BlueLinx Holdings Inc. (BXC) Form 10-Q — Aug 4, 2026

$BXCForm 10-QFiled Aug 4, 2026, 4:18 PM ET0001628280-26-052605Original filing

BlueLinx Holdings reported Q2 2026 net sales of $814.1 million, up 4.4% year over year, with net income of $6.4 million, or $0.81 per diluted share, versus $4.3 million, or $0.54 per diluted share, in Q2 2025. Gross margin expanded 190 basis points to 17.2%, driven by the Disdero acquisition, higher lumber pricing, and a one-time $7.2 million IEEPA tariff refund that contributed about 90 basis points of the improvement. Year to date, net sales rose 3.8% to $1.55 billion, but net income fell to $4.9 million from $7.1 million a year earlier, reflecting a first-quarter net loss and an elevated 47.4% YTD effective tax rate.

Key figures

Eps: $0.81 diluted (Q2 2026); $0.62 YTD
Revenue: $814.1 million (Q2 2026); $1.55 billion YTD
Guidance: Fiscal 2026 annual effective income tax rate estimated at approximately 35%, excluding discrete items
Net Income: $6.4 million (Q2 2026); $4.9 million YTD
Revenue Yoy: +4.4% Q2 YoY; +3.8% YTD
Total Assets: $1.60 billion
Cash Position: $318.2 million as of July 4, 2026
Shares Outstanding: 7860217
Buybacks ytd: 95,800 shares for $5.0 million at average $52.22; $3.7 million remaining under 2023 authorization; $50 million 2025 authorization
Senior notes: $300 million of 6.0% senior secured notes due November 15, 2029
Gross margin q2: 17.2% vs 15.3% prior year (+190bps)
Effective tax rate: 42.9% Q2 2026; 47.4% YTD 2026
Net working capital: $503.0 million vs $407.8 million at January 3, 2026 (+$95.2 million)
Operating income q2: $20.6 million vs $15.0 million prior year
Revolver availability: $336.8 million available under $350 million facility maturing August 27, 2030; excess availability $655.0 million
Tariff refund benefit: $7.2 million IEEPA tariff refunds in Q2 2026 cost of products sold (~90bps of gross margin)
Disdero purchase price: $95.4 million initial ($95.2 million net of cash acquired); revised to $94.4 million net after measurement-period adjustments
Operating cash flow ytd: -$46.1 million vs -$60.7 million prior year
Finance lease obligations: $316.0 million

Price after filing

1 day: +13.2%7 days: +68.1%30 days: +41.8%

Close on the filing date to close N calendar days later (from $53.46). Historical, not a forecast.

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