BCC · BOISE CASCADE Co
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 4, 2026TL;DR. Boise Cascade reported Q2 sales up 5% to $1.83B and adjusted EBITDA up 6% YoY, but guided Q3 BMD EBITDA to $53–$68M (well below Q2's $85.6M) due to a major supplier transition, while announcing an expanded sole-nationwide distribution partnership with James Hardie effective July 31, 2026.
- + Announced expanded sole nationwide distribution partnership with James Hardie for full exterior products portfolio, with 10-year initial term
- + Board approved a 5% increase in the quarterly dividend to $0.23 per share
- + Repurchased approximately $108.3 million of common stock in the first six months of 2026, with $130 million remaining under authorization
- − Guided Q3 BMD EBITDA to $53–$68 million, far below Q2's $85.6 million, citing supplier transition impacts
- − Selling and distribution expenses rose $10.8 million YoY in BMD, with about half from higher fuel and outbound delivery costs
- − Total U.S. housing starts and single-family starts fell 1% and 4% respectively YoY in Q2, with macroeconomic headwinds persisting
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Versus peers
Lumber & Wood Production — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BCC
this stock
BOISE CASCADE Co
|
$2.66B | +3.7% | +12.7% | — | 4.2% |
|
SSD
Simpson Manufacturing Co., Inc.
|
$7.31B | +10.0% | +4.5% | 19.5 | 2.8% |
|
WFG
West Fraser Timber Co., Ltd
|
$5.22B | +9.5% | — | — | 3.0% |
|
UFPI
Ufp Industries Inc
|
$4.61B | -8.9% | +21.6% | 19.2 | 3.6% |
|
NWGL
CL Workshop Group Ltd
|
$29.72M | -10.6% | — | — | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BCC | -4.5% | -10.0% | +9.6% | -2.2% | +3.7% |
| SPY | -0.1% | -0.6% | +14.9% | -0.3% | +12.2% |
| vs SPY | -4.4% | -9.4% | -5.3% | -1.9% | -8.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.