BlueLinx (NYSE:BXC) posts earnings results, beats estimates by $0.85 EPS. August 4, 2026 Key points. * BlueLinx beat quarterly earnings expectations: The company reported EPS of $1.15, $0.85 above estimates, while revenue reached $814.08 million versus the $793.72 million consensus. * Shares rose to $64.20 in mid-day trading, although the company posted a negative net margin of 0.14% and negative return on equity of 0.30%. Institutional investors own 90.83% of the stock. * Analyst sentiment remains mixed, with one Buy, one Hold and one Sell rating. BlueLinx has an overall "Hold" consensus and an average price target of $70.00. * Interested in BlueLinx? Here are five stocks we like better. BlueLinx (NYSE:BXC - Get Free Report) released its quarterly earnings results on Tuesday. The construction company reported $1.15 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.30 by $0.85, FiscalAI reports. The firm had revenue of $814.08 million for the quarter, compared to analysts' expectations of $793.72 million. BlueLinx had a negative net margin of 0.14% and a negative return on equity of 0.30%. BlueLinx price performance. NYSE BXC traded up $3.69 during mid-day trading on Tuesday, hitting $64.20. The stock had a trading volume of 188,017 shares, compared to its average volume of 123,105. The firm's 50 day moving average is $55.86 and its 200 day moving average is $58.99. The company has a debt-to-equity ratio of 0.96, a current ratio of 3.90 and a quick ratio of 2.51. The stock has a market capitalization of $499.49 million, a price-to-earnings ratio of -123.47 and a beta of 1.45. BlueLinx has a twelve month low of $44.78 and a twelve month high of $87.88. Institutional investors weigh in on BlueLinx. A number of hedge funds have recently modified their holdings of the business. Gendell Jeffrey L raised its holdings in BlueLinx by 9.0% in the 4th quarter. Gendell Jeffrey L now owns 718,993 shares of the construction company's stock valued at $44,168,000 after acquiring an additional 59,657 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its holdings in shares of BlueLinx by 16.4% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 304,794 shares of the construction company's stock worth $18,723,000 after purchasing an additional 42,904 shares during the last quarter. Geode Capital Management LLC grew its position in shares of BlueLinx by 0.5% in the fourth quarter. Geode Capital Management LLC now owns 185,659 shares of the construction company's stock valued at $11,406,000 after purchasing an additional 871 shares in the last quarter. Towle & Co. grew its position in shares of BlueLinx by 113.8% in the fourth quarter. Towle & Co. now owns 167,196 shares of the construction company's stock valued at $10,271,000 after purchasing an additional 89,010 shares in the last quarter. Finally, Jacobs Levy Equity Management Inc. increased its holdings in shares of BlueLinx by 7.8% in the fourth quarter. Jacobs Levy Equity Management Inc. now owns 124,226 shares of the construction company's stock valued at $7,631,000 after purchasing an additional 8,978 shares during the last quarter. 90.83% of the stock is currently owned by institutional investors and hedge funds. Analysts set new price targets. * Blackstone NYSE: BX Stock a Buy After an Impressive Q3 BXC has been the topic of several recent analyst reports. Wall Street Zen raised shares of BlueLinx from a "sell" rating to a "hold" rating in a report on Saturday, April 25th. Weiss Ratings reissued a "sell (d)" rating on shares of BlueLinx in a research note on Wednesday, May 20th. Finally, DA Davidson restated a "neutral" rating and set a $65.00 price target on shares of BlueLinx in a research report on Wednesday, July 15th. One equities research analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, BlueLinx currently has an average rating of "Hold" and a consensus price target of $70.00. Discover more MarketBeat Research Tools Business News BlueLinx company profile. BlueLinx Corporation is a leading distributor of building products in the United States, serving professional builders, contractors and industrial customers. The company offers a comprehensive portfolio that includes lumber, engineered wood products, plywood, oriented strand board, siding, railing, millwork and specialty construction materials. Through its nationwide network of distribution centers, BlueLinx provides inventory management, delivery and supply-chain solutions designed to help customers streamline operations and reduce carrying costs. Founded in 2004 as a spin-off from Georgia-Pacific's distribution business, BlueLinx has developed a broad product line that spans both residential and commercial construction markets. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider BlueLinx, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and BlueLinx wasn't on the list. While BlueLinx currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. 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Trex expands with SBP, the largest and fastest growing distributor of Specialty Building Products in North America. FOR IMMEDIATE RELEASE WINCHESTER, Va.-(BUSINESS WIRE)-Trex Company [NYSE: TREX], the world's largest manufacturer of wood-alternative decking and railing and a leading brand of outdoor living products, today announced the realignment of its North American distribution network. Specialty Building Products (SBP) will be Trex's sole national distributor of decking and railing products across North America. In addition to SBP covering national distribution, Trex will also further expand its regional distribution footprint with WS Building Materials (formerly Snavely, Weekes, and Logan), Coastal Forest Products in New England and BlueLinx in the South Central region. These actions further align Trex's distribution network with the number-one brand in decking and railing while streamlining access to products across key markets nationwide. As part of these distribution actions, Trex will transition away from Boise Cascade as a distributor of Trex products. "Today's announcement is a key step towards driving one of our five-stated priorities that define our path to long-term, durable profitable growth and increased shareholder value, namely - Optimize our Channels for Growth. The distribution channel has seen many changes over the last five years with significant consolidation of both distributors and dealers in the two-step channel. We expect the distribution landscape to continue evolving and are taking decisive proactive steps to ensure our products can best reach both the homeowner and the pro contractors across our geographies," said Adam Zambanini, President and CEO of Trex Company. "We shifted to SBP as our exclusive national distributor partner based on their dynamic service capabilities and relentless drive for long-term growth. SBP shares our vision for the future - from growth through innovation to the continued evolution of our distribution model," said Zambanini. "With this expanded relationship, SBP will exclusively carry the breadth of Trex's decking and railing products across its extensive distribution network." SBP is the largest and fastest growing distributor of specialty building products in North America. The company first began distributing Trex decking products in 2002 and has since become one of Trex's largest and most impactful partners. With the acquisition of OrePac in 2025, SBP expanded its footprint to serve all of North America, providing Trex with unparalleled reach to consumers and contractors. "This expansion of our relationship with Trex is a strategic milestone for SBP, further strengthening our alignment with Trex - the industry's leading outdoor living brand," said Jeff McLendon, CEO of Specialty Building Products. "Throughout our long, and highly successful relationship, Trex has consistently set the standard through innovation, market leadership, and execution. This strategic national distribution partnership builds on that strong foundation and positions us to accelerate our shared growth. Together with the Trex team, we are committed to an ambitious vision for expanding market share in this growing category while continuing to deliver exceptional value and service to our mutual customers." To further optimize its channel distribution network, Trex is also expanding its relationship with WS Building Materials, one of the largest regional distributors in the Midwest, MidAtlantic and southern United States. WS Building Materials will now support Trex across Wisconsin, Illinois, North Dakota, South Dakota, Indiana, Iowa, Nebraska, and Missouri. "Over the past five years, WS Building Materials has consistently demonstrated that Trex is the number-one brand they want to represent," said Zambanini. "They have steadily expanded Trex across their footprint and now distribute Trex products from all of their existing locations. WS Building Materials also has ambitious plans for continued growth, making them an ideal long-term distribution partner." "Trex has been a trusted, long-standing distribution partner to WS Building Materials, and we're proud to expand that relationship through this expanded distribution alignment," said Scott Gardner, President of WS Building Materials. "This next phase strengthens our ability to scale Trex's industry-leading products across our network, expand into new markets, and deliver consistent, high-level service to our customers." Trex is also adding Coastal Forest Products as a regional distributor in New England supporting Trex throughout New York, Connecticut, Rhode Island, New Hampshire, Vermont, and Maine. "Coastal Forest Products has built a strong, respected brand throughout New England that complements the Trex brand extremely well," said Zambanini. "This distribution relationship enhances our ability to serve dealers and contractors in the region as consumer demand for premium decking and railing continues to grow." "We're thrilled to be joining forces with Trex," said Pike Severance, President of Coastal Forest Products. "Their success to date has been impressive, and we are taking a meaningful step forward for both organizations. By combining our strengths with their proven foundation, we're well positioned to scale that success, unlock new opportunities, deepen our impact with customers, and help shape what comes next for the market." Finally, Trex is expanding its distribution network in the South Central Region with BlueLinx, further strengthening coverage and service levels in this important market. BlueLinx will distribute Trex in Louisiana, Arkansas, Mississippi, Alabama, Georgia, Tennessee, Kentucky and parts of Missouri, Illinois, Indiana, Ohio, and West Virginia. "We are excited to announce this new distribution agreement with BlueLinx," said Zambanini. "Over the past two decades, they have established themselves as a major player within the South Central Region, and we are confident that adding their network of distribution in this important part of the country will continue to fuel Trex's growth." "We appreciate the confidence that Trex has placed in BlueLinx to accelerate their growth strategy in the South Central Region," said Shyam Reddy, President and CEO of BlueLinx. "We are especially excited about offering Trex's well-known specialty product lines to our customers in these fast-growing markets." During the transition, Trex will work closely with all distribution partners to ensure uninterrupted product availability, including retail stocking and special orders through major home centers. "Dual distribution in all major markets has been a key part of our winning strategy for several decades," added Zambanini. "With SBP's national coverage and our network of strong regional distribution partners, Trex will continue to be available from two of the top distributors wherever dealers, contractors, and consumers are making their purchase decisions." About Trex Company, Proud Member of NADRA.org For more than 30 years, Trex Company is the world's largest composite decking, and a leader in high performance, low-maintenance outdoor living products. Boasting the industry's strongest distribution network, Trex sells products through more than 6,700 retail outlets across six continents. Through strategic licensing agreements, the company offers a comprehensive outdoor living portfolio that includes deck drainage, flashing tapes, LED lighting, outdoor kitchen components, pergolas, spiral stairs, fencing, lattice, cornhole, and outdoor furniture - all marketed under the Trex brand. Based in Winchester, VA., Trex is proud to have been named America's Most Trusted Outdoor Decking for the past six years (2021-2026). The company also holds a place on Barron's list of the 100 Most Sustainable U.S. Companies (2024 and 2025), was named one of America's Most Responsible Companies 2024 by Newsweek, ranked as one of the 100 Best ESG Companies by Investor's Business Daily, and named the Sustainable Brand Leader in the decking category by Green Builder Media for the 16th consecutive year. For more information, visit Trex.com. About Specialty Building Products Specialty Building Products (SBP) is at the core of the value chain for high value specialty building materials. SBP provides sales, marketing, manufacturing, assembly, customization, finishing and logistics solutions that bring a wide range of high value, SKU-intensive, and logistically complicated specialty building products to dealers and retailers serving the repair and remodel (R&R) and new construction marketplaces. Its best-in-class operations service the most respected manufacturers of the best and most innovative brands in the building products industry and local, regional and national building material dealers, retailers and industrial and OEM manufacturers. More information can be found at www.specialtybuildingproducts.com. Lee Coker, VP, Corporate Development & Investor Relations 540-542-6321 Eric Prouty Casey Kotary ADVISIRY Partners 212-750-5800 [email protected] [email protected]

BlueLinx Holdings reported first-quarter revenue of $731 million, up 3% year-over-year, whilst adjusted EBITDA rose approximately 20% to $23.5 million. The building products distributor attributed growth to specialty product expansion, Disdero Lumber's contribution and stronger structural margins. Specialty products comprised 70% of net sales and about 80% of gross profit, with specialty net sales increasing nearly 7% to $512 million. The company expanded its product assortment, including a new TruExterior rollout. However, management cautioned that the housing market remains weak and does not expect similar year-over-year EBITDA improvements throughout 2026. Chief Executive Shyam Reddy cited soft consumer confidence, affordability pressures and ongoing pricing competition as headwinds. Adjusted net income reached $1.7 million, or $0.21 per share.