Bluelinx

Q2 FY2026 EarningsQ2 FY2026 results significantly beat consensus across all major profitability metrics, with Adjusted Diluted EPS of $1.15 vs. $0.40 expected. Net sales of $814M grew 4.4% YoY, exceeding expectations of $794M, driven by specialty product growth and the Disdero acquisition. Gross margin expansion to 17.2% (16.3% excluding a one-time duty benefit) surpassed the 15.67% mean estimate, while free cash flow of $9M represented a massive turnaround from the -$44.8M minimum expectation.