Earnings Releases·Nov 3, 2026, 4:09 PM ET

BlueLinx Holdings Inc. — Third Quarter 2026 Earnings Summary

Net sales increased 8.5% year-over-year to $813 million, while gross profit rose 21% to $131 million, expanding gross margin to 16.1% from 14.4% in the prior year quarter.
Adjusted net income grew to $5.5 million ($0.68 EPS) from $3.7 million ($0.45 EPS) year-over-year, though GAAP net loss widened to $0.6 million ($0.07 EPS) compared to $1.7 million net income in the prior year quarter.
Adjusted EBITDA surged 42% to $31.7 million, and the company maintains a strong balance sheet with $689 million in liquidity and a net leverage ratio of 0.2x.
Fourth quarter 2026 guidance projects specialty product gross margins of 17.5%–18.5% and structural product margins of 9.0%–10.0%, with average daily sales volumes expected to be slightly lower.
Growth was driven by the Disdero Lumber Co., LLC acquisition and pricing increases across both segments, while SG&A expenses rose $16.6 million year-over-year to $106 million.