Boise Cascade, L.L.C.

70.33-2.04 (-2.82%)

Oct 29, 4:00:02 PM EDT · NYSE · BCC · USD

Upcoming Earnings

Report date

Nov 3, 2025 (in 4 days)

Key Stats

Market Cap

2.63B

P/E (TTM)

10.31

Basic EPS (TTM)

6.82

Dividend Yield

0.01%

Recent Filings

8-K

Q3 2025 outlook update

9/15/25Sep 15, 2025

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

8/4/25Aug 4, 2025

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

8/4/25Aug 4, 2025

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.

8-K

5% dividend hike announced

7/31/25Jul 31, 2025

Boise Cascade's board declared a quarterly dividend of $0.22 per share, up 5% from the prior $0.01 increase, payable September 17, 2025, to shareholders of record on September 2. This signals confidence in operations amid building products market pressures. Future payouts hinge on earnings and credit restrictions. Risks include economic shifts and commodity costs.

8-K

Q1 earnings dip; incentive plan approved

5/5/25May 5, 2025

Boise Cascade reported Q1 2025 net income of $40.3 million, or $1.06 per share, on $1.5 billion in sales, down from $104.1 million and $1.6 billion a year earlier, amid softer housing starts and mill downtime. Shareholders approved the 2025 Omnibus Incentive Plan, authorizing 1,710,000 shares for employee and director awards, while electing eleven directors and ratifying KPMG as auditors. This bolsters talent retention amid market headwinds, yet exposes margins to commodity price swings.

About

Boise Cascade Company engages in manufacture and sale of engineered wood products (EWP) and plywood, and wholesale distribution of building materials in the United States and Canada. It operates through two segments, Wood Products and Building Materials Distribution. The Wood Products segment manufactures laminated veneer lumber and laminated beams used in headers and beams; I-joists for residential and commercial flooring and roofing systems, and other structural applications; structural, appearance, and industrial grade plywood panels; and ponderosa pine lumber and appearance grade boards. The Building Materials Distribution segment distributes a line of building materials, including oriented strand boards, plywood, and lumber; general line items, such as siding, composite decking, doors and millwork, metal products, insulation, and roofing; and EWP. It markets and sells its products to dealers, home improvement centers, wholesalers, specialty distributors, and industrial converters for use in the construction of new residential housing, repair-and-remodeling of existing housing, construction of light industrial and commercial buildings, and other industrial applications through warehouse and direct sales. Boise Cascade Company was incorporated in 2004 and is headquartered in Boise, Idaho.

CEO

Mr. Nathan R. Jorgensen

IPO

2/6/2013

Website

https://www.bc.com

Employees

7,710

Sector

Basic Materials

Industry

Lumber & Wood Production