BlueLinx Holdings Inc. reported a decline in financial performance for the third quarter and the first nine months of fiscal 2024 compared to the same periods in fiscal 2023. For the three months ended September 28, 2024, net sales were $747.3 million, down 7.7% from $809.9 million in the prior year. Similarly, net sales for the nine months decreased to $2.24 billion from $2.42 billion, reflecting a 7.5% decline.

Gross profit for the third quarter was $125.7 million, representing 16.8% of net sales, compared to $139.2 million and 17.2% in the previous year. For the nine-month period, gross profit fell to $375.8 million, or 16.8% of net sales, down from $408.6 million and 16.9%. The decrease in gross profit was attributed to price deflation in structural products and a decline in sales volume across various product lines, particularly in specialty and structural products.

Operating income also saw a significant drop, with $24.0 million for the third quarter, down from $39.7 million, and $75.5 million for the nine months, compared to $111.3 million in the prior year. Net income for the third quarter was $16.0 million, or $1.87 per diluted share, down from $24.4 million and $2.71 per diluted share in the same quarter of 2023. For the nine months, net income decreased to $47.8 million, or $5.53 per diluted share, from $66.7 million and $7.38 per diluted share.

The company recognized refunds related to antidumping duties, which positively impacted gross margins. In the third quarter, refunds amounted to $3.8 million, while for the nine months, they totaled $20.7 million. Additionally, a $2.4 million inventory write-down in the second quarter was offset by the sale of the affected inventory in the third quarter, improving gross margins for structural products.

As of September 28, 2024, BlueLinx had cash and cash equivalents of $526.3 million and total assets of $1.61 billion, an increase from $1.54 billion at the end of the previous fiscal year. The company maintained a strong liquidity position with $346.5 million available under its revolving credit facility and zero outstanding borrowings.

Strategically, BlueLinx is focusing on enhancing its product mix towards higher-margin specialty products and expanding its service offerings. The company is also pursuing growth through opportunistic mergers and acquisitions and geographic expansion. In the first nine months of fiscal 2024, BlueLinx repurchased $30.0 million of its common stock, reflecting its commitment to returning capital to shareholders.

About BlueLinx Holdings Inc.

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