Boise Cascade Co
NYSE:BCC

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Boise Cascade Co Logo
Boise Cascade Co
NYSE:BCC
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Price: 83.05 USD 6.43% Market Closed
Market Cap: 3.1B USD

Boise Cascade Co
Investor Relations

Boise Cascade Co., a company deeply rooted in the American forestry and manufacturing industries, has etched its name as a pivotal player in the construction materials sector. Originating in 1957, it has evolved amidst the ebbs and flows of economic tides, much like the durable wood products it is known to produce. The company's essence lies in its ability to harness nature's raw materials by converting logs into essential structural components such as engineered wood products, plywood, and lumber. Boise Cascade operates an extensive manufacturing and distribution infrastructure that serves both residential and commercial construction sectors across North America. It expertly combines sustainable forestry practices with cutting-edge technology to yield products that not only support construction but also promote environmental stewardship.

What truly sets Boise Cascade apart is its dual approach to the market: apart from manufacturing, it also orchestrates a comprehensive distribution network. The company's distribution arm is a linchpin in its operational strategy, serving as a vast conduit that channels a broad swath of building products to a diverse clientele of dealers, home improvement stores, and industrial customers. This strategic focus ensures steady revenue flows by capturing value throughout the supply and demand continuum. Boise Cascade’s extensive distribution centers function like well-oiled machines, handling everything from product warehousing to just-in-time delivery, enabling a smooth supply chain operation that supports its ambitious growth trajectory. Through this elaborate, two-pronged approach, Boise Cascade not only ensures its financial health but secures a robust position in the competitive construction materials market.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 4, 2025
AI Summary
Q3 2025

Revenue Decline: Boise Cascade reported Q3 sales of $1.7 billion, down 3% from the prior year.

Profit Drop: Net income fell to $21.8 million ($0.58 per share) from $91 million ($2.33 per share) a year earlier.

Margin Pressure: Both Wood Products and BMD segments saw lower EBITDA due to weaker pricing, lower volumes, and higher costs.

General Line Growth: The company gained market share in general line products by filling gaps left by competitors and expanding its product offerings.

Capital Allocation: $187 million spent in capex year-to-date, ongoing investments in modernization, new facility openings, and a new $300 million share repurchase program authorized.

Guidance for Q4: Wood Products EBITDA expected between breakeven and $15 million; BMD EBITDA estimated at $40 million to $55 million; margins to remain under pressure due to weak demand and seasonality.

Cautious Outlook: Management expects a cautious first half of 2026 with gradual improvement later, hinging on interest rate cuts and normalization in housing inventory.

Key Financials
Revenue
$1.7 billion
Net Income
$21.8 million
EPS
$0.58
Wood Products Sales
$396.4 million
Wood Products EBITDA
$14.5 million
BMD Sales
$1.6 billion
BMD EBITDA
$69.8 million
Gross Margin
15.1%
BMD EBITDA Margin
4.5%
Plywood Sales Volume
387 million feet
Average Plywood Net Sales Price
$325 per thousand
Capital Expenditures
$187 million (YTD through September 2025)
Dividends Paid
$27 million (YTD through September 30, 2025)
Share Repurchases
$120 million (through first 10 months of 2025)
Effective Tax Rate
29% (Q3 2025)
Earnings Call Recording
Other Earnings Calls

Management

Mr. Nathan R. Jorgensen
CEO & Director
No Bio Available
Mr. Kelly E. Hibbs CPA
Senior VP, CFO, Principal Financial & Accounting Officer and Treasurer
No Bio Available
Mr. Jeffrey Robert Strom
Executive Vice President of Building Materials Distribution
No Bio Available
Mr. Chris Forrey
Vice President of Finance & Investor Relations
No Bio Available
Ms. Angella Broesch
Senior VP of Human Resources
No Bio Available
Mr. Robert Johnson
Senior Vice President of Engineered Wood Products Sales & Marketing, Wood Products
No Bio Available
Mr. Chris Seymour
Senior Vice President of Manufacturing Operations - Wood Products
No Bio Available
Mr. Jim R. Wickham
Senior Vice President of Building Materials Distribution & Eastern Operations
No Bio Available
Mr. Troy Little
Executive Vice President of Wood Products
No Bio Available
Ms. Joanna Barney
Senior Vice President of Building Materials Distribution & Western Operations
No Bio Available

Contacts

Address
IDAHO
Boise
1111 W Jefferson St Ste 300, PO Box 50
Contacts
+12083846161.0
www.bc.com