Bluelinx Holdings (BXC) AI Stock Analysis

• Market Cap: $503.38M
• Dividend Yield: N/A
• Average Volume (3M): 70.54K
• Price to Earnings (P/E): 18.9
• Beta (1Y): 1.41
• 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: 7,892,416
• 10 Day Avg. Volume: 69,383
• 30 Day Avg. Volume: 70,542
• 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: N/A
• Price Target Upside: N/A
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 1
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 55 Neutral
• Price Target: $60.00 ▼(-7.48% Downside)

Bluelinx Holdings' overall stock score is primarily influenced by its stable financial performance and strategic growth initiatives highlighted in the earnings call. However, bearish technical indicators and a high P/E ratio suggest caution. The company's resilience in managing leverage and liquidity provides some support, but challenges in cash flow generation and macroeconomic factors weigh on the score.

Positive Factors

Strategic Acquisitions

Strategic acquisitions, such as Disdero Lumber, expand product offerings and geographic reach, supporting long-term growth and market position.

Strong Liquidity

Strong liquidity provides financial flexibility, enabling the company to invest in growth opportunities and weather economic uncertainties.

Volume Growth in Key Products

Volume growth in key product categories indicates strong demand and enhances revenue stability, supporting long-term business sustainability.

Negative Factors

Declining Revenue

Declining revenue growth poses a challenge to maintaining market share and profitability, potentially impacting long-term financial health.

Cash Flow Challenges

Negative free cash flow growth limits the company's ability to reinvest in the business and may constrain future expansion efforts.

Macroeconomic Challenges

Macroeconomic challenges such as high mortgage rates can dampen demand in the construction sector, affecting long-term sales growth.

Bluelinx Holdings Business Overview & Revenue Model

Company Description

Bluelinx Holdings Inc. (BXC) is a leading distributor of building products in North America, specializing in a wide range of materials and solutions for the construction and renovation sectors. The company operates primarily in the wholesale distribution market, offering products such as structural and engineered wood, insulation, and other building materials. Bluelinx serves various customer segments, including retailers, contractors, and builders, providing them with essential products to support residential and commercial construction projects.

How the Company Makes Money

Bluelinx generates revenue primarily through the wholesale distribution of building materials and products. The company's revenue model is based on the sale of a diverse range of construction-related products, including engineered wood, lumber, and insulation. Key revenue streams include direct sales to contractors and builders, as well as sales to retail partners. Additionally, Bluelinx may benefit from strategic partnerships with manufacturers and suppliers, allowing it to offer a comprehensive selection of products while optimizing supply chain efficiencies. The company’s earnings are further supported by market demand in the construction industry, which can be influenced by factors such as housing starts, renovation trends, and overall economic conditions.

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: Negative
• Last Price: 64.85
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Positive
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BXC, the sentiment is Negative. The current price of 64.85 is above the 20-day moving average (MA) of 62.54, below the 50-day MA of 69.40, and below the 200-day MA of 75.21, indicating a bearish trend. The MACD of -4.74 indicates Positive momentum. The RSI at 22.40 is Positive, neither overbought nor oversold. The STOCH value of 10.49 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BXC.

Bluelinx Holdings Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
Sector *	63 Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
JBI	60 Neutral	$827.40M	17.56	8.64%	―	-10.84%	-53.49%
BLDR	59 Neutral	$10.99B	18.76	13.56%	―	-6.44%	-48.84%
ROCK	58 Neutral	$1.39B	638.38	13.29%	―	-9.21%	-97.43%
BXC	55 Neutral	$503.38M	18.87	2.20%	―	-0.19%	-50.51%
NX	46 Neutral	$561.07M	―	-43.35%	2.68%	70.18%	-374.22%
JELD	37 Underperform	$159.75M	―	-155.46%	―	-15.28%	-350.51%

Bluelinx Holdings Corporate Events

BlueLinx Reports Q3 2025 Results and Strategic Acquisition

BlueLinx Holdings Inc., a prominent U.S. wholesale distributor of building products, operates across various categories such as lumber, panels, and engineered wood, serving a broad customer base nationwide.

BlueLinx Earnings Call: Strategic Growth Amid Challenges

The recent earnings call for BlueLinx Holdings showcased a balanced sentiment, reflecting both optimism and caution. The company emphasized strategic growth through acquisitions and strong liquidity, while acknowledging challenges such as structural product revenue declines and macroeconomic pressures. This dual sentiment highlighted the company’s resilience and adaptability in navigating the current economic landscape.

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.

BlueLinx Holdings Appoints Christina Corley to Board

On September 22, 2025, BlueLinx Holdings Inc. appointed Christina M. Corley to its Board of Directors, effective immediately, with her term expiring at the 2026 annual stockholders’ meeting. Corley, recognized as an independent director, will serve on the Human Capital and Compensation Committee and the Nominating and Governance Committee. Her extensive experience in the data and technology sector, particularly her strategic and commercial expertise, is expected to enhance BlueLinx’s growth strategies and add depth to the board’s capabilities.

The most recent analyst rating on (BXC) stock is a Hold with a $83.00 price target. To see the full list of analyst forecasts on Bluelinx Holdings stock, see the BXC Stock Forecast page.

BlueLinx Secures New $350M Credit Facility

On August 27, 2025, BlueLinx Holdings Inc. entered into a new five-year, $350 million syndicated secured asset-based revolving credit facility, with an option to increase commitments by up to $300 million. This facility, which matures on August 27, 2030, replaces the company’s previous $350 million credit facility. The new arrangement, led by Bank of America, Citizens Bank, and Truist Securities, enhances BlueLinx’s liquidity to approximately $730 million, providing significant flexibility for strategic growth initiatives.

The most recent analyst rating on (BXC) stock is a Hold with a $84.00 price target. To see the full list of analyst forecasts on Bluelinx Holdings stock, see the BXC Stock Forecast page.