NYSE$BXC

BlueLinx Holdings Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

BlueLinx reported Q1 2026 net sales of $731.1M (+3% YoY) with a net loss of $1.5M, or $(0.18) diluted EPS.

For the quarter ended April 4, 2026, BlueLinx posted net sales of $731.1 million versus $709.2 million a year ago. The company reported a net loss of $1.5 million, or $(0.18) diluted EPS, compared with net income of $2.8 million and $0.33 EPS in Q1 2025. Operating income was $7.3 million; gross profit benefited from pricing while specialty products and structural costs weighed on bottom-line results.

  • Net sales $731.1M (+3% YoY); operating income $7.3M.
  • Net loss $(1.5)M; diluted EPS $(0.18) versus $0.33 prior year.
  • Building products distribution exposed to housing starts and repair/remodel.
  • Working capital and inventory management discussed in liquidity section.
  • Specialty and commodity product mix affects gross margin quarter to quarter.

Headline financials

Total Revenue

$731M

Previous: $709M+3.1%
EPS (adj)

-$0.18

Previous: $0.33-154.5%
Capital Expenditures

-$2.6M

Previous: -$5.93M+56.2%
Net Income

-$1.46M

Previous: $2.81M-152.0%
Operating Income

$7.33M

Previous: $10.7M-31.7%
Gross Profit

$116M

Previous: $111M+4.7%

Revenue & EPS history

BlueLinx · Revenue · Quarterly

$731M

Q1 2026+3.1%vs Q1 2025
Beat estimate in 4 of 14 quarters(29%)
ActualEstimate

Revenue by segment

BlueLinx · $810M total across 2 segments · Q3 2023

  • Specialty Products
    $559M-22.8%
  • Structural Products
    $251M-25.3%

Forward guidance

The 10-Q discusses housing market demand, product pricing, and inventory without numeric quarterly EPS or revenue guidance.

Tailwinds

  • Net sales growth despite soft housing indicators.
  • Positive operating income on higher revenue.
  • Scale in structural products and specialty distribution.

Headwinds

  • Swing from profit to net loss year over year.
  • Housing-start and R&R cyclicality.
  • Commodity price volatility on lumber and panels.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.6%

Avg return

Earnings day

+2.1%

Avg return

5 days after

+7.0%

Avg return

30 days after

50%

32 / 64 earnings

Positive

+39.7%

Q1 2022

Best reaction

-44.5%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.7%+8.0%+6.3%
Q4 2025-3.8%-7.6%-26.2%
Q3 2025+1.9%-6.4%-5.2%
Q1 2025-2.1%-0.8%+2.7%
Q4 2024-7.7%-17.8%-19.3%
Q3 2024+5.5%+2.7%+17.0%
Q2 2024-1.9%-15.6%-18.8%
Q1 2024-9.8%-8.1%-9.3%
Q4 2023-3.4%-0.6%+10.4%
Q3 2023+9.5%+13.9%+24.7%
Q2 2023-8.4%-7.3%-5.3%
Q1 2023+7.3%+3.0%+19.0%
Q4 2022-7.9%-9.2%-24.5%
Q3 2022-7.5%-10.2%-0.1%
Q2 2022-2.9%-6.5%-13.9%
Q1 2022+39.7%+37.4%+20.8%
Q4 2021-12.1%+1.9%-7.0%
Q3 2021+23.6%+39.4%+58.1%
Q2 2021+13.9%+37.1%+37.9%
Q1 2021+0.6%+25.4%-10.9%
Q3 2020+2.4%+6.9%+20.3%
Q2 2020+27.6%+30.1%+59.3%
Q1 2020+9.0%+4.1%+57.5%
Q4 2019-25.5%-16.2%-32.6%
Q3 2019-44.5%-47.3%-70.4%
Q2 2019+11.8%+12.6%+27.1%
Q1 2019+8.4%+1.1%-15.8%
Q4 2018-18.2%-17.3%-22.1%
Q3 2018-6.8%-10.8%-8.3%
Q2 2018+19.7%+9.9%+13.6%
Q1 2018-4.4%-2.3%+1.7%
Q4 2017+5.4%+4.6%+115.5%
Q3 2017+3.6%+0.6%+10.0%
Q2 2017+8.5%+3.0%+1.7%
Q1 2017-9.7%-10.8%-5.7%
Q4 2016+6.4%+5.8%+31.9%
Q3 2016+1.1%+2.9%+4.1%
Q2 2016+22.9%+25.2%+23.1%
Q1 2016+4.3%
Q4 2015+19.3%
Q3 2015-10.0%
Q2 2015+0.7%
Q1 2015-1.8%
Q4 2014-0.9%
Q3 2014-3.2%
Q2 2014+17.0%
Q1 2014-4.3%
Q4 2013-3.9%
Q3 2013-7.5%
Q2 2013-13.2%
Q1 2013-6.9%
Q4 2012-4.6%
Q3 2012+1.4%
Q2 2012+6.6%
Q1 2012+2.5%
Q4 2011+11.7%
Q3 2011-6.5%
Q2 2011-4.1%
Q1 2011+2.3%
Q4 2010-3.9%
Q3 2010+1.2%
Q2 2010+0.8%
Q1 2010-7.5%
Q4 2009+1.6%

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