Yahoo Finance report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.
Why BXC Stock slipped -0.37% Today — RQD Quant Desk Flash
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.
🤖 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 2026-11-03, 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 $78.74 (-0.37% 1D, market cap $621.2M). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 14/20, SEC Balance-Sheet Forensics 14/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 12/20. Across 1009 tracked Consumer Discretionary issuers, BXC ranks #249 in composite RQD confidence.
🤖 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 (46/100 RQD, P/E N/A, ROIC —, cap $1.33B) and REZI (Resideo Technologies Inc.) posts a D- grade (35/100 RQD, P/E N/A, ROIC 8.8%, cap $2.84B). Among the 5-stock peer group, PZZA leads on earnings multiple (20.3x) while PZZA leads on capital efficiency (30.5% ROIC).
🤖 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.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
20D Institutional Volume Accumulation (±8.2% realized swing band)
Altman Z-Score 3.44 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 6/9
Macro rate sensitivity & RSI-14 (57.2) create a -9 pt regime headwind
⚔️ Adversarial Opposing Case: Why the BXC Bull Thesis Could Fail
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.
Broader market pullbacks can still drag down strong stocks in the short run.
Dilution & Margin Drag: Cannibal Buyback (-1.24% YoY Shares) — any gross margin slip below 15.0% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($76.33) or 200D SMA ($64.82) invalidates the momentum regime and cuts Target Base ($80.87) toward Bear Floor ($63.08).
Why BXC Stock slipped -0.37% Today — RQD Quant Desk Flash
Bluelinx Holdings Inc. (BXC) slipped -0.37% to $78.74, trading at 69% of its 52-week range ($44.78 – $93.8). Solid 15.3% gross margin (5% return on capital), mixed timing at current multiples—hold if owned, no rush to chase.
- ▸Technical Tape: Trading at 69% of its 52-week range ($44.78 – $93.8) with RSI-14 at 57.2 (BULLISH MOMENTUM).
- ▸Volatility Profile: Historical 20-day realized swing band of ±8.2% around $78.74 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable C (Hold) backed by 15.3% gross margin and $32.9M annual free cash flow.
GuruFocus report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.
Stock Traders Daily report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.
ad-hoc-news.de report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.
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
Expansion brings the company’s total Fiberon decking footprint to 34 locations. BlueLinx will also stock Fiberon railing in 15 locations, expanding its commitment to Fiberon’s high-performance Outdoor Living product
ATLANTA, October 21, 2026--BlueLinx Holdings Inc. (NYSE: BXC), a leading U.S. wholesale distributor of building products, will issue third quarter 2026 financial results after the market closes on Tuesday, November 3, 20
Scheduled RQD Strong Buys & Whale Accumulation Briefing (BXC Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
- ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
BXC Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +0.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on BXC today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for BXC. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (BXC)
1. Head-to-Head Consumer Discretionary Peer Comparison (BXC vs. ADIG, REZI, RSVR, PZZA)
Industry: Wholesale Distributors (3 Tracked Issuers)Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, Bluelinx Holdings Inc. (BXC) ranks #249 by composite RQD confidence (64/100, grade C) and #563 by equity capitalization ($621.2M). Within this direct 5-issuer industry benchmark cohort, PZZA leads on earnings valuation at 20.3x trailing P/E, while PZZA leads on capital efficiency and profitability with 30.5% ROIC and — gross margin. BXC currently leads its immediate peer cohort in composite quantitative strength 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% | -0.37% | $621.2M | Benchmark Subject |
| ADIG ADI Global Distribution Inc. | D | 46/100 | — | — | — | +6.87% | $1.33B | /adig-vs-bxc → |
| REZI Resideo Technologies Inc. | D- | 35/100 | — | 29.4% | 8.8% | +2.78% | $2.84B | /rezi-vs-bxc → |
| RSVR Reservoir Media Inc. | D | 51/100 | 80.8x | 64.7% | 3.8% | +1.68% | $627.7M | /rsvr-vs-bxc → |
| PZZA Papa John's International Inc. | C- | 61/100 | 20.3x | — | 30.5% | +2.41% | $607.6M | /pzza-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) | 2025-12-28 | $2.95B | $53.1M | $85.2M | $45.1M | $1.58B | $295.1M |
| FY2023 (FY) | 2024-12-30 | $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 ENABLEDIs BXC stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-03, 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 $78.74 (-0.37% 1D, market cap $621.2M). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 14/20, SEC Balance-Sheet Forensics 14/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 12/20. Across 1009 tracked Consumer Discretionary issuers, BXC ranks #249 in composite RQD confidence.
How does BXC compare to ADIG and REZI in the Consumer Discretionary sector?
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 (46/100 RQD, P/E N/A, ROIC —, cap $1.33B) and REZI (Resideo Technologies Inc.) posts a D- grade (35/100 RQD, P/E N/A, ROIC 8.8%, cap $2.84B). Among the 5-stock peer group, PZZA leads on earnings multiple (20.3x) while PZZA leads on capital efficiency (30.5% ROIC).
What are the biggest fundamental strengths and SEC risk factors for BXC?
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.
Where is BXC trading relative to its 50-day, 200-day, and 52-week technical levels?
BXC last traded at $78.74 (-0.37% on volume of 160,752 shares), positioning the stock +3.16% above its 50-day simple moving average ($76.33) and +21.47% above its 200-day simple moving average ($64.82). Across its 52-week range of $44.78 to $93.80, BXC sits at the 69.3% percentile with a 14-day RSI of 57.2 (BULLISH MOMENTUM) and an implied next-earnings move of ±8.2% ($72.28 to $85.20).
BXC — Bluelinx Holdings Inc.: What the Facts Mean to a Prospective Investor
1. Roarable Rating Brief: What This Means to a Prospective Investor
Bluelinx Holdings Inc. (BXC) earns a live Roarable RQD composite score of 64/100, corresponding to a C letter grade (Roarable Hold) at a spot price of $78.74 (-0.37% 1D, market capitalization $621.2M).
- Fundamental Cash Engine (13/20): Anchored by return on invested capital (ROIC) of 4.9%, gross margin of 15.3%, operating margin of 1.1%, and free cash flow yield of 5.34%.
- Whale 13F & Options Flow (14/20) + Insider Conviction (12/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
- Macro Regime Fit (11/20) + Forensic Balance Sheet (14/20): Incorporates a 1.00x equity beta, Altman Z-Score of 3.44, Piotroski F-Score of 6/9, and Debt/Equity of 0.48x.
2. Business Model, Unit Margins & SEC Financial Trajectory
Bluelinx Holdings Inc. (BXC) is a NYSE-listed issuer in the Consumer Discretionary sector, operating within the Wholesale Distributors industry. The market capitalization is $0.6B. Recent news references composite decking being stocked across a growing number of BlueLinx locations.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2026-01-03), Bluelinx Holdings Inc. (BXC) reported $2.95B in annual revenue (up from $2.95B in FY2024, +0.0% YoY) and $219.0K in GAAP net income. Over the multi-year SEC filing window from FY2023 ($3.14B revenue, $48.5M net income) through FY2025, BXC scaled operating cash flow to $59.8M and free cash flow to $32.9M, backed by $1.55B in total assets against $296.7M in total debt.
3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff
- 🐂 Primary Bull Case (C • RQD 64/100): Established market leader in Consumer Discretionary with deep daily trading liquidity. Free cash flow yield of 5.34% and institutional whale pillar of 14/20. With Fundamental Cash Engine at 13/20 and Institutional Whale Flow at 14/20, sustained execution supports upside toward the upper end of the $44.78 – $93.80 52-week range.
- 🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh current valuation and 9.5x EV/EBITDA against 1.1% operating margins and a 1.00x macro beta.
4. 2nd-Order Butterfly Ripples & Key Questions to Watch
Investors should watch for whether composite decking expansion translates into revenue, as well as how housing stress affects peer companies cited in the news.
- Key Question #1: Can BXC sustain or expand its 1.1% operating margin and 4.9% ROIC against Wholesale Distributors peers over the next 4 quarters?
- Key Question #2: Following FY2025 revenue of $2.95B and free cash flow of $32.9M, how will capital allocation balance growth reinvestment against $296.7M in total debt?
- Key Question #3: How sensitive is BXC's equity valuation to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 1.00x)?
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
Yahoo Finance report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.
GuruFocus report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.
Stock Traders Daily report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.
ad-hoc-news.de report covering Bluelinx Holdings Inc. (BXC) market action, institutional positioning, and fundamental catalysts.
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
BXC Bull vs. Bear Conversation Board — What's Your Call at $78.74?
The Forensic Balance Sheet pillar scores 14 of 20 with an Altman Z of 3.44 and a Piotroski F of 6/9, alongside a 5.34% FCF yield and in
Long BXC at $79.03 targeting $99.58. The Forensic Balance Sheet pillar scores 14 of 20 with an Altman Z of 3.44 and a Piotroski F of 6/9, alongside a 5.34% FCF yield and institutional accumulation.. Institutional whale score is 14/20 and the risk/reward vs. the $44.78 52-week low is skewed heavily in favor of bulls.
@TapeReader_Pro Agree on the RQD 64/100 quality, though with 1.0 beta I'm scaling in with half-size at $79.03 and keeping dry powder in case we test $73.50.
Net income fell to $0.2M in FY 2025 from $53.1M in FY 2024 while operating margin sits at 1.1%, leaving ROIC at 4.9% and earnings visib
I respect the product at Bluelinx Holdings Inc., but the stock at $79.03 is a different story. Net income fell to $0.2M in FY 2025 from $53.1M in FY 2024 while operating margin sits at 1.1%, leaving ROIC at 4.9% and earnings visibility thin.. FCF yield is 5.34% and RQD sits at 64/100 (C) — why pay up here when you can wait for next quarter's numbers?