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Bluelinx Holdings Inc. (BXC)
NYSE:BXC
Earnings Data
Report Date
May 05, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.66Last Year’s EPS
0.27Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: management highlighted meaningful operational wins—multifamily volume growth (+19%), specialty mix gains (≈70% of sales and >80% of gross profit), strong liquidity (~$726M), successful Distero integration, and progress on digital/AI initiatives—while acknowledging material near-term headwinds including Q4 GAAP loss (-$8.6M), low adjusted EBITDA margin (2.8%), structural price deflation (lumber -12%, panels -20%), and SG&A increases weighing on profitability. Execution on channel/product strategy and a strong balance sheet support a constructive long-term view, but 2025 results show notable margin and pricing pressures in the current cycle.Company Guidance
Stable Full-Year Revenue with Volume Growth
Net sales of $3.0 billion for full year 2025, essentially flat year-over-year, driven by higher volumes and the Distero acquisition; EWP volumes grew >7% and multifamily volumes grew 19% in 2025.
Strong Specialty Product Performance
Specialty products represented ~70% of net sales and >80% of gross profit for both Q4 and full year 2025; Q4 specialty net sales $505 million (up >4% YoY) with specialty gross margin ~18.1% (Q4) and full-year specialty margin ~18%.
Multifamily and National Accounts Momentum
Multifamily channel volumes +19% YoY in 2025; select national accounts volumes grew ~17% YoY, driving share gains across higher-margin product lines.
Liquidity and Balance Sheet Strength
Available liquidity of approximately $726 million at year-end (including $386 million cash and $340 million undrawn revolver); total debt (ex-leases) $381 million and net debt reported as negative $5 million with net leverage ~-0.1x adjusted EBITDA; no material maturities until 2029.
Positive Cash Generation in Q4
Q4 operating cash flow of $62 million and free cash flow of $56 million (driven by disciplined inventory and working capital management); full year operating cash flow and free cash flow reported as $60 million and $33 million respectively.
Completed Strategic Acquisition (Distero)
Acquisition of Distero Lumber Company closed and integrated as planned, strengthening high-margin specialty wood product offerings and Pacific West Coast presence; contributed to specialty sales and incremental volumes.
Digital Transformation and AI Progress
Phase one completed under budget (master data management and Oracle Transportation Management); e-commerce pilots run and AI initiatives expanded internally (AI agents for modeling, analytics, and productivity) with WMS pilot showing promising results.
Capital Return to Shareholders
Completed $38 million in share repurchases during 2025 and had $58.7 million remaining under authorization at year-end.
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 |
|---|---|---|---|
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% |
Apr 29, 2025 | $72.33 | $65.14 | -9.94% |
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 May 05, 2026, TBA (Confirmed).
What is Bluelinx Holdings Inc. (BXC) earnings time?
Bluelinx Holdings Inc. (BXC) earnings time is at May 05, 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 (Q1) is -0.66.