Key Takeaways LPX expands BlueLinx distribution to include Springfield, MO for SmartSide siding products. The expansion increases LPX product availability across 19 BlueLinx locations in five regions. LPX continues focusing on strategic growth through distribution and manufacturing expansion.Louisiana-Pacific Corporation (LPX) , a producer of engineered wood building products, expanded its distribution partnership with BlueLinx Holdings to include the market of Springfield, MO. This expansion adds LP Smar ...

BlueLinx Holdings Inc. (NYSE:BXC) Q1 2025 Earnings Conference Call April 30, 2025 10:00 AM ET Company Participants Tom Morabito - IRO Shyam Reddy - President and CEO Kim DeBrock - VP, Interim Principal Financial Officer and CAO Conference Call Participants Greg Palm - Craig-Hallum Reuben Garner - Benchmark Company Kurt Yinger - D.A. Davidson Jeffrey Stevenson - Loop Capital Operator Ladies and gentlemen, thank you for standing by and welcome to the BlueLinx Holdings First Quarter 2025 Earnings Conference Ca ...

BlueLinx (BXC) Q1 2025 Earnings Call April 30, 2025 10:00 AM ET Company Participants Tom Morabito - Investor Relation OfficerShyam Reddy - CEO, President & DirectorKimberly DeBrock - VP, CAO & Interim Principal Financial OfficerJeffrey Stevenson - Vice President Conference Call Participants Greg Palm - Senior Research AnalystReuben Garner - Equity Research AnalystKurt Yinger - SVP & Research Analyst Operator Ladies and gentlemen, thank you for standing by, and welcome to the BlueLinx Holdings First Quarter ...

BlueLinx (BXC) Q1 2025 Earnings Call April 30, 2025 10:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by, and welcome to the BlueLinx Holdings First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode, and today's call is being recorded. We will begin with opening remarks and introductions. At this time, I would like to turn the conference over to your host, Investor Relations Officer, Tom Morabito. Speaker1 Thank you, operator, and w ...

Delivering What Matters BlueLinx Q1 2025 Results April 30, 2025 Immaterial Rounding Differences. Immaterial rounding adjustments and differences may exist between slides, press releases, and previously issued presentations. This presentation and the associated remarks made during this conference call are integrally related and are intended to be presented and understood together. © BlueLinx 2025. All Rights Reserved. 1 Safe Harbor Statement This presentation contains forward-looking statements. Forward-look ...

Exhibit 99.1 BlueLinx Announces First Quarter 2025 Results ATLANTA, April 29, 2025 – BlueLinx Holdings Inc. (NYSE: BXC), a leading U.S. wholesale distributor of building products, today reported financial results for the three fiscal months ended March 29, 2025. FIRST QUARTER 2025 HIGHLIGHTS "Our first quarter results demonstrated our continued ability to drive profitable sales, despite challenging weather and market conditions," said Shyam Reddy, President, and CEO of BlueLinx. "We are pleased with maintai ...

Group 1 - The article does not provide any specific company or industry insights, focusing instead on the author's personal disclosures and opinions [1][2][3]

Short-term volatility has been a hallmark of the market in 2025, but one way investors may be able to bypass this concern is by adopting a longer time horizon for their investments. After all, the longer one is able to wait to reap the rewards of an investment, the greater the chance that the investment will manage to recoup any losses incurred in the near term. There are many ways investors can evaluate companies for long-term potential. One of the simplest, particularly for those who place some trust in W ...

BlueLinx Q4 and Full Year 2024 Results Delivering What Matters February 19, 2025 © BlueLinx 2025. All Rights Reserved. 1 Safe Harbor Statement This presentation contains forward-looking statements. Forward-looking statements include, without limitation, any statement that predicts, forecasts, indicates or implies future results, performance, liquidity levels or achievements, and may contain the words "believe," "anticipate," "could," "expect," "estimate," "intend," "may," "project," "plan," "should," "will, ...

Financial Data and Key Metrics Changes - For the full year 2024, the company generated net sales of $3 billion, a decrease of 6% from 2023, primarily due to specialty price deflation [42] - Adjusted EBITDA for 2024 was $131 million, representing a 4.4% adjusted EBITDA margin [43] - Net income for the year was $53 million, with diluted EPS at $6.19 per share [43] - The company reported liquidity of $852 million at the end of the year, including $506 million in cash [17][45] Business Line Data and Key Metrics Changes - Specialty products accounted for approximately 70% of net sales and 80% of gross profit for both Q4 and full year 2024 [11] - Specialty product sales were $484 million in Q4, down 1% year over year, while structural product sales were $227 million, up 1% [32][38] - Specialty gross margin was 18.4%, down 100 basis points from the previous year, while structural gross margin was 10.8%, up 20 basis points [36][39] Market Data and Key Metrics Changes - The company faced a challenging housing market with the lowest existing housing sales in thirty years and elevated interest rates impacting demand [21] - Builder sentiment fell due to concerns about tariffs and affordability issues, leading to expectations of flat to declining housing starts in 2025 [22][24] - Despite market challenges, the company reported low single-digit volume growth in specialty products year over year [10] Company Strategy and Development Direction - The company is focused on five high-margin specialty product categories: engineered wood, siding, millwork, industrial, and outdoor living products [10] - A digital transformation initiative is underway to enhance operational capabilities and customer experience, with a new e-commerce platform in pilot phase [13][14] - The company plans to open additional greenfield locations, with expectations of generating $40 million to $100 million in net sales at maturity [15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about long-term prospects in the housing and building products sector despite near-term uncertainties [24][25] - The company is committed to gaining market share through strategic focus on national accounts and multifamily growth [24][26] - Management noted that while pricing remains volatile, there is hope for stabilization in specialty product pricing [28] Other Important Information - The company returned $45 million to shareholders in 2024 through share repurchases [18] - SG&A expenses increased by 10% in Q4 due to higher payroll and logistics costs [33] - The company anticipates a slight increase in SG&A levels for 2025 as it continues to invest in growth initiatives [43] Q&A Session Summary Question: Can you provide more color on the sequential improvement on specialty product pricing? - Management noted five quarters of sequential year-over-year growth in specialty products, indicating a targeted strategy is yielding results [56][58] Question: What are you hearing from channel partners regarding R and R demand expectations in 2025? - Management indicated that low existing home sales pressure repair and remodel activity, but they are focused on gaining share in this area [61][63] Question: What is the timeline for the full ramp of your e-commerce platform? - Management stated that the e-commerce platform is in a pilot phase and will be gradually enhanced over the coming years [66][68] Question: Can you provide an update on the Portland greenfield location? - Management mentioned that the Portland location is in its early stages, with a focus on ramping up capabilities and sales [82][86] Question: How might your strategy change if tariffs on Canada are implemented? - Management expressed confidence in their inventory management capabilities and indicated that they would adapt their strategy as needed [100][102] Question: What is the current status of vendor commitments for the Portland facility? - Management confirmed that vendor relationships are in place to support the product mix needed for the Portland facility [104][106] Question: Can you discuss the growth in your multifamily business? - Management highlighted a strategic focus on multifamily, with enhanced teams and capital allocation driving year-over-year growth [128][130]