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Jun 28, 2025
BlueLinx Q2 2025 Earnings Report
BlueLinx reported its financial results for the second fiscal quarter ended June 28, 2025, highlighting net sales and volume increases in both specialty and structural products despite soft market conditions.
Key Takeaways
BlueLinx delivered a mixed performance in Q2 2025, with net sales increasing by 2% year-over-year to $780 million, driven by growth in both specialty and structural products. However, net income significantly decreased to $4.3 million from $14.3 million in the prior year, and adjusted EBITDA also saw a decline. The company maintained a strong balance sheet with substantial liquidity and low leverage, enabling continued share repurchases.
Net sales increased by 2% year-over-year to $780 million, driven by volume increases in both specialty and structural products.
Gross profit decreased by 2% year-over-year to $120 million, with gross margin at 15.3%, down 60 basis points.
Net income fell significantly to $4.3 million ($0.54 diluted EPS) from $14.3 million ($1.65 diluted EPS) in the prior year quarter.
Adjusted EBITDA was $26.8 million, or 3.4% of net sales, compared to $34.4 million, or 4.5% in Q2 2024.
Revenue by Segment
Forward Guidance
For the first four weeks of Q3 2025, BlueLinx expects specialty product gross margin to be between 17% and 18%, and structural product gross margin between 8% and 9%. Average daily sales volumes are anticipated to be slightly up compared to Q2 2025 and consistent with Q3 2024.
Positive Outlook
- Specialty product gross margin expected to be strong (17-18%).
- Structural product gross margin expected to be solid (8-9%).
- Average daily sales volumes are up slightly compared to Q2 2025.
- Average daily sales volumes are consistent with Q3 2024.
- Continued execution of long-term profitable sales growth strategy.
Challenges Ahead
- No specific negative forward guidance points were explicitly stated for Q3 2025 outlook.
- Current market conditions remain challenging.
- Competitive pricing environment for specialty products.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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