Bluelinx Holdings Inc. (BXC)
NYSE:BXC
Want to see BXC full AI Analyst Report?
Earnings Data
Report Date
Aug 04, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.3Last Year’s EPS
0.7Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a cautiously positive view: the company delivered revenue growth, a ~20% increase in adjusted EBITDA, stronger structural margins, meaningful contribution from the Distero acquisition, and robust liquidity and low leverage. However, seasonally negative operating cash flow, a GAAP net loss, margin pressure in specialty categories, competitive pricing dynamics, and a muted outlook for the remainder of 2026 temper near-term expectations. Overall, execution and balance-sheet strength are positives, while macro softness and pricing pressures are key risks.Company Guidance
Revenue Growth
Net sales of $731 million, up ~3% year-over-year, driven primarily by Distero specialty sales and higher volumes in specialty product categories.
Adjusted EBITDA Improvement
Adjusted EBITDA of $23.5 million (3.2% adjusted EBITDA margin), up approximately 20% year-over-year due to increased sales (including Distero), improved gross margins and disciplined expense management.
Specialty Product Strength
Specialty product net sales of $512 million, up nearly 7% year-over-year; specialty products represented ~70% of net sales and ~80% of gross profit in the quarter; specialty gross margin at 18.1%.
Structural Margin Expansion
Structural net sales of $219 million (down ~5% YoY) but structural gross profit grew ~12% year-over-year and structural gross margin improved to 10.9% from 9.3% (up ~160 basis points), benefiting from higher lumber and panel pricing.
Distero Acquisition Contribution
Distero contributed nearly $21 million of net sales and over $2 million in adjusted EBITDA, supporting the specialty mix-shift strategy and providing stable higher margins.
Strong Liquidity and Low Leverage
Available liquidity of ~$659 million (cash $319 million + undrawn revolver $340 million); total debt $377 million, net debt $58 million, and net leverage ~0.7x trailing four-quarter adjusted EBITDA; no material debt maturities until 2029.
Capital Return and Flexible Authorization
Repurchased $3 million of shares in Q1 ($5 million YTD through April 21) with approximately $54–56 million remaining under the share repurchase authorization.
Commercial and Operational Wins
Eighteen percent volume growth in multifamily and >3% volume growth with key national accounts; EWP and siding volumes/sales up low single digits YoY; announced rollout of Westlake Royal TrueExterior in 12 markets; ongoing AI/digital transformation and disciplined inventory management.
BXC Earnings History
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 |
|---|---|---|---|
May 05, 2026 | $46.19 | $58.70 | +27.08% |
Feb 24, 2026 | $70.18 | $67.15 | -4.32% |
Nov 04, 2025 | $63.78 | $64.97 | +1.87% |
Jul 29, 2025 | $75.87 | $73.78 | -2.75% |
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 Aug 04, 2026, TBA (Confirmed).
What is Bluelinx Holdings Inc. (BXC) earnings time?
Bluelinx Holdings Inc. (BXC) earnings time is at Aug 04, 2026, 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 2026 (Q2) is 0.3.