BlueLinx Holdings Inc. filings document the reporting obligations of a New York Stock Exchange-listed building-products distributor. Its Form 8-K disclosures regularly furnish quarterly and annual results materials, including net sales, gross profit, specialty and structural margins, liquidity, share repurchases, and other financial-condition updates.
The company's SEC record also includes proxy materials and governance filings covering board elections, director compensation, executive compensation, committee matters, bylaw amendments and director resignation policies. Other material-event reports address executive transitions, board appointments, material agreements, capital-structure matters, and public-company governance for BlueLinx's wholesale distribution business.
BlueLinx Holdings Inc. ownership disclosure: the Reporting Persons (Tontine Capital entities and Jeffrey L. Gendell) report beneficial ownership of 739,523 shares of Common Stock, representing 9.4% of the issued and outstanding shares. The filing states Tontine Capital Overseas Master Fund II, L.P. and Tontine Asset Associates, LLC each have shared voting and dispositive power over 506,245 shares ( 6.4%), based on 7,867,196 shares outstanding as of March 20, 2026.
The statement clarifies organizational roles: TAA is general partner of TCOM II, TM is general partner of TFP, and Mr. Gendell is the managing member directing those entities. The disclosure is an amendment to a Schedule 13G/A and lists shared voting and dispositive power for the reported holdings.
BlueLinx Holdings Inc. reported fiscal first-quarter 2026 net sales of $731.1 million, up 3.1% from a year earlier, driven by higher volumes in specialty products and contributions from the Disdero acquisition. Gross margin improved slightly to 15.9%, but higher operating costs and lower interest income led to a net loss of $1.5 million, or $0.18 per share, versus $2.8 million of net income last year.
Specialty products generated 70% of sales and 80% of gross profit, while structural products saw lower revenue but stronger margins. Operating cash flow was negative $57.2 million as receivables and inventory increased, partly reflecting growth. The company ended the quarter with $319 million in cash, no borrowings on its $350 million revolver, and $300 million of 6.0% senior secured notes due 2029. BlueLinx invested $2.6 million in capex and repurchased 59,051 shares for $3.0 million, with $5.7 million remaining under its 2023 authorization.
BlueLinx Holdings Inc. reported first-quarter 2026 results with modest sales growth but a small loss. Net sales rose to $731.1 million, up 3.1% year-over-year, driven by a 6.8% increase in specialty product sales to $511.8 million, while structural product sales declined 4.6% to $219.3 million mainly on lower lumber and panel prices.
Gross profit increased to $116.4 million, with company gross margin improving to 15.9%. Specialty products delivered an 18.1% gross margin and generated about 80% of gross profit; structural products reached a 10.9% gross margin. The company posted a net loss of $1.5 million, or $(0.18) per share, versus net income of $2.8 million a year earlier, but adjusted net income was $1.7 million, or $0.21 adjusted diluted EPS.
Adjusted EBITDA improved to $23.5 million, or 3.2% of net sales, compared with $19.6 million, or 2.8%, in the prior-year quarter. Free cash flow was $(59.8) million, reflecting seasonal working capital needs. As of April 4, 2026, BlueLinx reported $659 million of available liquidity, including $319.1 million of cash and an undrawn revolving credit facility, and a net leverage ratio of 0.7x excluding real property finance lease liabilities.
BlueLinx Holdings Inc reported that Vanguard Capital Management beneficially owns 409,856 shares of Common Stock, representing 5.20% of the class as of 03/31/2026. The filing shows Vanguard has sole dispositive power over 409,856 shares and sole voting power for 60,867 shares.
BlackRock, Inc. filed an amendment to report beneficial ownership of 617,940 shares of BlueLinx Holdings Inc. common stock, representing 7.9% of the class. The filing lists 605,039 shares as sole voting power and 617,940 as sole dispositive power.
BlueLinx Holdings Inc. is asking stockholders to vote on key items at its 2026 Annual Meeting, including electing nine directors, ratifying Ernst & Young LLP as auditor, and holding an advisory say-on-pay vote on executive compensation.
The company also seeks approval to amend its 2021 Long-Term Incentive Plan to increase shares reserved for equity awards by 750,000, from 750,000 to 1,500,000. As of March 20, 2026, 7,867,196 common shares were outstanding, and 347,205 plan shares remained available before this proposed increase.
The meeting is scheduled for May 14, 2026, at 11:00 a.m. Eastern Time at BlueLinx’s headquarters in Marietta, Georgia, for stockholders of record as of March 20, 2026. The Board recommends voting in favor of all four proposals.
BlueLinx Holdings Inc receives an amended Schedule 13G/A reporting that The Vanguard Group disaggregated certain subsidiaries following an internal realignment under SEC Release No. 34-39538. The filing states amount beneficially owned: 0 and percent of class: 0%, with zero voting and dispositive power reported.
BlueLinx Holdings Inc. filed its annual report outlining a nationwide wholesale distribution business focused on residential and commercial building products. The company operates 57 branches serving all 50 U.S. states, with specialty products such as engineered wood, siding, millwork and outdoor living items driving the majority of revenue.
Management highlights a strategy centered on growing higher‑margin specialty categories, gaining share with national and local customers, fostering a performance‑driven culture, and maintaining a disciplined capital structure. In fiscal 2025, BlueLinx allocated $159.9 million of capital, including $95.2 million to acquire premium specialty distributor Disdero Lumber Co. LLC, $37.8 million to repurchase 503,556 shares, and $26.9 million for productivity‑enhancing capital investments.
The report emphasizes value‑added logistics and services, a mix of warehouse, reload and direct sales channels, and detailed human capital and safety initiatives for approximately 2,160 associates, about 21% of whom are unionized. Extensive risk disclosures cover housing‑cycle exposure, pricing volatility, competition, regulation, cyber threats, climate impacts, leverage and pension and tax uncertainties.
BlueLinx Holdings Inc. reported softer results for the fiscal year ended January 3, 2026, as profitability fell sharply despite stable sales. Full-year net sales were $3.0 billion, essentially flat year-over-year, but gross profit dropped to $452 million and gross margin narrowed to 15.3% from 16.6%.
Net income for 2025 was only $0.2 million, or $0.02 per diluted share, compared with $53.1 million, or $6.19 per diluted share, in the prior year. Adjusted net income was $7.8 million and adjusted diluted EPS $0.97, down from $55.2 million and $6.44. Adjusted EBITDA fell to $82.6 million, or 2.8% of net sales, from $131.4 million, or 4.4%.
Fourth-quarter 2025 net sales were $716 million, up 0.7%, but the company posted a net loss of $8.6 million, or $1.08 per share, as SG&A and depreciation rose. Specialty products remained the core, generating about 70% of sales and 82% of full-year gross profit, with Q4 specialty gross margin at 18.1%.
BlueLinx highlighted its Disdero Lumber Co. acquisition and continued shift toward higher-margin specialty products. Free cash flow reached $32.9 million for 2025 and $56.4 million in Q4 alone, supported by inventory-driven working capital gains. The balance sheet showed $385.8 million of cash, total debt and finance leases of $621.3 million, and net leverage excluding real estate finance leases of (0.1x), giving the company substantial liquidity of $726 million.