BXCBlueLinx Holdings Inc.
Wholesale-Lumber, Plywood, Millwork & Wood Panels
- Revenue
- $3.0B
- 0.0% YoY
- Operating margin
- 1.1%
- 63% YoY
- EBITDA
- $72M
- 43% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 3.8×
- $273M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear273× net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear64% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear4% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2026 | YoY |
|---|---|---|---|---|---|
| Revenue | $4.5B | $3.1B | $3.0B | $3.0B | 0.0% |
| Operating income | $439M | $138M | $88M | $32M | 63% |
| Net income | $296M | $49M | $53M | $219K | 100% |
| Operating cash flow | $400M | $306M | $85M | $60M | 30% |
| Capex | $36M | $28M | $40M | $27M | 33% |
| Stock-based comp | $10M | $12M | $8M | $11M | 45% |
| Buybacks | $66M | $42M | $45M | $38M | 16% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | — | — | 208 | 182 |
| FY2024 | — | — | 354 | 182 |
| FY2023 | — | — | 387 | 166 |
| FY2022 | — | — | 327 | 149 |