Filing Analysis
BlueLinx Holdings Inc. filed an 8-K to announce the release of its financial results for the fiscal second quarter ended July 4, 2026.
📋 Key Facts
- Financial results for the fiscal second quarter ended July 4, 2026, were released on August 4, 2026.
- A teleconference and audio webcast to discuss the results is scheduled for August 5, 2026.
- The filing includes a press release (Exhibit 99.1) and supplementary materials (Exhibit 99.2).
BlueLinx Holdings Inc. announced the retirement of Chief Commercial Officer Michael Wilson, effective August 1, 2026. The company has named Leo Oei as his successor, who will take over the role on January 5, 2026.
🚩 Red Flags
- Accelerated vesting of 2,419 restricted stock units scheduled for June 2027 to occur in August 2026.
📋 Key Facts
- Michael Wilson to retire as CCO effective August 1, 2026.
- Transition plan: Wilson remains CCO through Jan 4, 2026; becomes Senior Advisor to CEO from Jan 5, 2026, to Aug 1, 2026.
- Leo Oei (currently VP, National Accounts) appointed as successor CCO effective January 5, 2026.
- Wilson will receive $100,000 for the Senior Advisor role and his scheduled 2025 Short-Term Incentive Plan bonus.
- Accelerated vesting: 2,419 RSUs scheduled for June 2027 will now vest on the Termination Date (Aug 1, 2026).
- Wilson confirmed no disagreements with the company's operations, policies, or practices.
BlueLinx Holdings Inc. filed an 8-K to announce the release of its financial results for the fiscal third quarter ended September 27, 2025. The filing serves as a formal notice that earnings results and supplementary webcast materials are being made public.
📋 Key Facts
- Reporting period: Fiscal third quarter ended September 27, 2025.
- Announcement date: November 4, 2025.
- Webcast scheduled for November 5, 2025, to discuss results.
- Exhibits include a press release (99.1) and supplementary webcast materials (99.2).
BlueLinx Holdings Inc. (via its subsidiary BlueLinx Corporation) has entered into an agreement to acquire Disdero Lumber Co., LLC for approximately $96 million in cash. The acquisition expands the company's footprint in the wholesale distribution of premium specialty building materials.
🚩 Red Flags
- Large cash outlay ($96M) relative to typical micro-cap liquidity profiles (though specific cash balance not provided in text)
📋 Key Facts
- Acquisition date: October 31, 2025
- Target: Disdero Lumber Co., LLC (a wholly owned subsidiary of Tumac Lumber Co., Inc.)
- Purchase price: Approximately $96 million on a debt-free, cash-free basis
- Financing: The transaction was financed using cash on hand
- Structure: OpCo acquired all issued and outstanding membership interests of Disdero
BlueLinx Holdings Inc. announced the election of Christina M. Corley to its Board of Directors, effective September 22, 2025. Ms. Corley will serve as an independent director and join the Human Capital and Compensation Committee and the Nominating and Governance Committee.
📋 Key Facts
- Christina M. Corley elected to the Board on September 22, 2025.
- Term expires at the 2026 annual meeting of stockholders.
- Board has determined Ms. Corley is 'independent' under NYSE standards.
- Ms. Corley appointed to Human Capital and Compensation Committee and Nominating and Governance Committee.
BlueLinx Holdings Inc. entered into a new $350 million senior secured revolving credit facility with Bank of America, replacing its previous $350 million facility with Wells Fargo. The agreement includes an uncommitted accordion feature allowing for up to $300 million in additional capacity.
🚩 Red Flags
- Borrowing is subject to availability under a Borrowing Base requirement.
📋 Key Facts
- Entered into Credit Agreement on August 27, 2025.
- Facility amount: $350 million senior secured revolving loan and letter of credit facility.
- Accordion feature: Allows for an aggregate increase of up to $300 million (total potential capacity of $650 million).
- Includes a $35 million swing line subfacility and $30 million in letters of credit.
- Maturity date: August 27, 2030.
- Interest rate: SOFR plus a margin of 1.25% to 1.75%, or base rate plus 0.25% to 0.75%.
- Security: Substantially all assets (excluding real property), including inventories and accounts receivable.
- Replaces the existing $350 million facility dated April 13, 2018.
BlueLinx Holdings Inc. announced its fiscal second quarter 2025 financial results and simultaneously authorized a new $50 million stock repurchase program. The company will host a webcast on July 30, 2025, to discuss the quarterly performance.
📋 Key Facts
- Announced financial results for the fiscal second quarter ended June 28, 2025.
- Board of Directors approved a new stock repurchase program of up to $50 million.
- Repurchases can be executed via open market, private transactions, accelerated share repurchases, or tender offers.
- A teleconference and webcast to discuss results is scheduled for July 30, 2025.
BlueLinx Holdings Inc. has revised the performance metrics for its 2025 long-term incentive program. The company is shifting from EBITDA and Return on Working Capital (ROWC) targets to a Total Shareholder Return (TSR) relative metric.
🚩 Red Flags
- Shift in compensation metrics can sometimes indicate a change in management's strategic focus or an attempt to align with shareholder interests following period of underperformance, though this is not explicitly stated.
📋 Key Facts
- Effective June 6, 2025: Performance measure for 2025 performance-based RSUs changed.
- Previous metrics: Three-year cumulative 'Adjusted EBITDA' and 'average ROWC'.
- New metric: Total Shareholder Return (TSR) relative to a comparison group over a three-year period.
- Vesting structure: No awards vest until relative TSR exceeds threshold performance; maximum vesting up to 200% of target if maximum performance is achieved.
- The Committee retains discretion to adjust the relative TSR calculation for extraordinary or non-recurring items.
BlueLinx Holdings Inc. reported the results of its 2025 Annual Meeting of Stockholders held on May 15, 2025. Shareholders successfully elected eight directors and approved the ratification of Ernst & Young LLP as independent auditors.
📋 Key Facts
- Annual Meeting held on May 15, 2025.
- Eight director nominees were elected to hold office until the 2026 Annual Meeting.
- Ernst & Young LLP was ratified as the independent registered public accounting firm for the fiscal year ending January 3, 2026.
- An advisory, non-binding resolution regarding executive compensation was approved by stockholders.
- A quorum was present with 7,256,822 shares represented out of 8,180,454 total outstanding shares.
BlueLinx Holdings Inc. announced the appointment of Christopher Kelly Wall as Senior Vice President, Chief Financial Officer and Treasurer, effective May 19, 2025.
📋 Key Facts
- Christopher Kelly Wall joins from The Aaron’s Company, Inc., where he was EVP and CFO.
- Effective date of appointment is May 19, 2025.
- Annual base salary for Mr. Wall is $575,000.
- Sign-on equity award consists of time-based RSUs valued at $375,000, vesting over three years.
- Long-term incentive plan includes 2025 RSU awards with a value no less than 125% of base salary.
- Separation benefits include 100% base salary and pro-rated bonus for termination without cause/good reason; 200% base salary and accelerated vesting in the event of a change in control.
BlueLinx Holdings Inc. filed an 8-K to announce the release of its financial results for the fiscal first quarter ended March 29, 2025. The company also scheduled a teleconference and webcast for April 30, 2025, to discuss these results.
📋 Key Facts
- Reporting period: Fiscal first quarter ended March 29, 2025.
- Press release issued on April 29, 2025 (Exhibit 99.1).
- Webcast and teleconference scheduled for April 30, 2025 (Exhibit 99.2).
- Signed by Kimberly DeBrock, VP and Chief Accounting Officer.
BlueLinx Holdings Inc. has filed an 8-K to announce its financial results for the fiscal fourth quarter and full year ended December 28, 2024. The filing serves as a formal notice of the earnings release and upcoming investor webcast.
📋 Key Facts
- Financial results announced for fiscal Q4 and FY ended December 28, 2024.
- Earnings press release issued on February 18, 2025 (Exhibit 99.1).
- Investor teleconference/webcast scheduled for February 19, 2025 (Exhibit 99.2).
BlueLinx Holdings Inc. announced the resignation of its CFO and Treasurer, R. Andrew Wamser, Jr., effective January 24, 2025. The company has appointed Vice President and Chief Accounting Officer Kimberly A. DeBrock as interim Principal Financial Officer starting January 25, 2025.
🚩 Red Flags
- Sudden departure of a key executive (CFO) can create transitional volatility and leadership gaps.
- Interim appointment of the CAO to the CFO role suggests a temporary measure rather than a permanent succession plan being in place immediately.
📋 Key Facts
- R. Andrew Wamser, Jr. resigned as SVP, CFO, and Treasurer on January 8, 2025.
- Resignation is effective January 24, 2025; he will continue to serve until that date.
- The company stated the resignation is not due to any disagreement regarding financial reporting.
- Kimberly A. DeBrock (current VP and Chief Accounting Officer) appointed as interim Principal Financial Officer effective January 25, 2025.
- DeBrock will continue her duties as Chief Accounting Officer while serving in the interim PFO role.
BlueLinx Holdings Inc. announced that Tricia A. Kinney, the General Counsel and Corporate Secretary, will depart the company effective December 28, 2024. The departure is part of a transition agreement and is not due to any disagreements with the company.
🚩 Red Flags
- Lump sum severance payment of $410,025 plus bonus and accelerated vesting of RSUs represents a significant cash outflow for an officer departure.
📋 Key Facts
- Tricia A. Kinney (General Counsel and Corporate Secretary) to end employment on December 28, 2024.
- Separation date coincides with the last day of the Company's 2024 fiscal year.
- The company will pay a lump sum of $410,025 (equivalent to her annual base salary).
- Ms. Kinney is eligible for any bonus payable under the 2024 Short-Term Incentive Plan.
- A total of 576 time-based restricted stock units (226 from 2023 and 350 from 2024) will vest on the Separation Date.
- The departure is not due to any disagreements with company operations, policies, or practices.
BlueLinx Holdings Inc. filed an 8-K to announce its financial results for the fiscal third quarter ended September 28, 2024. The filing includes a press release and supplementary materials for an upcoming earnings webcast.
📋 Key Facts
- Reporting period: Fiscal third quarter ended September 28, 2024.
- Earnings announcement date: October 29, 2024.
- Webcast/Teleconference scheduled for October 30, 2024.
- Exhibits include a press release (99.1) and supplementary materials (99.2).
BlueLinx Holdings Inc. filed an 8-K to announce its financial results for the fiscal second quarter ended June 29, 2024. The filing includes a press release and supplementary materials for an upcoming earnings webcast.
📋 Key Facts
- Financial results for the fiscal second quarter ended June 29, 2024, were announced on July 30, 2024.
- A teleconference and audio webcast to discuss results is scheduled for July 31, 2024.
- The filing includes Exhibit 99.1 (Press Release) and Exhibit 99.2 (Supplementary materials).
BlueLinx Holdings Inc. held its 2024 Annual Meeting of Stockholders on May 16, 2024. The meeting resulted in the successful election of nine directors and the ratification of Ernst & Young LLP as the company's independent auditor.
📋 Key Facts
- The 2024 Annual Meeting was held on May 16, 2024.
- Nine nominees were elected to the Board of Directors for terms ending at the 2025 Annual Meeting.
- Stockholders ratified the appointment of Ernst & Young LLP as independent auditors for the fiscal year ending December 28, 2024.
- An advisory, non-binding resolution regarding executive compensation was approved by stockholders.
- A quorum was present with 7,125,613 shares represented out of 8,661,738 total outstanding shares as of the March 22 record date.
BlueLinx Holdings Inc. filed an 8-K to announce its financial results for the fiscal first quarter ended March 30, 2024. The filing includes a press release and supplementary materials for an upcoming earnings webcast.
📋 Key Facts
- Reporting period: Fiscal first quarter ended March 30, 2024.
- Filing date: April 30, 2024.
- The company scheduled a teleconference and audio webcast for May 1, 2024, to discuss results.
- Exhibits include the press release (99.1) and supplementary materials (99.2).
BlueLinx Holdings Inc. filed an 8-K to announce the release of its financial results for the fiscal fourth quarter and full year ended December 30, 2023.
📋 Key Facts
- Financial results for Q4 and FY 2023 were released on February 20, 2024.
- A teleconference and audio webcast to discuss the results is scheduled for February 21, 2024.
- The filing includes a press release (Exhibit 99.1) and supplementary materials (Exhibit 99.2).