Overview
Bluelinx Q3 2025 net sales missed analyst expectations, increasing 0.2% year-over-year
Adjusted net income for Q3 missed estimates, while adjusted EBITDA beat expectations
Company acquired Disdero Lumber Co., boosting specialty product presence
Outlook
Company expects Q4 specialty product gross margins between 17% and 18%
Company anticipates Q4 structural product gross margins between 8% and 9%
Average daily sales volumes expected to be slightly down in Q4
Result Drivers
SPECIALTY PRODUCTS - Higher volumes in engineered wood and outdoor living drove specialty product sales increase
STRUCTURAL PRODUCTS - Structural products sales declined due to volume and price declines in lumber and panels
DISDERO ACQUISITION - Acquisition expected to enhance specialty product margins and be accretive to earnings
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Sales | Miss | $749 mln | $757.14 mln (4 Analysts) |
Q3 Adjusted Net Income | Miss | $3.7 mln | $4.05 mln (4 Analysts) |
Q3 Net Income | $1.7 mln | ||
Q3 Adjusted EBITDA | Beat | $22.4 mln | $22.19 mln (4 Analysts) |
Q3 Free Cash Flow | $53 mln | ||
Q3 Gross Profit | $108 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the construction supplies & fixtures peer group is "buy"
Wall Street's median 12-month price target for Bluelinx Holdings Inc is $84.00, about 22.8% above its November 3 closing price of $64.85
The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 23 three months ago
Press Release: ID:nBw5Ty5gsa
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)