BlueLinx Holdings Inc.

NYSE:BXC 주식 리포트

시가총액: US$384.5m

BlueLinx Holdings 향후 성장

Future 기준 점검 3/6

BlueLinx Holdings은 연간 수입과 매출이 각각 163.8%와 4.7% 증가할 것으로 예상되고 EPS는 연간 163.8%만큼 증가할 것으로 예상됩니다.

핵심 정보

163.8%

이익 성장률

163.83%

EPS 성장률

Trade Distributors 이익 성장13.9%
매출 성장률4.7%
향후 자기자본이익률n/a
애널리스트 커버리지

Low

마지막 업데이트07 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 May 04

BXC: Reset Expectations And Governance Shifts Will Shape A Cautious Yet Balanced Outlook

Analysts have adjusted their view on BlueLinx Holdings with a lower price target of $75, down from $83. They cited updated assumptions for discount rates, revenue growth, profit margins, and future P/E levels.
내러티브 업데이트 Apr 20

BXC: Reset Margin Outlook Will Support Higher Future Share Repricing

Analysts have trimmed their fair value estimate for BlueLinx Holdings to $70.00 from $71.25, reflecting a slightly lower profit margin outlook and a modest reduction in assumed future P/E. A recent Street target cut to $75 from $83 also points to a more measured price target framework.
내러티브 업데이트 Apr 05

BXC: Reset Expectations And Governance Changes Will Shape A More Cautious Outlook

Analysts have trimmed their price target on BlueLinx Holdings to reflect a fair value adjustment from $68.00 to $55.00. They point to more conservative assumptions on discount rate, revenue growth, profit margins, and a higher future P/E, in line with the recent Street move to lower the target to $75 from $83.
내러티브 업데이트 Mar 22

BXC: Rebased Earnings Framework Will Support Higher Future Share Repricing

Analysts have revised the price target on BlueLinx Holdings to $71.25 from $82, reflecting updated views on fair value, discount rates and earnings assumptions, with recent Street research, including a cut to $75, helping to frame this reset. Analyst Commentary Recent commentary around BlueLinx Holdings points to a more measured outlook on upside potential, even as analysts maintain a constructive stance on the company’s long term prospects.
내러티브 업데이트 Mar 07

BXC: Revised Discount Assumptions Will Support Constructive Outlook Despite Lowered Expectations

Analysts have trimmed their price target on BlueLinx Holdings to $75 from $83, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. Analyst Commentary Bearish analysts cutting the price target to US$75 are signaling a more cautious stance on how BlueLinx might justify its current valuation relative to its earnings profile and business execution.
내러티브 업데이트 Feb 21

BXC: Governance Reforms Will Shape Fairly Priced Outlook Under Revised Assumptions

Analysts now see BlueLinx Holdings' fair value holding at $68.00, with the updated view reflecting slightly higher assumptions for discount rate, revenue growth, profit margin and a future P/E of 24.84. What's in the News BlueLinx Holdings amended its Third Amended and Restated Bylaws, with changes effective as of the amendment date.
내러티브 업데이트 Feb 07

BXC: Expanded Distribution Will Face Valuation Risk Despite Modest Assumption Tweaks

Analysts have modestly adjusted their price target for BlueLinx Holdings to US$68.00. This reflects updated assumptions around discount rate, revenue growth, profit margin, and future P/E, while leaving their overall fair value view broadly unchanged.
분석 기사 Feb 07

BlueLinx Holdings Inc.'s (NYSE:BXC) 28% Share Price Surge Not Quite Adding Up

The BlueLinx Holdings Inc. ( NYSE:BXC ) share price has done very well over the last month, posting an excellent gain...
분석 기사 Jan 30

Are Investors Undervaluing BlueLinx Holdings Inc. (NYSE:BXC) By 45%?

Key Insights The projected fair value for BlueLinx Holdings is US$125 based on 2 Stage Free Cash Flow to Equity...
내러티브 업데이트 Jan 24

BXC: Future Returns Will Rely On Expanded Distribution And Continued Share Repurchases

Analysts have reaffirmed their price target for BlueLinx Holdings at US$68.00, supported by refreshed assumptions around a US$68.00 fair value estimate, a slightly lower discount rate, modestly adjusted revenue growth and profit margin inputs, and a small tweak to the assumed future P/E multiple. What's in the News BlueLinx Holdings announced a major expansion of its distribution partnership with Oldcastle APG, doubling the RDI Railing distribution footprint from eight to sixteen locations and adding MoistureShield Decking to the Long Island, NY and Portland, OR markets (Key Developments).
내러티브 업데이트 Jan 09

BXC: Future Returns Will Rely On Expansion And Ongoing Share Repurchases

Analysts have reset their price target for BlueLinx Holdings to reflect an unchanged fair value estimate of $68.00, along with updated assumptions for discount rate, revenue growth, profit margin and future P/E. This signals a refined view of the stock's risk and earnings profile rather than a fundamental shift in valuation.
내러티브 업데이트 Dec 14

BXC: Future Returns Will Depend On Expansion Amid Cautious Demand And Buybacks

Analysts have reduced their price target on BlueLinx Holdings from approximately 80 dollars to 68 dollars. This reflects a more conservative outlook on revenue growth and valuation multiples, partly offset by a modestly stronger profit margin profile.
분석 기사 Dec 12

Is BlueLinx Holdings (NYSE:BXC) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Nov 21

BlueLinx Holdings Inc.'s (NYSE:BXC) 27% Share Price Plunge Could Signal Some Risk

Unfortunately for some shareholders, the BlueLinx Holdings Inc. ( NYSE:BXC ) share price has dived 27% in the last...
분석 기사 Sep 13

Returns On Capital At BlueLinx Holdings (NYSE:BXC) Have Hit The Brakes

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
분석 기사 Jul 19

Is Now The Time To Look At Buying BlueLinx Holdings Inc. (NYSE:BXC)?

BlueLinx Holdings Inc. ( NYSE:BXC ), might not be a large cap stock, but it saw a double-digit share price rise of over...
분석 기사 Jun 24

BlueLinx Holdings Inc.'s (NYSE:BXC) Shares Lagging The Market But So Is The Business

With a price-to-earnings (or "P/E") ratio of 15.4x BlueLinx Holdings Inc. ( NYSE:BXC ) may be sending bullish signals...
분석 기사 May 01

Is BlueLinx Holdings (NYSE:BXC) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Apr 24

BlueLinx Holdings:  Multiple Paths To Return Significant Value

Summary The Fund increased activity due to U.S. import tariffs and market declines, initiating a position in BlueLinx Holdings and adding to other holdings. BlueLinx Holdings, a building products distributor, has a strong free cash flow and net cash balance sheet, despite recent stock declines. BlueLinx can enhance operating margins and leverage fixed costs for higher returns, potentially attracting industry consolidators and private equity. The Fund's activity reduced its cash position to 3.58%, down from 8.00% the prior quarter. Read the full article on Seeking Alpha
분석 기사 Mar 31

A Look At The Fair Value Of BlueLinx Holdings Inc. (NYSE:BXC)

Key Insights BlueLinx Holdings' estimated fair value is US$75.37 based on 2 Stage Free Cash Flow to Equity With...
분석 기사 Feb 25

Why Investors Shouldn't Be Surprised By BlueLinx Holdings Inc.'s (NYSE:BXC) 25% Share Price Plunge

Unfortunately for some shareholders, the BlueLinx Holdings Inc. ( NYSE:BXC ) share price has dived 25% in the last...
분석 기사 Jan 22

Returns At BlueLinx Holdings (NYSE:BXC) Are On The Way Up

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 Dec 14

Here's Why BlueLinx Holdings (NYSE:BXC) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Nov 26

Market Participants Recognise BlueLinx Holdings Inc.'s (NYSE:BXC) Earnings Pushing Shares 26% Higher

BlueLinx Holdings Inc. ( NYSE:BXC ) shareholders have had their patience rewarded with a 26% share price jump in the...
분석 기사 Nov 01

BlueLinx Holdings Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

It's been a good week for BlueLinx Holdings Inc. ( NYSE:BXC ) shareholders, because the company has just released its...
분석 기사 Oct 17

Returns On Capital Are Showing Encouraging Signs At BlueLinx Holdings (NYSE:BXC)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha Oct 06

BlueLinx Holdings: Warning Signs Including Price Deflation, Weak Cash Flows, And Institutional Pullback

Summary BlueLinx is facing a decline in sales, operating income, and net income driven by price deflation and decreased volumes across core product segments. Lower than expected US housing starts and building permits had an impact on total revenue, mainly due to the lock-in effect and affordability tightening. In my view, institutional investors and insiders show a lack of confidence, with no recent insider buying and a significant increase in the put/call ratio. Given these headwinds and mixed financial trends, I rate BlueLinx as a Hold, emphasizing caution due to double digit declines in key financial metrics. Read the full article on Seeking Alpha
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새로운 내러티브 Sep 24

Specialty Products And Savvy Tech Investments Propel Operational Excellence And Market Expansion

Specialty products and modernizing operations, including e-commerce and efficient transportation systems, bolster revenue sustainability and operational efficiency.
분석 기사 Sep 07

We Think BlueLinx Holdings (NYSE:BXC) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Jul 24

Investors Appear Satisfied With BlueLinx Holdings Inc.'s (NYSE:BXC) Prospects As Shares Rocket 25%

BlueLinx Holdings Inc. ( NYSE:BXC ) shareholders would be excited to see that the share price has had a great month...
분석 기사 Jul 12

BlueLinx Holdings (NYSE:BXC) Might Have The Makings Of A Multi-Bagger

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Seeking Alpha Jul 08

BlueLinx: Headwinds In The Housing Market

Summary BXC's FY2023 net sales decreased due to price deflation and lower sales volumes. Additionally, profitability margins contracted as well. For 1Q24, BXC's net sales fell, but profitability margins remained robust year-over-year, despite facing headwinds from the housing market. LIRA forecasts a decrease in annual spending for home repairs and improvements. This is anticipated to create headwinds for BXC. The high interest rate environment due to persistent inflation is expected to continue creating headwinds for the housing market. Read the full article on Seeking Alpha
분석 기사 Jun 05

BlueLinx Holdings Inc. (NYSE:BXC) Might Not Be As Mispriced As It Looks

There wouldn't be many who think BlueLinx Holdings Inc.'s ( NYSE:BXC ) price-to-earnings (or "P/E") ratio of 17.4x is...
분석 기사 Apr 11

BlueLinx Holdings (NYSE:BXC) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Apr 01

BlueLinx From Tailwind To Headwind

Summary BlueLinx's financials are signaling that the tailwinds of COVID-19 are over in the building sector. Net sales and gross profit are on the decline. Despite a huge increase in share price, we believe BXC is still fairly valued. Read the full article on Seeking Alpha
분석 기사 Feb 12

Is BlueLinx Holdings Inc. (NYSE:BXC) Worth US$121 Based On Its Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, BlueLinx Holdings fair value estimate is US$94.93 BlueLinx...

이익 및 매출 성장 예측

NYSE:BXC - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20273,229819513
12/31/20263,071-122473
4/4/20262,976-41336N/A
1/3/20262,95403360N/A
9/27/20252,94914-2517N/A
6/28/20252,94728-2420N/A
3/29/20252,936384282N/A
12/28/20242,953534585N/A
9/28/20242,95430114142N/A
6/29/20243,01738132158N/A
3/30/20243,06548162186N/A
12/30/20233,13649279306N/A
9/30/20233,27299349385N/A
7/1/20233,522134407450N/A
4/1/20233,946181445487N/A
12/31/20224,450296364400N/A
10/1/20224,575338236264N/A
7/2/20224,485325207226N/A
4/2/20224,554368156172N/A
1/1/20224,277296131145N/A
10/2/20214,170242100107N/A
7/3/20214,0702506065N/A
4/3/20213,4611448690N/A
1/2/20213,097815155N/A
9/26/20202,8455198102N/A
6/27/20202,653-115156N/A
3/28/20202,661-12N/A-11N/A
12/28/20192,637-18N/A-10N/A
9/28/20192,696-24N/A63N/A
6/29/20192,878-26N/A87N/A
3/30/20193,064-41N/A28N/A
12/29/20182,863-48N/A42N/A
9/29/20182,62422N/A-24N/A
6/30/20182,24337N/A-47N/A
3/31/20181,82449N/A-8N/A
12/30/20171,81663N/A-3N/A
9/30/20171,80420N/A3N/A
7/1/20171,80029N/A13N/A
4/1/20171,83523N/A53N/A
12/31/20161,88116N/A41N/A
10/1/20161,8880N/A68N/A
7/2/20161,929-15N/A60N/A
4/2/20161,936-9N/A26N/A
1/2/20161,917-12N/A40N/A
10/3/20151,943-13N/A13N/A
7/4/20151,975-15N/A10N/A

애널리스트 향후 성장 전망

수입 대 저축률: BXC 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: BXC (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: BXC 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: BXC 의 수익(연간 4.7%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: BXC 의 수익(연간 4.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: BXC의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 17:43
종가2026/05/22 00:00
수익2026/04/04
연간 수익2026/01/03

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

BlueLinx Holdings Inc.는 7명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Reuben GarnerBenchmark Company
Alexander RygielB. Riley Securities, Inc.
Kurt YingerD.A. Davidson & Co.