Bluelinx Holdings (BXC) AI Stock Analysis

• Market Cap: $601.13M
• Dividend Yield: N/A
• Average Volume (3M): 106.84K
• Price to Earnings (P/E): 46.2
• Beta (1Y): 1.27
• Revenue Growth: -0.19%
• EPS Growth: -50.51%
• Country: US
• Employees: 1,980
• Sector: Industrials
• Sector Strength: 72
• Industry: Construction
• EPS (TTM): 0.45
• Shares Outstanding: 7,865,058
• 10 Day Avg. Volume: 112,875
• 30 Day Avg. Volume: 106,836
• PEG Ratio: 1.10
• Price to Book (P/B): 1.37
• Price to Sales (P/S): 0.30
• P/FCF Ratio: 19.63
• Enterprise Value/Market Cap: 0.00
• Enterprise Value/Revenue: 0.00
• Enterprise Value/Gross Profit: 0.00
• Enterprise Value/Ebitda: 0.00
• 1Y Price Target: $71.50
• Price Target Upside: -6.45% Downside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 2
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 65 Neutral
• Price Target: $85.00 ▲(11.21% Upside)

The score is driven primarily by solid overall financials supported by strong free cash flow growth, plus a reasonably constructive earnings outlook with strong liquidity and specialty-product momentum. Offsetting these positives are weakened profitability and higher leverage, a technically stretched setup (overbought signals), and a demanding valuation (P/E ~46) with no dividend support.

Positive Factors

Free cash flow generation

Sustained, large free cash flow improvement materially increases BlueLinx’s strategic optionality in a cyclical industry. Strong FCF supports capex, targeted M&A (Disdero), share buybacks and working capital needs, providing durable financial flexibility across cycles.

Specialty-product mix and M&A

A concentrated specialty-product portfolio, plus the Disdero acquisition, shifts revenue toward higher-value, less commoditized categories. This structural mix and targeted M&A can sustain margins, expand geographic reach, and reduce exposure to commodity lumber volatility over the medium term.

Strong liquidity position

Large available liquidity provides a durable buffer in a capital-intensive, cyclical construction market. It underpins capex, acquisition funding, and working capital during downturns, and enables disciplined capital allocation without forcing distressed asset sales or debt refinancing.

Negative Factors

Compressed profitability margins

Margins have materially compressed versus prior periods, indicating less pricing power and thinner buffers for cost shocks. Persistently low net margins limit reinvestment and shareholder returns, and make earnings more sensitive to input cost or volume fluctuations over the medium term.

Rising leverage and weak ROE

Increased leverage combined with a sharply lower ROE raises financial risk in a cyclical sector. Higher debt amplifies downside in housing slowdowns, constrains capital allocation, and reduces ability to invest organically without further borrowing or dilutive financing.

Structural and cost headwinds

Declines in structural product revenue, price deflation in engineered wood products, and tariff/duty impacts are structural headwinds. These factors can persistently depress mix-adjusted margins and complicate forecasting, limiting sustainable margin recovery absent product or pricing shifts.

Bluelinx Holdings Business Overview & Revenue Model

Company Description

BlueLinx Holdings Inc., together with its subsidiaries, distributes residential and commercial building products in the United States. The company distributes specialty products comprising engineered wood, industrial products, cedar, moulding, siding, metal, and insulation products; and structural products include lumber, plywood, oriented strand boards, rebars and remesh, spruce, and other wood products primarily that are used for structural support in construction projects. It also provides various value-added services and solutions to customers and suppliers. The company serves dealers, specialty distributors, national home centers, and manufactured housing customers through a network of distribution centers. BlueLinx Holdings Inc. was incorporated in 2004 and is headquartered in Marietta, Georgia.

How the Company Makes Money

Bluelinx generates revenue primarily through the wholesale distribution of building materials. The company's key revenue streams include sales of lumber, plywood, engineered wood products, and other related construction materials. Additionally, Bluelinx earns income from value-added services such as logistics, inventory management, and supply chain solutions, which enhance its offering to customers. The company benefits from significant partnerships with major manufacturers and suppliers in the building materials industry, allowing it to maintain a competitive edge in pricing and product availability. Economic cycles in the construction sector, housing market trends, and infrastructure development significantly influence Bluelinx's earnings, as demand for building products correlates with construction activity.

Bluelinx Holdings Financial Statement Overview

Summary

Bluelinx Holdings exhibits a stable financial profile with strengths in its balance sheet and moderate performance in its income statement. However, cash flow generation poses a challenge, suggesting a need for strategic improvements in cash management and revenue growth. Despite these challenges, the company maintains a solid equity base and manages its leverage effectively, indicating resilience in the construction industry.

Income Statement

Bluelinx Holdings shows a mixed performance in its income statement. The TTM gross profit margin stands at 15.94%, reflecting efficient cost management, though it has decreased from previous periods. The net profit margin is 0.96%, indicating a decrease from the prior year, primarily due to reduced revenue. Revenue growth is negative when comparing the TTM period to the previous year, highlighting a challenge in maintaining top-line growth. However, the company maintains reasonable EBIT and EBITDA margins at 2.10% and 3.16%, respectively, which are healthy for the industry.

Balance Sheet

The balance sheet reflects a stable financial position with a debt-to-equity ratio of 1.07, showing a well-managed leverage situation. The equity ratio is 39.21%, indicating a solid equity base relative to total assets. Return on equity (ROE) for the TTM is 4.57%, which is modest and has decreased from prior periods. Overall, Bluelinx Holdings maintains a strong asset base and a moderate level of financial risk.

Cash Flow

Cash flow analysis shows some concerns with a decline in free cash flow growth, which is negative compared to the previous period. The operating cash flow to net income ratio is 0.70, reflecting challenges in converting net income into operating cash flow. The free cash flow to net income ratio is 0.21, indicating limited free cash flow generation relative to net income. Bluelinx Holdings may need to focus on improving cash flow efficiency.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	2.95B	2.95B	3.14B	4.45B	4.28B	3.10B
Gross Profit	442.61M	489.14M	527.02M	832.98M	778.43M	477.73M
EBITDA	78.18M	128.54M	137.68M	464.65M	467.57M	171.40M
Net Income	14.04M	53.12M	48.54M	296.18M	296.13M	80.88M
Balance Sheet
Total Assets	1.58B	1.58B	1.54B	1.49B	1.32B	1.05B
Cash, Cash Equivalents and Short-Term Investments	429.36M	505.62M	521.74M	298.94M	85.20M	82.00K
Total Debt	668.89M	636.20M	617.97M	612.94M	615.66M	646.60M
Total Liabilities	958.95M	931.28M	903.32M	900.01M	954.21M	989.04M
Stockholders Equity	623.02M	646.44M	634.29M	590.03M	363.25M	59.09M
Cash Flow
Free Cash Flow	10.76M	45.07M	278.76M	364.41M	130.61M	51.33M
Operating Cash Flow	16.69M	85.18M	306.29M	400.30M	145.02M	55.02M
Investing Cash Flow	-39.08M	-39.21M	-26.86M	-98.69M	-4.09M	9.16M
Financing Cash Flow	-74.53M	-62.09M	-56.62M	-87.87M	-55.81M	-75.74M

Bluelinx Holdings Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 76.43
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Negative
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BXC, the sentiment is Positive. The current price of 76.43 is above the 20-day moving average (MA) of 65.96, above the 50-day MA of 62.45, and above the 200-day MA of 71.03, indicating a bullish trend. The MACD of 3.57 indicates Negative momentum. The RSI at 75.98 is Negative, neither overbought nor oversold. The STOCH value of 93.19 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BXC.

Bluelinx Holdings Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
BXC	65 Neutral	$601.13M	46.17	2.20%	―	-0.19%	-50.51%
Sector *	63 Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
BLDR	63 Neutral	$13.98B	24.54	13.56%	―	-6.44%	-48.84%
JBI	62 Neutral	$956.51M	21.10	8.64%	―	-10.84%	-53.49%
ROCK	60 Neutral	$1.65B	787.30	13.29%	―	-9.21%	-97.43%
NX	54 Neutral	$824.43M	-3.38	-28.88%	2.12%	43.81%	-584.11%
JELD	40 Underperform	$231.51M	-0.42	-155.46%	―	-15.28%	-350.51%

Bluelinx Holdings Corporate Events

BlueLinx Holdings Announces CCO Transition Plan

On December 15, 2025, BlueLinx Holdings announced the retirement of Michael Wilson, the Chief Commercial Officer, effective January 4, 2026. Wilson will transition to a Senior Advisor role until August 1, 2026, to ensure a smooth transition of duties. Leo Oei, currently Vice President of National Accounts, will succeed Wilson as Chief Commercial Officer. This transition is part of BlueLinx’s strategy to continue its growth and strengthen its market position, leveraging Oei’s extensive experience in commercial leadership roles.

The most recent analyst rating on (BXC) stock is a Hold with a $64.00 price target. To see the full list of analyst forecasts on Bluelinx Holdings stock, see the BXC Stock Forecast page.

BlueLinx Holdings Acquires Disdero Lumber for Expansion

On October 31, 2025, BlueLinx Corporation, a subsidiary of BlueLinx Holdings Inc., acquired Disdero Lumber Co., LLC, a distributor of premium specialty building materials, for approximately $96 million. This acquisition, announced on November 3, 2025, aligns with BlueLinx’s strategy to expand its specialty products offering and geographic reach. The acquisition is expected to be immediately accretive to earnings and will leverage BlueLinx’s existing distribution network to enhance growth opportunities. Disdero’s products, primarily used in high-end construction, will now be available to a broader customer base, supporting BlueLinx’s strategic growth initiatives.

The most recent analyst rating on (BXC) stock is a Hold with a $71.00 price target. To see the full list of analyst forecasts on Bluelinx Holdings stock, see the BXC Stock Forecast page.