Boise Cascade posts $57.3 million Q2 profit
Boise Cascade reported a net income of $57.3 million for Q2 2026, slightly down from $62.0 million in Q2 2025, despite increased sales of $1.8 billion. The Building Materials Distribution segment saw a 5% sales increase but reduced income due to higher expenses, while the Wood Products segment's sales and income rose, driven by plywood prices and volumes. The company's CEO, Jeff Strom, highlighted the strength of their integrated model amidst a mixed demand environment, with overall U.S. housing starts remaining flat year-to-date.
Boise Cascade shares rise 24.6% amid strong profits despite housing market challenges
Boise Cascade Company shares have recently increased by 24.6% due to strong profitability, even in a challenging housing market. The company is considered attractively priced and resilient, leading to a 'buy' recommendation. Investors should monitor broader economic risks, especially in housing, for potential impacts on future performance.
Pictet Asset Management Holding SA Acquires 21,362 Shares of Boise Cascade, L.L.C. $BCC
Pictet Asset Management Holding SA increased its stake in Boise Cascade (NYSE:BCC) by 22.2% in the second quarter, acquiring an additional 21,362 shares, bringing its total holdings to 117,675 shares valued at $9.1 million. The company recently reported strong quarterly earnings, beating analyst expectations with an EPS of $1.63 and revenue of $1.83 billion, and also raised its quarterly dividend to $0.23 per share. Despite some insider selling, institutional investors collectively own 96.18% of Boise Cascade, and analysts have a consensus "Hold" rating with an average price target of $93.60.
Zacks Flags Adecco (OTC: AHEXY), Boise Cascade (NYSE: BCC) And Capital Southwest (NASDAQ: CSWC) As Strong Sells
Zacks Investment Research has issued "Strong Sell" ratings for Adecco Group AG (AHEXY), Boise Cascade Company (BCC), and Capital Southwest Corporation (CSWC). This downgrade is based on significant downward revisions to their earnings estimates, with Adecco's current year earnings estimate revised down 10.6%, Boise Cascade's by nearly 10%, and Capital Southwest's by 6% over the last 60 days, signaling deteriorating outlooks and potential risk for investors.
Boise Cascade (BCC) sees Wellington group report 5.19% beneficial stake
Wellington Management Group LLP, along with its affiliated entities, has reported a beneficial ownership of 5.19% in Boise Cascade Company (BCC), totaling 1,824,952 shares of common stock as of June 30, 2026. The group exercises shared voting power over 1,627,277 shares and shared dispositive power over all 1,824,952 shares, with no sole voting or dispositive authority. These shares are held for clients of various Wellington investment advisers, none of whom individually hold more than five percent of the class.
Boise Cascade, L.L.C. (NYSE:BCC) Given Consensus Recommendation of "Hold" by Brokerages
Boise Cascade (NYSE:BCC) has received a consensus "Hold" rating from brokerages, with an average 12-month price target of $93.60, compared to its current price of $84.21. The company recently exceeded quarterly expectations, reporting strong earnings and revenue growth, and increased its quarterly dividend. Institutional investors hold a significant majority of the company's outstanding shares.
Analysts’ Opinions Are Mixed on These Materials Stocks: Calumet Specialty Products (CLMT), Boise Cascade (BCC) and Ivanhoe Electric Inc. (IE)
Analysts have issued mixed ratings for Calumet Specialty Products (CLMT), Boise Cascade (BCC), and Ivanhoe Electric Inc. (IE). Goldman Sachs maintained a Hold rating for Calumet and Boise Cascade, while J.P. Morgan maintained a Buy rating for Ivanhoe Electric Inc. The consensus among analysts for all three companies is a "Moderate Buy."
How Exclusive James Hardie Deal and Capital Returns Will Impact Boise Cascade (BCC) Investors
Boise Cascade (BCC) recently reported strong Q2 2026 results, including US$1.83 billion in sales and US$57.34 million in net income. The company secured an exclusive nationwide distribution agreement with James Hardie, making its Building Materials Distribution division the sole U.S. distributor for James Hardie's exterior product portfolio. This strategic partnership, combined with a share repurchase and a 5% dividend increase, aims to strengthen Boise Cascade's position in the building products supply chain and enhance shareholder returns, even amidst potential ongoing earnings pressure from softer residential construction.
5 Revealing Analyst Questions From Boise Cascade’s Q2 Earnings Call
Boise Cascade (BCC) reported strong Q2 results, exceeding analyst expectations for revenue and non-GAAP profit, driven by its integrated manufacturing and distribution model and higher commodity product prices. The company is navigating a significant transition with its James Hardie partnership, which analysts probed regarding its timeline and financial impact. Key questions also focused on the EWP order book, the effect of the supplier transition on Q3 guidance, and rising freight costs, all of which will be critical factors to monitor in upcoming quarters.
5 Revealing Analyst Questions From Boise Cascade’s Q2 Earnings Call
Boise Cascade (BCC) reported Q2 earnings exceeding Wall Street expectations in revenue and non-GAAP profit, driven by its integrated manufacturing and distribution model and higher commodity prices. Analysts focused on the long-term profitability and transition timeline of the James Hardie partnership, future price realization for engineered wood products (EWP), and the impact of the supplier transition on Q3 guidance and operational costs. The company acknowledged the significant growth opportunity with James Hardie but anticipates a multi-quarter transition with some near-term financial impacts.
Boise Cascade Co (BCC) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Boise Cascade Co (BCC), detailing its current earnings forecast score, analyst ratings, and price targets. It highlights that the company ranks 36 out of 54 in the Homebuilding & Construction Supplies industry with an average price target of $91.50 and a "Hold" rating from analysts. The report also includes expected future revenue and EPS figures, alongside past performance.
Boise Cascade (NYSE:BCC) Upgraded to "Buy" at Wall Street Zen
Boise Cascade (NYSE:BCC) received an upgrade from "Hold" to "Buy" by Wall Street Zen, despite the broader analyst consensus remaining at "Hold" with an average price target of $93.60. The company's shares increased by 2.9%, trading near its 12-month high and above moving averages, following a beat on quarterly earnings expectations with $1.63 EPS and $1.83 billion in revenue. Institutional investors hold a significant 96.18% of the stock, while recent insider transactions show both sales and retained ownership.
Quanex, Titan International, ESCO, Boise Cascade, and ChargePoint Stocks Trade Up and Down, What You Need To Know
Following an unexpected July jobs report indicating a cooling labor market and a potential Federal Reserve interest rate cut, several stocks experienced mixed trading. Quanex, Titan International, Boise Cascade, and ChargePoint saw their shares rise, while ESCO's stock fell. The market's reaction suggests that "bad news is good news" for investors hoping for lower borrowing costs and increased stock attractiveness, especially for growth companies.
DDP Shipping Risks: What Boise Cascade’s Guilty Plea Means for U.S. Buyers
The article discusses the risks associated with Delivered Duty Paid (DDP) shipping arrangements, particularly in light of Boise Cascade's recent guilty plea for importing illegally sourced plywood. It highlights how DDP, while convenient, can obscure customs fraud like undervaluation and false classifications, exposing U.S. buyers to significant legal and financial liabilities, even if they are not the importer of record. The author advises buyers to exercise due diligence, compare pricing, verify customs declarations, and ensure transparency in DDP transactions to mitigate risks.
Boise Cascade Company Just Recorded A 31% EPS Beat: Here's What Analysts Are Forecasting Next
Boise Cascade Company reported strong second-quarter results, with revenues beating expectations by 3.4% and an impressive 31% EPS beat. Following these results, analysts have become more bullish, upgrading their earnings per share estimates for 2026 to US$3.95, reflecting a 30% surge. However, the consensus price target remains unchanged, and the company is expected to grow slower than the broader industry despite improved revenue forecasts.
Boise Cascade Co (BCC) Director Kristopher Matula Sells 1,930 Sh
Boise Cascade Co (BCC) Director Kristopher Matula sold 1,930 shares of the company on August 5, 2026, for a total of $163,239. This sale contributes to a year-long trend of insider selling with no insider purchases, yet GuruFocus's GF Value model indicates the stock is modestly undervalued. Despite insider selling, eight gurus hold shares, with five increasing their positions, presenting a mixed signal for investors.
Boise Cascade Company Just Recorded A 31% EPS Beat: Here's What Analysts Are Forecasting Next
Boise Cascade Company (NYSE:BCC) reported strong second-quarter results, with revenues beating expectations by 3.4% and statutory profit surpassing analyst forecasts by 31%. Following these results, analysts have become more bullish on the company's earnings per share estimates for 2026, though the consensus price target remains unchanged. Despite faster future growth projections, Boise Cascade is still expected to grow slower than the broader industry.
Boise Cascade Company 2026 Q2 - Results - Earnings Call Presentation (NYSE:BCC) 2026-08-05
Boise Cascade Company (BCC) released its Q2 2026 earnings call presentation, reporting an EPS of $1.63, which beat estimates by $0.42. The company also announced revenue of $1.83 billion, surpassing expectations by $59.45 million and showing a 5.24% year-over-year increase. This presentation was published in conjunction with their earnings call on August 5, 2026.
Boise Cascade Q2 Earnings Call Highlights
Boise Cascade (BCC) reported increased Q2 sales and Wood Products earnings, driven by improved plywood prices and volumes. The company announced a strategic partnership with James Hardie to become its sole nationwide distribution partner, expecting short-term transition costs but long-term growth. Despite a decline in Distribution margins due to competitive pressures and transition activities, the company outlined continued capital spending, stock repurchases, and a dividend increase.
Boise Cascade (NYSE: BCC) director sells 1,930 shares at $84.58
Boise Cascade Co director Kristopher J. Matula sold 1,930 shares of common stock at $84.58 per share on August 5, 2026, in an open market or private transaction. Following this sale, Matula directly holds 13,982 shares of Boise Cascade common stock. The transaction was not executed under a Rule 10b5-1 trading plan.
Why Is Boise Cascade (BCC) Stock Soaring Today
Boise Cascade (BCC) stock surged 5.8% after the company reported second-quarter earnings that beat Wall Street's expectations, with revenue growing 5.2% year-on-year and profit exceeding forecasts. Despite the strong Q2 results, the company's third-quarter adjusted EBITDA guidance fell short of analyst estimates. The stock's recent performance also reflects broader positive sentiment in the wood products sector, bolstered by favorable analyst commentary and an upgrade for a competitor.
Boise Cascade (BCC) Stock Revenue Growth Masks A Sharper Margin Squeeze
Boise Cascade's Q2 2026 results showed a 5% revenue increase, leading to a stock jump, but net income declined by 8% and the trailing net profit margin compressed significantly from 4.0% to 1.6%. While Wood Products EBITDA improved due to better pricing and lower costs, the BMD distribution arm saw a slip in EBITDA despite higher sales, indicating ongoing margin pressure from fuel and delivery costs. The article suggests that while there are positive aspects, the bear case regarding shrinking profitability and limited pricing power remains relevant.
Boise Cascade Q2 Earnings Call Highlights
Boise Cascade (BCC) reported increased second-quarter sales and Wood Products earnings, driven by improved plywood prices and volumes. The company announced a significant nationwide distribution partnership with James Hardie, anticipating near-term transition costs but long-term growth. Despite a decline in U.S. housing starts, the company projects continued capital expenditures and increased shareholder returns through dividends and share repurchases.
Boise Cascade Q2 2026 slides: earnings beat, James Hardie deal
Boise Cascade (NYSE:BCC) reported stronger-than-expected Q2 2026 results, with earnings significantly exceeding analyst estimates despite a challenging housing market. The company also announced a major strategic partnership expansion, becoming the sole nationwide distributor for James Hardie's expanded product portfolio, which drove a positive investor response and a stock surge. While the Building Materials Distribution segment faced margin pressure, the Wood Products segment delivered strong performance, and management issued forward-looking guidance reflecting both near-term challenges and long-term optimism due to the new partnership and market fundamentals.
Why Is Boise Cascade (BCC) Stock Soaring Today
Shares of Boise Cascade Company (BCC) jumped 5.8% after the company reported second-quarter earnings that surpassed Wall Street's expectations, with revenue growing 5.2% year-on-year. Despite a lower-than-forecasted adjusted EBITDA guidance for the third quarter, the market reacted positively to the strong Q2 performance. The stock's movement is also influenced by broader positive sentiment in the wood products sector and analyst upgrades for competitors.
Boise Cascade (NYSE:BCC) Beats Expectations in Strong Q2 CY2026
Boise Cascade (NYSE:BCC) reported strong Q2 CY2026 results, exceeding revenue and EPS expectations with sales up 5.2% year-on-year to $1.83 billion and GAAP EPS of $1.63. While the company's long-term revenue and EPS trends have shown declines, its recent performance in the Building Material Distribution segment and analyst projections for future growth offer a mixed outlook. The stock remained flat post-earnings, suggesting investors are weighing the positive Q2 beat against historical performance and future EBITDA guidance which missed analyst estimates.
Boise Cascade and James Hardie expand nationwide distribution partnership
Boise Cascade Company and James Hardie Building Products Inc. have announced an expansion of their nationwide distribution partnership. Boise Cascade's Building Materials Distribution division will become the sole nationwide distributor for James Hardie's complete portfolio of exterior building products, effective July 31, 2026. This expanded agreement will include Hardie® siding and trim, AZEK® trim and moulding, and TimberTech® decking and railing, aiming to enhance customer access, product availability, and service across the United States.
Boise Cascade sees weak residential construction continuing Into third quarter
Boise Cascade expects weak residential construction to persist into the third quarter due to affordability pressures, elevated mortgage rates, and inflation. Despite a 5% increase in second-quarter sales to $1.8 billion, net income was $57 million, and adjusted EBITDA rose 6% to $126 million. The company forecasts third-quarter adjusted EBITDA between $82 million and $114 million, and plans to align production rates with end-market demand amidst volatile pricing.
Boise Cascade sees weak residential construction continuing Into third quarter
Boise Cascade expects weak residential construction to persist into the third quarter due to affordability pressures, elevated mortgage rates, and inflation. Despite a 5% increase in sales to $1.8 billion in Q2, net income slightly declined. The company forecasts third-quarter adjusted EBITDA between $82 million and $114 million, emphasizing reliance on incentives by homebuilders and anticipating continued product pricing volatility.
Boise Cascade (NYSE: BCC) details Q2 2026 results, Trex exit and new James Hardie deal
Boise Cascade (NYSE: BCC) reported Q2 2026 sales of $1.83 billion, a 5% increase year-over-year, with net income slightly below the prior year due to higher operating costs. The company announced the termination of its distribution relationship with Trex, which accounted for approximately 9% of its trailing 12-month revenue, and simultaneously entered into a 10-year agreement to be the sole national distributor for James Hardie exterior products, including TimberTech decking. Boise Cascade also detailed its financial position, including $304.8 million in cash and cash equivalents, $452.5 million in total debt, and available liquidity of $699.9 million.
Boise Cascade (NYSE:BCC) Beats Expectations in Strong Q2 CY2026
Boise Cascade (NYSE:BCC) reported strong Q2 CY2026 results, exceeding revenue and GAAP EPS expectations with sales up 5.2% year-on-year to $1.83 billion and a GAAP profit of $1.63 per share. Despite missing Q3 CY2026 EBITDA guidance, the company showed stable operating margins and an anticipated 55.7% EPS growth for the full year. The article notes mixed performance due to historical revenue and EPS declines but highlights the positive Q2 beat.
Earnings Flash (BCC) Boise Cascade Posts Q2 EPS $1.63, vs. FactSet Est of $1.23
Boise Cascade Company (BCC) reported strong second-quarter earnings per share (EPS) of $1.63, significantly surpassing FactSet's estimated $1.23. The company also announced Q2 revenue of $1.83 billion, exceeding FactSet's estimate of $1.78 billion. This positive financial performance indicates a robust quarter for the building materials distributor and engineered wood products manufacturer.
Boise Cascade (NYSE:BCC) Beats Expectations in Strong Q2 CY2026
Boise Cascade (NYSE:BCC) reported strong Q2 CY2026 results, surpassing market expectations for revenue and GAAP profit. The company's revenue increased by 5.2% year-on-year to $1.83 billion, and its GAAP EPS of $1.63 beat analyst estimates by 30.7%. Despite a positive quarter, the article notes that future EBITDA guidance missed analyst expectations, indicating a mixed outlook.
Boise Cascade Named James Hardie's Sole Nationwide Distributor
Boise Cascade (NYSE: BCC) reported Q2 2026 net income of $57.3 million on sales of $1.8 billion, a 5% increase year-over-year. The company also announced an expanded partnership with James Hardie, making Boise Cascade the sole nationwide distributor for James Hardie's exterior and outdoor building products. This strategic move aims to strengthen Boise Cascade's market position and drive growth.
Boise Cascade, Hardie expand distribution
Boise Cascade Company and James Hardie Building Products have significantly expanded their partnership, making Boise Cascade the sole nationwide distributor for James Hardie's complete exterior building products portfolio, effective July 31, 2026. This agreement includes Hardie siding and trim, along with AZEK trim and moulding and TimberTech decking and railing, distributed through Boise Cascade's national network. James Hardie also announced regional distribution changes, bringing its full portfolio to partners like Capital Lumber and Dixie Plywood in select locations.
Will Boise Cascade’s (BCC) Dividend Hike Ahead of Earnings Change Its Capital Allocation Narrative?
Boise Cascade (BCC) recently increased its quarterly dividend by 5% to US$0.23 per share, ahead of its Q2 2026 earnings release where revenue growth is expected to rebound. This dividend hike, alongside ongoing share repurchases, signals a capital return focus despite recent profit compression. The company's investment narrative centers on its cyclical building products business, ongoing capital expenditures, and the challenge of balancing shareholder returns with heavy spending amidst fluctuating demand.
Boise Cascade to Distribute Hardie, TimberTech and AZEK Nationwide
Boise Cascade (NYSE: BCC) and James Hardie (NYSE/ASX: JHX) have expanded their partnership, making Boise Cascade the sole nationwide distributor for James Hardie’s full portfolio of exterior building products, including Hardie®, TimberTech®, and AZEK® products, effective July 31, 2026. This agreement leverages Boise Cascade's extensive distribution network to enhance product availability and customer service for dealers and contractors across the U.S. Both companies anticipate this collaboration will drive long-term growth and streamline the purchasing experience for their customers.
Boise Cascade (BCC) Reports Earnings Tomorrow: What To Expect
Boise Cascade (BCC) is set to announce its earnings tomorrow. The company beat revenue expectations last quarter, reporting $1.50 billion, and analysts expect a 1.8% year-on-year revenue growth this quarter, a reversal from last year's decrease. Despite some peers outperforming, Boise Cascade has seen a 1.4% increase in share price over the last month, heading into earnings with an average analyst price target of $92.33.
Boise Cascade (BCC) Reports Earnings Tomorrow: What To Expect
Boise Cascade (BCC) is set to announce its earnings results on Monday after the bell. The company previously beat revenue, EPS, and EBITDA estimates last quarter, and analysts are now expecting a 1.8% year-over-year revenue growth. Industrial distributors in general have underperformed, but Boise Cascade's stock has seen a 1.4% increase over the last month, with an average analyst price target of $92.33.
Boise Cascade (BCC) Stock Looks Rich After An 83% Five Year Gain
Boise Cascade (BCC) has seen an 83.3% gain over the past five years, but its current valuation presents a mixed picture. A Discounted Cash Flow (DCF) analysis suggests the stock is overvalued by 11.7%, while an earnings-based P/E multiple indicates it might be undervalued. The article highlights a tension between the company's cash flow profile and how the market is valuing its earnings.
Boise Cascade (BCC) Stock Looks Rich After An 83% Five Year Gain
Boise Cascade (BCC) stock has seen an 83% gain over the last five years, but its valuation presents a mixed picture. A Discounted Cash Flow (DCF) analysis suggests the stock is overvalued by 11.7%, trading at a premium to its intrinsic value of $67 per share. Conversely, an earnings-based P/E multiple of 24.0x indicates the stock might be undervalued compared to its fair P/E of 32.8x.
Boise Cascade Dividend Rises to 23 Cents, Paid Sept. 16
Boise Cascade Company (NYSE: BCC) announced a 5% increase in its quarterly dividend, raising it by $0.01 to $0.23 per share. This dividend will be paid on September 16, 2026, to stockholders of record as of September 1, 2026. Future dividend declarations are subject to various factors including financial performance, legal capital requirements, and market conditions.
Press Release: Boise Cascade Company Announces 5% Quarterly Dividend Increase
Boise Cascade Company (BCC) announced a 5% increase in its quarterly dividend to $0.15 per share, payable on September 15, 2026, to shareholders of record as of August 30, 2026. This increase reflects the company's strong financial performance and commitment to returning value to shareholders. Boise Cascade is a leading producer of engineered wood products and plywood, and a wholesale distributor of building materials.
Boise Cascade raises quarterly dividend to $0.23, payable Sept. 16
Boise Cascade (BCC) has announced a 5% increase in its quarterly cash dividend, raising it to $0.23 per share. This dividend is payable on September 16, 2026, to shareholders of record as of September 1, 2026. Future dividends will be subject to various financial and operational factors.
Boise Cascade Company Announces 5% Quarterly Dividend Increase
Boise Cascade Company (NYSE: BCC) has declared a quarterly dividend of $0.23 per share, representing a 5% increase. This dividend will be paid on September 16, 2026, to shareholders of record as of September 1, 2026. Future dividend declarations will be determined by the board, considering various financial and operational factors.
Boise Cascade raises quarterly dividend 5% to $0.23 a share
Boise Cascade has announced a 5% increase in its quarterly dividend, raising it to $0.23 per share. The dividend is payable on September 16, 2026, to shareholders of record as of September 1, 2026. This news was generated by Public Technologies using AI, based on original content from Boise Cascade Company via Business Wire.
Boise Cascade, L.L.C. (BCC) Stock Forecasts
Argus has raised its target price for Boise Cascade, L.L.C. (BCC) to $84.00. The company, a producer of engineered wood products and plywood, is currently trading at $77.68. This report provides a quantitative analysis, suggesting a positive outlook for the stock.
Analysts’ Opinions Are Mixed on These Materials Stocks: Boise Cascade (BCC) and Nucor (NUE)
This article summarizes recent analyst ratings for two materials stocks: Boise Cascade (BCC) and Nucor (NUE). BMO Capital maintained a Buy rating for Boise Cascade with a $105 price target, while UBS assigned a Hold rating to Nucor with a $256 price target. The article notes the analyst consensus for Boise Cascade is "Moderate Buy" and for Nucor is "Strong Buy," highlighting potential upsides for both companies.
BCC Stock Price and Chart — NYSE:BCC
This article provides a detailed overview of Boise Cascade, L.L.C. (BCC) stock, including its current price, historical performance, key financial metrics, and upcoming earnings information. It also features analyst ratings, investment ideas, and details on related ETFs, making it a comprehensive resource for potential investors. Recently, Boise Cascade raised its quarterly cash dividend by 5% to $0.23 per share.
Boise Cascade Number of Employees 2026 | Employee Count & Headcount Data
Boise Cascade Co. (BCC) has approximately 7,671 total employees worldwide as of March 2026, marking a 2.2% growth from 2023. The company is actively hiring, with 323 active job postings in 2026, a 23.5% increase from 2025. The workforce is primarily concentrated in the United States, and the average salary is $73,360, with median employee tenure at 5.0 years.
