InsidersTradesSigma
Follow the BlueLinx Holdings Inc. stock price and the full management transaction log of the company, a publicly traded company based in United States. Shares trade on the US market, under the oversight of SEC (Form 4). Operating in the Construction sector, BlueLinx Holdings Inc. has logged 114 reports. Market capitalisation: €699.5m. The latest transaction was reported on 10 August 2026 (Cession). Among the most active insiders: Lewis Mitchell B. Every trade is free.
114
Insider Decl.
n/a
Thresholds
€299,606
3 ops.
Buy Volume
€12m
19 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate BlueLinx Holdings Inc. Buy (bullish), based on 3 analysts. Average price target: US$82.33.
36Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 23,223 of 29,064 companies
30.7
score / 100
Value42
Quality19
FCF yld5.3%
Earn yld0.0%
EV/EBITDA17.9x
ROE-0.3%
Gross mgn15%
Net mgn0.0%
Debt/EBITDA9.3x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 10 August 2026
Declarations114 total
34,138 shares@ US$84.15Common StockSEC:0001104659-26-093340:0
34,138 shares@ US$84.14850.50% mcap100.0% of flowCommonSEC144:0001950047-26-007762
8,659 sharesCommon StockSEC:0001104659-26-071861:0
5,120 sharesCommon StockSEC:0001104659-26-071861:4
2,281 shares@ US$50.300.020% mcap2.4% of flowCommon StockSEC:0001104659-26-071861:5
1,778 sharesCommon StockSEC:0001104659-26-071869:0
792 sharesCommon StockSEC:0001104659-26-071869:1
641 sharesCommon StockSEC:0001104659-26-071870:0
184 shares@ US$50.300.0016% mcap36.4% of flowCommon StockSEC:0001104659-26-071870:1
214 sharesCommon StockSEC:0001104659-26-071870:2
3,857 shares@ US$50.300.035% mcap4.0% of flowCommon StockSEC:0001104659-26-071861:1
5,411 sharesCommon StockSEC:0001104659-26-071861:2
2,411 shares@ US$50.300.022% mcap2.5% of flowCommon StockSEC:0001104659-26-071861:3
62 shares@ US$50.300.0006% mcap12.3% of flowCommon StockSEC:0001104659-26-071870:3
765 sharesCommon StockSEC:0001104659-26-071872:0
226 shares@ US$50.300.0020% mcap55.8% of flowCommon StockSEC:0001104659-26-071872:1
133 sharesCommon StockSEC:0001104659-26-071872:2
40 shares@ US$50.300.0004% mcap9.9% of flowCommon StockSEC:0001104659-26-071872:3
469 sharesCommon StockSEC:0001104659-26-071872:4
139 shares@ US$50.300.0012% mcap34.3% of flowCommon StockSEC:0001104659-26-071872:5
232 sharesCommon StockSEC:0001104659-25-101177:0
69 shares@ US$70.1536.9% of flowCommon StockSEC:0001104659-25-101177:1
553 sharesCommon StockSEC:0001104659-25-079319:0
701 sharesCommon StockSEC:0001104659-25-079318:0
1,020 sharesCommon StockSEC:0000950170-25-093356:0
25 of 114 declarations
关于 BlueLinx Holdings Inc.
BlueLinx Holdings Inc. 是一家总部位于美国的住宅和商业建筑产品批发分销商。该公司在纽约证券交易所上市，股票代码为 BXC，业务范围仅限于美国，作为制造商与经销商、承包商和其他建筑产品买家等下游客户之间的“两步”分销商。对于国际投资者而言，BlueLinx 处于建筑材料、物流和分销的交汇点，其需求与住房活动、维修和改造支出以及非住宅建筑周期相关联。([sec.gov](https://www.sec.gov/Archives/edgar/data/1301787/000110465925033755/tm255073d2_ars.pdf)) BlueLinx 的历史可追溯到 2000 年代初期，随着时间的推移，它已建立了一个全国性的分销平台，总部位于佐治亚州亚特兰大都会区的玛丽埃塔。其商业模式以广泛的产品可用性、库存管理、物流执行和客户服务为中心，而非制造。该公司还强调了于 2024 年启动的多年期数字化转型计划，旨在改进主数据架构、运输管理和电子商务能力。这对于一家其竞争优势取决于服务水平、供应链效率和上市速度的分销商而言，具有战略重要性。([sec.gov](https://www.sec.gov/Archives/edgar/data/1301787/000110465925033755/tm255073d2_ars.pdf)) 该公司报告了两个主要产品系列。专业产品包括工程木材、壁板、木制品、户外生活产品、专业木材和面板以及工业产品。结构产品包括木材、胶合板、定向刨花板、钢筋、钢网和用于建筑项目结构支撑的相关木制品。专业产品占销售额的大部分，通常是利润率较高的部分，而结构产品则提供了对核心建筑周期和商品驱动需求的敞口。BlueLinx 的产品组合使其成为一家提供增值和商品化产品的综合性分销商。([sec.gov](https://www.sec.gov/Archives/edgar/data/1301787/000110465925033755/tm255073d2_ars.pdf)) 从竞争角度来看，BlueLinx 是一个分散的分销市场中重要的全国性参与者。其优势在于规模、地理覆盖范围、供应商关系以及通过复杂的仓库和交付资产网络高效运输产品的能力。与此同时，它仍然面临木材和面板价格通缩的风险，即使销量稳定或改善，这也会对收入和利润率造成压力。因此，该公司一直在投资设施、车队升级和数字工具，以支持运营纪律和长期效率。([investors.bluelinxco.com](https://investors.bluelinxco.com/news/news-details/2026/BlueLinx-Announces-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx)) 近期发展值得关注。2025 年 10 月，BlueLinx 收购了 Disdero Lumber Co., LLC，一家位于俄勒冈州的高端专业建筑产品分销商，该收购于 2025 年 11 月 1 日开始计入合并业绩。该公司还在 2025 财年继续进行股票回购，并投资于不动产、设备和融资租赁，以提高分销能力和车队。这些行动表明管理层专注于严谨的资本配置、选择性并购和运营现代化。对于美国市场的投资者而言，BlueLinx 仍然是一家周期性但战略定位良好的纽约证券交易所上市建筑产品分销商，既受益于住房需求，也受益于持续的整合机会。([investors.bluelinxco.com](https://investors.bluelinxco.com/news/news-details/2026/BlueLinx-Announces-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx))
