BlueLinx Holdings Inc. is a leading U.S. wholesale distributor of residential and commercial building products. The company operates across all 50 states, leveraging a broad geographic footprint and a locally focused sales force. BlueLinx distributes a wide range of building products, including both branded and private-label SKUs, across various categories such as lumber, panels, engineered wood, siding, millwork, and industrial products.
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Specialty Products - Includes branded and private-label SKUs such as siding, millwork, engineered wood, and industrial products, contributing significantly to the company's revenue.
- Siding - Offers a variety of siding options for residential and commercial buildings.
- Millwork - Provides custom and standard millwork products for construction and renovation projects.
- Engineered Wood - Supplies engineered wood products for structural and decorative applications.
- Industrial Products - Distributes industrial-grade building materials for various applications.
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Structural Products - Comprises lumber, panels, and other commodity wood products, forming a substantial part of the company's offerings.
- Lumber - Distributes a wide range of lumber products for construction and manufacturing.
- Panels - Offers various panel products, including plywood and oriented strand board (OSB), for building and industrial use.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Shyam K. Reddy ExecutiveBoard | President and Chief Executive Officer | None | Shyam K. Reddy joined BXC in June 2015 and has held multiple leadership roles, becoming CEO in March 2023. He has a background in legal, administrative, and operational functions. | View Report → |
Kimberly A. DeBrock Executive | VP, Chief Accounting Officer, Interim Principal Financial Officer | None | Kimberly DeBrock joined BXC in July 2023 as a consultant and became Chief Accounting Officer in September 2023. She was appointed Interim Principal Financial Officer in January 2025. | |
Anuj Dhanda Board | Director | EVP & Chief Technology and Transformation Officer at Albertsons Companies, Inc. | Anuj Dhanda joined the Board in May 2023. He has expertise in digital transformation, cybersecurity, and system modernization, with prior leadership roles at Giant Eagle and PNC Financial Services. | |
Carol B. Yancey Board | Director | Director at Oxford Industries, Inc. | Carol B. Yancey joined the Board in February 2021. She is the former CFO of Genuine Parts Company and brings expertise in financial reporting, internal controls, and the distribution industry. | |
Dominic DiNapoli Board | Director | None | Dominic DiNapoli has been a Director since May 2016. He has extensive experience in financial management and corporate restructuring, including leadership roles at FTI Consulting and PricewaterhouseCoopers. | |
J. David Smith Board | Director | Director at GMS Inc. | J. David Smith has been a Director since May 2017. He has extensive experience in metals and building products industries, with prior leadership roles at Nortek and Commercial Metals Company. | |
Keith A. Haas Board | Director | CEO of Foley Products Company LLC, Non-Executive Director at Northwest Hardwoods, Inc. | Keith A. Haas joined the Board in August 2022. He has over 25 years of operational leadership experience in the building products industry, including executive roles at CRH plc. | |
Kim S. Fennebresque Board | Non-Executive Chairman of the Board | Ally Financial Inc. (Board Member), Albertsons Companies, Inc. (Board Member), BAWAG Group AG (Board Member) | Kim S. Fennebresque has been a Director since May 2013 and Chairman since May 2016. He has extensive experience in finance and corporate governance, including leadership roles at Cowen Group and UBS. | |
Marietta Edmunds Zakas Board | Director | President & CEO of Mueller Water Products | Marietta Edmunds Zakas joined the Board in August 2022. She has extensive experience in finance, strategy, and corporate development, with leadership roles at Mueller Water Products and Genuine Parts Company. | |
Mitchell B. Lewis Board | Director | Director at GMS Inc., Director at Meteor Education | Mitchell B. Lewis served as BXC's CEO from 2014 to 2021 and has been a Director since January 2014. He has extensive experience in the building products industry and corporate governance. |
- Given the ongoing uncertainty around potential tariffs on Canadian lumber, how is BlueLinx adjusting its procurement strategy to mitigate risks, and what specific actions are you taking to manage inventory levels and pricing to protect margins if tariffs are implemented?
- With the launch of your digital transformation initiatives, including the new e-commerce platform and transportation management system, can you provide more details on the expected timing and measurable benefits of these investments, and how you'll ensure they drive the productivity improvements and margin enhancements you anticipate?
- As specialty product pricing remains volatile and market uncertainties persist, what are the biggest downside risks to your specialty margins, and how is the competitive landscape influencing your pricing strategies to maintain margin stability?
- Regarding your new greenfield operations like the Portland facility, can you elaborate on the challenges you're facing in building out vendor commitments and product lineups, and how these might impact your ability to reach the projected sales and EBITDA targets within your anticipated time frames?
- In light of the soft repair and remodel market due to low existing home sales, how confident are you that your focus on national accounts and channel strategies can offset broader market weaknesses, and what evidence do you have that these initiatives will deliver the growth you're anticipating despite the challenging environment?
Research analysts who have asked questions during BlueLinx Holdings earnings calls.
Greg Palm
Craig-Hallum Capital Group LLC
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Loop Capital Markets LLC
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D.A. Davidson & Co.
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Stifel
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Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
One of the largest competitors in the U.S. building products distribution market, which is highly fragmented and competitive. This competitor operates in most major markets served by the company and competes on factors such as breadth of product offering, consistent availability, price, quality, reputation, service, and distribution facility location. | |
A significant competitor in the building products distribution market, which is served by national, multi-regional, and local distributors. This competitor is part of a larger company and may have access to greater financial and other resources. | |
Specialty Building Products | Another major competitor in the building products distribution market, operating in key markets and competing on product availability, price, quality, and service. |
Recent press releases and 8-K filings for BXC.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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..
- 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.
- 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.