BlueLinx Holdings Inc. (BXC) Stock Price & Analysis
BlueLinx Holdings Inc. (BXC) closed at USD 80.35 on Thursday, October 22, 2026, up 6.30% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 75.59; the Oct 22, 2026 session ranged USD 76.2–80.45 on volume of 189,939 shares. Market capitalization is $631.57M, with a 52-week range of USD 44.78–93.8 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:49 UTC.
Also available as compact Markdown for AI agents: nexqual.com/BXC.md
Key facts (BXC)
- Last four reported quarters (through Jul 4, 2026): revenue $3.01B, net income -$1.9M (-0.1% margin), free cash flow $58.0M (SEC filings).
- 1 of 80 tracked superinvestors hold BXC (13F, Q2 2026): 0 new, 0 added, 0 reduced, 1 unchanged.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $2.9M; 1 not under a Rule 10b5-1 plan ($2.9M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.50 on a 1–5 scale) (4 analysts), mean target USD 88.33 (range 83–98).
- Total return with dividends: 1Y +12.1% vs S&P 500 +14.9%; 5Y +62.8% vs S&P 500 +80.3%.
- Next earnings: 2026-11-03, EPS estimate USD 0.6, revenue estimate $814M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (BXC)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $4.28B | $4.45B | $3.14B | $2.95B | $2.95B | $3.01B |
| Gross profit | $778M | $833M | $527M | $489M | $452M | — |
| Operating income | $438M | $439M | $138M | $87.6M | $32.5M | $34.7M |
| Net income | $296M | $296M | $48.5M | $53.1M | $219K | -$1.9M |
| EPS (diluted) | $29.99 | $31.51 | $5.39 | $6.19 | $0.02 | — |
| Free cash flow | $131M | $364M | $279M | $45.1M | $32.9M | $58.0M |
| Gross margin | 18.2% | 18.7% | 16.8% | 16.6% | 15.3% | — |
| Operating margin | 10.2% | 9.9% | 4.4% | 3.0% | 1.1% | 1.2% |
| Net margin | 6.9% | 6.7% | 1.5% | 1.8% | 0.0% | -0.1% |
| Revenue growth | +38.1% | +4.0% | -29.5% | -5.9% | +0.0% | — |
| Cash + short-term investments | $85.2M | $299M | $522M | $506M | $386M | — |
| Total debt | $566M | $565M | $294M | $295M | $297M | — |
Fiscal years end Jan. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 4, 2026) (BXC)
P/S 0.2x · EV/EBITDA 7.8x · EV/Sales 0.2x · P/FCF 10.9x · P/B 1.0x · FCF yield 9.19% · Earnings yield -0.31% · Buyback yield (TTM) 1.28% · Net cash $21.1M · EV $610M
P/E at fiscal year-ends: Jan 2026 2553.4x, Dec 2024 16.5x, Dec 2023 21.0x.
Superinvestors (SEC 13F-HR, Q2 2026) (BXC)
1 of 80 tracked investors hold BXC. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Third Avenue Management | 0.64% | $4.0M | Unchanged |
Insider sales (SEC Form 4, open-market, last ~7 months) (BXC)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-06 | Fennebresque Kim S | Director | 34,138 | $2.9M | 72.4% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (BXC)
Consensus Hold (mean 2.50 on a 1–5 scale), 4 analysts; mean target USD 88.33 (low 83, high 98).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-24 | Citizens | Initiated | Market Perform | |
| 2026-08-06 | DA Davidson | Target raised | Neutral | $65 → $84 |
| 2026-08-06 | Benchmark | Target raised | Buy | $75 → $83 |
| 2026-07-15 | DA Davidson | Maintained | Neutral | $65 |
Total return (dividends reinvested) (BXC)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +12.1% | +62.8% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +12.1% | +10.2% |
| Volatility (annualized) | 65.1% | 59.4% |
| Max drawdown | -42.6% (Feb 2026→Mar 2026) | -65.2% (Mar 2024→Mar 2026) |
BXC revenue by product line (quarter ended Jul 4, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Specialty products | $564.1M | 69.3% | +3.8% |
| Structural products | $249.9M | 30.7% | +5.6% |
| Total revenue | $814.1M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
BXC company outlook (results filed Aug 4, 2026)
- “THIRD QUARTER 2026 OUTLOOK We are expecting specialty product gross margin to be in the range of 18.0% to 19.0%, and structural product gross margin to be in the range of 8.5% to 9.5%.”
- “We also expect average daily sales volumes to be higher compared to the third quarter of fiscal 2025, and improve slightly sequentially from second quarter 2026.”
Quoted word-for-word from the SEC 8-K results press release.
BXC analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.60 | $0.34 | +74.9% | $814.2M | 3 |
| Next quarter (ends Dec 2026) | $-0.08 | $-0.04 | +77.8% | $758.8M | 3 |
| Current fiscal year (ends Dec 2026) | $1.89 | $0.91 | +108.5% | $3.12B | 3 |
| Next fiscal year (ends Dec 2027) | $2.85 | $2.31 | +23.5% | $3.26B | 3 |
BXC options: expected move
Options price a move of about ±17.9% (±$14.40) by Nov 20, 2026, which includes earnings on Nov 3, 2026. Over the last 8 reports the stock moved ±9% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 80.3% | ±17.9% |
| Dec 18, 2026 | 56 | 70.1% | ±21.8% |
| Feb 19, 2027 | 119 | 61.6% | ±27.7% |
| May 21, 2027 | 210 | 62.8% | ±37.2% |
30-day implied volatility 75.4% vs 52.9% realized over the last 30 trading days. Put/call ratio (volume) —. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:49 UTC)
| Price | USD 80.35 |
|---|---|
| Change | ▲ 6.30% (up) |
| Previous Close | USD 75.59 |
| Open | USD 76.21 |
| Day Range | USD 76.2 – 80.45 |
| 52-Week Range | USD 44.78 – 93.8 |
| Volume | 189,939 shares |
| Market Cap | $631.57M |
| Exchange | NYQ |
Technical Analysis (BXC)
Nexqual's technical model rates BXC "NEUTRAL" based on 4 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:49 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 60.58 (neutral) |
| vs SMA50 | Above (USD 77.59) |
| MACD | -0.08 (negative) |
Analyst Ratings (BXC)
Wall Street analysts rate BXC "Hold" based on 4 analysts, with a mean price target of USD 88.33 (range USD 83–98), per Nexqual as of October 23, 2026 at 09:49 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 4 |
| Mean Target | USD 88.33 |
| High Target | USD 98 |
| Low Target | USD 83 |
| Buy / Hold / Sell | 2 / 2 / 0 |
Earnings (BXC)
| Next Earnings Date | 2026-11-03 |
|---|---|
| EPS Estimate | USD 0.6 |
| Revenue Estimate | $814.17M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.15 vs est 0.4 ▲ beat |
| 2026-03-31 | USD 0.21 vs est -0.72 ▲ beat |
| 2025-12-31 | USD -0.47 vs est -0.42 ▼ miss |
| 2025-09-30 | USD 0.45 vs est 0.51 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:49 UTC.
Financials & Fundamentals (BXC)
| Total Revenue | $3.01B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +4.40% |
| Gross Margin | +15.85% |
| Operating Margin | +2.41% |
| Profit Margin | -0.07% |
| ROE | -0.31% |
| Debt / Equity | 1.08 |
| Current Ratio | 4.01 |
| Total Cash | $318.18M |
| Total Debt | $671.43M |
| Free Cash Flow (last four quarters to Jul 2026, SEC 10-Q / 10-K) | $58.02M (1.9% of revenue) |
Source: Nexqual, October 23, 2026 at 09:49 UTC.
Financial Health Score (BXC)
Nexqual rates BlueLinx Holdings Inc.'s overall financial health "Weak" across five dimensions, as of October 23, 2026 at 09:49 UTC.
| Growth | Mixed — Revenue +0.0% YoY (annual), slow |
|---|---|
| Profitability | Weak — Gross margin 16%, operating 2% (last 12 months) |
| Balance Sheet | Mixed — $318M cash and investments vs $297M debt (Jul 2026, SEC), net cash |
| Cash Flow | Mixed — FCF $58M (last 4 quarters to Jul 2026, SEC), slim 1.9% margin |
| Efficiency | Critical — ROE -0%, ROA 1.4% |
Ownership (BXC)
| Insider Ownership | +3.50% |
|---|---|
| Institutional Ownership | +95.67% |
| Shares Outstanding | 7.86M |
| Float | 6.53M |
| Short % of Float | +6.34% |
Source: Nexqual, October 23, 2026 at 09:49 UTC.
Leadership (BXC)
BlueLinx Holdings Inc. is led by Shyam K. Reddy, CEO, President & Director, per Nexqual as of October 23, 2026 at 09:49 UTC.
| CEO, President & Director | Shyam K. Reddy |
|---|---|
| Senior VP, CFO & Treasurer | Christopher Kelly Wall |
Major Backers & Investors (BXC)
Notable institutional backers of BlueLinx Holdings Inc. include Gendell, Jeffrey L., JB Capital Partners LP, Punch & Associates Investment Management, Inc., according to Nexqual as of October 23, 2026 at 09:49 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Gendell, Jeffrey L. | 9.72% |
| JB Capital Partners LP | 5.01% |
| Punch & Associates Investment Management, Inc. | 4.28% |
| Victory Capital Management Inc. | 3.46% |
| River Road Asset Management, LLC | 2.96% |
| Charles Schwab Investment Management, Inc. | 2.79% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 11.89% |
| Dimensional Fund Advisors | 5.67% |
| Vanguard Group | 4.24% |
| Geode Capital | 2.55% |
Source: Nexqual, October 23, 2026 at 09:49 UTC.
From BlueLinx Holdings Inc.'s Latest SEC 10-K Filing (filed 2026-02-24)
Partnerships
- During the 2025 fiscal year, we allocated $159.9 million of capital towards the following transactions, all of which were funded with the Company's cash and cash equivalents: •We invested $26.9 million in capital for our business to improve operational performance and productivity.
- Through a partnership with their local DOT enforcement agencies, our branches continue to host DOT troopers to conduct training walk-around inspections of our equipment to supplement our internal driver training efforts.
Legal & Regulatory Risks (Item 1A, quoted)
- We are exposed to product liability and other claims and legal proceedings related to our business and the products we distribute, which may exceed the coverage of our insurance.
- We are subject to federal, state, and local environmental protection laws and may have to incur significant costs to comply with these laws and regulations in the future.
- The effect of epidemics, global pandemics or other widespread public health crises and governmental rules and regulations could significantly disrupt our operations or those of our customers or suppliers.
- We could be the subject of securities class action litigation due to stock price volatility, which could divert management's attention and adversely affect our results of operations.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
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|---|---|---|---|
| TITN | Titan Machinery Inc. | USD 22.99 | ▲ 0.44% |
| DSGR | Distribution Solutions Group, I | USD 35.07 | ▲ 0.06% |
| GIC | Global Industrial Company | USD 44.91 | ▲ 0.07% |
| DXPE | DXP Enterprises, Inc. | USD 157.66 | ▼ 11.2% |
| REZI | Resideo Technologies, Inc. | USD 17.79 | ▲ 1.77% |
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:49 UTC. This page is informational and not investment advice.
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