Overview

* Bluelinx Q3 2025 net sales missed analyst expectations, increasing 0.2% year-over-year

* Adjusted net income for Q3 missed estimates, while adjusted EBITDA beat expectations

* Company acquired Disdero Lumber Co., boosting specialty product presence

Outlook

* Company expects Q4 specialty product gross margins between 17% and 18%

* Company anticipates Q4 structural product gross margins between 8% and 9%

* Average daily sales volumes expected to be slightly down in Q4

Result Drivers

* SPECIALTY PRODUCTS - Higher volumes in engineered wood and outdoor living drove specialty product sales increase

* STRUCTURAL PRODUCTS - Structural products sales declined due to volume and price declines in lumber and panels

* DISDERO ACQUISITION - Acquisition expected to enhance specialty product margins and be accretive to earnings

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Miss $749 mln $757.14

mln (4

Analysts

)

Q3 Miss $3.7 mln $4.05

Adjusted mln (4

Net Analysts

Income )

Q3 Net $1.7 mln

Income

Q3 Beat $22.4 $22.19

Adjusted mln mln (4

EBITDA Analysts

)

Q3 Free $53 mln

Cash

Flow

Q3 Gross $108 mln

Profit

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the construction supplies & fixtures peer group is "buy"

* Wall Street's median 12-month price target for Bluelinx Holdings Inc ( BXC ) is $84.00, about 22.8% above its November 3 closing price of $64.85

* The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)