Bluelinx Holdings Inc

Following the strong rally in August, BXC has resumed a downtrend with price rejecting at the 9- and 20-day EMAs and forming sequential lower highs and lows. Supply dominance in the medium term suggests further pullback toward the 50-day EMA. While the long-term uptrend remains intact above the 200-day SMA, a break below that level would invalidate the broader bullish bias.

• ↑Q2 2026 net sales $814 M (+4% YoY), adjusted EBITDA $35.6 M (+33% YoY) at 4.4% margin
• ↑Specialty products drive 70% of net sales with 20% specialty gross margin
• ↓60 supplier price increases erode profitability despite 17.2% gross margin