BXC as of Oct 31 · 20:49 ET

BXCNYSEWholesale-Lumber, Plywood, Millwork & Wood Panels

BlueLinx Holdings Inc. · Brief

Next report

2 days

Nov 3 · after closeest.Q3 FY26

Earnings

Expected move

Inputs

±10.1%implied · report alone

71.0487.02

straddle ±13.8%

spot 79.03exp Nov 20ATM strike 80ATM straddle 12.80IV 84%

Oct 30 closereport share · term structure

Expected move

Inputs

Implied vs realized

8 reportsHistory

1 of 8≥ implied

avg implied: ±11.0%
avg realized: ±9.4%

Oct 29 '24±10.5%▲+9.14%×0.87

Feb 18 '25±8.4%▼−7.71%×0.91

Apr 29 '25±11.2%▼−9.94%×0.89

Jul 29 '25±9.6%▼−2.75%×0.29

Nov 4 '25±9.6%▲+1.87%×0.20

Feb 24 '26±12.5%▼−4.32%×0.34

Q1 FY26±12.1%▲+27.08%×2.24

Q2 FY26±14.1%▲+12.53%×0.89

quarterimplied−30%0+30%realized×

Q2 FY26±14.1%▲+12.53%×0.89

Q1 FY26±12.1%▲+27.08%×2.24

Feb '26±12.5%▼−4.32%×0.34

Nov '25±9.6%▲+1.87%×0.20

Jul '25±9.6%▼−2.75%×0.29

Apr '25±11.2%▼−9.94%×0.89

2 older reports

Feb '25±8.4%▼−7.71%×0.91

Oct '24±10.5%▲+9.14%×0.87

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 3 report · est.

Bull2 of 3

10disclosed supplier and customer ties in SEC filingsSEC filings

158managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2 of 3

7 of 8recent reports with moves under the options implied rangeEarnings history

3tracked funds holding BXCN-PORT · Aug 31 '26

AI captions · Sep 16 '26once per report · top 2 per case

Linked exposure

BXC report session

Suppliers 1

LPXLouisiana-Pacific×0.41

× = co-movement · max 500dSource: SEC filings · market data

Latest changes

30 daysAll changes

Oct 20impliedImplied move: ±14.9% into Nov 3 earnings (Oct 20 close).Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.