The earnings call presented a mix of positive developments in strategic segments such as multifamily and digital transformation, alongside challenges with price deflation and a soft housing market. The company's strong liquidity and commitment to shareholder returns are positive, but these are balanced by external market pressures and increased expenses.

Company Guidance

During the BlueLinx Holdings Second Quarter 2025 Earnings Conference Call, the company provided guidance reflecting solid performance metrics despite challenging market conditions. BlueLinx reported net sales of $780 million, with an adjusted EBITDA of $26.8 million, representing a 3.4% EBITDA margin. The company’s specialty products accounted for approximately 70% of net sales and over 80% of gross profit, with gross margins for these products coming in at 18.5%. Structural product revenues increased by over 3%, influenced by a rise in lumber prices, which went up 18%, although panel prices fell by 19%. The multifamily business segment experienced significant growth, with sales increasing more than 30% year-over-year. BlueLinx also returned capital to shareholders by repurchasing $20 million of shares during the quarter and announced a new $50 million share repurchase authorization. The company’s liquidity remains strong, with $387 million in cash on hand and an undrawn revolver capacity of $343 million, resulting in total available liquidity of approximately $730 million. Despite macroeconomic challenges such as high mortgage rates and inflation, BlueLinx remains optimistic about long-term growth, supported by strategic initiatives in multifamily and digital transformation.

Solid Volume Growth in Challenging Environment

Both specialty and structural products businesses delivered solid volume growth despite the challenging macro environment. Specialty products gross margins were solid, and structural products gross margins were positively impacted by higher lumber prices.

Multifamily Segment Expansion

The company experienced a 30% year-over-year growth in the multifamily segment, driven by strategic investments and demand creation efforts.

Share Repurchase Program

The company repurchased $20 million of shares in Q2 and authorized a new $50 million share repurchase, demonstrating commitment to returning capital to shareholders.

Digital Transformation Progress

Phase 1 of the digital transformation is on track to be completed this year, with successful pilots in AI demand forecasting and e-commerce processing.

Strong Liquidity Position

The company maintains a strong liquidity position with $387 million cash on hand and $343 million undrawn revolver capacity, totaling approximately $730 million available liquidity.

Bluelinx Holdings (BXC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

BXC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.56 / -	1.95	―	―	―
Jul 29, 2025	2025 (Q2)	0.92 / 0.70	1.68	-58.33% (-0.98)
Apr 29, 2025	2025 (Q1)	0.27 / 0.27	2.269	-88.10% (-2.00)
Feb 18, 2025	2024 (Q4)	0.52 / 0.61	2.94	-79.25% (-2.33)
Oct 29, 2024	2024 (Q3)	1.23 / 1.95	2.98	-34.56% (-1.03)
Jul 30, 2024	2024 (Q2)	1.75 / 1.68	2.91	-42.27% (-1.23)
Apr 30, 2024	2024 (Q1)	1.35 / 2.27	2.53	-10.32% (-0.26)
Feb 20, 2024	2023 (Q4)	1.67 / 2.94	3.5	-16.00% (-0.56)
Oct 31, 2023	2023 (Q3)	2.87 / 2.98	6.604	-54.88% (-3.62)
Aug 01, 2023	2023 (Q2)	3.22 / 2.91	7.666	-62.04% (-4.76)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BXC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$75.87	$73.78	-2.75%
Apr 29, 2025	$72.33	$65.14	-9.94%
Feb 18, 2025	$99.70	$92.01	-7.71%
Oct 29, 2024	$103.43	$112.88	+9.14%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Bluelinx Holdings Inc. (BXC) report earnings?

Bluelinx Holdings Inc. (BXC) is schdueled to report earning on Nov 04, 2025, TBA (Confirmed).

What is Bluelinx Holdings Inc. (BXC) earnings time?

Bluelinx Holdings Inc. (BXC) earnings time is at Nov 04, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is BXC EPS forecast?

BXC EPS forecast for the fiscal quarter 2025 (Q3) is 0.56.

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