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BlueLinx Holdings Inc.

For the period ended Sep 27, 2025. Filed Nov 4, 2025.

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About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Sep 27, 2025 · Filed Nov 4, 2025

BXC$60.62-8.8%Stored close · as of Nov 6, 2026
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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 10-Q

☑QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For the quarterly period ended September 27, 2025

OR

☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

Commission file number:001-32383

BlueLinx Holdings Inc.

(Exact name of registrant as specified in its charter)

Delaware77-0627356
(State of Incorporation)(I.R.S. Employer Identification No.)
1950 Spectrum Circle, Suite 300
MariettaGA30067
(Address of principal executive offices)(Zip Code)

(770)953-7000

(Registrant’s telephone number, including area code)

Not applicable

(Former name, former address and former fiscal year, if changed since last report.)

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered
Common Stock, par value $0.01 per shareBXCNew York Stock Exchange

Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes ☑No ☐

Indicate by check mark whether the registrant has submitted electronically (Section 232.405 of this chapter) every Interactive Data File required to be submitted and posted pursuant to Rule 405 of Regulation S-T during the preceding 12 months (or for such shorter period that the registrant was required to submit and post such files). Yes ☑ No☐

Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act.

Large Accelerated Filer☑Accelerated Filer☐Non-accelerated Filer☐Smaller Reporting Company☐
Emerging Growth Company☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐ No☑

As of October 31, 2025, there were 7,865,058 shares of BlueLinx Holdings Inc. common stock, par value $0.01, outstanding.

Form 10-Q

For the Quarterly Period Ended September 27, 2025

PAGE
PART I. FINANCIAL INFORMATION
Item 1. Financial Statements — BlueLinx Holdings Inc. (Unaudited)1
Condensed Consolidated Statements of Operations1
Condensed Consolidated Balance Sheets2
Condensed Consolidated Statements of Stockholders' Equity3
Condensed Consolidated Statements of Cash Flows5
Notes to Condensed Consolidated Financial Statements6
Note 1 - Basis of Presentation6
Note 2 - Inventory8
Note 3 - Goodwill and Intangible Assets, net8
Note 4 - Revenue Recognition9
Note 5 - Debt and Finance Lease Obligations10
Note 6 - Share-Based Compensation12
Note 7 - Leases13
Note 8 - Commitments and Contingencies17
Note 9 - Income Taxes17
Note 10 - Earnings Per Share and Stockholders' Equity18
Note 11 - Fair Value19
Note 12 - Segment Reporting19
Note 13 - Subsequent Event21
Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations22
Item 3. Quantitative and Qualitative Disclosures About Market Risk33
Item 4. Controls and Procedures33
PART II. OTHER INFORMATION
Item 1. Legal Proceedings34
Item 1A. Risk Factors34
Item 2. Unregistered Sales of Equity Securities and Use of Proceeds34
Item 3. Defaults Upon Senior Securities34
Item 4. Mine Safety Disclosures35
Item 5. Other Information35
Item 6. Exhibits36
Signatures37

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