
Overview
U.S. building products distributor's Q4 net sales beat analyst expectations
Company generated $56 mln in free cash flow due to effective inventory management
Outlook
Company expects specialty product gross margin between 17% and 18% for Q1 2026
Company anticipates structural product gross margin between 9% and 10% for Q1 2026
BlueLinx expects lower average daily sales volumes in Q1 2026 due to seasonal patterns
Result Drivers
SPECIALTY PRODUCT SALES - Increase driven by volume gains and Disdero acquisition, partially offset by price deflation
STRUCTURAL PRODUCT DECLINE - Decrease in sales and gross profit due to price declines in lumber and panels
Company press release: ID:nBw10DdQla
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Net Sales | Beat | $716 mln | $703.84 mln (4 Analysts) |
Q4 Adjusted Net Income | Miss | -$3.70 mln | -$3.36 mln (4 Analysts) |
Q4 Net Income |
| -$8.6 mln |
|
Q4 Adjusted EBITDA | Slight Miss* | $14 mln | $14.14 mln (4 Analysts) |
Q4 Free Cash Flow |
| $56 mln |
|
Q4 Gross Profit |
| $113 mln |
|
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
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