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BlueLinx (BXC) investor relations material
BlueLinx Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 net sales rose 8.5% YoY to $812.6m; gross profit increased 21.0% to $131.0m and gross margin expanded to 16.1% from 14.4%.
GAAP net loss was $0.6m, or $0.07 per diluted share; adjusted net income was $5.5m and adjusted diluted EPS was $0.68.
Adjusted EBITDA rose 42% to $31.7m; quarter-end available liquidity was $688.9m.
Financial highlights
Q3 operating income was $11.9m versus $10.0m YoY; SG&A rose 18.6% to $105.9m, mainly due to Disdero, freight, fuel and employee-related costs.
Adjusted net income increased 50% YoY to $5.5m; adjusted diluted EPS rose 51% to $0.68 from $0.45.
Adjusted EBITDA margin was 3.9% versus 3.0%; excluding import-duty items, adjusted EBITDA was $29.5m versus $24.6m.
YTD net sales rose 5.3% to $2.36bn and gross profit increased 14.2% to $387.1m; net income declined to $4.3m from $8.8m.
Outlook and guidance
Q4 specialty gross margin expected at 17.5%–18.5%; structural gross margin expected at 9.0%–10.0%.
Q4 average daily sales volumes expected slightly below Q3 2026 and Q4 2025.
Transformation design and implementation work expected to continue through 2028; strategic priorities include specialty growth, productivity and disciplined investment.
- Record FY20 earnings paired with $142M of debt reduction and 3.5x net leverage.BXC
Q4 2020 - Q2 2026 saw 4.4% sales growth, margin expansion, and strong liquidity, aided by tariff refunds.BXC
Q2 2026 - Q1 2026 net sales up 3.1% to $731M, specialty growth, strong liquidity, and higher margins.BXC
Q1 2026 - Shareholders will vote on directors, auditor ratification, executive pay, and incentive plan changes.BXC
Proxy filing - Flat sales, specialty growth, and strong liquidity amid market headwinds and margin pressure.BXC
Q4 2025 - Director elections, auditor ratification, and executive pay are key 2025 meeting agenda items.BXC
Proxy Filing - Net sales fell 7.7%-8%, but strong cash flow and liquidity supported capital returns.BXC
Q3 2024 - Q2 2024 net sales fell 5.8%-6%, but specialty margins and liquidity remained strong.BXC
Q2 2024 - 2024 net sales hit $3.0B, with strong margins, liquidity, and $45M in share repurchases.BXC
Q4 2024
Next BlueLinx earnings date
Next BlueLinx earnings date
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