)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
BlueLinx (BXC) investor relations material
BlueLinx Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Net sales reached $749 million in Q3 2025, up 0.2% year-over-year, driven by specialty products growth, which accounted for 70% of sales and over 80% of gross profit.
Gross profit declined 14% to $108 million, with gross margin compressing to 14.4%, down from 16.8% last year.
Net income was $1.7 million ($0.20 per share); adjusted net income was $3.7 million ($0.45 per share).
Adjusted EBITDA was $22.4 million (3.0% of net sales), impacted by a $2.2 million duty-related adjustment.
Announced acquisition of Disdero Lumber Company for $96 million, funded with cash and expected to be immediately accretive.
Financial highlights
Specialty product net sales rose 1.2% to $525 million, with gross margin at 16.6%; structural product net sales fell 2.1% to $223 million, with gross margin at 9.3%.
Adjusted EBITDA margin fell to 3.0% from 4.9% a year ago.
Free cash flow was $53 million, with net cash from operations at $59 million.
Net leverage ratio (excluding real property finance leases) was negative 0.5x, with $429 million cash and $777 million in available liquidity.
No material debt maturities until 2029; $300 million in senior secured notes remain outstanding.
Outlook and guidance
Specialty product gross margin for Q4 2025 expected in the 17–18% range; structural product gross margin in the 8–9% range.
SG&A as a percentage of sales anticipated to be slightly elevated in 2025 versus 2024, with some cost actions benefiting 2026.
Management expects annual effective tax rate of approximately 29% for fiscal 2025.
Repair and remodel market expected to improve slightly in 2025, though 2024 spend remains below 2022 peak.
Optimistic that specialty pricing volatility will subside and market conditions will improve in the back half of next year if interest rates decline.
Disdero acquisition's impact on specialty margins?
Underlying gross margin trend for Q3 2025?
Future capital deployment strategy?
Disdero acquisition: Justify 7x EBITDA multiple.
SG&A trend: What drives expected elevation in 2026?
How to gain share in a contracting housing market?
Distero acquisition: future M&A strategy implications
Growth drivers offsetting soft housing market impact
Capital allocation priorities post-Distero acquisition
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next BlueLinx earnings date
Q4 202518 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
BlueLinx Holdings Inc., distributes residential and commercial building products in the United States. The company offers decking, railing, fencing, railing accessories and railings for pools and spas; vinyl siding and trim; flashing; moulding; windows and storm doors; roofing; garage door parts; locksets and doorsets for entry systems; high resolution indoor thermometers and thermostats for home or office use; as well as kitchen cabinets, wood window blinds, home security products, lighting accessories from halogen bulbs to chandeliers, awnings and shutters, ceiling fans and more. BlueLinx Holdings Inc. was incorporated in 2004 and is headquartered in Marietta, Georgia.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage