BlueLinx Holdings

BlueLinx reported adjusted EPS of $1.15 for Q2 2026 (consensus $0.46) and revenue of $814 million, with gross margin rising to 17.2%. The company gained market share through better pricing, product mix and new distribution partnerships, including a collaboration with Trex. Management still expects weak demand in the housing market but forecasts revenue growth in Q3 as well as margin and volume increases in both segments. The stock rose sharply in after-hours trading following the results. » More on de.investing.com

BlueLinx beat expectations in Q1 2026 with adjusted earnings per share of $0.21 and revenue of $731 million. A focus on higher‑margin specialty products (70% of revenue, ~80% of gross profit) offset raw‑material pressure in the structural segment and drove adjusted EBITDA up 20% to $23.5 million. Despite a GAAP net loss, gross margin improved to 15.9%; the company holds $319 million in cash and $659 million in available liquidity. Management emphasizes organic growth and acquisitions to strengthen the specialty‑products portfolio; the stock rose sharply in after‑hours trading. » More on de.investing.com

BlueLinx reported adjusted diluted earnings per share of $0.21 (consensus -$0.72) and net sales of $731 million, clearly beating expectations and sending the stock up 29%. Gross profit rose to $116 million with a gross margin of 15.9%, while specialty products now represent about 70% of sales and 80% of gross profit. Adjusted EBITDA climbed 20% to $23.5 million, despite a GAAP net loss of $1.5 million; liquidity stood at $319 million with total available capacity of $659 million. Management emphasizes a focus on higher‑margin specialty products and expects specialty product gross margins of 17.5% to 18.5% in Q2. » More on de.investing.com

BlueLinx reported Q4 2025 revenue of $716 million, driven by 4% growth in the specialty segment while structural products fell 7%. Adjusted EBITDA declined 36% in the quarter to $14 million; full-year revenue remained at $3.0 billion, adjusted EBITDA fell 37% to $83 million and gross margin decreased. The company is addressing margin pressure through a strategic focus on higher-margin specialty products, the acquisition of Disdero and digital initiatives, while the balance sheet shows strength with $726 million in liquidity. Analysts expect $0.98 EPS for 2026 and a consensus "buy" rating with price targets of $68–$83. » More on de.investing.com

BlueLinx announced that Chief Commercial Officer Mike Wilson will retire on January 4, 2026, and that Leo Oei, currently vice president of national accounts, will take over the role. Wilson will remain as a senior advisor until August 1, 2026 to ensure a smooth transition. The company has recently seen high share-price volatility, narrowly missed Q3 2025 earnings and revenue forecasts, and trades at a P/E of 37.3 while maintaining a strong liquidity position; management is actively buying back shares despite market fluctuations. » More on de.investing.com