BCC · BOISE CASCADE Co
Price & Indicators
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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.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
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
|
$2.65B | +0.7% | +12.7% | — | 4.6% |
|
SSD
Simpson Manufacturing Co., Inc.
|
$7.24B | +5.8% | +4.5% | 19.3 | 2.6% |
|
WFG
West Fraser Timber Co., Ltd
|
$5.61B | +13.5% | — | — | 3.5% |
|
UFPI
Ufp Industries Inc
|
$4.38B | -15.2% | +21.6% | 18.2 | 3.9% |
|
NWGL
CL Workshop Group Ltd
|
$23.51M | +0.0% | — | — | 3.6% |
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 | -4.6% | -2.2% | -8.0% | -5.0% | +0.8% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -4.0% | -2.3% | -20.2% | -4.4% | -11.1% |
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.