Loading...
•
Sep 27, 2025
BlueLinx Q3 2025 Earnings Report
BlueLinx reported its financial results for the third fiscal quarter ended September 27, 2025, highlighting continued resilience and strategic growth initiatives.
Key Takeaways
BlueLinx demonstrated continued resilience in Q3 2025 with net sales increasing slightly to $749 million. The company reported a net income of $1.7 million and adjusted net income of $3.7 million. Specialty products saw increased net sales and volumes, while structural products faced volume and panel pricing declines. The quarter also featured the strategic acquisition of Disdero Lumber Company, aimed at boosting premium specialty products.
Net sales increased by 0.2% year-over-year to $749 million, driven by growth in specialty products.
Net income was $1.7 million ($0.20 diluted EPS), and adjusted net income was $3.7 million ($0.45 adjusted diluted EPS).
Adjusted EBITDA was $22.4 million, or 3.0% of net sales, impacted by import duty adjustments.
The company acquired Disdero Lumber Company for approximately $96 million, enhancing its presence in premium specialty products and expected to be immediately accretive to earnings.
Revenue by Segment
Forward Guidance
For the first four weeks of the fourth quarter of 2025, BlueLinx anticipates specialty product gross margin to be between 17% and 18%, and structural product gross margin to be between 8% and 9%. Average daily sales volumes are expected to be slightly down compared to both Q3 2025 and Q4 2024.
Positive Outlook
- Specialty product gross margin is expected to remain strong, ranging from 17% to 18%.
- The recent acquisition of Disdero Lumber Company is anticipated to enhance the margin profile of specialty products.
- The Disdero acquisition is expected to be immediately accretive to earnings.
- Continued execution of the capital allocation strategy, including disciplined M&A.
- Leveraging scale and relationships to further expand high-end brands.
Challenges Ahead
- Structural product gross margin is projected to be lower, in the range of 8% to 9%.
- Average daily sales volumes are expected to be slightly down compared to the previous quarter.
- Average daily sales volumes are also expected to be slightly down compared to the same period last year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...