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BlueLinx Holdings (BXC) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 3, 2026 · BlueLinx Holdings (BXC) Q3 2026 earnings results →

Q3 2026 Revenue up 8% year over year to $813M · 0¢ of every $1 of revenue lost · operating margin 1.5%

BlueLinx Holdings made $813M in Q3 2026 (+8% Y/Y): Specialty products $550M, Structural products $263M. Operating margin 1.5%, net loss $625K. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 3, 2026.

Revenue$813M
Year over year+8%
Operating margin1.5%
Net earnings−$625K
Operating cash flow$44.7M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $812.6M in Q3 2026, up 9% year over year and roughly flat from the previous quarter. Specialty products was the largest line at 68% of revenue. Structural products added $39.6M year over year (up 18%), 62% of the total change.

Gross margin was 16.1%, up 1.7 points from Q3 2025. Operating profit was $11.9M, a 1.5% margin (up 0.1 points year over year). Of the extra revenue versus Q3 2025, 3% reached operating profit, above the 1% margin then. Operating expenses grew 21% against revenue growth of 9%. The fastest-growing cost line was Other operating costs (+47%). The quarter ended with a net loss of $625K, after a profit of $6.4M the previous quarter. Net interest and other expense of $9.5M was the main reason.

Operating cash flow was $44.7M (down 24% year over year). Non-cash charges added back $11.7M of depreciation and amortization and $3.7M of share-based compensation. Working capital and other items added $29.9M. After cash disbursements for property and equipment ($5.1M), free cash flow as the company reports it was $39.6M.

Quarterly history

BlueLinx Holdings revenue by quarterBlueLinx Holdings revenue by quarter$709MQ1 2025$780MQ2 2025$749MQ3 2025$716MQ4 2025$731MQ1 2026$814MQ2 2026$813MQ3 2026
BlueLinx Holdings net earnings by quarterBlueLinx Holdings net earnings by quarter$2.8MQ1 2025$4.3MQ2 2025$1.7MQ3 2025−$8.6MQ4 2025−$1.5MQ1 2026$6.4MQ2 2026−$625KQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 3, 2026$813M+8%1.5%−$625K$44.7M
Q2 202610-QAug 4, 2026$814M+4%2.5%$6.4M$11.2M
Q1 202610-QMay 5, 2026$731M+3%1.0%−$1.5M−$57.2M
Q4 202510-KFeb 24, 2026$716M+0.7%-0.5%−$8.6M$61.8M
Q3 202510-QNov 4, 2025$749M+0.2%1.3%$1.7M$58.6M
Q2 202510-QJul 29, 2025$780M+2%1.9%$4.3M−$26.8M
Q1 202510-QApr 29, 2025$709M-2%1.5%$2.8M−$33.9M

Charts

BlueLinx Holdings: revenue growth, year over year and quarter over quarterBlueLinx Holdings: revenue growth, year over year and quarter over quarterY/YQ/Q-2%Q1 2025+2%+10%Q2 2025+0%-4%Q3 2025+1%-4%Q4 2025+3%+2%Q1 2026+4%+11%Q2 2026+8%0%Q3 2026
Latest (Q3 2026): Y/Y +8%, Q/Q 0%.
BlueLinx Holdings: where the cash came from (+) and went (−), TTM to Q3 2026BlueLinx Holdings: where the cash came from (+) and went (−), TTM to Q3 2026Other investing−$94.2MCash drawn (+) / kept (−)$79.5MOperating cash flow$60.5MNet borrowing (+) / repaid (−)−$22.0MCapital spending−$15.5MBuybacks−$5.3MTaxes on employees’ shares−$2.3MOther financing−$685K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
BlueLinx Holdings: profit against cash, quarter by quarterBlueLinx Holdings: profit against cash, quarter by quarterNet incomeOperating cash flow$5.3M$18.7MQ4 2024$2.8M−$33.9MQ1 2025$4.3M−$26.8MQ2 2025$1.7M$58.6MQ3 2025−$8.6M$61.8MQ4 2025−$1.5M−$57.2MQ1 2026$6.4M$11.2MQ2 2026−$625K$44.7MQ3 2026
Latest (Q3 2026): Net income −$625K, Operating cash flow $44.7M.
BlueLinx Holdings: diluted shares by fiscal yearBlueLinx Holdings: diluted shares by fiscal year9MFY202010MFY20219MFY20229MFY20239MFY20248MFY2025
-15.0% since FY2020: buybacks shrank the count.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About BlueLinx Holdings

BlueLinx is a leading wholesale distributor of residential and commercial building products in the United States. We are a “two-step” distributor. Two-step distributors purchase products from manufacturers and distribute those products to dealers and other suppliers in local markets, who then sell those products to end users. We carry a broad portfolio of both branded and private-label stock keeping units (“SKUs”) across two principal product categories: specialty products and structural products. Specialty products include items such as engineered wood products (“EWP”), siding, millwork, outdoor living products, specialty lumber and panels, and industrial products. Structural products include items such as lumber, plywood, oriented strand board, rebar, and remesh.

In its own words, from its 10-K, filed Feb 24, 2026.

Source: BlueLinx Holdings 10-Q on SEC EDGAR · CIK 1301787 · Wholesale-Lumber, Plywood, Millwork & Wood Panels

Guidance and outlook

BlueLinx Holdings: what its forward-looking statements are about (10-Q filed 2026-11-03)BlueLinx Holdings: what its forward-looking statements are about (10-Q filed 2026-11-03)Other4Margins3Supply chain2Financing1
10 statements; tone +0.30 (−1 all cautious, +1 all confident); 1 hedged.
BlueLinx Holdings: outlook statements against the filing beforeBlueLinx Holdings: outlook statements against the filing beforeConfident4Cautious1

13F: who owns BXC and who is buying

Largest holders of BXC (13F)Largest holders of BXC (13F)BlackRock$57.8MGendell Jeffrey L$47.3MVanguard Group$29.7MDimensional Fund Advisors LP$27.6MJB Capital Partners LP$24.4MPunch & Associates Investment Man…$20.8MVanguard Capital Management LLC$20.6MVictory Capital Management$16.8MCharles Schwab Investment Managem…$13.6MGeode Capital Management, LLC$12.4M
Funds' net buying of BXC by quarter (13F)Funds' net buying of BXC by quarter (13F)−$28.8M2024-09−$11.5M2024-12−$21.3M2025-03−$53.2M2025-06$1.5M2025-09$14.3M2025-12−$22.2M2026-03$136K2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on BXC

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

中文版:BlueLinx Holdings(BXC)财报

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