BlueLinx Holdings Inc. (BXC) AI Stock Analysis

BlueLinx Holdings Inc., founded in 2004 and headquartered in Marietta, Georgia, distributes residential and commercial building products across the United States. Its specialty product portfolio includes engineered wood, industrial products, cedar, moulding, siding, metal, and insulation products. The company also offers structural products such as lumber, plywood, oriented strand boards, rebars, remesh, spruce, and other wood products. In addition to physical materials, BlueLinx delivers value-added services that include logistical support, inventory management solutions, customized delivery options, and specialized product handling. Its distribution center network strategically serves dealers, specialty distributors, national home centers, and manufactured housing customers nationwide.

BlueLinx achieved revenue of $4.28B in FY2021 and $4.45B in FY2022 before revenue fell 29.5% to $3.14B in FY2023. Revenue totaled $2.95B in both FY2024 and FY2025, reflecting a 5-year revenue CAGR of -0.9% from FY2020 to FY2025. Gross margin contracted from 18.2% in FY2021 to 15.3% in FY2025, and operating margin decreased from 10.2% to 1.1%. Net income dropped from $296.1M in FY2021 to $219,000 in FY2025, with EPS declining from $29.93 to $0.95. For the trailing twelve months ending June 30, 2026, revenue stood at $3.01B with an EPS of -$0.24, although quarterly revenue rose 4.4% and quarterly earnings increased 50.0% year-over-year.

As of June 30, 2026, BlueLinx held $318.2M in cash and short-term investments and $671.4M in total debt, resulting in net debt of $353.2M. Shareholders' equity was $621.5M against total assets of $1.60B, representing a debt-to-equity ratio of 1.08 and a current ratio of 4.01. Operating cash flow in FY2025 was $59.8M, producing free cash flow of $32.9M. Capital allocation in FY2025 included $26.9M in capital expenditures and $40.7M in share buybacks, contributing to a 22.1% reduction in share count over 5 years.

BlueLinx has a market cap of $578.7M and an enterprise value of $980.6M. The stock trades at a forward P/E of 7.0x, which is below the 17.2x median of its US-listed Industrials peers. Its price-to-sales ratio of 0.2x and EV/EBITDA of 13.1x compare to peer medians of 1.5x and 13.9x, respectively. The stock also carries a price-to-book ratio of 1.0x and a PEG ratio of 2.19. Over the past year, BXC returned 4.6% versus 16.8% for the S&P 500 (SPY), while its 5-year return of 43.3% trails the SPY return of 83.0%.

Wall Street analyst coverage includes 2 Strong Buy ratings, 2 Hold ratings, and zero Sell or Strong Sell ratings. The mean price target is $88.33, representing a 20.0% premium over the last close of $73.62 on October 16, 2026. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $3.12B and EPS of $1.89, indicating expected EPS growth of 94.5%. For the following fiscal year, 3 analysts project revenue of $3.26B and EPS of $2.85. BlueLinx beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 3, 2026.

This page is an AI-written research summary of BlueLinx Holdings Inc. (BXC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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