BXC · BlueLinx Holdings Inc.
$75.04
+2.55 (+3.52%)
At close · Oct 20
Return incl. dividend (before tax)
Market Cap
$572.07M
Shares
7.86M
Volume · Oct 20
146.32K
Avg daily vol (3M)
167.97K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$72.49
Open$73.94
Day$72.27–74.65
52W close$45.34–91.41
Avg vol 30d167K
Short int430K · 5.5% float · 2.3d
Short vol51%
Last earningsAug 5, 2026
DataJan 2020–Oct 2026
Filing10-Q · Aug 4
Up next
filed Aug 4, 2026
call held Aug 5, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$3.01B
Trailing 12 months
Net income (TTM)
−$1.95M
Trailing 12 months
Revenue growth YoY
+4.4%
Year over year
Operating margin
1.2%
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
10.1%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
$21.09M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-1.5%
Year over year · fewer shares
Price change (1Y)
+3.3%
Trailing year
Short interest
5.5%
Latest settlement · 2.3 days to cover
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026
Q2 FY26
TL;DR. BlueLinx delivered Q2 net sales up 4.4% to $814M and adjusted EBITDA up 33% to $35.6M (including a $7.2M import duty benefit) with margins expanding across both specialty and structural products despite soft housing markets, and it announced a new Trex distribution partnership in 11 markets.
Bullish
- + Multifamily channel volumes grew 11% and national accounts volumes grew 2% year-over-year, supporting share gains
- + New Trex partnership gives distribution rights in 11 markets, expanding outdoor living product presence
Bearish
- − Adjusted EBITDA excluding the $7.2M duty benefit would have been only $28.4M, a margin of 3.5%
- − SG&A rose $12M year-over-year to $107M due to Disdero acquisition, fuel/freight, and employee costs
- − Q3 structural gross margin guided to 8.5%-9.5%, stepping down from Q2's 10.9%
- − Market backdrop remains weak with declining single-family housing starts and tepid repair and remodel activity
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Mentioned in fund letters
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Buy
Momentum
Strong
Sentiment
Neutral
Fundamentals
Strong
Quant / Vol
Very High
Market backdrop
VIX 18.4 · elevated
Equity put/call 0.55
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+12%
above
Price vs 50-day avg
−8%
below
RSI (14)
46
neutral
MACD trend
Positive
52-week position
59%
mid-range
Momentum
relative strength
1-month return
−4%
trailing
6-month return
+29%
trailing
YTD return
+18%
this year
Relative strength
+21%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $78 › 200d $64 — 50d above 200d
Institutional flow
Distributing
13 of 158 funds reported for Sep 30 · net -2.3K sh shares · +1 new
Insider flow
Distributing
Net -$2.9M over 90 days · 100% sells
Short interest
Falling
5.47% of float · ▼ -1.4% MoM · 2.3 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
158 holders — mid 3-yr range
Squeeze score
52
elevated · 0–100
Fundamentals
Revenue growth
+0%
Y/Y
Gross margin
15%
contracting
EPS growth
−100%
Y/Y
Free cash flow
$32.9M
Buyback
$3.7M
remaining
Balance sheet
$89.2M
net cash
Quant / Vol
risk profile
Volatility
66%
annualized · 1-yr
Max drawdown
−43%
past year
ATR
4.8%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the Earnings Call filed Aug 5, 2026
current third quarter
Specialty product gross margin
18% – 19%
Q3
Structural product gross margin
8.5% – 9.5%
Prior guidance
period ended
· from the Earnings Call filed May 6, 2026
Specialty Product gross margin
· second quarter of the current year
17.5% – 18.5%
Structural Products gross margin
· Q2
9.5% – 10.5%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+12%
Bullish
Price vs 50-day avg
−8%
Bearish
RSI (14)
46
Neutral
MACD trend
Positive
Bullish
52-week position
59%
Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $78 › 200d $64 — 50d above 200d
Institutional flow
Distributing
13 of 158 funds reported for Sep 30 · net -2.3K sh shares · +1 new
Insider flow
Distributing
Net -$2.9M over 90 days · 100% sells
Short interest
Falling
5.47% of float · ▼ -1.4% MoM · 2.3 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
158 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $45
Now $72 · 59%
Range high $91
vs 200-day avg +12%
vs 50-day avg -8%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 59.13M | Fiscal Six Months Ended July 4, 2026 | — |
| Adjusted EBITDA Margin non-GAAP | 4.4% | second quarter 2026 | — |
| Adjusted EBITDA margin - non-GAAP, excluding benefits of import duty-related items non-GAAP | 3.5% | Fiscal Three Months Ended July 4, 2026 | — |
| Adjusted net income non-GAAP | 10.75M | Fiscal Six Months Ended July 4, 2026 | — |
| Available liquidity | $655M | second quarter 2026 | — |
| Cash and cash equivalents | $318M | Q2 2026 | — |
| Free cash flow | $9M | current quarter | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by (used in) operating activities 11M
-2M Property and equipment disbursements
= Free cash flow 9M
|
|||
| Free cash flow - non-GAAP non-GAAP | $8.79M | Fiscal Three Months Ended July 4, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by (used in) operating activities 11.18M
-2.38M Less: Cash disbursements for property and equipment
= Free cash flow - non-GAAP 8.79M
|
|||
| Net debt | $58M | as of July 4, 2026 | — |
| Net debt (non-GAAP) non-GAAP | $297.78M | As of July 4, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Total debt and finance leases 615.95M
-318.18M Less: available cash and cash equivalents
= Net debt (non-GAAP) 297.78M
|
|||
| Net Working Capital | $503M | 2Q 2026 | — |
| Non-GAAP Adjusted Diluted EPS non-GAAP | $1.15 | Fiscal Three Months Ended July 4, 2026 | — |
| Remaining share repurchase authorization under previous program | $3.7M | end of second quarter 2026 | — |
| Return on Working Capital | 19% | 2Q 2026 | — |
| Shares repurchased | 36,749 | Q2 2026 filing | — |
| Specialty products | 564.14M | Fiscal Three Months Ended July 4, 2026 filing | — |
| Structural product gross margin | 10.9% | second quarter 2026 | — |
| Structural products | 249.94M | Fiscal Three Months Ended July 4, 2026 filing | — |
| Total debt and finance lease obligations (excluding real property finance lease obligations) | $377M | as of July 4, 2026 | — |
| Total net working capital non-GAAP | $503M | 2Q 2026 | — |
| Total Number of Shares Purchased | 70,657 | fiscal quarter ended July 4, 2026 filing | — |
| Trailing twelve-month Adjusted EBITDA non-GAAP | $95M | trailing twelve months ended July 4, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Industrial Distribution — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BXC
this stock
BlueLinx Holdings Inc.
|
$572.07M | +18.0% | +0.0% | — | 5.5% |
|
GWW
W.W. Grainger, Inc.
|
$62.08B | +30.6% | +4.5% | 33.6 | 2.6% |
|
FAST
Fastenal Co
|
$58.55B | +27.1% | +8.7% | 41.5 | 3.0% |
|
FERG
Ferguson Enterprises Inc. /DE/
|
$43.79B | +1.7% | +0.3% | — | 3.6% |
|
WCC
Wesco International Inc
|
$16.79B | +39.8% | +2.2% | 23.8 | 2.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BXC | +2.1% | -4.0% | +29.1% | +1.9% | +18.0% |
| SPY | -1.5% | -0.9% | +7.7% | +0.5% | +12.4% |
| vs SPY | +3.6% | -3.1% | +21.4% | +1.4% | +5.6% |
Capital returns
Buyback programs
· 2 active
· as of Aug 4, 2026
Authorized (total)
$150.00M
Spent (derived)
$146.30M
Remaining
$3.70M
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
1301787
CUSIP
09624H208
13F (30d)
15 filings
15 filers
Visit website
Investor relations