Stock Ratings / Consumer Discretionary / BXC / earnings

ADIG (45) REZI (35) LMB (73) GMRS (46) ⌘ Pro Terminal →

Bluelinx Holdings Inc. (BXC) Next Earnings Date & Expected ±8.5% Move

$79.03 +0.98% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $79.02

Bluelinx Holdings Inc. (BXC) carries a Roarable Rating of C (Hold) with 64/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

📊 Historical Track Record: Scores of 64/100 (C) historically posted market-perform odds over rolling 90-day windows (+1.1% avg 90D alpha vs SPY) →

ROARABLE C • HOLD / WATCH Cap $615.1M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on BXC Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is BXC stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Bluelinx Holdings Inc. (NYSE: BXC) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 64/100 at a spot price of $79.03 (+0.98% 1D, market cap $615.1M). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 14/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 12/20. Across 1011 tracked Consumer Discretionary issuers, BXC ranks #264 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does BXC compare to ADIG and REZI in the Consumer Discretionary sector?

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Within the Consumer Discretionary sector (Wholesale Distributors), BXC carries a Roarable C (64/100 RQD), trailing P/E of N/A, gross margin of 15.3%, and ROIC of 4.9%. By comparison, ADIG (ADI Global Distribution Inc.) holds a D grade (45/100 RQD, P/E N/A, ROIC —, cap $1.34B) and REZI (Resideo Technologies Inc.) posts a D- grade (35/100 RQD, P/E N/A, ROIC 8.8%, cap $2.85B). Among the 5-stock peer group, LMB leads on earnings multiple (15.7x) while LMB leads on capital efficiency (21.2% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for BXC?

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Per BXC's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-03, CIK 0001301787), Bluelinx Holdings Inc. generated $2.95B in revenue (+0.0% YoY), $219.0K in net income, and $32.9M in free cash flow against $1.55B in total assets and $296.7M in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $79.02 (-0.01%)🧬 Cannibal Buyback (-1.24% YoY Shares)⚙️ Cash Engine: 13/20 (C) • 1.1% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 64/100 (C) historically posted market-perform odds over rolling 90-day windows (+1.1% avg 90D alpha vs SPY • 55.2% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C · Rk C

Each axis scored 0–20

12M PRICE TARGET CONE+2.7% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for BXC)Realized 20D OHLCV Swing Band: ±8.5%

Deterministic 5-Pillar Attribution (64/100 Composite)

🔍 WHY BXC SCORES 64/100 (C) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Whale & Options Positioning+14/20 pts (22% of score)

20D Institutional Volume Accumulation (±8.5% realized swing band)

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+14/20 pts (22% of score)

Altman Z-Score 3.44 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 6/9

▼ #1 Drag / Risk Factor: Macro Regime Fit11/20 pts (-9 pt drag)

Macro rate sensitivity & RSI-14 (55.7) create a -9 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C$70.98+2.1% Next Q

Q2 (-2Q)

Grade C$72.49+4.1% Next Q

Q3 (-1Q)

Grade C$75.44+4.8% Next Q

Current

Grade C$79.03+1.1% Hist 90D α

Trajectory: C (56) → C (64)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the BXC Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 64/100 (C) score, BXC faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-1.24% YoY Shares) — any gross margin slip below 15.0% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($76.41) or 200D SMA ($64.81) invalidates the momentum regime and cuts Target Base ($81.16) toward Bear Floor ($63.30).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $BXC• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “BXC Beats Next Quarter EPS Consensus (Jan 2, 2027) & Holds Above 200D SMA”

YES 64%NO 36%Trade / Inspect Odds →

NEXT EST. WINDOW: Jan 2, 2027 (~60 DAYS)

Historical OHLCV Volatility ±8.5% Swing Band

±$6.72 Expected Swing

MODEL EARNINGS SETUP GAUGE

BXC Quantitative Pre-Earnings Setup: 64/100

Trailing EPS: $4.25 • YoY Revenue Growth: 0%

Model Bullish Setup (64/100)Model Risk Weight (36/100)

Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).

LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

Period	Filed	Revenue	Net Profit	Free Cash Flow	Gross Margin
FY 2025	2026-01-03	$2.95B	$219.0K	$32.9M	15.3%
FY 2024	2024-12-28	$2.95B	$53.1M	$45.1M	16.6%
FY 2023	2023-12-30	$3.14B	$48.5M	$306.3M	15.3%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating BXC & AI Leaders Without Chasing Tops

✓Institutional whale strikes & implied earnings move audit on BXC
✓How disciplined traders manage risk using pre-published trigger & invalidation levels
✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

BXC // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +62.41%▲ RESISTANCE BREAKOUT

2026-11-02O $74.91H $79.03L $74.91C $79.03VOL 125.2K

RES: $78.62SUP: $73.40SMA50: $76.41SMA200: $64.81

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

BXC Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 BXC Butterfly Map → + Track BXC →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

2.3%/yr Implied 5Y Growth

vs. 0.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on BXC today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for BXC. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for BXC today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (BXC)

Consumer Discretionary Rank #264 of 1011 ⚔️ ADIG vs BXC Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (BXC vs. ADIG, REZI, LMB, GMRS)

Industry: Wholesale Distributors (3 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Bluelinx Holdings Inc. (BXC) ranks #264 by composite RQD confidence (64/100, grade C) and #567 by equity capitalization ($615.1M). Within this direct 5-issuer industry benchmark cohort, LMB leads on earnings valuation at 15.7x trailing P/E, while LMB leads on capital efficiency and profitability with 21.2% ROIC and 26.2% gross margin. LMB currently holds the highest overall quantitative score in the immediate peer group at 73/100 (B) compared with BXC at 64/100 (C).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
BXC ACTIVE Bluelinx Holdings Inc.	C	64/100	—	15.3%	4.9%	+0.98%	$615.1M	Benchmark Subject
ADIG ADI Global Distribution Inc.	D	45/100	—	—	—	-1.19%	$1.34B	/adig-vs-bxc →
REZI Resideo Technologies Inc.	D-	35/100	—	29.4%	8.8%	-0.37%	$2.85B	/rezi-vs-bxc →
LMB Limbach Holdings Inc.	B	73/100	15.7x	26.2%	21.2%	-5.96%	$613.8M	/lmb-vs-bxc →
GMRS GMR Solutions Inc. (Class A)	D	46/100	—	—	—	-2.01%	$616.9M	/gmrs-vs-bxc →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-01-03 • CIK 0001301787

In its most recent audited fiscal period (FY2025, filed 2026-01-03), Bluelinx Holdings Inc. (BXC) reported GAAP revenue of $2.95B (+0.0% vs. FY2024 revenue of $2.95B , and -5.8% cumulative change since FY2023) , GAAP net income of $219.0K, operating cash flow of $59.8M, and free cash flow of $32.9M (-27.1% YoY). On the balance sheet, BXC closed FY2025 with $1.55B in total assets against $296.7M in total debt (Altman Z-Score: 3.44, Piotroski F-Score: 6/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2026-01-03	$2.95B	$219.0K	$59.8M	$32.9M	$1.55B	$296.7M
FY2024 (FY)	2024-12-28	$2.95B	$53.1M	$85.2M	$45.1M	$1.58B	$295.1M
FY2023 (FY)	2023-12-30	$3.14B	$48.5M	$306.3M	$306.3M	—	—

3. BXC Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is BXC stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does BXC compare to ADIG and REZI in the Consumer Discretionary sector?

What are the biggest fundamental strengths and SEC risk factors for BXC?

Where is BXC trading relative to its 50-day, 200-day, and 52-week technical levels?

BXC last traded at $79.03 (+0.98% on volume of 116,456 shares), positioning the stock +3.43% above its 50-day simple moving average ($76.41) and +21.94% above its 200-day simple moving average ($64.81). Across its 52-week range of $44.78 to $93.80, BXC sits at the 69.9% percentile with a 14-day RSI of 55.7 (BULLISH MOMENTUM) and an implied next-earnings move of ±8.5% ($72.31 to $85.75).

BXC Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

When is BXC's next earnings date?

Based on SEC filing cadence, Bluelinx Holdings Inc. (BXC)'s next quarterly reporting window is estimated around Jan 2, 2027.

How much is BXC stock expected to move on earnings?

Volatility modeling currently projects a ±8.5% event move for BXC, spanning a range between $72.31 and $85.75.

Direct Sub-Reports: BXC RQD Cockpit BXC 12M Forecast BXC Earnings & Move BXC Dividends & DRIP BXC Insiders & 13F BXC Whale Options BXC Profit Sankey BXC News & Why

ROARABLE RATING BRIEF • RQD 64/100 (C) ✓ STAGE-C NUMBER FIREWALL VERIFIED

BXC — Bluelinx Holdings Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:34:28Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, BXC scores 64 out of 100, a letter grade of C, labeled "Roarable Hold — Fair / Balanced Risk-Reward." Across its five pillars: the Fundamental Cash Engine scores 13 of 20 (ROIC 4.9%; FCF yield 5.34%), suggesting modest returns on capital relative to the cash the business generates. Whale 13F Flow scores 14 of 20, reflecting institutional accumulation and options positioning. Insider Conviction scores 12 of 20, based on SEC Form 4 and Congressional PTR cluster flow. Macro Regime Fit scores 11 of 20 with a beta of 1.0 and noted sector sensitivity, indicating the stock's movement tracks the broader market and is exposed to sector cycles. Forensic Balance Sheet scores 14 of 20 (Altman Z 3.44; Piotroski F 6/9; Debt/Equity 0.48), the strongest pillar relative to its maximum.

For a prospective investor evaluating the stock today, the rating points to a balanced setup rather than a clear-cut case in either direction. Upside drivers in the data include balance sheet strength, institutional buying interest, and the FCF yield. Valuation tradeoffs center on thin margins (operating margin 1.1%, net margin 0%) and an EV/EBITDA of 9.5 relative to limited earnings visibility, since P/E and EPS are not available in source data. Sector sensitivity and beta of 1.0 mean macro or housing-related shifts could move the stock materially. This is an analytical summary, not personalized financial advice.

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$2954.0M	$32.5M	$0.2M	N/A	$32.9M	$385.8M	$296.7M
FY 2024	$2952.5M	$87.6M	$53.1M	N/A	$45.1M	$505.6M	$295.1M
FY 2023	$3136.4M	$138.4M	$48.5M	N/A	$306.3M	N/A	N/A

Per the SEC financials, revenue was broadly stable between FY 2024 and FY 2025 while operating income and net income declined sharply, with FY 2025 net income at $0.2M. Per the market data, gross margin is 15.3%, operating margin 1.1%, and net margin 0%, with ROIC at 4.9%. The Altman Z-Score of 3.44 and Piotroski F-Score of 6/9 are cited in the Roarable RQD rating, and Debt/Equity of 0.48 indicates moderate leverage. Cash declined from $505.6M to $385.8M across the reported periods.

Recent Catalysts & News Wire Analysis

Housing stress openings (MARKET WIRE, YELLOW): A Yahoo Finance report links BlueLinx with peers as housing stress creates potential openings.
Institutional positioning (MARKET WIRE, YELLOW): A GuruFocus report references a Third Avenue Small-Cap Value Fund holding history in BXC.
Composite decking expansion (MARKET WIRE, YELLOW): A Stock Titan report states composite decking will be stocked in 34 BlueLinx locations, up from 3.
Growth funding (CATALYST, GREEN): A Simply Wall St report places BlueLinx among US cyclical names with clearer growth funding.
Risk zones (RISK WATCH, RED): A Stock Traders Daily report discusses risk zones for the stock.
Passive stake (MARKET WIRE, YELLOW): A Stock Titan report references a Vanguard passive stake with voting power over 51,762 shares.

The Butterfly Supply-Chain Graph shows no supply-chain links and no proprietary signals.

Open Questions

What are the P/E, forward P/E, and EPS figures, given that these are absent from the source data?
What drove the decline in net income from $53.1M in FY 2024 to $0.2M in FY 2025, and was it driven by gross margin compression or operating expense changes?
Why is FY 2023 cash and debt Not available in source data, and how does the FY 2025 cash decline affect liquidity?
What does the "Risk Zones" RED flag in the news wire specifically identify as the risk?
What are the upstream suppliers and downstream customers, and how exposed is the business to housing cycle timing?

BXC Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Bluelinx Holdings Inc. (BXC) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to BXC Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 12h ago

Housing Stress Is Creating Openings In BlueLinx, Louisiana Pacific, And Boise Cascade

Yahoo Finance report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE GuruFocus • 15h ago

THIRD AVENUE SMALL-CAP VALUE FUND's BlueLinx Holdings Inc(BXC) Holding History

GuruFocus report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Titan • 18h ago

Composite decking will be stocked in 34 BlueLinx locations, up from 3.

Stock Titan report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Simply Wall St • 21h ago

BlueLinx Stock And Other US Cyclical Names With Clearer Growth Funding

Simply Wall St report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH Stock Traders Daily • 1d ago

Precision Trading with Bluelinx Holdings Inc. (BXC) Risk Zones

Stock Traders Daily report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Titan • 1d ago

Vanguard reports a passive BlueLinx (BXC) stake with voting power over 51,762 shares.

Stock Titan report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST ad-hoc-news.de • 1d ago

MarketBeat reports USD 83.50 target for BlueLinx stock

ad-hoc-news.de report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo • 5d ago

BlueLinx Accelerates Outdoor Living Expansion with Fiberon® Decking in 34 Locations and Railing in 15 Locations

ATLANTA, October 28, 2026--BlueLinx Holdings Inc. (NYSE: BXC), a leading U.S. wholesale distributor of building products, today announced that it is expanding Fiberon® decking to 31 additional BlueLinx distribution cente

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

BXC Bull vs. Bear Conversation Board — What's Your Call at $79.03?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON BXC 🐻 50% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $84.52 (+8.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is BXC (C • RQD 64/100) a Buy at $78.26?

Welcome to the BXC (Bluelinx Holdings Inc.) Roar Pit. Current RQD Composite is 64/100 (Roarable Hold — Fair / Balanced Risk-Reward) in Wholesale Distributors. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

SH ShortSeller_Dan Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $58.70 (-25.0%)

Spot @ $78.26

Pump the brakes on BXC — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on BXC, but look at what you are paying: current EV/EBITDA multiples with 15.3% gross margins. Unless Bluelinx Holdings Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

TA TapeReader_Pro Verified K Arena Trader 🐂 BULLISH 🎯 Target: $100.17 (+28.0%)

Spot @ $78.26

BXC cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on BXC, the market is fixating on short-term headline noise in Wholesale Distributors and ignoring the balance sheet and cash flow trajectory. At $78.26 (52-wk range $44.78 - $93.80), any beat on forward guidance forces shorts and underweight funds to chase.