BlueLinx Holdings Inc. (NYSE: BXC ) is making substantial efforts to invest in high margin specialty products, which may accelerate free cash flow growth. In addition, with a diversified business model that includes a large number of clients and suppliers, stock repurchases, and potential decrease inLike the common kingfisher or Alcedo Atthis searches for small fish, I research small, and medium cap companies in Europe, the United States, and South America. You can find a common kingfisher in my profile.Wit ...

公司战略与分销扩张 - 公司扩大与BlueLinx Holdings的分销合作范围 新增密苏里州斯普林菲尔德市场 增加LP SmartSide Trim & Siding和LP SmartSide ExpertFinish Trim & Siding产品线 覆盖BlueLinx在5个区域的19个分销点 [1][9] - 公司通过战略收购和提升产品可获得性推动增长 增强制造能力以支持墙板产品线 同时拓展在线销售渠道增加产品选项 [2] - 2025年5月5日公司扩大亚马逊店铺产品范围 新增LP SmartSide ExpertFinish Trim & Siding配件 该店铺最初于2023年推出LP Structural Solutions产品 旨在提升产品可及性和便利性 [3] 市场表现与行业对比 - 过去6个月公司股价下跌24.3% 同期Zacks建筑产品-木材行业指数下跌5% 受住房市场疲软、新关税和通胀影响 但墙板产品需求增长和严格的资本管理有望支撑未来盈利 [7] - 公司当前Zacks评级为3级(持有) [8] 行业可比公司数据 - Sterling Infrastructure(STRL)过去一年股价上涨68.4% 过去四个季度平均盈利超预期11.5% 2025年销售预期下降1.7% 盈利预期增长38.5% [11] - EMCOR Group(EME)过去一年股价上涨27.3% 过去四个季度平均盈利超预期22.8% 2025年销售和EPS预期分别增长13.3%和9.7% [11][12] - Gibraltar Industries(ROCK)过去一年股价下跌20.6% 过去四个季度平均盈利超预期3.1% 2025年销售和EPS预期分别增长9.3%和15.8% [12]

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 ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of BXC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Nothing contained in this message is an offer or solicitation to buy or sell any security/investment, and is for informational purposes only. T ...

文章核心观点 - 2025年市场短期波动大，投资者可采用长期投资绕过此问题，评估公司长期潜力可参考华尔街分析师的目标价预测，介绍了三只被投资者忽视但有上涨潜力的股票 [1][2][3] 各公司情况 Dycom Industries - 为美国电信基础设施和公用事业提供承包服务，平均交易量低于40万股，股票有流动性但易被投资者忽视，在电信客户创建和维护关键基础设施中起核心作用 [4] - 12个月股价预测为200.22美元，有29.67%的上涨空间，基于9位分析师评级为买入，当前价格154.41美元，最高预测215.00美元，平均预测200.22美元，最低预测183.00美元 [5] - 2024年第四季度合同收入同比增长13.9%至近11亿美元，高于2023年第四季度的3.8%，摊薄后每股收益同比增长超40%至1.11美元，受电信行业服务需求增长驱动 [5][6] - 年初至今股价下跌约14%，市销率为0.93，摩根大通分析师给予增持评级，空头兴趣迅速下降 [6][7] Orion Group Holdings - 因2025年关税担忧易被投资者忽视，专注工业领域，在海洋运输设施、管道等项目的建设、修复和维护方面有优势，有望受益于数据中心对水下设施的需求及获得政府合同 [8][9][10] - 12个月股价预测为12.50美元，有108.16%的上涨空间，基于3位分析师评级为买入，当前价格6.01美元，最高预测14.00美元，平均预测12.50美元，最低预测11.00美元 [9] - 截至2024年底新业务管道约160亿美元，第四季度积压订单近10亿美元，该季度营收、毛利提升，扭亏为盈并超分析师盈利预期 [11] - 年初至今股价下跌约21%，市销率为0.29，分析师一致给予买入评级，目标价超当前交易水平两倍 [12][13] BlueLinx Holdings - 因关税面临材料成本上升问题，但美国的强大运营基础和专业产品需求可缓解此问题，平均交易量仅8万股，常被投资者忽视 [14][16] - 12个月股价预测为122.25美元，有70.55%的上涨空间，基于4位分析师评级为买入，当前价格71.68美元，最高预测135.00美元，平均预测122.25美元，最低预测115.00美元 [15] - 分析师看好公司前景，专注专业和增值产品使其在建筑供应链细分领域有竞争优势，精益运营模式和强大自由现金流使其能应对成本压力 [16][17]

业绩总结 - 2024财年净销售额为30亿美元，同比下降5.9%[14] - 2024财年调整后EBITDA为1.31亿美元，占销售额的4.4%[14] - 2024财年净利润为5300万美元，稀释每股收益为6.19美元[14] - 2024年第四季度净销售额为7.11亿美元，同比下降0.3%[17] - 2024年第四季度调整后EBITDA为2200万美元，调整后稀释每股收益为0.61美元[17] - 2024年第四季度毛利率为15.9%，同比下降70个基点[17] - 2024年第四季度自由现金流为负200万美元，运营现金流为1900万美元[19] 用户数据 - 2024年第四季度专业产品销售占总销售的约70%，毛利占总毛利的80%[12] - 2024年第四季度特殊产品的净销售额为4.84亿美元，较2023年第四季度的5.04亿美元下降4%[65] - 2024年第四季度结构产品的净销售额为2.27亿美元，较2023年第四季度的2.22亿美元增长2%[65] 财务状况 - 截至2024年第四季度，公司现金及现金等价物为5.06亿美元，总流动性为8.52亿美元[34] - 净杠杆比率为1.2倍，不包括房地产融资租赁[34] - 2024财年第四季度的净工作资本为412百万美元，较2023财年第四季度的414百万美元基本持平[75] - 2024财年第四季度的应收账款净额为2.26亿美元，较2023财年第四季度的2.28亿美元略有下降[75] - 2024财年第四季度的库存净额为3.56亿美元，较2023财年第四季度的3.44亿美元有所上升[75] - 2024财年第四季度的总资产负债为582百万美元，较2023财年第四季度的572百万美元有所增加[75] 成本与费用 - 2024财年第四季度的摊销和折旧费用为900万美元，较2023财年第四季度的800万美元有所上升[66] - 2024财年第四季度的利息费用净额为500万美元，较2023财年第四季度的400万美元有所上升[66] 未来展望 - 2024财年自由现金流为451万美元，较2023财年的2788万美元下降了83.8%[72] - 十二个月滚动调整后的EBITDA为131,356千美元，较2023年12月30日的182,804千美元下降[79] - 净杠杆比率为0.7倍，较2023年12月30日的0.3倍有所上升[79] - 不包括房地产融资租赁负债的净杠杆比率为(1.2倍)，较2023年12月30日的(1.0倍)有所恶化[79]