BlueLinx Holdings Inc.(BXC)Stock Analysis
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Rank #2,082 of 2,879 stocks
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
BXC Stock Analysis & AI Quality Score
AI stock analysis and institutional research for BlueLinx Holdings Inc. (BXC), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores BXC at 36.8/100 on a 32-signal composite quality model, placing it at rank #2,082 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include earnings quality (1.0) and institutional flow (21.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), BlueLinx Holdings Inc. reports quarterly revenue of $731.1M, net income of $-1.5M, an operating margin of 1.0%. Top institutional holders of BXC by reported 13-F value include BlackRock,, GENDELL JEFFREY L, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. BXC trades on the NYSE exchange and files with the SEC under CIK 1301787. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BXC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for BlueLinx Holdings Inc. directly from SEC EDGAR. BlueLinx Holdings Inc.'s 13F Pro composite quality score has ranged between 37 and 73 since 2021, currently 36.8 — a declining long-term trajectory across 27 quarterly and live scoring snapshots.
Revenue
Q1 2026
$731.1M
Net Income
Q1 2026
$-1.5M
Free Cash Flow
Q1 2026
$-59.8M
Operating Margin
Q1 2026
1.0%
ROIC
Q1 2026
0.8%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+0.0% YoYNet Income
-99.6% YoYOperating Income
-62.9% YoYEPS (Diluted)
-99.7% YoYTotal Assets
-1.8% YoYTotal Debt
+1.4% YoYOp. Cash Flow
-29.8% YoY| Metric | FY 2025 | FY 2024 | FY 2022 | FY 2021 | FY 2020 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $2.95B +0.0% | $2.95B -33.7% | $4.45B +4.0% | $4.28B +38.1% | $3.10B +8.2% | $2.86B |
| Net Income | $219.0K -99.6% | $53.1M -82.1% | $296.2M +0.0% | $296.1M +266.1% | $80.9M +558.1% | $-17.7M |
| Operating Income | $32.5M -62.9% | $87.6M -80.1% | $439.1M +0.2% | $438.1M +208.0% | $142.2M +1170.6% | $-13.3M |
| EPS (Diluted) | $0.02 -99.7% | $6.19 -80.4% | $31.51 +5.1% | $29.99 +250.8% | $8.55 +264.1% | $-5.21 |
| Total Assets | $1.55B -1.8% | $1.58B +5.9% | $1.49B +13.1% | $1.32B +25.7% | $1.05B +9.2% | $959.9M |
| Total Debt | $595.6M +1.4% | $587.6M +3.9% | $565.5M -0.1% | $566.0M -5.2% | $596.7M +19.0% | $501.4M |
| Operating Cash Flow | $59.8M -29.8% | $85.2M -78.7% | $400.3M +176.0% | $145.0M +163.6% | $55.0M +32.4% | $41.6M |
AI Insight: BXC Financial Trends
BlueLinx swung to operating losses in Q1 2026 after deteriorating profitability trends since late 2024.
• Revenue declined from $780M in Q2 2025 to $731M in Q2 2026, with volatility throughout the period.
• Operating income fell from $24M in Q3 2024 to -$3M in Q1 2026, turning negative.
• Net income deteriorated from $16M in Q3 2024 to -$9M in Q1 2026.
⚠ Operating cash flow highly volatile, swinging from $62M in Q1 2026 to -$57M in Q2 2026.
⚠ Total debt remained relatively stable around $590-600M range despite operational challenges.
AI Insight: BXC Ratio Trends
BlueLinx's profitability has deteriorated sharply from mid-2024 peaks, with operating margin falling from 3.2% to 1.0% and ROE turning negative.
• Operating margin collapsed from 3.2% in Q3 2024 to 1.0% in Q2 2026.
• ROE declined from 9.8% in Q3 2024 to -0.9% in Q2 2026.
• ROIC fell from 7.7% in Q2-Q3 2024 to 2.4% in Q2 2026.
• Debt-to-equity ratio remained relatively stable around 0.90-0.96 throughout the period.
⚠ Q1 2026 showed negative operating margin of -0.4% before partial recovery in Q2 2026.
⚠ Net profit margin has been consistently weak, turning negative in recent quarters.
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Available Research
13F Pro tracks comprehensive data for BlueLinx Holdings Inc. including:
Top Institutional Holders of BXC
BlackRock, Inc.
$46.5M858,906 shGENDELL JEFFREY L
$40.1M739,523 shDIMENSIONAL FUND ADVISORS LP
$27.8M512,594 shJB CAPITAL PARTNERS LP
$21.3M393,649 shVANGUARD CAPITAL MANAGEMENT LLC
$18.9M348,989 shPUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
$17.4M321,874 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$15.2M280,789 shVICTORY CAPITAL MANAGEMENT INC
$14.0M259,244 shRiver Road Asset Management, LLC
$13.2M243,914 shSTATE STREET CORP
$10.5M193,864 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $46.5M | 858,906 |
| GENDELL JEFFREY L | $40.1M | 739,523 |
| DIMENSIONAL FUND ADVISORS LP | $27.8M | 512,594 |
| JB CAPITAL PARTNERS LP | $21.3M | 393,649 |
| VANGUARD CAPITAL MANAGEMENT LLC | $18.9M | 348,989 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $17.4M | 321,874 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $15.2M | 280,789 |
| VICTORY CAPITAL MANAGEMENT INC | $14.0M | 259,244 |
| River Road Asset Management, LLC | $13.2M | 243,914 |
| STATE STREET CORP | $10.5M | 193,864 |
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Popular Research
Is BXC a good stock to buy?
13F Pro's AI-powered analysis of BlueLinx Holdings Inc. (BXC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BXC are available on the BXC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own BXC?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BXC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of BlueLinx Holdings Inc.'s investment landscape.