BlueLinx (BXC) Q4 2025 Earnings Call Transcript
The Motley Fool
by newsfeedback@fool.com (Motley Fool Transcribing)February 25, 2026
AI-Generated Deep Dive Summary
BlueLinx (BXC) reported flat net sales of $3 billion for fiscal year 2025, with specialty products driving growth despite challenges in structural segments. Specialty sales reached $505 million in Q4, up over 4%, fueled by higher volumes and the Distero acquisition, while structural products dipped 7% due to lower pricing. Gross margins faced pressure, dropping 130 basis points to 15.3% for the year. Adjusted EBITDA totaled $83 million annually, with free cash flow at $33 million, reflecting strong inventory management.
The company’s liquidity remained robust, ending the year with $726 million in cash and undrawn revolver capacity. Despite a net loss of $8.6 million in Q4, BlueLinx maintained disciplined cost controls and generated $56 million in free cash flow during the quarter. SG&A expenses rose 4%, primarily due to the Distero acquisition and strategic investments in technology and logistics.
BlueLinx’s digital transformation initiatives, including AI deployment for productivity, positioned it well for future growth. The company also returned value to shareholders through $38 million in share repurchases, with $58.7 million remaining under authorization. Guidance for Q1 2026 projects specialty margins between 17%-18% and structural margins at 9%-10%, signaling cautious optimism amid market softness.
Overall, BlueLinx demonstrated resilience by balancing organic growth, strategic acquisitions, and cost management in a challenging environment. These efforts underscored its ability to adapt and generate returns despite headwinds in the housing sector. Investors will closely monitor how these trends evolve in 2026, particularly as the company navigates potential margin compression and market uncertainties.
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Originally published on The Motley Fool on 2/25/2026