BCC
Boise Cascade Company75.84
+0.51+0.68%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
2.83BP/E (TTM)
14.96Basic EPS (TTM)
5.07Dividend Yield
0.01%Recent Filings
8-K
8-K
8-K
Q3 2025 outlook update
Boise Cascade updated its Q3 2025 outlook on September 15, showing Wood Products Adjusted EBITDA at $5-$15 million amid mid-teens EWP volume drops and mid-single-digit price declines, while Plywood volumes rise modestly but prices lag 6% below Q2. Building Materials Distribution eyes $65-$75 million, with sales pace 5% off Q2's $25.2 million daily and margins at 14.5%-15.5%. Affordability squeezes housing starts, yet repair/remodel demand holds firm. Risks loom from commodity swings.
10-Q
Q2 FY2025 results
Boise Cascade's Q2 sales dipped 3% year-over-year to $1.74B, driven by softer prices in engineered wood products and plywood amid a 8% drop in single-family housing starts, yet the BMD segment held steady with flat volumes and a 60 basis point gross margin lift to 15.4% from stronger general line sales. Operating income fell 45% to $80.5M, pressured by higher conversion costs from Oakdale mill downtime, but gains on non-operating property sales cushioned the blow. Cash slid to $481M after $132M in capex and $86M share repurchases, while free cash flow turned negative at -$127.5M (derived) versus $95.1M last year; debt stayed at $450M with $395M revolver availability. Diluted EPS of $1.64 reconciles cleanly to 37.8M shares. Labor disruptions at key facilities loom as a risk.
8-K
Q2 earnings drop on weak demand
Boise Cascade reported Q2 2025 net income of $62.0 million, or $1.64 per share, on $1.7 billion in sales, down from $112.3 million and $1.8 billion a year earlier amid muted residential construction demand. Wood Products income plunged 81% to $14.0 million due to lower prices and Oakdale mill outage costs, yet the modernization boosts long-term efficiency. Building Materials Distribution income dipped 9% to $78.0 million from higher expenses, while liquidity stands at $876.2 million. Demand ties to housing starts, down 8% for single-family.
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