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EX-99.1

2 q12026earnings991.htm

EX-99.1

Document

Exhibit 99.1

BlueLinx Announces First Quarter 2026 Results

ATLANTA, May 5, 2026 – BlueLinx Holdings Inc. (NYSE: BXC), a leading U.S. wholesale distributor of building products, today reported financial results for the fiscal three months ended April 4, 2026.

FIRST QUARTER 2026 HIGHLIGHTS

•Net sales of $731 million

•Gross profit of $116 million, or 15.9% of net sales

•Net loss of $1.5 million, or $0.18 loss per share

•Adjusted net income of $1.7 million, or $0.21 adjusted diluted earnings per share

•Adjusted EBITDA of $23 million, or 3.2% of net sales

•$3 million in share repurchases

•Available liquidity of $659 million, including $319 million cash and cash equivalents on hand

“We are off to a good start in 2026, delivering net sales growth while maintaining solid gross margins in a challenging macro environment,” said Shyam Reddy, President and Chief Executive Officer of BlueLinx. “Specialty product net sales increased year-over-year, led by Disdero specialty sales and volume gains in several key strategic categories, all while maintaining our gross margins. Structural product sales were lower primarily due to price declines in lumber and panels, but we generated higher year-over-year gross profits due to strong gross margin performance and higher volumes in lumber.”

“Adjusted EBITDA of $23 million exceeded our expectations, reflecting volume growth across our strategic product categories, including the positive impact of the Disdero acquisition, as well as disciplined margin performance,” said Kelly Wall, Senior Vice President, Chief Financial Officer and Treasurer of BlueLinx. “We delivered specialty and structural gross margins of 18.1% and 10.9%, respectively, while maintaining a highly flexible balance sheet with $659 million of liquidity and a net leverage ratio of just 0.7x, excluding real property finance lease liabilities.”

FIRST QUARTER 2026 FINANCIAL PERFORMANCE

In the first quarter of fiscal 2026, net sales were $731 million, an increase of $22 million, or 3.1%, compared to the first quarter of fiscal 2025. Sales growth in the current quarter was attributable to specialty products. Gross profit was $116 million, an increase of $5.3 million, or 4.7%, year-over-year, and gross margin percentage was 15.9%, up 20 basis points from the 15.7% in the prior year period. The prior-period quarter included a net benefit of $2.4 million for import duty-related items. Excluding this benefit, gross margin would have been 15.3% for first quarter of fiscal 2025.

Net sales of specialty products, which include products such as engineered wood, siding, millwork, outdoor living, specialty lumber and panels, and industrial products, were $512 million, an increase of $32 million, or 6.8% compared to the first quarter of fiscal 2025. This increase in net sales for specialty products in the current quarter was largely due to higher volumes in all product categories, and the positive impact of the Disdero Lumber Co., LLC (“Disdero”) acquisition, partially offset by modest price declines on a year-over-year basis. Gross profit from specialty product sales was $93 million, an increase of $2.8 million, or 3.1% when compared to the first quarter of last year. Gross margin percentage for specialty products was 18.1% compared to 18.7% in the prior year quarter, and consistent with the fourth quarter of 2025. Excluding the import duty related items, gross margin for specialty products was 18.2% for first quarter fiscal 2025.

Net sales of structural products, which include products such as lumber, panels (including plywood and oriented strand board), rebar, and remesh, decreased $10.5 million, or 4.6% when compared to the first quarter of fiscal 2025, to $219 million in the first quarter of fiscal 2026. The decrease in structural sales was largely due to price declines in lumber and panels, partially offset by volume increases in lumber. Gross profit from sales of structural products was $23.8 million, an increase of $2.5 million from the prior year period, and gross margin percentage was 10.9%, compared to 9.3% in the prior year quarter.

Selling, general and administrative (“SG&A”) expenses were $96 million in the first quarter of fiscal 2026, $2.1 million higher than the prior year quarter. The year-over-year increase in SG&A was primarily due to the addition of Disdero.

1

Net loss was $1.5 million, or $0.18 loss per share, versus net income of $2.8 million, or $0.33 per diluted share, in the prior year quarter. Adjusted Net Income was $1.7 million, or $0.21 per diluted share, compared to $2.3 million, or $0.27 per diluted share in the first quarter of last year.

Adjusted EBITDA was $23.5 million, or 3.2% of net sales, for the first quarter of fiscal 2026, compared to $19.6 million, or 2.8% of net sales in the first quarter of fiscal 2025. Certain import duty-related items increased Adjusted EBITDA by $2.4 million in the prior year period. Not including th

bxc-20260224false000130178700013017872026-02-242026-02-24

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): February 24, 2026

BlueLinx Holdings Inc. (Exact name of registrant specified in its charter)

Delaware001-3238377-0627356 (State or other(Commission(I.R.S. Employer jurisdiction of incorporation)File Number)Identification No.)

1950 Spectrum Circle, Suite 300, Marietta, Georgia 30067 (Address of principal executive offices)(Zip Code)

Registrant's telephone number, including area code: (770) 953-7000

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock, par value $0.01 per shareBXCNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 under the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02    Results of Operations and Financial Condition

On February 24, 2026, BlueLinx Holdings Inc. ("BlueLinx" or "the Company”) issued a press release announcing its financial results for the fiscal fourth quarter and year ended January 3, 2026. A copy of BlueLinx's press release is furnished as Exhibit 99.1 hereto.

On February 25, 2026, as previously announced, BlueLinx will hold a teleconference and audio webcast to discuss its financial results from the fiscal fourth quarter and year ended January 3, 2026. A copy of supplementary materials that will be referred to in the teleconference and webcast, and which will be posted to the Company's website, is furnished as Exhibit 99.2 hereto.

The information included in this Item 2.02, as well as Exhibits 99.1 and 99.2, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933.

Item 9.01     Financial Statements and Exhibits

(d)        Exhibits:

The following exhibits are attached with this Current Report on Form 8-K:

Exhibit No. Exhibit Description 99.1 Press Release dated February 24, 2026 reporting financial results for fiscal fourth quarter and year ended January 3, 2026

99.2 Supplementary materials to be used during webcast conference call on February 25, 2026

104Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

BlueLinx Holdings Inc. (Registrant)

Dated: February 24, 2026By:/s/ C. Kelly Wall C. Kelly Wall Senior Vice President, Chief Financial Officer and Treasurer