BlueLinx Q3 sales rise on Disdero Lumber growth and higher pricing
BXC•BlueLinx fiscal Q3 sales rose 8.5% to $812.6 million, slightly below analyst expectations, while adjusted net income of $5.5 million and adjusted EBITDA of $31.7 million beat estimates. The company reported a $625,000 net loss and forecast Q4 gross margins and slightly lower average daily sales volumes.
1. Q3 results
BlueLinx reported fiscal Q3 sales of $812.6 million, up 8.5% and slightly below the $814.17 million analyst estimate. Adjusted net income was $5.5 million and adjusted EBITDA was $31.7 million, both above estimates; the company posted a $625,000 net loss.
2. Sales and outlook
Specialty product sales rose on Disdero Lumber sales and higher pricing, partly offset by lower volumes. Structural product sales increased on higher pricing and volumes for lumber and panels. BlueLinx expects Q4 specialty product gross margin of 17.5% to 18.5% and structural product gross margin of 9.0% to 10.0%, with average daily sales volumes slightly lower than in Q4 2025 and Q3 2026.
3. Inventory provision
The company recorded a $2.9 million inventory provision for discontinued inventory following a strategic brand and vendor change.
