BlueLinx Holdings Inc. — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
BlueLinx reported Q2 2026 net sales of $814M (+4.4% YoY), gross profit $140M (+16.7%), and gross margin 17.2% (up 190 bps). Net income was $6.4M ($0.81 diluted EPS); adjusted net income $9.1M ($1.15 adj. diluted EPS). Adjusted EBITDA $35.6M (4.4% margin). Free cash flow improved to $8.8M from $(36.4M) YoY. The company benefited from $7.2M import duty recovery; excluding that, margins were 16.3% (still up 100 bps). Disdero acquisition (completed earlier) contributed to specialty product growth. Liquidity strong: $655M available ($318M cash, $337M undrawn revolver). Net leverage 0.6x (excluding real property leases); $300M senior notes due 2029.
Why this rating
Solid operational execution—sales +4.4%, margins +190bps, FCF swing—but modest relative to $615M market cap. Import duty benefit inflates headline; underlying margin gain 100bps. Growth and profitability improvements are real and material quarterly results, but not trajectory-altering. Company remains moderately leveraged; cyclical distributor faces macroeconomic headwinds. No major M&A, capital events, or guidance changes.
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