Boise Cascade Company

BCC

$77.12

+1.06%

2026-09-03 16:00:03 EDT+$0.81

Basic Materials

Paper, Lumber & Forest Products

NYSE

Active Trading

Boise Cascade Company (BCC) is a prominent producer of timber goods and a distributor of construction supplies, operating across both the United ...

Price Action of BCC

$77.12

+1.06%+$0.81

High—

Low—

52W High-15.4%

Rel. vol—

Interval

Range5.5h

Volume—SMA5SMA10

—

Boise Cascade Company (BCC) is a prominent player in the building materials industry, operating across the United States and Canada. The company was formed in 1957 through the merger of Cascade Lumber Company and Boise Payette Lumber Company, and has since evolved into a major manufacturer and distributor. Its business ...Boise Cascade Company (BCC) is a prominent player in the building materials industry, operating across the United States and Canada. The company was formed in 1957 through the merger of Cascade Lumber Company and Boise Payette Lumber Company, and has since evolved into a major manufacturer and distributor. Its business is structured into two primary divisions: Wood Products and Building Materials Distribution. The Wood Products division manufactures laminated veneer lumber (LVL), glued laminated beams, I-joists, and a variety of plywood panels, along with ponderosa pine lumber. These products are used in new home construction, renovation, light commercial building, and industrial applications, and are sold to wholesale distributors, DIY retailers, independent lumberyards, and industrial processors. The Building Materials Distribution division supplies a comprehensive range of construction materials, including oriented strand board (OSB), plywood, lumber, siding, decking, doors, metal components, insulation, roofing, and engineered wood products, serving building material dealers, home improvement retailers, and specialized distributors. Financially, the company has shown a market capitalization of around $3 billion, with a price-to-earnings ratio of about 29, and a dividend yield of about 1%. It employs over 7,500 people and is known for its commitment to producing environmentally friendly wood products. The company's leadership includes CEO Jeffrey Robert Strom, who was appointed in 2026, following Nate Jorgensen's retirement. Boise Cascade is dedicated to building lasting structures and communities, emphasizing sustainability and customer service. With a history spanning over 60 years, the company continues to innovate and expand its product offerings, maintaining a strong presence in the North American market.ExpandCollapse

Founded

1957

Employees

7740

CEO

Jeffrey Robert Strom

Full Name

Boise Cascade Company

Sector

Basic Materials

Industry

Paper, Lumber & Forest Products

ROE

5.12%

Market Cap

$2.71B

Current Ratio

2.71

WACC

8.54%

ROIC

4.55%

Contact Information

https://www.bc.com

208-384-6161

1111 West Jefferson Street, Boise, ID 83702-5389

Key Metrics of BCC

Snapshot

Latest / TTM · 6 periods

Market Cap

$2.71B

ROCE

6.0%

EV / EBITDA

9.94x

-0.5% YoY

FCF Yield

3.8%

+3.3% YoY

Cash Conversion Cycle

63.8d

Current Ratio

2.71

Quick take

TTM —

Positive CCC

Financial Highlights of BCC

Profitability trend

Latest / TTM · 6 periods

Gross Margin

15.2%

Net Margin

1.6%

P/E Ratio

25.97x

n/a

Debt / Equity

0.26

n/a

Current Ratio

2.71

Dividend Yield

1.2%

Understanding

TTM —

No major balance sheet stress in these headline ratios.

Calendar of BCC

Upcoming

Sep 16, 2026In 12 days
Dividend payment
$0.88 per share
Sep 30, 2026In 26 days
Q3 FY2026 · Estimated results
Est. EPS $1.14 · Revenue $1.76B · 3 analysts
Dec 30, 2026
Q4 FY2026 · Estimated results
Est. EPS $0.67 · Revenue $1.53B · 6 analysts
Dec 31, 2026
FY2026 · Estimated annual results
Est. EPS $3.92 · Revenue $6.62B · 5 analysts

Recent history

Sep 1, 2026
Ex-dividend date
$0.88 per share
Aug 3, 2026
Q2 FY2026 · Results reported
EPS $1.63 · Revenue $1.83B
View filing
May 4, 2026
Q1 FY2026 · Results reported
EPS $0.50 · Revenue $1.50B
View filing
Feb 24, 2026
FY2025 · Annual results
EPS $3.52 · Revenue $6.40B
View filing
Nov 3, 2025
Q3 FY2025 · Results reported
EPS $0.58 · Revenue $1.67B
View filing
Aug 4, 2025
Q2 FY2025 · Results reported
EPS $1.64 · Revenue $1.74B
View filing

Financial Statements of BCC

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$6.4B	-4.8%	+22.2%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$132.8M	-64.7%	+221.4%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+14.0%	-29.3%	+10.2%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	+2.8%	-61.5%	+147.3%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	+2.1%	-62.9%	+163.0%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$12.7M	-93.9%	+133.7%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	+0.2%	-93.6%	+127.6%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	25.2%	+4.9%	-3.2%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	3.36x	+0.3%	-2.0%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$3.2B	-3.8%	+1.4%

Actual vs Estimate

A Dec 31Q Jun 30

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	3.52 vs 3.40	+3.4%	1.63 vs 1.23	+32.1%
Revenue Surprise	$6.4B vs $6.4B	+0.1%	$1.8B vs $1.8B	+3.4%

Insider Transactions of BCC

Acquisitions (A)

Since Mar 1, 2026

Disposals (D)

Since Mar 1, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Aug 27, 2026	Twedt Jill	officer: SVP General Counsel & Corp Sec	Common Stock, par value $0.01	D	1,250	$79.40
Aug 5, 2026	MATULA KRISTOPHER J	director	Common Stock, par value $0.01	D	1,930	$84.58
May 13, 2026	Twedt Jill	officer: SVP General Counsel & Corp Sec	Common Stock, par value $0.01	D	6,070	$66.45
Apr 30, 2026	Jorgensen Nate	director	Common Stock, par value $0.01	A	252	—
Mar 3, 2026	Jorgensen Nate	director, officer: CEO	Common Stock, par value $0.01	A	1,813	—

Earnings Call Transcript of BCC

1 transcript segments

Q2 2026

Unknown Speaker

Operator: Good morning. My name is Dave, and I will be your conference facilitator today. At this time, I would like to welcome everyone to the Boise Cascade's Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Chris Forrey, Senior Vice President, Finance and Investor Relations. Mr. Forrey, you may begin your conference. Chris Forrey: Good morning, everyone. I would like to welcome you to Boise Cascade's Second Quarter 2026 Earnings Call and Business Update. Joining me on today's call are Jeff Strom, our CEO; Kelly Hibbs, our CFO; Jo Barney, leader of our Building Materials Distribution operations; and Troy Little, leader of our Wood Products Operations. Turning to Slide 2. This call will contain forward-looking statements. Please review the warning statements in our press release, on the presentation slides and in our filings with the SEC regarding the risks associated with these forward-looking statements. Also, please note that the appendix includes reconciliations from our GAAP net income to EBITDA and adjusted EBITDA and segment income to segment EBITDA. I will now turn the call over to Jeff. Jeff Strom: Thanks, Chris. Good morning, everyone, and thank you for joining us for our earnings call. I'm on Slide 3. In the second quarter, total U.S. housing starts and single-family housing starts decreased 1% and 4%, respectively, compared to prior year quarter. Our consolidated second quarter sales increased 5% year-over-year to $1.8 billion. Our net income and earnings per share were $57.3 million and $1.63 per share, both higher than the prior year quarter when excluding gains on asset sales reflected in prior year results. I'm pleased with the outstanding results we were able to deliver despite continued demand uncertainty resulting from geopolitical events and volatile mortgage rates. The challenges of consumer sentiment and home affordability remain the most significant headwinds for residential construction activity. In this environment, we're continuing to leverage our integrated model, which consistently demonstrates its value and resilience. Moving to Slide 4. Yesterday, we made the exciting announcement that we're expanding our distribution partnership with James Hardie across a complete portfolio of industry-leading products. including Hardie Siding and Trim, AZEK Exteriors and TimberTech Decking and Railing. As part of the agreement, James Hardie will consolidate its distribution network across all regional markets and has designated Boise Cascade as a sole nationwide distribution partner. We will transition away from distributing competing siding and PVC trim products and bring in James Hardie's full suite of products nationwide. As the sole nationwide distributor, Boise Cascade will be uniquely positioned to provide our customers with a simpler purchasing experience, deeper engagement and support and greater access to James …

Leadership Team of BCC

10 executives

Name	Title	Compensation	Gender	Year Born	Status
Jeffrey Robert Strom	Chief Executive Officer & Director	USD 1,065,347	Male	1968	Active
Jill Twedt	Senior Vice President, General Counsel & Corporate Secretary	USD 936,050	Female	1980	Active
Kelly E. Hibbs	Senior Vice President, Chief Financial Officer, Principal Financial & Accounting Officer and Treasurer	USD 927,846	Male	1966	Active
Joanna Barney	Executive Vice President, Building Materials Distribution	USD 822,580	Female	1974	Active
Troy Little	Executive Vice President of Wood Products	USD 689,265	Male	1968	Active
Nathan Sikes	Senior Vice President of Building Materials Distribution, Western Operations	—	Male	1981	Active
Rob Johnson	Senior Vice President of Manufacturing for Wood Products Division	—	Male	1965	Active
Chris Forrey	Senior Vice President of Finance & Investor Relations	—	Male	1976	Active
Jim R. Wickham	Senior Vice President of Building Materials Distribution & Eastern Operations	—	Male	1966	Active
Angella Broesch	Senior Vice President of Human Resources	—	Female	1977	Active

Recent News of BCC

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Zacks Investment Research8/5/2026Neutral

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Stocks with low P/S ratios, solid fundamentals and revenue potential offer opportunities amid improving business momentum. M, PEB, BCC, APLE and PBF are attractively valued.

Zacks Investment Research8/5/2026Neutral

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MarketBeat8/4/2026Neutral

Boise Cascade Q2 Earnings Call Highlights

Boise Cascade NYSE: BCC reported higher second-quarter sales and Wood Products earnings as plywood prices and volumes improved, while the company outlined a broad distribution expansion with James Hardie that it expects will create near-term transition costs but support longer-term growth.

Seeking Alpha8/4/2026Neutral

Boise Cascade Company (BCC) Q2 2026 Earnings Call Transcript

Historical Employee Count of BCC

Current

7,660

Change

+1.32%

Minimum

6,110

Maximum

7,660

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Dec 31, 2025	7,660	10-K	Feb 24, 2026	View
Dec 31, 2024	7,560	10-K	Feb 20, 2025	View
Dec 31, 2023	7,300	10-K	Feb 20, 2024	View
Dec 31, 2022	6,780	10-K	Feb 21, 2023	View
Dec 31, 2021	6,110	10-K	Feb 22, 2022	View

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Boise Cascade Company