BXC BlueLinx Holdings Inc.
Price Chart
Executive Summary
BlueLinx Q1 2026 net sales grew 3.1% YoY to $731M, driven by specialty product volume gains and the Disdero acquisition, while structural sales declined 5% on lower lumber/panel prices. Adjusted EBITDA rose 20% to $23.5M, but GAAP net loss widened to -$0.18/share vs +$0.33 a year ago due to higher SG&A and interest costs. Guidance for Q2 implies stable gross margins but slightly lower sales volumes YoY.
Key Financial Metrics
Actionable Insight
The market will weigh the top-line growth and EBITDA beat against the GAAP loss and cautious Q2 volume outlook. Monitor commodity price trends (lumber -4%, panels -14% YoY) and tariff developments; structural margin improvement is a positive signal. The stock may see modest upside on EBITDA strength but limited near-term catalyst.
Key Facts
- Net sales $731M, up 3.1% YoY ($709M)
- GAAP net loss $1.5M ($0.18 loss per share) vs net income $2.8M ($0.33) YoY
- Adjusted EBITDA $23.5M, up 20% from $19.6M
- Specialty sales +6.8% to $512M; structural sales -4.6% to $219M
- Gross margin 15.9%, up 20 bps YoY; specialty 18.1%, structural 10.9%
- Q2 2026 guidance: specialty gross margin 17.5%-18.5%, structural 9.5%-10.5%; avg daily volumes down slightly YoY
Financial Impact
Gross profit +$5.3M (+4.7%) to $116.4M; Adjusted EBITDA +$3.9M to $23.5M; GAAP net income swung -$4.3M
Risk Factors
- Continued price deflation in lumber and panels pressuring structural margins
- Housing market weakness reducing overall demand
- Tariff and trade policy escalation impacting imported product costs
- Higher SG&A expenses from acquisitions and digital transformation
Market Snapshot
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-030601 |
| Exhibit: exhibit992q12026.htm | 0001628280-26-030601 |
| Document: bxc-20260505.htm | 0001628280-26-030601 |
| Document: 0001628280-26-030601-index-headers.html | 0001628280-26-030601 |
| Document: 0001628280-26-030601-index.html | 0001628280-26-030601 |
| Document: 0001628280-26-030601.txt | 0001628280-26-030601 |
| 8-K Data (Synthetic) | 0001628280-26-030601 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 19, 2026
21d ago
|
8-K
| $48.56 $52.41 | ▲ +7.93% | ▲ +6.69% | $53.74 (+10.67%) |
|
May 5, 2026
5w ago
|
8-K
| $58.70 $48.68 | ▼ −17.07% | ▼ −18.20% | $53.74 (−8.45%) |
|
Feb 24, 2026
15w ago
|
8-K
| $67.15 $63.94 | ▲ +4.78% | ▲ +3.68% | $53.74 (+19.97%) |
US Market Status
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