BXC, US09624H2085

BlueLinx stock draws a Hold consensus after a strong quarter

Published on 10/04/2026 at 21:00 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

BlueLinx stock was last at USD 73.64 on October 2, 2026, after Q2 net income rose 49 percent to USD 6.4 million. Analysts set an average target of USD 83.50.

BXC, US09624H2085, Illustration mit AI erstellt.

BlueLinx (ISIN US09624H2085) was last at USD 73.64 on the NYSE on October 2, 2026, down 0.20 percent from the prior close. The latest operating picture is stronger than the modest share-price move: second-quarter 2026 net sales rose 4.4 percent year over year to USD 814.0 million, while net income increased 49 percent to USD 6.4 million, according to Yahoo Finance.

Margins expanded in Q2

The improvement reached both operating segments in the fiscal quarter ended July 4, 2026. Specialty products generated USD 564 million in sales, up 3.8 percent, while gross margin expanded to 20.0 percent from 18.5 percent a year earlier, Yahoo Finance reported.

Structural products contributed USD 250 million of revenue, up 5.6 percent, and lifted gross margin to 10.9 percent from 8.2 percent. Even after excluding a USD 7.2 million import-duty benefit, overall gross margin reached 16.3 percent, an increase of 100 basis points from the prior-year quarter, according to Yahoo Finance.

Cash flow improved materially

Operating cash flow reached USD 11.0 million in the second quarter, compared with USD 27.0 million used in the prior-year period. Free cash flow reached USD 9.0 million, a USD 45.0 million year-over-year improvement, while adjusted EBITDA was USD 35.6 million before the one-time duty benefit, Yahoo Finance reported.

The counterweight is cost pressure. Selling, general and administrative expenses rose USD 12.1 million to USD 107.0 million, while third-quarter guidance called for specialty gross margin of 18.0 percent to 19.0 percent and structural gross margin of 8.5 percent to 9.5 percent.

Analysts see limited upside

MarketBeat reported a Hold consensus from five analysts, with three Hold ratings, one Buy and one Sell. The average 12-month price target was USD 83.50, which places the target 13.4 percent above the October 2 price of USD 73.64.

That valuation gap is paired with a wide trading range. BlueLinx stock was 21.5 percent below its 52-week high of USD 93.80 and 64.5 percent above its 52-week low of USD 44.78 on October 2, 2026.

BlueLinx stock stays below its yearly high

BlueLinx stock was last at USD 73.64 on the NYSE on October 2, 2026, at 4:00 p.m. ET, with volume of 189,951 shares. Its market capitalization was USD 573.1 million, giving investors a direct measure of the company after the latest earnings and margin figures.