BlueLinx Holdings (BXC) Company Report

BlueLinx Holdings Inc. has expanded its distribution partnership with Oldcastle APG, significantly increasing its product reach across the U.S..
The agreement doubles BlueLinx's RDI® Railing distribution footprint from eight to sixteen locations, now covering key markets such as Seattle, Portland, Cincinnati, and Long Island.
Additionally, BlueLinx will add MoistureShield® Decking to two new markets: Long Island, NY and Portland, OR.
This expansion is part of BlueLinx's strategic focus on geographic and product category growth, aiming to strengthen its support for the multifamily sector.

Nov 12, 2025, 1:00 PM

Press Release

BlueLinx Holdings Acquires Disdero Lumber Company

BXC

M&A

New Projects/Investments

BlueLinx Holdings has acquired Disdero Lumber Company, a subsidiary of Tumac Lumber Company.
Disdero, founded in 1953, is a leading value-added wholesale distributor of premium specialty forest products and building materials, primarily for custom single-family homes and high-end multi-family residential projects.
The acquisition is anticipated to leverage BlueLinx's scale and resources to accelerate Disdero's growth.

Nov 10, 2025, 6:41 PM

Press Release

BlueLinx Reports Q3 2025 Results and Announces Distero Lumber Acquisition

BXC

Earnings

M&A

Share Buyback

BlueLinx reported Q3 2025 net sales of $749 million and adjusted diluted earnings per share of $0.45.
The company completed the acquisition of Distero Lumber Company for $96 million, a specialty products distributor with over $100 million in net sales in the last 12 months, expecting it to be immediately accretive to adjusted EBITDA and adjusted diluted EPS.
Specialty products remained a key driver, representing approximately 70% of net sales and over 80% of gross profit for Q3 2025, with volume growth in engineered wood products and outdoor living products.
BlueLinx maintained a strong balance sheet with $429 million in cash on hand and $777 million in available liquidity, leading to a negative net leverage ratio of 0.5 times adjusted EBITDA. The company also repurchased $2.7 million of stock during the quarter.

Nov 5, 2025, 3:00 PM

Transcript

BlueLinx Announces Third Quarter 2025 Results

BXC

Earnings

M&A

BlueLinx reported net sales of $749 million for the third quarter of 2025, representing a 0.2% increase compared to the third quarter of 2024.
Net income for Q3 2025 was $1.7 million, or $0.20 diluted earnings per share, a decrease from $16.0 million, or $1.87 diluted EPS, in the prior year quarter.
Adjusted EBITDA for the quarter was $22.4 million, or 3.0% of net sales, down from $36.6 million, or 4.9% of net sales, in Q3 2024.
On November 3, 2025, the company announced the acquisition of Disdero Lumber Company for approximately $96 million, which was funded with existing cash and is expected to be immediately accretive to earnings.
As of September 27, 2025, BlueLinx reported available liquidity of $777 million, including $429 million in cash and cash equivalents on hand.

Nov 4, 2025, 9:11 PM

8-K

BlueLinx Announces Third Quarter 2025 Results and Acquisition

BXC

Earnings

M&A

Demand Weakening

BlueLinx reported net sales of $749 million in the third quarter of 2025, a 0.2% increase compared to the third quarter of 2024, primarily driven by specialty products.
Net income for Q3 2025 was $1.7 million, or $0.20 diluted earnings per share, a significant decrease from $16.0 million, or $1.87 diluted earnings per share, in the prior year quarter. Adjusted EBITDA also declined to $22.4 million from $36.6 million in Q3 2024.
The company maintained strong available liquidity of $777 million, including $429 million in cash and cash equivalents on hand as of September 27, 2025.
BlueLinx announced the acquisition of Disdero Lumber Company for approximately $96 million on November 3, 2025, which was funded with existing cash and is expected to be immediately accretive to earnings.

Nov 4, 2025, 9:05 PM

Press Release

BlueLinx Holdings Inc. acquires Disdero Lumber Co.

BXC

M&A

New Projects/Investments

BlueLinx Holdings Inc. (BXC) announced the acquisition of Disdero Lumber Co., LLC, a specialty products distributor, on November 3, 2025.
The aggregate purchase price for Disdero was approximately $96 million, with a net transaction value of approximately $88 million after estimated tax benefits.
The acquisition was funded with cash on hand and is expected to be immediately accretive to earnings.
This acquisition aligns with BlueLinx's strategy to grow higher-margin specialty products and expand its presence in the Western U.S..

Nov 3, 2025, 1:30 PM

8-K

BlueLinx Acquires Disdero Lumber Company

BXC

M&A

New Projects/Investments

BlueLinx Holdings Inc. (NYSE: BXC) announced the acquisition of Disdero Lumber Co., LLC, a specialty products distributor based in Clackamas, Oregon.
The aggregate purchase price for Disdero was approximately $96 million, with a net transaction value of approximately $88 million after an estimated $8 million in tax benefits.
The acquisition was funded with cash on hand and is expected to be immediately accretive to earnings.
This acquisition aligns with BlueLinx's strategy to grow higher-margin specialty products, expand its Western presence, and diversify its channels.

Nov 3, 2025, 1:00 PM

Press Release

BlueLinx Holdings Inc. Secures New $350 Million Credit Facility

BXC

Debt Issuance

New Projects/Investments

BlueLinx Holdings Inc. (BXC) announced it has executed an agreement for a new five-year, $350 million syndicated secured asset based revolving credit facility (ABL Facility).
The ABL Facility closed on August 27, 2025, matures on August 27, 2030, and replaces the Company's existing $350 million credit facility.
This new financing, combined with a strong cash position, provides BlueLinx with total liquidity of approximately $730 million, offering flexibility to execute strategic growth initiatives.

Aug 28, 2025, 9:19 PM

8-K