Financial Data and Key Metrics Changes - The company generated net sales of $798 million, down 39% year-over-year, with net income of $18 million and diluted EPS of $1.94 [4][73] - Operating cash flow was $89 million, an increase of $87 million compared to the previous year, and liquidity reached a record $723 million [80][11] - Specialty gross margin was 18.8%, down 520 basis points from the previous year, while structural gross margin was 11.7%, down from 20% [117][118] Business Line Data and Key Metrics Changes - Specialty products sales were $568 million, down 26% year-over-year, primarily due to lower volume, especially in engineered wood products [5][4] - Structural product sales were down 57% year-over-year, attributed to significant declines in average composite lumber and panel prices [86][81] - The company reduced total inventory by $75 million since the beginning of the year, ending the first quarter with $409 million in inventory [2][10] Market Data and Key Metrics Changes - Single-family housing starts decreased by 29% compared to Q1 2022, reflecting a challenging housing market [79][111] - Average prices for framing lumber were $413 per thousand board feet, down 67% from $1,244 in Q1 2022, but showed signs of improvement in early Q2 [6][7] - Builders' confidence increased by 14 points since December, indicating potential recovery in the housing market [82] Company Strategy and Development Direction - The company remains focused on five key specialty product categories: engineered wood, millwork, industrial siding, and outdoor living, which are seen as growth opportunities [18][51] - The strategy includes disciplined capital allocation to maintain a strong balance sheet while pursuing organic and inorganic growth opportunities [72][124] - The company aims to leverage operational excellence and pricing discipline to enhance profitability and market position [78][33] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the current challenging market conditions and highlighted the potential for long-term growth despite short-term volume declines [71][83] - The company anticipates that repair and remodel markets will remain supported by high levels of homeowner equity and aged housing stock, even as new residential construction slows [3][103] - Management noted that while pricing pressures exist, there are early positive signs in the housing market that could lead to improved volumes [82][112] Other Important Information - The company plans to utilize the remaining $34 million under its $100 million share repurchase program in the near term [62][124] - Capital expenditures for the quarter were approximately $9 million, with expectations to maintain around $30 million for the year focused on facility improvements [122][91] - The company has reduced net leverage from 9.7x to 0.6x, indicating a strong financial position [108] Q&A Session Summary Question: What is the outlook for specialty product volumes? - Management acknowledged softness in engineered wood product volumes but noted recent improvements in other specialty categories [127] Question: How sustainable are the specialty product margins? - Management expressed confidence in maintaining specialty margins in the range of 18% to 19% despite current market pressures [128][152] Question: What is the company's approach to M&A in the current market? - The company remains committed to pursuing accretive M&A opportunities while being disciplined in capital allocation [136][154] Question: How does the company plan to manage working capital? - Management emphasized the importance of efficient working capital management to meet customer demands while navigating market changes [135] Question: What are the expectations for repair and remodel markets? - Management believes that despite a slowdown, the repair and remodel market remains strong due to various supportive factors [103][112]

BlueLinx Holdings Inc. (NYSE:BXC) Q4 2022 Results Conference Call February 22, 2023 10:00 AM ET Company Participants Alexandra Lukacs - Manager of Investor Relations Dwight Gibson - President and CEO Kelly Janzen - Chief Financial Officer Conference Call Participants Danny Eggerichs - Craig Hallum Kurt Yinger - D.A. Davidson Reuben Garner - The Benchmark Company Garik Shmois - Loop Capital Markets Walt Liptak - Seaport Global Operator Greetings. And welcome to the BlueLinx Holdings' Fourth Quarter and Full ...

☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 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. (NYSE:BXC) Q3 2022 Earnings Conference Call November 2, 2022 10:00 AM ET Company Participants Ryan Taylor - Vice President of Investor Relations Dwight Gibson - President & Chief Executive Officer Kelly Janzen - Senior Vice President & Chief Financial Officer Conference Call Participants Danny Eggerichs - Craig-Hallum Capital Group Kurt Yinger - D.A. Davidson Reuben Garner - The Benchmark Company Jeff Stevenson - Loop Capital Markets Walt Liptak - Seaport Global Operator Greetings and ...

BlueLinx Holdings Inc. (NYSE:BXC) Q2 2022 Earnings Conference Call August 3, 2022 10:00 AM ET Company Participants Ryan Taylor - Vice President of Investor Relations Dwight Gibson - President and CEO Kelly Janzen - Chief Financial Officer Conference Call Participants Greg Palm - Craig-Hallum Kurt Yinger - D.A. Davidson Reuben Garner - The Benchmark Company Jeff Stevenson - Loop Capital Markets Operator Greeting, and welcome to the BlueLinx HoldingsÂ' Second Quarter 2022 Results Conference Call. At this time ...

BlueLinx Holdings Inc. (NYSE:BXC) Q1 2022 Earnings Conference Call May 4, 2022 10:00 AM ET Company Participants Ryan Taylor – Vice President-Investor Relations Dwight Gibson – President and Chief Executive Officer Kelly Janzen – Chief Financial Officer Conference Call Participants Greg Palm – Craig-Hallum Reuben Garner – The Benchmark Company Kurt Yinger – D.A. Davidson Jeff Stevenson – Loop Capital Markets Operator Greeting, and welcome to the BlueLinx HoldingsÂ' First Quarter 2022 Results Conference Call. ...

Bluelinx Holdings, Inc. (NYSE:BXC) Q4 2021 Earnings Conference Call February 23, 2022 10:00 AM ET Company Participants Ryan Taylor - VP, IR & Treasury Dwight Gibson - President, CEO & Director Kelly Janzen - CFO, Treasurer, SVP & Principal Accounting Officer Conference Call Participants Gregory Palm - Craig-Hallum Capital Group Kurt Yinger - D.A. Davidson & Co. Reuben Garner - The Benchmark Company Jeffrey Stevenson - Loop Capital Markets Operator Greetings. Welcome to the BlueLinx Holdings' Fourth Quarter ...

Financial Data and Key Metrics Changes - Net sales grew by 11% year-over-year, reaching $971 million [21] - Adjusted EBITDA was $79 million, representing 8% of sales [22] - Net income was $47 million, with diluted earnings per share at $4.74 [21] - The net leverage ratio decreased to 1.3x, down from 4.1x a year ago [27][28] Business Line Data and Key Metrics Changes - Specialty products net sales increased by 29% to $641 million, with gross profit rising to $148 million and gross margin expanding to 23% [23] - Structural products net sales declined by 12% to $330 million, with gross profit at $6 million and gross margin around 2% [24] Market Data and Key Metrics Changes - U.S. housing starts were up 9% year-over-year, with new home sales increasing by 14% in September [11] - Wood-based commodity prices saw significant deflation, with lumber and panel prices dropping 74% and 66% respectively between June and August [11] Company Strategy and Development Direction - The company is focusing on organic and inorganic growth, emphasizing a performance-based culture and continuous improvement [7][16] - Plans to increase capital expenditures to upgrade fleet and modernize distribution facilities [18][31] - The company aims to drive a higher quality of sales by concentrating on specialty product categories [17] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the strong demand in the residential housing market and the potential for continued growth [12][30] - The company is navigating supply chain challenges and is hopeful for improvements in product availability moving into 2022 [40] Other Important Information - The company completed a $300 million senior secured notes offering, which will enhance liquidity and support future growth [28][29] - The company is committed to enhancing its ESG focus, with significant improvements in safety metrics and diversity within leadership [34][35] Q&A Session Summary Question: Impact of supply chain challenges on volume trends - Management acknowledged that supply chain issues, particularly in engineered wood products, constrained volume growth but expressed hope for improvement in 2022 [40] Question: Sustainability of specialty margins - Management indicated that while specialty margins may normalize, they expect a higher floor than historical levels, around 20% [42] Question: Return to M&A activity - Management confirmed that they are actively monitoring the market for strategic acquisition opportunities while maintaining a disciplined approach [49]

Divider slide 29 September, 2020 Second Quarter Results Conference Call August 4, 2021 Note to Our Investors This presentation contains forward-looking statements. Forward-looking statements include, without limitation, any statement that predicts, forecasts, indicates or implies future results, performance, liquidity levels or achievements, and may contain the words " believe,"" anticipate,"" expect,"" estimate,"" intend,"" project," "plan," "will be, "be, "will likely continue, "continue," "will likely re ...

BlueLinx Holdings Inc. (NYSE:BXC) Q2 2021 Earnings Conference Call August 4, 2021 10:00 AM ET Company Participants Alexandra Lucas - IR Dwight Gibson - President and CEO Kelly Janzen - CFO Conference Call Participants Greg Palm - Craig-Hallum Reuben Garner - Benchmark Company Jeffrey Stevenson - Loop Capital Operator Greetings, and welcome to the BlueLinx Holdings Second Quarter 2021 Results Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to i ...