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Boise Cascade Co (BCC) stock

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NYSE: BCC NYSE Forest Products Next results ~February 22, 2027

C+ Fundamentals grade

Boise Cascade Co is a US-listed company in the forest products industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

Under review: our cash-flow value ($53.21) is 0.30x the median of our other models ($180.33); a gap this wide usually means the cash flow is temporarily depressed (heavy investment, a one-off payment).

Price vs value

Under review: our cash-flow value ($53.21) is 0.30x the median of our other models ($180.33); a gap this wide usually means the cash flow is temporarily depressed (heavy investment, a one-off payment). We'll show the comparison once resolved.

Boise Cascade Co valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 2 selling0 purchases and 3 sales by directors and officers, last 12 monthsInsider trades
  • Funds155 adding, 167 cuttingOf 60 active managers that changed their stake, 34 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Boise Cascade files

10-Q filed November 2: Boise Cascade Co

Boise Cascade's revenue for the twelve months to September 2026 reached $6.59bn, up 1.2% on a year earlier. That marks a turnaround from the prior quarter, when sales were down 1.5% year-on-year. Free-cash-flow margin also improved, climbing to 2.0% from -1.0% twelve months before. Meanwhile, the diluted share count has fallen 5.9% over the same period, a reduction that boosts the claim each remaining share holds on earnings and cash flow. Together, the figures point to a business generating more cash from a smaller revenue gain while simultaneously shrinking its share base, a combination that tends to flatter per-share metrics even when top-line growth is modest.

Our model value for Boise Cascade is under review, so past values are not shown until it is resolved.

Source: 10-Q filed November 2, 2026 on SEC EDGAR · Financials · Valuation

Earlier notes (1)

Where Boise Cascade Co stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $6.46bn, down 1.5% on a year earlier, a smaller fall than the 3.8% decline a quarter earlier. That puts it 1266 of 1447 for growth among all the companies we cover. Free-cash-flow margin rose to 1.6% from -0.2% a year earlier. Operating margin narrowed to 2.5% from 5.3%. The diluted share count is down 5.2% on a year earlier, which lifts each remaining share. Against its peers on growth, profitability, cash generation and balance sheet, it grades C+. It passes 5 of our 6 financial-health checks.

10-Q on SEC EDGAR

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~February 22, 2027 (estimated)

Boise Cascade Co's trailing-twelve-month revenue grew 1.2% year on year, with a free-cash-flow margin of 2.0%. Where it stands out: change in share count of -5.9% ranks 5 of 161 materials companies we cover.

Our discounted-cash-flow model values the business at ~$53 per share in the base case (~$39–$71 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 35% in the quarter to 2026-06-30, the 3rd beat in the last four quarters.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Shrinking share count. Diluted shares fell 5.9% in a year, so each share owns more of the business.

Things to watch

  • Estimates being cut. Analysts' consensus for next year's earnings per share has fallen 6.0% over 90 days.

Latest results: FY2026 Q3

Filed November 2, 2026
Earnings per share
$1.63 against an average estimate of $1.21: beat by 34.9%
Revenue
$1.80bn, up 8.1% on a year earlier
Next report
November 2, 2026; average EPS estimate $1.14

Boise Cascade's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-4.9%
  • 1 week-0.6%
  • 1 month+0.0%
  • This year+2.8%
  • 1 year+7.6%
  • 5 years+44.0%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$6.6B
Operating margin
2.8%
Net margin
1.8%
EPS (TTM, diluted)
$3.36

Growth

Revenue growth
+1.2%
Change in growth rate
+2.8 pts
Share count change
−5.9%

Cash

Free cash flow (TTM)
$133M
FCF margin
2.0%
Stock pay % of revenue
0.2%

Earnings

Last results
November 2, 2026
Next results (est.)
February 22, 2027

News & updates

Updated November 2, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Dividend
  3. Leadership
  4. Leadership
  5. Announcement
  6. Announcement
  7. Results
  8. Partnership
  9. Dividend
  10. Announcement

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Boise Cascade Co valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: held for review: our cash-flow value ($53.21) is 0.30x the median of our other models ($180.33); a gap this wide usually means the cash flow is temporarily depressed (heavy investment, a one-off payment).

Our value per share comes from a discounted-cash-flow model of Boise Cascade Co's free cash flow after stock-based pay ( $114M, FY2026 Q3 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Boise Cascade Co as an operating company, with every model that fits that kind of business. Cost of equity 9.3%: the 10-year Treasury yield (4.9%) plus a beta of 0.97 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$53 ~$39–$71 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$50 ~$40–$120 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$180 ~$140–$250 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$180 ~$160–$210 Included
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Boise Cascade Co with Materials sector in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 20152016201720182019202020212022202320242025Now
Share price$16.99$14.97$26.60$16.39$26.08$35.73$57.94$58.82$121.55$116.67$72.96$75.00
Market value$669m$583m$1.0bn$646m$1.0bn$1.4bn$2.3bn$2.3bn$4.9bn$4.6bn$2.7bn$2.7bn
+ Net debt (− = net cash)$160m$334m$261m$248m$155m$38m−$304m−$554m−$504m−$267m−$32m$64m
Enterprise value$829m$916m$1.3bn$893m$1.2bn$1.4bn$2.0bn$1.8bn$4.3bn$4.3bn$2.7bn$2.7bn
Multiples
Price / sales 0.2x0.1x0.2x0.1x0.2x0.3x0.3x0.3x0.7x0.7x0.4x0.4x
Price / earnings 12.8x15.2x12.5x31.5x12.6x8.1x3.2x2.7x10.0x12.2x20.7x22.3x
Price / free cash flow —8.5x13.7x7.7x6.3x6.6x4.1x2.5x10.3x22.0xn/m20.2x
EV / EBITDA 5.2x5.8x5.9x4.1x5.4x3.4x1.9x1.4x5.7x6.8x7.9x7.9x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

49 /100

Moderate moat

How hard Boise Cascade's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 10 / 20

    Net income has been a median 7.1% of total assets over 10 years.

  • Durability 2 / 20

    Operating margin has been a median 4.6%; its worst year was 0.6%.

  • Cash conversion 11 / 20

    Free cash flow was positive in 9 of 10 years, at a median 3.6% of revenue.

  • Discipline 20 / 20

    The diluted share count fell 9.6% over five years; stock-based pay has been a median 0.2% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (54 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $3.87 +10% $6.6bn +3%
Next $5.13 +33% $6.9bn +4%

Next year's EPS estimate has moved −6.0% in 90 days, across 6 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +3.0% on 90 days ago. In the last 30 days, 5 analysts raised Boise Cascade Co's forecast and 1 cut it.

Consensus EPS forecast Boise Cascade Co, last 90 days
$3.50 $4.00 $4.50 $5.00 $5.50 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $3.76 Current fiscal year, 60 days ago: $3.93 Current fiscal year, 30 days ago: $3.93 Current fiscal year, 7 days ago: $3.91 Current fiscal year, Now: $3.87 $3.87 Next fiscal year, 90 days ago: $5.46 Next fiscal year, 60 days ago: $5.29 Next fiscal year, 30 days ago: $5.29 Next fiscal year, 7 days ago: $5.22 Next fiscal year, Now: $5.13 $5.13

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $3.76$5.46
60 days ago $3.93$5.29
30 days ago $3.93$5.29
7 days ago $3.91$5.22
Now $3.87$5.13

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $1.21 $1.63 +34.9%
Mar 2026 $0.43 $0.50 +17.2%
Dec 2025 $0.12 $0.24 +108.7%
Sept 2025 $0.69 $0.58 −15.7%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 3, 2026

No numeric guidance in Boise Cascade Co's latest earnings release (filed August 3, 2026). Some companies give their outlook only on the earnings call.

How our valuation uses these forecasts

Our cash-flow model grows Boise Cascade Co's revenue by +2.8% next year and +2.5% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+3.2%, weight 65%) and the company's own record (+2.0%, weight 35%) . How the weights are set.

Analyst recommendations

7 analysts, Nov 2026
Buy343%
Hold343%
Sell114%

Monthly trend

  1. Nov 20263317
  2. Oct 20264217

Counts of recommendations published by analysts covering Boise Cascade Co, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
7.0%
of tradable shares
Days to cover
4.66
at average volume
Short interest, 1 month
+3%
to October 15, 2026
Held by institutions
99%
of shares
Held by insiders
1.2%
of shares
Employees
7,740
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +7.6%

$69.67 on October 31, 2025 to $75.00

ThenNowEffect
Revenue (last 12 months) $6.6bn $6.5bn −1.5%
Net margin 4.0% 1.6% −59.1%
P/E multiple 10.2x 25.9x +153.2%
Share count 38m 36m +5.5%

Biggest factor: p/e multiple.

Last 3 years −19.9%

$93.60 on November 3, 2023 to $75.00

ThenNowEffect
Revenue (last 12 months) $7.1bn $6.5bn −9.6%
Net margin 8.1% 1.6% −79.8%
P/E multiple 6.4x 25.9x +302.4%
Share count 40m 36m +9.3%

Biggest factor: net margin.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
BCC+62%+2%+107%−4%−38%+3%
Industry peers (median)——————
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
BCC58%50%67%58%33%55%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
BCC−34%−35%−24%−25%−49%−28%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 57% from November 25, 2024 to May 19, 2026. Getting back needed a 130% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$65.07 – $90.23
From 52-week high
−16.9%
vs 50-day average
−1.7%
vs 200-day average
−2.4%
Volatility (1 year)
39%
Beta vs S&P 500
0.88

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
5 up, 6 down
typical move ±6.2%
After a week
2 up, 9 down
typical move ±5.3%
After a month
5 up, 6 down
typical move ±6.6%
Results releasedNext dayS&P 500 next day5 days21 days
August 3, 2026 +13.2% +3.3% +11.0% −0.4%
May 4, 2026 −7.7% +0.4% −11.4% −11.8%
February 23, 2026 +5.8% −0.3% −1.6% −10.2%
November 3, 2025 −0.1% −1.0% −0.9% +8.9%
August 4, 2025 +4.1% +1.0% −3.1% +1.0%
May 5, 2025 −9.0% −1.4% −3.2% −8.7%
February 20, 2025 −9.6% −2.1% −13.1% −15.8%
November 4, 2024 +3.2% +1.0% +6.7% +9.6%
August 5, 2024 +0.6% −2.0% −1.8% +1.5%
May 6, 2024 −4.0% +1.1% −0.6% −1.7%
February 20, 2024 −10.6% −0.5% −4.8% +3.1%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How Boise Cascade Co’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: fundamentals grade C+ (needs B+ or better).

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: no liquid put and call pair for the same expiry.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Boise Cascade Co in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Boise Cascade Co
$6.2B $6.4B $6.6B $6.8B $7B FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $6.8B Revenue (TTM), FY24 Q1: $6.9B Revenue (TTM), FY24 Q2: $6.9B Revenue (TTM), FY24 Q3: $6.8B Revenue (TTM), FY24 Q4: $6.7B Revenue (TTM), FY25 Q1: $6.6B Revenue (TTM), FY25 Q2: $6.6B Revenue (TTM), FY25 Q3: $6.5B Revenue (TTM), FY25 Q4: $6.4B Revenue (TTM), FY26 Q1: $6.4B Revenue (TTM), FY26 Q2: $6.5B Revenue (TTM), FY26 Q3: $6.6B $6.6B

Source: SEC EDGAR filings. Retrieved November 3, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $6.8B
FY24 Q1 $6.9B
FY24 Q2 $6.9B
FY24 Q3 $6.8B
FY24 Q4 $6.7B
FY25 Q1 $6.6B
FY25 Q2 $6.6B
FY25 Q3 $6.5B
FY25 Q4 $6.4B
FY26 Q1 $6.4B
FY26 Q2 $6.5B
FY26 Q3 $6.6B
Revenue growth, TTM YoY Boise Cascade Co
-20% -15% -10% -5% 0% 5% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: -18.5% Revenue growth, TTM YoY, FY24 Q1: -8.8% Revenue growth, TTM YoY, FY24 Q2: -3.1% Revenue growth, TTM YoY, FY24 Q3: -0.3% Revenue growth, TTM YoY, FY24 Q4: -1.7% Revenue growth, TTM YoY, FY25 Q1: -4.7% Revenue growth, TTM YoY, FY25 Q2: -5.3% Revenue growth, TTM YoY, FY25 Q3: -4.3% Revenue growth, TTM YoY, FY25 Q4: -4.8% Revenue growth, TTM YoY, FY26 Q1: -3.8% Revenue growth, TTM YoY, FY26 Q2: -1.5% Revenue growth, TTM YoY, FY26 Q3: 1.2% 1.2%

Source: SEC EDGAR filings. Retrieved November 3, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 -18.5%
FY24 Q1 -8.8%
FY24 Q2 -3.1%
FY24 Q3 -0.3%
FY24 Q4 -1.7%
FY25 Q1 -4.7%
FY25 Q2 -5.3%
FY25 Q3 -4.3%
FY25 Q4 -4.8%
FY26 Q1 -3.8%
FY26 Q2 -1.5%
FY26 Q3 1.2%
Operating margin (TTM) Boise Cascade Co
0% 5% 10% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Operating margin (TTM), FY23 Q4: 9.1% Operating margin (TTM), FY24 Q1: 9.1% Operating margin (TTM), FY24 Q2: 8.5% Operating margin (TTM), FY24 Q3: 7.6% Operating margin (TTM), FY24 Q4: 7.3% Operating margin (TTM), FY25 Q1: 6.2% Operating margin (TTM), FY25 Q2: 5.3% Operating margin (TTM), FY25 Q3: 4.0% Operating margin (TTM), FY25 Q4: 2.9% Operating margin (TTM), FY26 Q1: 2.5% Operating margin (TTM), FY26 Q2: 2.5% Operating margin (TTM), FY26 Q3: 2.8% 2.8%

Source: SEC EDGAR filings. Retrieved November 3, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q4 9.1%
FY24 Q1 9.1%
FY24 Q2 8.5%
FY24 Q3 7.6%
FY24 Q4 7.3%
FY25 Q1 6.2%
FY25 Q2 5.3%
FY25 Q3 4.0%
FY25 Q4 2.9%
FY26 Q1 2.5%
FY26 Q2 2.5%
FY26 Q3 2.8%
FCF margin (TTM) Boise Cascade Co
-2% 0% 2% 4% 6% 8% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 FCF margin (TTM), FY23 Q4: 6.9% FCF margin (TTM), FY24 Q1: 6.4% FCF margin (TTM), FY24 Q2: 5.0% FCF margin (TTM), FY24 Q3: 3.8% FCF margin (TTM), FY24 Q4: 3.1% FCF margin (TTM), FY25 Q1: 2.0% FCF margin (TTM), FY25 Q2: -0.2% FCF margin (TTM), FY25 Q3: -1.0% FCF margin (TTM), FY25 Q4: 0.2% FCF margin (TTM), FY26 Q1: 0.6% FCF margin (TTM), FY26 Q2: 1.6% FCF margin (TTM), FY26 Q3: 2.0% 2.0%

Source: SEC EDGAR filings. Retrieved November 3, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q4 6.9%
FY24 Q1 6.4%
FY24 Q2 5.0%
FY24 Q3 3.8%
FY24 Q4 3.1%
FY25 Q1 2.0%
FY25 Q2 -0.2%
FY25 Q3 -1.0%
FY25 Q4 0.2%
FY26 Q1 0.6%
FY26 Q2 1.6%
FY26 Q3 2.0%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

Each dollar Boise Cascade took in during FY2025, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.

  1. Revenue $6.4B
  2. Selling, general and admin $99.7M · 1.6%
  3. Other operating costs $6.1B · 95.6%
  4. Operating income $183M · 2.9%
  5. Income tax $47.1M · 0.7%
  6. Net income $133M · 2.1%

Shares of revenue. Source: Boise Cascade's 10-K for FY2025, as filed with the SEC. "Other" lines are what the reported lines leave unexplained.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Sept 2026
Income
Revenue 2,248 2,779 3,273 3,574 3,633 3,911 4,432 4,995 4,643 5,475 7,926 8,387 6,838 6,724 6,405 6,592
EBITDA 10 97 137 197 159 158 222 219 217 430 1,053 1,259 757 634 342 349
Operating income −27 63 99 146 103 85 141 72 136 335 972 1,158 624 490 183 184
Net income −46 41 117 80 52 38 83 20 81 175 712 858 484 376 133 120
Diluted EPS −$1.56 $1.40 $2.91 $2.03 $1.33 $0.98 $2.12 $0.52 $2.06 $4.44 $17.97 $21.56 $12.12 $9.57 $3.53 $3.36
Growth (year on year)
Revenue — +23.6% +17.8% +9.2% +1.7% +7.6% +13.3% +12.7% −7.0% +17.9% +44.8% +5.8% −18.5% −1.7% −4.8% +1.2%
EBITDA — — +41.7% +44.0% −19.4% −0.8% +40.8% −1.3% −1.0% +98.6% +144.7% +19.7% −39.9% −16.2% −46.1% −15.6%
Operating income — — +56.4% +47.4% −29.1% −17.9% +67.0% −49.1% — +145.5% +190.1% +19.1% −46.1% −21.5% −62.6% −29.4%
Net income — — — −31.6% −34.8% — — — — — +307.2% +20.4% −43.6% −22.2% −64.7% −37.7%
Diluted EPS — — — −30.2% −34.5% — — — — — +304.7% +20.0% −43.8% −21.0% −63.1% −33.8%
Margins
EBITDA margin 0.4% 3.5% 4.2% 5.5% 4.4% 4.0% 5.0% 4.4% 4.7% 7.9% 13.3% 15.0% 11.1% 9.4% 5.3% 5.3%
Operating margin −1.2% 2.3% 3.0% 4.1% 2.8% 2.2% 3.2% 1.4% 2.9% 6.1% 12.3% 13.8% 9.1% 7.3% 2.9% 2.8%
Net margin −2.1% 1.5% 3.6% 2.2% 1.4% 1.0% 1.9% 0.4% 1.7% 3.2% 9.0% 10.2% 7.1% 5.6% 2.1% 1.8%
Free-cash-flow margin −3.4% 1.8% −0.4% 1.1% −0.2% 1.7% 1.7% 1.7% 3.5% 3.9% 7.1% 11.1% 6.9% 3.1% 0.2% 2.0%
Cash flow
Cash from operations −44 78 33 102 80 152 152 164 246 295 667 1,041 687 438 254 277
Capital spending 34 27 46 61 88 84 75 80 83 79 107 114 215 230 241 144
Free cash flow −77 50 −12 41 −7 68 76 84 163 215 560 927 472 209 13 133
Stock-based pay 0 0 3 6 6 8 10 9 8 8 8 12 15 15 12 12
Free cash flow after stock pay −77 50 −15 35 −13 60 66 75 155 207 553 915 457 193 1 121
Balance sheet
Cash 176 46 118 164 184 104 177 192 285 405 749 998 950 713 477 385
Total debt 0 275 302 294 345 438 438 439 441 444 445 444 445 446 445 449
Net debt (negative = net cash) −176 229 183 131 160 334 261 248 155 38 −304 −554 −504 −267 −32 64
Diluted shares 30m 30m 40m 39m 39m 39m 39m 39m 39m 39m 40m 40m 40m 39m 38m 36m
Returned to shareholders
Dividends — — — — 0 0 3 51 54 79 214 160 346 229 35 34
Buybacks 0 0 100 0 24 10 0 5 0 0 0 0 6 195 183 185
Total returned 0 0 100 0 24 10 3 56 54 79 214 160 353 424 218 219

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

5 of 6 checks passed · September 30, 2026
What it owns · $3.4bn
Short-term assets $1.8bnLonger-term assets $1.6bn
What it owes, and who funded it · $2.7bn
Short-term liabilities $647mShareholders' equity $2.1bn
  • Short-term assets cover short-term liabilities $1.8bn of assets due within a year against $647m of liabilities due within a year.
  • Short-term assets cover long-term liabilities Not assessable from the reported split. Not assessable.
  • More cash than debt $385m of cash against $449m of debt.
  • Debt below 40% of shareholders' equity Debt is 22% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 27% to 22% over five years.
  • A year's operating cash flow covers at least 20% of debt $277m of operating cash flow against $449m of debt.
  • Operating profit covers interest at least five times over Operating income of $184m against $26m of interest.

From Boise Cascade Co's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q3 TTM
Buybacks (TTM)
$185M
Dividends (TTM)
$34.1M
Returned to shareholders
165%
of free cash flow
Buybacks, last 3 fiscal years
$384M
Diluted share count
−5.9%
year over year
Total shareholder yield
8.4%
dividends 1.3% + buybacks 7.1% of market value
Dividend payout ratio
28%
of net income paid out

Competitors: side by side with peers

Closest by revenue in forest products
Last 12 months unless stated BCC WFG LPX NWGL Median
Revenue, last 12 months $6.6bn $5.5bn $2.5bn $15m $4.0bn
Revenue growth, last 12 months 1.2% −11.5% −14.3% −10.7% −11.1%
Revenue growth, 3-year average −1.1% — −3.6% — −2.4%
Revenue growth, latest quarter 8.1% — −12.1% — −2.0%
Gross margin — 23.4% 18.0% 9.6% 18.0%
Operating margin 2.8% −21.7% 3.0% — 2.8%
Operating margin, 3-year average 4.8% — 12.2% — 8.5%
Net margin 1.8% −17.2% 2.2% −40.2% −7.7%
Cash from operations / revenue 4.2% 1.8% 10.5% −6.2% 3.0%
Free-cash-flow margin 2.0% −5.8% −0.9% −6.6% −3.3%
Free-cash-flow margin, 3-year average 1.6% — 8.3% — 5.0%
Stock pay / revenue 0.2% — 0.4% — 0.3%
Change in share count −5.9% −2.4% 0.0% — −2.4%

Median of all 4 companies we cover in forest products. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

171 materials companies
Measure Company Peer median Rank
Revenue growth Growth 1.2% 8.3% 121 of 170
Change in growth rate Growth +2.8pp +2.4pp 79 of 168
Operating margin Profitability 2.8% 7.0% 84 of 140
Net margin Profitability 1.8% 3.8% 94 of 170
Free-cash-flow margin Cash generation 2.0% 5.0% 108 of 167
Stock pay as % of revenue Cash generation 0.2% 0.7% 6 of 137
Long-term debt as % of assets Balance sheet 13.2% 22.8% 45 of 147
Change in share count Balance sheet -5.9% 0.4% 5 of 161

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
Building Materials Distribution $5.9B 92.8% ▼ 3.7%
Wood Products $463M 7.2% ▼ 16.9%

From Boise Cascade Co's 10-K filed February 24, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$2.6B
Institutions reporting
331
Shares held vs prior quarter
▲ 0.2%
Positions opened / closed
48 / 37

Top buyers and sellers, Q2 2026: 155 institutions bought and 167 sold ; the biggest buyer was Atlas Frm LLC (+404K shares) and the biggest seller Wellington Management Group LLP (−556K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $464M 6.0M 17.6% ▼ 3.7%
Dimensional Fund Advisors LP $177M 2.3M 6.7% ▼ 1.9%
Vanguard Portfolio Management LLC $171M 2.2M 6.5% ▼ 0.6%
Wellington Management Group LLP $142M 1.8M 5.4% ▼ 23.3%
Vanguard Capital Management LLC $124M 1.6M 4.7% ▼ 1.3%
State Street Corp $116M 1.5M 4.4% ▲ 2.8%
Alliancebernstein L.P. $98.7M 1.3M 3.7% ▼ 2.9%
Geode Capital Management, LLC $71.8M 925K 2.7% ▲ 1.7%
American Century Companies Inc $69.2M 892K 2.6% ▼ 3.0%
Nomura Asset Management International Inc. $56.5M 728K 2.1% ▲ 13.2%
Third Avenue Management LLC $46.7M 602K 1.8% ▲ 7.1%
Morgan Stanley $44.8M 577K 1.7% ▲ 4.8%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Boise Cascade Co's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $665,841 3 trades by 2 insiders · 0% under pre-set plans
Net ▼ $665,841 net selling
Insider Date Trade Shares Price Value
Twedt Jill SVP General Counsel & Corp Sec August 27, 2026 Sell 1,250 $79.40 $99,250
Matula Kristopher J Director August 5, 2026 Sell 1,930 $84.58 $163,239
Twedt Jill SVP General Counsel & Corp Sec May 13, 2026 Sell 6,070 $66.45 $403,352

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 5 trades and filings

No trades in Boise Cascade Co disclosed in the last 12 months; 5 earlier trades on record.

  • Lisa C. McClain(R-MI 9):Sale (full), $1,001 - $15,000, traded September 25, 2025, filed October 22, 2025
  • Lisa C. McClain(R-MI 9):Purchase, $1,001 - $15,000, traded August 4, 2025, filed September 12, 2025
  • Virginia Foxx(R-NC 5):Sale (full), $15,001 - $50,000, traded March 7, 2023, filed April 4, 2023

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around February 22, 2027 estimated from the company's past filing pattern, not announced

  • November 2, 2026
  • August 3, 2026
  • May 4, 2026
  • February 23, 2026
  • November 3, 2025
  • August 4, 2025

Recent SEC filings

Data status

When each part of this page on Boise Cascade Co was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Boise Cascade Co in brief

What does Boise Cascade Co do?
Boise Cascade Co is a US-listed company in the forest products industry. Its financial year ends in December.
What is Boise Cascade Co's stock ticker?
Boise Cascade Co trades under the ticker BCC on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Boise Cascade Co's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Boise Cascade Co reported revenue of $6.6B, 1.2% higher than a year earlier, according to its SEC filings.
What is Boise Cascade Co's free cash flow?
Boise Cascade Co's free-cash-flow margin is 2.0% of revenue over the trailing twelve months, ranking 108 of the 167 materials companies we cover.
Who are Boise Cascade Co's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Dimensional Fund Advisors LP and Vanguard Portfolio Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Boise Cascade Co buying back stock, and does it pay a dividend?
Boise Cascade Co spent $185M on share repurchases over the trailing twelve months, and its diluted share count fell 5.9% over the year.
What is Boise Cascade Co's market cap?
On November 2, 2026, Boise Cascade Co's market capitalisation was about $2.7B, with a price-to-earnings ratio of 22.3 and net debt of $63.5M. Market figures come from third-party market data and may be delayed.
Does Boise Cascade Co pay a dividend?
Yes: Boise Cascade Co paid $34.1M in dividends over the trailing twelve months, a dividend yield of 1.31% and a payout ratio of 28.4%.
How much debt does Boise Cascade Co have?
Boise Cascade Co's debt-to-equity ratio is 21.9%, from its latest balance sheet (27.0% five years earlier). The financial health section below sets out its other solvency checks.
Who are Boise Cascade Co's competitors?
In our Forest Products peer group, the companies closest to Boise Cascade Co are West Fraser Timber Co., LTD, Louisiana-pacific Corp and CL Workshop Group Ltd. The side-by-side comparison below sets their revenue, margins and growth against Boise Cascade Co's.
Are insiders buying or selling Boise Cascade Co stock?
Over the last 12 months, Boise Cascade Co's directors and officers reported 0 open-market purchases and 3 sales on Form 4. The insider trading page charts every trade.
When is Boise Cascade Co's next earnings date?
Around February 22, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Boise Cascade Co announces its own schedule.