BlueLinx Holdings Inc logo

BlueLinx Holdings Inc(BXC)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL RECENCY
2-STAR RATING
SELL
SELL for 2 days
PROFIT SINCE LAST BUY
+1.76% ▲
LAST CLOSE
$76.35
09/25/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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Upturn Advisory & Investor View for BXC

09/25/2026: BXC (2-star) is a SELL. SELL for 2 days. Simulated Profits (1.76%). Updated daily EoD!

BlueLinx Holdings Inc is a prominent U.S. wholesale distributor of building and industrial products, operating a dual-model approach of structural commodities and higher-margin specialty building materials. The company's main strength lies in its extensive national logistics network, which provides a competitive edge in serving fragmented construction markets. Its primary investment story centers on margin expansion through a growing specialty products mix and strategic market consolidation. Key risks include exposure to volatile lumber prices, cyclical housing demand, and intense competition from larger industry players. BlueLinx may suit value-oriented investors willing to navigate cyclical volatility, provided they closely monitor interest rate trends and housing starts as key indicators of future performance.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitCyclical nature of the business makes long-term growth dependent on broader macroeconomic housing conditions.
Momentum investorStrong fit while signal remains positiveStock often experiences strong price moves correlated with housing market surges or cyclical commodity price upswings.
Value investorStrong fitStock often trades at attractive multiples relative to earnings during parts of the housing cycle.
Dividend investorWeak fitThe company does not currently prioritize regular dividend payouts to shareholders.
Low-risk investorWeak fitSignificant exposure to commodity price volatility and housing market cycles leads to high stock price beta.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityHighCommodity-driven revenue makes the company susceptible to rapid market price shifts.
Valuation riskMediumMarket pricing can swing aggressively based on interest rate outlooks.
Competition risk (Housing supply chain)Medium / highIntense competition from larger entities like BLDR limits pricing power.
Business qualityMediumThe business relies heavily on effective inventory management and logistics scale.
Dividend incomeLow / noneNo consistent dividend policy makes this unsuitable for income-focused portfolios.
Execution riskMediumSuccessful integration of acquisitions and management of branch overhead is critical for margin stability.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Choppy
PRICE STABILITY

Choppy

The stock has experienced frequent reversals and pronounced short-term price swings.

Analysis of Past Performance

Type Stock
Historic Profit -11.54%
Avg. Invested days 32
Today’s Advisory SELL
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 09/25/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
BXC receives a 3-star rating, supported by solid analyst coverage. The rating is constrained by soft unit economics, and weak price momentum.

Company Fundamentals

★★★★★
BXC has moderate overall fundamentals (3 stars), with moderate financial health, soft growth momentum, and solid ownership. In FY2025 versus FY2024, growth and ownership metrics are mixed: negative earnings growth (-99.6%), soft cash generation (FCF margin 1.1%), moderate revenue growth (+0.0%).

Financial Health Rating

★★★★★
BXC's financial health is supported by solid liquidity, including working-capital and asset support (WC/assets 49.9%). Profitability is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Revenue growth is BXC's strongest growth driver at +0.0% FY2025 versus FY2024 (moderate, 3 stars). By comparison, while earnings growth (-99.6%, negative) and free-cash-flow growth (-27.1%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 95.3% and approximately 83.1% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 3.50% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 10.93%
Gendell Jeffrey L 9.41%
Dimensional Fund Advisors, Inc. 5.68%
Jb Capital Partners LP 5.01%
Vanguard Capital Management, LLC 4.44%

Unit Economics (Per $1K Revenue)

★★★★★
BXC generates approximately $153 of gross profit, $11 of operating income, and $11 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Strong cash conversion and healthy margins support the rating, although capital efficiency remains below the highest tier.

Economic Dimensions

★★★★★
Effective Tax Rate: -69.77% (Tax Credit)

Quantitative Style Profile

★★★★★
BXC has a liquid profile. Weak momentum is the primary drawback, while elevated volatility.

Style Classification

Quality Focused

Value-OrientedHigh VolatilitySmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 600.13M USD
Price to earnings Ratio -
1Y Target Price 88.33
Price to earnings Ratio -
1Y Target Price 88.33
Volume (30-day avg) 150.7K shares
Beta 1.45
52 Weeks Range 44.78 - 93.80
Updated Date 09/27/2026
52 Weeks Range 44.78 - 93.80
Updated Date 09/27/2026
Dividends yield (FY) -
Basic EPS (TTM) -0.23

How Company Makes Money

Business areaWhat it includesRetail investor read
Specialty ProductsEngineered wood, decking, siding, and trim products.Higher margin, more stable products that benefit from renovation and premium housing demand.
Structural ProductsLumber, panels, and framing materials.High-volume commodity items that provide revenue but are subject to significant price swings.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

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Valuation

Trailing PE -
Forward PE 7.03
Enterprise Value 980.57M
Price to Sales(TTM) 0.2
Enterprise Value 980.57M
Price to Sales(TTM) 0.2
Enterprise Value to Revenue 0.33
Enterprise Value to EBITDA 13.08
Shares Outstanding 7.86M
Shares Floating 6.53M
Shares Outstanding 7.86M
Shares Floating 6.53M
Percent Insiders 3.5
Percent Institutions 95.35

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Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About BlueLinx Holdings Inc

Exchange NYSE
Headquarters Marietta, GA, United States
IPO Launch date 2004-12-14
CEO, President & Director Mr. Shyam K. Reddy J.D.
Sector Industrials
Industry Industrial Distribution
Full time employees 2138
Full time employees 2138

BlueLinx Holdings Inc., together with its subsidiaries, engages in the distribution of residential and commercial building products in the United States. The company distributes specialty products, including engineered wood, siding, millwork, outdoor living, specialty lumber and panels, and industrial products; and structural products, such as lumber, plywood, oriented strand boards, rebars and remesh, as well as other wood products that are used for structural support in construction projects. It provides various value-added services and solutions to customers and suppliers. The company serves national home centers, pro dealers, cooperatives, specialty distributors, regional and local dealers, and industrial manufacturers. It sells its products through warehouse sales, reload sales, and direct sales. BlueLinx Holdings Inc. was founded in 2004 and is headquartered in Marietta, Georgia.