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Home » Distribution Industry News » BlueLinx Sales Rise Slightly in Q4 as Housing Market Stays Tough

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  • Published on: February 26, 2026

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  • Picture of Distribution Strategy Group Distribution Strategy Group

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Distribution Industry News

BlueLinx Sales Rise Slightly in Q4 as Housing Market Stays Tough

BlueLinx Holdings said sales in its fiscal fourth quarter inched higher as the building-products distributor grew shipments in several specialty categories and added results from a recent acquisition, though the company swung to a loss on higher costs.

Sales totaled $716 million for the quarter ended Jan. 3, up 0.7% from $710.6 million a year earlier, BlueLinx said. The company reported a net loss of $8.6 million, compared with net income of $5.3 million in the same quarter a year earlier.

For the full fiscal year, sales were flat at $2.954 billion, compared with $2.953 billion the prior year. Net income fell to $0.2 million, down from $53.1 million a year earlier. The company noted the latest year included 53 weeks, compared with 52 weeks in fiscal 2024.

CEO Shyam Reddy said the company increased sales across multiple product lines despite a difficult backdrop for housing and construction.

“Our fourth quarter and full year 2025 results demonstrated our ability to grow the business across multiple product lines and in key customer channels, despite persistent challenging market conditions,” Reddy said.

BlueLinx said results were driven by specialty products such as engineered wood, siding, millwork, and specialty lumber. Specialty-product sales rose 4.2% to $505 million, helped by higher volumes and the addition of Disdero Lumber Co., which BlueLinx acquired on Oct. 31, 2025.

Structural products — including lumber, plywood, and panels — declined 7% to $211 million, which the company attributed to lower market prices in lumber and panels, partially offset by higher volume.

Chief financial officer Kelly Wall said BlueLinx improved margins in specialty products from the previous quarter and credited tighter inventory management for generating $56 million in cash after capital spending during the quarter.

“During the fourth quarter, we generated $56 million in free cash flow primarily due to our effective inventory management,” Wall said.

The company also said it continued spending on a multi-year technology upgrade designed to modernize and better connect core systems and data across the business.

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