Revenue: As of FY2027 Q1, the actual value is USD 731.15 M, missing the estimate of USD 760.73 M.

EPS: As of FY2027 Q1, the actual value is USD -0.18, beating the estimate of USD -0.38.

EBIT: As of FY2027 Q1, the actual value is USD 7.328 M.

Net Sales

• Total Net Sales for BlueLinx Holdings Inc. were $731 million for the first quarter of fiscal 2026, an increase of $22 million, or 3.1%, compared to the first quarter of fiscal 2025, primarily due to the addition of Disdero and higher volumes in specialty and structural products .
• Specialty Products Net Sales were $512 million for the first quarter of fiscal 2026, an increase of $32 million, or 6.8%, compared to the prior year, primarily due to higher volumes and the Disdero acquisition . Specialty products represented approximately 70% of total net sales .
• Structural Products Net Sales were $219 million for the first quarter of fiscal 2026, a decrease of $10.5 million, or 4.6%, compared to the prior year, largely due to price declines in lumber and panels .

Gross Profit and Gross Margin

• Total Gross Profit was $116 million, an increase of $5.3 million, or 4.7%, year-over-year, for the first quarter of fiscal 2026 .
• Total Gross Margin was 15.9% for the first quarter of fiscal 2026, up 20 basis points from 15.7% in the prior year period .
• Specialty Products Gross Profit was $93 million for the first quarter of fiscal 2026, an increase of $2.8 million, or 3.1%, compared to the prior year, accounting for about 80% of total gross profit .
• Specialty Products Gross Margin was 18.1% for the first quarter of fiscal 2026, compared to 18.7% in the prior year quarter .
• Structural Products Gross Profit was $23.8 million for the first quarter of fiscal 2026, an increase of $2.5 million from the prior year period, representing about 20% of total gross profit .
• Structural Products Gross Margin was 10.9% for the first quarter of fiscal 2026, compared to 9.3% in the prior year quarter .

Operating Expenses

• 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, primarily due to the addition of Disdero .
• Depreciation and Amortization was $11.974 million for the first quarter of fiscal 2026, compared to $9.554 million in the prior year period .
• Other Operating, net was $1.875 million for the first quarter of fiscal 2026, compared to - $2.258 million in the prior year period .

Operating Income

• Operating Income was $7.328 million for the first quarter of fiscal 2026, compared to $10.724 million in the prior year period .

Non-Operating Expenses

• Interest Expense, net was $9.147 million for the first quarter of fiscal 2026, compared to $6.580 million in the prior year period .

Income Before Taxes

• (Loss) Income before (benefit) provision for income taxes was - $1.819 million for the first quarter of fiscal 2026, compared to $4.144 million in the prior year period .

Income Taxes

• (Benefit) provision for income taxes was - $0.361 million for the first quarter of fiscal 2026, compared to $1.339 million in the prior year period .

Net Income/Loss

• Net (Loss) Income was - $1.5 million for the first quarter of fiscal 2026, compared to net income of $2.8 million in the prior year quarter .

Adjusted Net Income

• Adjusted Net Income was $1.7 million for the first quarter of fiscal 2026, compared to $2.3 million in the first quarter of last year .

Adjusted EBITDA

• 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 .

Cash Flow

• Net cash used in operating activities was - $57 million in the first quarter of 2026, compared to - $34 million in the prior year period, with current year’s cash generation lower due to changes in accounts receivable and accounts payable balances .
• Free cash flow was - $60 million for the first quarter of 2026, compared to - $39.840 million in the prior year period .

Capital Allocation and Financial Position

• Investments in Property and Equipment totaled $2.6 million in the first quarter of fiscal 2026, primarily for facility improvements, technology, and fleet .
• BlueLinx Holdings Inc. purchased approximately $3.0 million of common stock through open market transactions during the first quarter of fiscal 2026, with $55.7 million remaining under share repurchase authorizations at quarter-end .
• Cash and cash equivalents at end of period were $319.087 million as of April 4, 2026 .
• Total Debt and Finance Lease Obligations were $377 million as of April 4, 2026, excluding real property finance lease obligations .
• Net Debt was $58 million as of April 4, 2026 .
• Net Leverage Ratio (excluding real property finance lease liabilities) was 0.7x as of April 4, 2026 .
• Available Liquidity was $659 million as of April 4, 2026, including an undrawn revolving credit facility with $340 million of availability plus cash and cash equivalents .
• BlueLinx Holdings Inc. has no material outstanding debt maturities until 2029 .

Outlook / Guidance

BlueLinx Holdings Inc. expects specialty product gross margin to be in the range of 17.5% to 18.5% for the second quarter of fiscal 2026, while structural product gross margin is anticipated to be between 9.5% and 10.5% . The company projects average daily sales volumes to be slightly down year-over-year but improved sequentially compared to the first quarter of fiscal 2026 due to normal seasonal patterns . Additionally, BlueLinx Holdings Inc. anticipates that its long-term net leverage could increase to approximately 2.0x when considering growth .