6% −21.4%
Operating income — — — — — — — — −28.0% — — — +208.0% +0.2% −68.5% −36.7% −62.9% −43.9%
Net income — — — — — — — — — −128.0% — — +266.1% +0.0% −83.6% — — —
Diluted EPS — — — — — — — — — −176.5% — — +250.8% +5.1% −82.9% — — —
Margins
Gross margin 11.7% 11.7% 12.0% 12.1% 10.6% 11.6% 11.6% 12.1% 12.7% 11.6% 13.5% 15.4% 18.2% 18.7% 16.8% 16.6% 15.3% 15.8%
EBITDA margin 0.0% −0.6% 0.1% 0.7% −0.6% 1.2% 1.4% 2.7% 2.1% 0.4% 2.5% 5.5% 10.9% 10.5% 5.4% 4.3% 2.5% 2.6%
Operating margin −1.0% −1.3% −0.5% 0.3% −1.0% 0.7% 0.9% 2.2% 1.7% −0.5% 1.3% 4.6% 10.2% 9.9% 4.4% 3.0% 1.1% 1.2%
Net margin −3.7% −3.0% −2.2% −1.2% −1.9% −0.7% −0.6% 0.9% 3.5% −0.6% −0.7% 2.6% 6.9% 6.7% 1.5% 1.8% 0.0% −0.1%
Free-cash-flow margin −1.3% −1.9% −3.2% −4.0% −2.1% −0.8% 2.0% 2.2% −0.2% 1.4% −0.6% 1.7% 3.1% 8.2% 8.9% 1.5% 1.1% 1.9%
Cash flow
Cash from operations −20 −30 −50 −74 −40 −12 40 41 −3 42 −10 55 145 400 306 85 60 74
Capital spending 2 4 7 3 5 3 2 1 1 3 5 4 14 36 28 40 27 16
Free cash flow −22 −34 −57 −77 −45 −15 38 41 −3 39 −15 51 131 364 279 45 33 58
Stock-based pay 3 4 2 3 6 4 2 2 2 8 3 6 7 10 12 8 11 13
Free cash flow after stock pay −25 −38 −59 −80 −51 −19 37 38 −6 30 −18 45 124 355 267 37 22 45
Balance sheet
Cash 29 14 5 5 5 5 5 6 5 9 12 0 85 299 522 506 386 318
Total debt 0 0 338 377 396 403 384 300 277 500 659 596 566 565 579 588 596 591
Net debt (negative = net cash) −29 −14 333 372 391 398 380 295 272 491 647 595 481 267 57 82 210 273
Diluted shares — 3m 5m 7m 8m 9m 9m 9m 9m 9m 9m 9m 10m 9m 9m 9m 8m 8m
Returned to shareholders
Buybacks 2 1 — — — — — — — — — 0 0 66 42 45 38 8
Total returned 2 1 — — — — — — — — — 0 0 66 42 45 38 8

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

5 of 7 checks passed · July 4, 2026
What it owns · $1.6bn
Short-term assets $1.1bnLonger-term assets $542m
What it owes, and who funded it · $1.6bn
Short-term liabilities $265mLonger-term liabilities $717mShareholders' equity $621m
  • Short-term assets cover short-term liabilities $1.1bn of assets due within a year against $265m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $1.1bn short-term assets against $717m of longer-dated liabilities.
  • More cash than debt $318m of cash against $297m of debt.
  • Debt below 40% of shareholders' equity Debt is 48% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 80% to 48% over five years.
  • A year's operating cash flow covers at least 20% of debt $74m of operating cash flow against $297m of debt.
  • Operating profit covers interest at least five times over Operating income of $35m against $49m of interest.

From Bluelinx Holdings Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$8.1M
Returned to shareholders
14%
of free cash flow
Buybacks, last 3 fiscal years
$126M
Diluted share count
−4.6%
year over year
Total shareholder yield
1.3%
dividends 0.0% + buybacks 1.3% of market value
Sales & admin spending
13.1%
of revenue

Competitors: side by side with peers

Closest by revenue in trading companies & distributors
Last 12 months unless stated BXC FTAI TITN MSM GATX DXPE Median
Revenue, last 12 months $3.0bn $3.4bn $2.3bn $4.0bn $2.2bn $2.1bn $2.2bn
Revenue growth, last 12 months 2.1% 46.0% −10.7% 6.4% 29.7% 11.5% 8.4%
Revenue growth, 3-year average −5.1% 44.6% −2.2% 0.0% 17.4% 9.1% 5.1%
Revenue growth, latest quarter 4.4% 46.6% −9.2% 10.3% 36.1% 15.6% 9.0%
Gross margin 15.8% 37.1% 16.5% 40.9% — 31.8% 28.3%
Operating margin 1.2% — −0.4% 8.0% — 8.8% 5.5%
Operating margin, 3-year average 2.4% — 0.8% 8.7% — 8.4% 6.4%
Net margin −0.1% 15.0% −2.5% 5.6% 17.7% 4.4% 3.5%
Cash from operations / revenue 2.5% −15.0% 2.7% 7.6% 39.1% 6.3% 4.9%
Free-cash-flow margin 1.9% −17.2% 1.1% 5.6% 10.3% 5.5% 2.4%
Free-cash-flow margin, 3-year average 1.8% −11.5% 2.1% 6.7% 10.8% 4.6% 3.1%
Stock pay / revenue 0.4% 0.8% 0.2% 0.5% 1.1% 0.3% 0.5%
Change in share count −4.6% 1.6% 0.7% 0.2% −0.8% −0.8% −0.5%

Median of all 32 companies we cover in trading companies & distributors. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

32 trading companies & distributors companies
Measure Company Peer median Rank
Revenue growth Growth 2.1% 8.5% 24 of 32
Change in growth rate Growth +0.7pp +0.8pp 17 of 32
Gross margin Profitability 15.8% 28.9% 26 of 26
Operating margin Profitability 1.2% 5.5% 18 of 28
Net margin Profitability -0.1% 3.5% 24 of 32
Free-cash-flow margin Cash generation 1.9% 2.8% 17 of 32
Stock pay as % of revenue Cash generation 0.4% 0.5% 8 of 29
Long-term debt as % of assets Balance sheet 18.5% 21.4% 12 of 29
Change in share count Balance sheet -4.6% -0.8% 4 of 27

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to January 3, 2026
Products and services
Line of business Revenue Share YoY
Specialty Products $2.1B 69.5% ▲ 0.3%
Structural Products $901M 30.5% ▼ 0.6%

From Bluelinx Holdings Inc.'s 10-K filed February 24, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$454M
Institutions reporting
157
Shares held vs prior quarter
▼ 2.5%
Positions opened / closed
34 / 18

Top buyers and sellers, Q2 2026: 93 institutions bought and 65 sold ; the biggest buyer was Arrowstreet Capital, Limited Partnership (+95K shares) and the biggest seller Medina Value Partners, LLC (−169K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $57.8M 935K 12.7% ▲ 8.8%
Gendell Jeffrey L $47.3M 764K 10.4% ▲ 3.4%
Dimensional Fund Advisors LP $27.6M 446K 6.1% ▼ 13.0%
Jb Capital Partners LP $24.4M 394K 5.4% 0.0%
Punch & Associates Investment Management, Inc. $20.8M 336K 4.6% ▲ 4.5%
Vanguard Capital Management LLC $20.6M 333K 4.5% ▼ 4.6%
Victory Capital Management Inc $16.8M 272K 3.7% ▲ 4.8%
River Road Asset Management, LLC $14.4M 233K 3.2% ▼ 4.5%
Charles Schwab Investment Management Inc $13.6M 220K 3.0% ▼ 21.8%
Geode Capital Management, LLC $12.4M 201K 2.7% ▲ 5.5%
State Street Corp $10.9M 177K 2.4% ▼ 8.7%
American Century Companies Inc $10.7M 172K 2.3% ▼ 4.3%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Bluelinx Holdings Inc.'s complete shareholder register. Values are as reported by the filers ; 2 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $2.9M 1 trade by 1 insider · 0% under pre-set plans
Net ▼ $2.9M net selling
Insider Date Trade Shares Price Value
Fennebresque Kim S Director August 6, 2026 Sell 34,138 $84.15 $2.9M

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 3, 2026 estimated from the company's past filing pattern, not announced

  • August 4, 2026
  • May 5, 2026
  • February 24, 2026
  • November 4, 2025
  • July 29, 2025
  • April 29, 2025

Recent SEC filings

Data status

When each part of this page on Bluelinx Holdings Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Bluelinx Holdings Inc. in brief

What does Bluelinx Holdings Inc. do?
Bluelinx Holdings Inc. is a US-listed company in the trading companies & distributors industry. Its financial year ends in December.
What is Bluelinx Holdings Inc.'s stock ticker?
Bluelinx Holdings Inc. trades under the ticker BXC on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Bluelinx Holdings Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Bluelinx Holdings Inc. reported revenue of $3B, 2.1% higher than a year earlier, according to its SEC filings.
What is Bluelinx Holdings Inc.'s free cash flow?
Bluelinx Holdings Inc.'s free-cash-flow margin is 1.9% of revenue over the trailing twelve months, ranking 17 of the 32 trading companies & distributors companies we cover.
Who are Bluelinx Holdings Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Gendell Jeffrey L and Dimensional Fund Advisors LP. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Bluelinx Holdings Inc. buying back stock, and does it pay a dividend?
Bluelinx Holdings Inc. spent $8.1M on share repurchases over the trailing twelve months, and its diluted share count fell 4.6% over the year.
What is Bluelinx Holdings Inc.'s market cap?
On November 2, 2026, Bluelinx Holdings Inc.'s market capitalisation was about $623M and net debt of $273M. Market figures come from third-party market data and may be delayed.
How much debt does Bluelinx Holdings Inc. have?
Bluelinx Holdings Inc.'s debt-to-equity ratio is 47.8%, from its latest balance sheet (80.2% five years earlier). The financial health section below sets out its other solvency checks.
Who are Bluelinx Holdings Inc.'s competitors?
In our Trading Companies & Distributors peer group, the companies closest to Bluelinx Holdings Inc. are FTAI Aviation Ltd., Titan Machinery Inc., MSC Industrial Direct Co Inc, Gatx Corp and DXP Enterprises Inc. The side-by-side comparison below sets their revenue, margins and growth against Bluelinx Holdings Inc.'s.
Are insiders buying or selling Bluelinx Holdings Inc. stock?
Over the last 12 months, Bluelinx Holdings Inc.'s directors and officers reported 0 open-market purchases and 1 sales on Form 4. The insider trading page charts every trade.
When is Bluelinx Holdings Inc.'s next earnings date?
Around November 3, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Bluelinx Holdings Inc. announces its own schedule.