Every 8-K that BlueLinx Holdings Inc. (BXC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow BXC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BXC filings page.
BlueLinx Holdings Inc. reported fiscal second-quarter 2026 net sales of $814.1 million, up 4.4% year-over-year, driven by both specialty and structural products. Gross profit rose to $139.7 million with gross margin of 17.2%, up from 15.3%, including a $7.2 million import duty-related benefit.
Net income was $6.4 million, or $0.81 diluted EPS, versus $4.3 million, or $0.54, a year earlier. Adjusted net income reached $9.1 million and adjusted diluted EPS $1.15. Adjusted EBITDA increased to $35.6 million, or 4.4% of net sales; excluding the import duty benefit, adjusted EBITDA was $28.4 million, or 3.5% of sales.
The company generated $11.2 million of operating cash flow and $8.8 million of free cash flow, a $45 million improvement from the prior-year quarter. Cash and cash equivalents were $318.2 million, supporting $655 million of available liquidity. Net debt excluding real-property finance leases was $58.4 million, for a net leverage ratio of 0.6x. Management expects third-quarter 2026 specialty gross margin of 18.0%-19.0% and structural gross margin of 8.5%-9.5%, with average daily sales volumes above third-quarter 2025.
BlueLinx Holdings Inc. reported results from its 2026 Annual Meeting of Stockholders, where nine directors were up for election, three key governance items were on the ballot, and an equity incentive plan amendment was considered.
Stockholders re-elected eight directors, while former CEO Mitchell B. Lewis did not receive a majority of votes cast for his seat. In line with the company’s bylaws, he tendered an irrevocable resignation offer, which the board, following a unanimous recommendation from the Nominating and Governance Committee, unanimously rejected after reviewing his experience, independence status under NYSE standards and overall board composition.
Stockholders also ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending January 2, 2027, approved the advisory vote on executive compensation, and approved an amendment to the 2021 Long-Term Incentive Plan to increase the shares reserved for issuance. Lewis will step down as chairman and member of the Nominating Committee, with Marietta Edmunds Zakas becoming its new chair.
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 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.
BlueLinx Holdings Inc. is changing how its board members are elected and how it handles weak shareholder support. The board approved an amendment to the company’s bylaws on February 3, 2026, effective the same day.
In uncontested elections, directors must now receive a majority of votes cast to be elected, while contested elections will continue to use a plurality standard. The amendment also adds a director resignation policy: any incumbent director in an uncontested election who does not receive a majority of votes cast must promptly offer to resign. The Nominating and Governance Committee will recommend whether to accept or reject the resignation or take other action, and the board will make and publicly disclose its decision within 90 days after certification of the election results.
BlueLinx Holdings Inc. announced that Chief Commercial Officer Michael Wilson has entered into a transition agreement and plans to retire effective August 1, 2026. He will remain Chief Commercial Officer through January 4, 2026 and then serve as Senior Advisor to the CEO from January 5, 2026 through his retirement.
Under the agreement, Wilson will receive $100,000 for his senior advisor role, be eligible for any fiscal 2025 bonus under the Short-Term Incentive Plan, and have 3,534 time-based restricted stock units vest in June 2026, with an additional 2,419 units vesting on his termination date. BlueLinx states that his departure is not due to any disagreement with the company, and that Vice President, National Accounts, Leo Oei will succeed him as Chief Commercial Officer effective January 5, 2026.
BlueLinx Holdings Inc. (BXC) furnished an update on its fiscal third quarter results. On November 4, 2025, the company issued a press release covering the quarter ended September 27, 2025 and provided supplementary materials for investors.
BlueLinx will host a teleconference and audio webcast on November 5, 2025 to discuss the results. The press release (Exhibit 99.1) and the presentation materials (Exhibit 99.2) were furnished, not filed under the Exchange Act.
BlueLinx Holdings Inc. completed the acquisition of Disdero Lumber Co., LLC on October 31, 2025. Through its subsidiary, BlueLinx Corporation, the company purchased all issued and outstanding membership interests from Tumac Lumber Co., Inc. for an aggregate consideration of approximately $96 million on a debt-free, cash-free basis, subject to customary post-closing adjustments.
The transaction was funded with cash on hand. Disdero, a wholesale distributor of premium specialty building materials, is now a direct wholly owned subsidiary of BlueLinx Corporation and an indirect wholly owned subsidiary of BlueLinx Holdings Inc. The agreement includes customary covenants, representations and warranties, and limited indemnification provisions.
BlueLinx Holdings Inc. reported that its Board of Directors elected Christina M. Corley as a director effective September 22, 2025. Her term will run until the company’s 2026 annual meeting of stockholders. The Board determined that she qualifies as an independent director under New York Stock Exchange corporate governance standards.
As a non-employee director, Ms. Corley will receive compensation under BlueLinx’s standard annual director compensation program. She has been appointed to the Board’s Human Capital and Compensation Committee and Nominating and Governance Committee. The company states there are no arrangements with other persons related to her selection and no related-party transactions requiring disclosure. A press release announcing her appointment is filed as an exhibit.
BlueLinx Holdings Inc. entered into a new senior secured revolving credit facility providing up to $350 million in borrowing capacity, with an uncommitted accordion feature that could increase total commitments by up to an additional $300 million, allowing borrowings of up to $650 million. The facility includes a $35 million swing line subfacility and up to $30 million in letters of credit and matures on August 27, 2030.
The new Revolving Credit Agreement replaces the company’s existing $350 million secured revolving credit facility and the proceeds will be used to repay outstanding obligations under that prior facility and for other general corporate purposes. Borrowings are secured by substantially all assets other than real property and bear interest at SOFR plus a margin of 1.25% to 1.75% or the base rate plus 0.25% to 0.75%, depending on excess availability. If excess availability falls below the greater of $30 million and 10% of certain borrowing thresholds, a fixed charge coverage ratio of 1.0 to 1.0 must be maintained.