Here are 1-3 brief analogies for BlueLinx (BXC):

• Grainger for building materials.
• The wholesale Home Depot for professional builders.
• The B2B Costco for construction supplies.

• Engineered Wood Products: Advanced wood materials like I-joists, LVL, and glulam beams used for structural framing.
• Structural Panels: Plywood, Oriented Strand Board (OSB), and other panel products essential for sheathing, subflooring, and roofing.
• Specialty Building Products: A diverse category including siding, decking, insulation, roofing, and other value-added materials for residential and commercial projects.
• Lumber and Commodity Wood Products: Standardized dimensional lumber, boards, and other high-volume wood products.
• Millwork Products: Finished interior and exterior wood products such as doors, windows, mouldings, and trim.
• Industrial Products: Various materials and components supplied to manufacturers and other industrial customers for specific applications.

BlueLinx (BXC) primarily sells to other businesses (B2B) rather than directly to individuals. As a leading distributor of building products, its customer base is highly diversified across a broad range of product lines, geographies, and customer types. Consequently, BlueLinx's SEC filings indicate that no single customer accounted for 10% or more of its net sales in recent fiscal years.

Therefore, while there are no individually named "major customers" that represent a significant concentration of revenue, BlueLinx serves a diverse array of business customers, which include:

• Building material dealers and lumberyards (national, regional, and local)
• Home centers
• Manufacturers of factory-built homes (manufactured housing companies)
• Industrial customers

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Shyam Reddy, President & CEO

Shyam Reddy has served as President and Chief Executive Officer of BlueLinx since March 2023. Prior to his current role, he held several leadership positions within BlueLinx, including Senior Vice President, Chief Legal and Sustainability Officer and Corporate Secretary. Before joining BlueLinx, he was the Senior Vice President, Chief Administrative Officer, General Counsel, and Corporate Secretary of Euramax International, Inc. He also served as the Regional Administrator of the Southeast Sunbelt Region of the U.S. General Services Administration, a presidential appointment, and practiced corporate law as a partner at Kilpatrick, Townsend & Stockton LLP.

Christopher Kelly Wall, Senior Vice President, Chief Financial Officer and Treasurer

Christopher Kelly Wall was appointed Senior Vice President, Chief Financial Officer and Treasurer of BlueLinx, effective May 19, 2025. With over 30 years of experience in finance, capital markets, and strategic transactions, he previously served as Executive Vice President and Chief Financial Officer of The Aaron's Company, Inc. In that role, he guided the company through a public spin-off, a strategic acquisition, and a successful take-private transaction in 2024. He also held senior financial leadership roles at CNG Holdings and TMX Finance, and spent 17 years at Bank of America Merrill Lynch, where he became a Managing Director and led over 200 capital markets and leveraged finance transactions.

Mike Wilson, Chief Commercial Officer

Mike Wilson has served as BlueLinx's Chief Commercial Officer since April 2024, focusing on driving profitable sales growth. He has over 30 years of experience in the building products industry, having held various roles at BlueLinx including Chief Product Management Officer, Senior Vice President of Product Management, Vice President of Specialty Products, and Vice President of Sales. Prior to BlueLinx, his career at Cedar Creek began in 1997, where he progressed from an Industrial Salesman to General Manager, Regional Manager, and Vice President of Sales.

Keisha Duck, Chief Human Resources Officer

Keisha Duck serves as the Chief Human Resources Officer for BlueLinx.

Sean Dwyer, Chief Strategy & Corporate Development Officer

Sean Dwyer holds the position of Chief Strategy & Corporate Development Officer at BlueLinx.

BlueLinx (symbol: BXC) operates as a wholesale distributor of residential and commercial building products across the United States. Its main products and services are categorized into Structural Products and Specialty Products, encompassing a wide range of building materials such as lumber, panels (plywood, oriented strand board), engineered wood, siding, millwork, roofing, insulation, outdoor living products, and industrial products.

The addressable markets for BlueLinx's main products and services are significant within the U.S. and North America:

• Lumber Wholesaling: The U.S. market size for lumber wholesaling was valued at $148.9 billion in 2024 and is projected to reach $150.7 billion in 2025. This market experienced a decline at a compound annual growth rate (CAGR) of 1.1% between 2020 and 2025.
• Engineered Wood Products: The global engineered wood market size was estimated at $282.96 billion in 2025 and is predicted to grow to approximately $451.16 billion by 2034, expanding at a CAGR of 5.32% from 2025 to 2034. The Engineered Wood Product Manufacturing industry in the United States alone has been growing at a CAGR of 6.8% between 2020 and 2025. North America is identified as a significant market for engineered wood due to high demand in the construction sector.
• Siding: The U.S. siding market is projected to grow from $18.6 billion in 2024 to $32.9 billion by 2035, demonstrating a robust CAGR of 5.31% from 2025 to 2035. Another estimate indicates the United States siding industry led the North American market with an estimated $28.5 billion in revenue in 2024.
• Overall Building Materials Distribution: The broader building materials distribution market in North America and Europe is substantial, exceeding $800 billion. This segment is expected to grow by approximately 5-9% through 2031.

BlueLinx (BXC) is anticipated to drive future revenue growth over the next 2-3 years through several key strategies:

• Strategic Acquisitions and Expansion of Specialty Products: BlueLinx is actively pursuing strategic acquisitions, such as the Disdero Lumber Company, to expand its portfolio of high-margin specialty products and grow its geographic footprint, particularly in the Western U.S.. The company also aims for organic volume growth in key specialty categories, including engineered wood products and outdoor living products.
• Favorable Long-Term Housing Market Fundamentals: The company expects to benefit from underlying long-term demand in the U.S. housing market, driven by a reported shortfall of approximately 4 million homes and an aging housing stock. Additionally, the repair and remodel markets are projected to see slight improvements in 2025, further contributing to product demand.
• Digital Transformation and Operational Efficiency: BlueLinx is investing in digital transformation initiatives, including the implementation of a new Oracle Transportation Management system and piloting e-commerce transactions. These efforts are expected to enhance operational efficiency, streamline processes, and potentially improve customer experience, which can indirectly contribute to revenue growth.
• Market Share Gains: Despite a challenging market environment, BlueLinx management has emphasized a focus on achieving market share gains. Through strategic investments and disciplined operations, the company aims to capture a larger portion of the building products distribution market.

Share Repurchases

• BlueLinx authorized a new $50 million share repurchase program in July 2025. This brought the total current authorized availability for repurchase to $61.5 million, including $11.5 million remaining from a previous $100 million authorization from October 2023.
• In fiscal year 2024, the company repurchased 428,630 shares of common stock for $45.0 million.
• BlueLinx repurchased $42.1 million in common shares in fiscal year 2023, exhausting a previous $100 million authorization, and subsequently approved an additional $100 million share repurchase authorization. The company also used $66.4 million to repurchase common shares in fiscal year 2022.

Outbound Investments

• On November 3, 2025, BlueLinx announced the acquisition of Disdero Lumber Company. This acquisition was financed through existing cash and is expected to be immediately accretive to earnings, enhancing the margin profile of specialty products.
• The company plans to pursue a disciplined mergers and acquisitions (M&A) strategy to expand its geographic footprint and strategically target acquisitions that grow its higher-margin specialty products business or complement existing capabilities.

Capital Expenditures

• BlueLinx anticipates capital investments of approximately $40 million for 2024, primarily focusing on facility improvements, fleet upgrades, and technology enhancements. The company invested $40.1 million in capital during fiscal year 2024 to improve operational performance and productivity.
• In fiscal year 2023, BlueLinx invested $27.5 million to enhance its distribution facilities and upgrade its fleet.
• During the third quarter of 2025, the company invested $6.4 million in property and equipment, largely for distribution facility improvements and its digital transformation initiative.