How often does BlueLinx move more than the options market prices?

1 of the last 8 reports moved at least as far as the implied move.

BXCNYSEWholesale-Lumber, Plywood, Millwork & Wood Panels

BlueLinx Holdings Inc. (BXC) earnings date, market-implied expected move, and options open interest by expiry

72.92

+0.36 · +0.50%

Regular session10:34 ET

Open70.68Volume348,626Mkt cap$570.7MEPS-0.48

Day62.99 – 72.96100%52-wk44.78 – 93.8057%

BXC

BlueLinx Holdings Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Next report

Feb 23

after close · in 111 days

est.Q4 FY26

Calendar

Next report

Last report

Nov 3

after close

confirmedNov 3 close

Implied vs realized

Linked news

18hLPX · supplierLouisiana-Pacific posts Q3 net income $23 million, net sales $691 million, diluted EPS $0.32

News

Largest filed tie

13F top-10 QoQ

−0.40%

shares held · 10 largest managers

13F · Jun 30 '26127d lag

158 managers

Top fund weight

0.02%

BXC weight · IWM

N-PORTJun 30 '26

3 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

BlueLinx (BXC) is expected to report on Feb 23 after close (estimated date).

Implied vs realized

8 reports

1 of 8≥ implied

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

Oct 29 '24Oct 29 '24confirmed±10.5%▲+9.14%×0.87

Feb 18 '25Feb 18 '25confirmed±8.4%▼−7.71%×0.91

Apr 29 '25Apr 29 '25confirmed±11.2%▼−9.94%×0.89

Jul 29 '25Jul 29 '25confirmed±9.6%▼−2.75%×0.29

Nov 4 '25Nov 4 '25confirmed±9.6%▲+1.87%×0.20

Feb 24 '26Feb 24 '26confirmed±12.5%▼−4.32%×0.34

Q1 FY26May 5 '26confirmed±12.1%▲+27.08%×2.24

Q2 FY26Aug 4 '26confirmed±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

Implied vs realized

Positioning

OI · 3 expiries · Nov 2 close

0.28OI · 3 expiries · Nov 2 closeP/C open interest · Nov 20 · nearest expiry

PUTS · chgexpiry · days · P/CCALLS · chgP/C

1770%Nov 2016d6430%

1100%Dec 1844d0.224990%0.22

1170%Feb 19107d0.148650%0.14

ExpiryPutsCallsP/C

Nov 2016d1770%6430%0.28

Dec 1844d1100%4990%0.22

Feb 19107d1170%8650%0.14

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ3 FY26

−0.08%as filednet margin · revenue −0.18% QoQ · +8.51% YoY

Revenue$813M−0.18%

Gross profit$131M16.12%−6.26%

Operating income$12M1.46%−42.42%

Pre-tax income$2M−79.10%

Net income−$625,000−0.08%−109.76%

Cost of revenue$682M+1.08%

Operating expenses$119M−0.01%

Tax$3M−38.34%

Other expense−$10M−1.48%

Source: SEC filings · standardized · QE Oct 3 '26 · bars = % of revenue

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 10:30 ET

Intraday

Event sensitivity

NFP ×1.36· ±3.3% vs ±2.4% · 10 releases

eventrelease day|move|up · n×base

NFPjobs report±3.3%3 of 10×1.36

FOMCrate decision±3.3%10 of 24×1.35

PPIproducer prices±2.5%5 of 10×1.03

GDPgross domestic product±2.4%10 of 19×0.97

PCEpersonal income & outlays±2.3%7 of 19×0.96

CPROFcorporate profits±1.8%9 of 12×0.76

CPIconsumer prices±1.8%4 of 10×0.73

Bar = avg |move| to ±4% · tick = ±2.4% avg day · ×base = |move| ÷ ±2.4% · min 6 releases

Earnings history

EPS -0.07 · consensus —

Quarter	Reported	EPS	Consensus
Q3 FY26	—	-0.07	—
Q2 FY26	Aug 4 '26 · confirmed	0.81	—
Q1 FY26	May 5 '26 · confirmed	-0.18	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod