Bluelinx Q4 net sales beats estimates

BlueLinx Holdings

24/02/2026 21:30

Overview

U.S. building products distributor's Q4 net sales beat analyst expectations

Company generated $56 mln in free cash flow due to effective inventory management

Outlook

Company expects specialty product gross margin between 17% and 18% for Q1 2026

Company anticipates structural product gross margin between 9% and 10% for Q1 2026

BlueLinx expects lower average daily sales volumes in Q1 2026 due to seasonal patterns

Result Drivers

SPECIALTY PRODUCT SALES - Increase driven by volume gains and Disdero acquisition, partially offset by price deflation

STRUCTURAL PRODUCT DECLINE - Decrease in sales and gross profit due to price declines in lumber and panels

Company press release: ID:nBw10DdQla

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net Sales
Beat
$716 mln
$703.84 mln (4 Analysts)
Q4 Adjusted Net Income
Miss
-$3.70 mln
-$3.36 mln (4 Analysts)
Q4 Net Income
-$8.6 mln
Q4 Adjusted EBITDA
Slight Miss*
$14 mln
$14.14 mln (4 Analysts)
Q4 Free Cash Flow
$56 mln
Q4 Gross Profit
$113 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)