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BlueLinx Holdings Inc.

BXC

BlueLinx Holdings Inc. • NYSE
$62.39 ▲ 0.21% (+0.13)
Market Cap $490.70 M
52w High $130.06
52w Low $52.71
Dividend Yield 0%
P/E 35.86
Volume 35.30K
Outstanding Shares 7.87M

Income Statement

Period Revenue Operating Expense Net Income Net Profit Margin Earnings Per Share EBITDA
Q3-2025 $748.87M ▼ $89.463M ▼ $1.655M ▼ 0.221% ▼ $0.21 ▼ $23.645M ▼
Q2-2025 $780.107M ▲ $104.654M ▲ $4.31M ▲ 0.552% ▲ $0.54 ▲ $29.008M ▲
Q1-2025 $709.226M ▼ $100.405M ▼ $2.805M ▼ 0.396% ▼ $0.33 ▼ $25.751M ▲
Q4-2024 $710.637M ▼ $101.315M ▼ $5.272M ▼ 0.742% ▼ $0.63 ▼ $-224K ▼
Q3-2024 $747.288M $101.644M $16.016M 2.143% $1.88 $42.83M

Balance Statement

Period Cash & Short-term Total Assets Total Liabilities Total Equity
Q3-2025 $429.36M ▲ $1.582B ▼ $958.946M ▼ $623.018M ▲
Q2-2025 $386.765M ▼ $1.584B ▼ $962.723M ▼ $621.312M ▼
Q1-2025 $449.02M ▼ $1.633B ▲ $997.356M ▲ $636.114M ▼
Q4-2024 $505.622M ▼ $1.578B ▼ $931.276M ▼ $646.441M ▼
Q3-2024 $526.281M $1.611B $955.49M $655.589M

Cash Flow Statement

Period Net Income Cash From Operations Cash From Investing Cash From Financing Net Change Free Cash Flow
Q3-2025 $1.655M ▼ $58.616M ▲ $-5.927M ▲ $-10.094M ▲ $42.595M ▲ $58.616M ▲
Q2-2025 $4.31M ▲ $-26.758M ▲ $-9.542M ▼ $-25.955M ▼ $-62.255M ▼ $-26.758M ▲
Q1-2025 $2.805M ▼ $-33.908M ▼ $-3.392M ▲ $-19.302M ▼ $-56.602M ▼ $-39.84M ▼
Q4-2024 $5.272M ▼ $18.744M ▼ $-20.219M ▼ $-19.184M ▲ $-20.659M ▼ $18.744M ▼
Q3-2024 $16.016M $61.766M $-7.364M $-19.513M $34.889M $53.837M

Revenue by Products

Product Q4-2024Q1-2025Q2-2025Q3-2025
Specialty Products
Specialty Products
 $480.00M ▲$480.00M ▲$540.00M ▲$530.00M ▼
Structural Products
Structural Products
 $230.00M ▲$230.00M ▲$240.00M ▲$220.00M ▼

Five-Year Company Overview

Income Statement

Income Statement Earnings have clearly come off the exceptional highs seen during the construction and lumber boom, but the business remains profitable. Sales have stepped down from peak levels, reflecting a cooler housing and renovation environment, yet they are still healthier than before the pandemic surge. Profit margins have tightened notably versus the banner years of 2021–2022, but the company is still earning money and has avoided a collapse in profitability. Overall, the income statement tells a story of a cyclical distributor normalizing from unusually strong conditions back toward more typical levels, rather than a structural deterioration in the business model.

Balance Sheet

Balance Sheet The balance sheet looks much stronger than it did a few years ago. Total assets have grown steadily, cash on hand is now meaningfully higher, and the company carries roughly similar levels of debt as before, which means leverage has effectively come down. Shareholders’ equity has built up sharply, moving from a very thin base to a more solid cushion, thanks to profits retained over the past several years. In plain terms, the company is in a far healthier financial position, with more flexibility to handle downturns than it had going into 2020.

Cash Flow

Cash Flow Cash generation has been consistently positive, even as the operating environment has cooled. Operating cash flow surged in the boom years and has since eased, but it remains comfortably in positive territory. Free cash flow has also stayed positive throughout the last five years, helped by relatively modest spending on facilities and equipment. This pattern suggests a business that can fund its needs internally and still have room for shareholder returns or debt reduction, although cash flows will likely remain sensitive to swings in inventory and demand typical for distributors.

Competitive Edge

Competitive Edge BlueLinx operates as a large, nationwide distributor with a broad footprint and deep relationships across the building products ecosystem. Its scale, purchasing power, and extensive network of distribution centers create cost and service advantages that smaller rivals struggle to match. The strategic tilt toward higher-margin specialty products, combined with value-added logistics, custom milling, and inventory management services, helps differentiate it from more commodity-focused competitors. That said, it still operates in a highly cyclical, competitive industry where housing activity and construction spending heavily influence performance, and it faces significant peers with similar scale advantages.

Innovation and R&D

Innovation and R&D The company is not a classic heavy R&D spender, but it is investing meaningfully in digital and operational innovation. Efforts include a new e-commerce platform, upgraded data and analytics capabilities, and early use of artificial intelligence for demand forecasting, security monitoring, and internal support tools. On the operations side, a modern transportation management system and broader supply-chain tech upgrades aim to improve efficiency and service quality. These projects are still in various stages of rollout, so their full impact is uncertain, but they signal a clear push to modernize a traditionally low-tech distribution model and potentially support better margins over time.

Summary

BlueLinx today looks like a more financially resilient version of itself operating in a more normal, less overheated market. Earnings have come down from peak levels but remain positive, the balance sheet has been significantly strengthened, and cash flows have stayed solid even as the cycle cooled. Strategically, the company is leaning into higher-margin specialty products, deeper logistics and value-added services, and a broad digital modernization agenda, all of which could support its competitive standing over the long run. The main ongoing risks are tied to the cyclicality of housing and construction, commodity price swings, and execution on technology and product-mix initiatives. Overall, the picture is of a cyclical distributor with a stronger foundation and an active effort to upgrade how it operates and competes.

NEWS

November 12, 2025 · 8:00 AM UTC

BlueLinx Expands Distribution Partnership with Oldcastle APG

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November 10, 2025 · 1:41 PM UTC

Northborne Partners Advises Disdero Lumber Company on its Sale to BlueLinx Holdings

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November 4, 2025 · 4:05 PM UTC

BlueLinx Announces Third Quarter 2025 Results

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November 3, 2025 · 8:00 AM UTC

BlueLinx Acquires Disdero Lumber Company

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October 14, 2025 · 4:05 PM UTC

BlueLinx to Host Third Quarter 2025 Results Conference Call and Webcast on November 5, 2025

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