BlueLinx to Announce Q4 Earnings on February 24
- Earnings Announcement Schedule: BlueLinx Holdings is set to release its Q4 earnings on February 24 after market close, with consensus EPS estimate at -$0.42 and revenue estimate at $703.84 million, reflecting a 1% year-over-year decline.
- Performance Expectation Analysis: Over the past two years, BlueLinx has beaten EPS estimates 63% of the time but only 25% for revenue, indicating volatility in the company's profitability.
- Revision Trends: In the last three months, there have been no upward revisions for EPS estimates and one downward revision, while revenue estimates also saw no upward revisions and one downward adjustment, suggesting market caution regarding the company's future performance.
- Executive Change: BlueLinx's Chief Commercial Officer Wilson is set to retire, with Oei named as his successor, which may impact the company's strategic direction and market confidence.
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- Stable Sales Performance: BlueLinx reported Q4 2025 net sales of $716 million, showing slight year-over-year growth despite market challenges, indicating the company's ability to maintain stable sales in a competitive environment.
- Margin Performance: The specialty product gross margin reached 18.1%, while structural products had a gross margin of 10%, reflecting the success of the strategy focused on high-margin product lines, even as overall gross margins saw a slight decline.
- Strong Liquidity Position: At year-end 2025, BlueLinx had liquidity of $726 million, including $386 million in cash and cash equivalents, demonstrating robust financial management that supports future investments and expansion.
- Digital Transformation Progress: The company completed Phase 1 of its digital transformation and plans to leverage AI technology for future e-commerce solutions, indicating its forward-thinking approach and adaptability to market changes.
- Earnings Announcement Schedule: BlueLinx Holdings is set to release its Q4 earnings on February 24 after market close, with consensus EPS estimate at -$0.42 and revenue estimate at $703.84 million, reflecting a 1% year-over-year decline.
- Performance Expectation Analysis: Over the past two years, BlueLinx has beaten EPS estimates 63% of the time but only 25% for revenue, indicating volatility in the company's profitability.
- Revision Trends: In the last three months, there have been no upward revisions for EPS estimates and one downward revision, while revenue estimates also saw no upward revisions and one downward adjustment, suggesting market caution regarding the company's future performance.
- Executive Change: BlueLinx's Chief Commercial Officer Wilson is set to retire, with Oei named as his successor, which may impact the company's strategic direction and market confidence.

U.S. Stock Market Performance: U.S. stocks showed mixed results, with the Dow Jones increasing by approximately 150 points on Friday.
Ross Stores Financial Results: Ross Stores Inc. reported better-than-expected third-quarter earnings of $1.58 per share and raised its FY25 GAAP EPS guidance, leading to a 6.3% increase in its stock price.
Significant Stock Gains: Enviri Corp saw a notable 29.1% rise in its shares after announcing a major sale, while other companies like Datavault AI Inc and Herbalife Ltd also recorded substantial gains.
Analyst Upgrades: WillScot Holdings Corp received an upgrade from Baird analyst Andrew Wittmann, boosting its stock price target from $20 to $22, contributing to a 10.4% increase in its shares.

Transaction Overview: Northborne Partners acted as the financial advisor for Tumac Lumber Company in the sale of its subsidiary, Disdero Lumber Company, to BlueLinx Holdings.
Disdero's Profile: Disdero, established in 1953 and based in Clackamas, Oregon, is a prominent wholesale distributor of premium specialty forest products, primarily serving the construction of custom homes and high-end residential projects.
Leadership Comments: Disdero's CEO, Ryan Kline, expressed enthusiasm about the partnership with BlueLinx, highlighting the potential for growth while maintaining the company's core values.
Northborne's Role: Northborne's Managing Director, Paul Jevnick, emphasized the firm's strategic approach in showcasing Disdero's unique offerings, which contributed to a successful transaction despite challenging market conditions.
New Board Appointment: BlueLinx Holdings Inc. has appointed Christina (Chris) Corley to its Board of Directors, effective September 22, 2025, where she will also serve on the Human Capital and Compensation and Nominating and Governance committees.
Experience and Expectations: Chris Corley brings over 35 years of experience in the data and technology sector, with a strong background in strategic and commercial roles, which is expected to enhance BlueLinx's growth strategies and overall board depth.
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