BlueLinx Holdings Inc. — Form 8-K

BlueLinx reported Q3 2026 net sales of $813M (up 8.5% YoY), gross profit of $131M (up 21% YoY), and gross margin of 16.1% (up 170 bps). Specialty products sales were $550M (+4.6% YoY); structural products were $263M (+18% YoY). Company recorded a $2.9M unusual inventory provision for discontinued inventory from a strategic brand/vendor change in a key product line. Net loss was $0.6M ($0.07 per share) but adjusted net income was $5.5M ($0.68 adjusted diluted EPS, +51% YoY). Adjusted EBITDA was $31.7M (3.9% margin, +42% YoY). Free cash flow was $39.6M. Available liquidity was $689M with net leverage of 0.2x (excluding real property finance leases). No shares repurchased in Q3; $53.7M remains in repurchase authorization. CEO Shyam Reddy attributed growth to Disdero acquisition contribution, higher volumes in key categories, and improved pricing.