NYSE$BXC

BlueLinx Holdings Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

BlueLinx reported solid results driven by price and cost discipline amidst a soft market.

BlueLinx Holdings Inc. reported a decrease in net sales to $816 million, a net income of $24 million, and an adjusted EBITDA of $49 million. The company maintained price and cost discipline, generating $64 million in operating cash and improving specialty product gross margins to over 19%.

  • Net sales decreased to $816 million.
  • Gross profit was $136 million with a gross margin of 16.6%.
  • Net income was $24 million, or $2.70 diluted earnings per share.
  • Operating cash generated was $64 million and free cash flow was $59 million.

Headline financials

Total Revenue

$816M

Previous: $1.24B-34.2%
EPS (adj)

$2.91

Previous: $7.48-61.1%
Gross Margin

16.6%

No prior period
Adjusted EBITDA

$49M

Previous: $112M-56.3%
Adjusted EBITDA Margin

6.0%

Previous: 9.1%-34.1%
Net Leverage Ratio

0.6

No prior period
Capital Expenditures

-$14M

Previous: -$6.88M-104.0%
Free Cash Flow

$10.4M

Previous: $64.4M-83.8%
Net Income

$24.5M

Previous: $71.3M-65.7%
Operating Income

$39.1M

Previous: $104M-62.4%
Gross Profit

$136M

Previous: $201M-32.6%
Cash & Equivalents

$418M

Previous: $105M+298.6%
Total Assets

$1.55B

Previous: $1.51B+2.7%
Stock-Based Comp

$1.93M

Previous: $1.78M+8.5%

Revenue & EPS history

BlueLinx · Revenue · Quarterly

$816M

Q2 2023-34.2%vs Q2 2022
Beat estimate in 4 of 14 quarters(29%)
ActualEstimate

Revenue by segment

BlueLinx · $816M total across 2 segments · Q2 2023

  • Specialty Products
    $571M-27.5%
  • Structural Products
    $245M-45.7%

Forward guidance

Through the first four weeks of the third quarter of 2023, specialty product gross margin was in the range of 18.5% to 19.5% with average daily volumes consistent with what we experienced during the second quarter of 2023. Structural product gross margin was in the range of 12% to 13% given recent increases in wood-based commodity prices with relatively similar average daily sales volumes compared to the second quarter of 2023.

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 Q2 2023

Historical avgQ2 2023

+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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