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Boise Cascade reported third-quarter sales of $1.8 billion, up 8% year-over-year, and guided fourth-quarter BMD EBITDA to $35 and $45 million and Wood Products EBITDA to $10 and $20 million amid seasonal and supplier-transition pressures.
Boise Cascade reported income from operations of $55.8 million versus $32.3 million in 2025, for the three months ended September 30, 2026, as Wood Products swung to $16.1 million of income from a $12.1 million loss.
Boise Cascade Company reported third-quarter net income of $36.4 million, up 67% from $21.8 million; Wood Products swung to $16.1 million income from a $12.1 million loss. Fourth-quarter total EBITDA guidance is $32 - $54 million.
Boise Cascade elected Brian Carlson to its Board effective October 26, 2026, expanding the Board from 10 to 11 directors. Its Board declared a quarterly dividend of $0.23 per share, payable December 16, 2026 to stockholders of record December 1, 2026.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Third-quarter consolidated sales and earnings improved, Wood Products and plywood pricing strengthened, EWP volumes increased, James Hardy siding gained share, and capital returns continued. The outlook remains constrained by housing weakness, BMD earnings and margin deterioration, supplier-transition-related sales declines, higher costs, fourth-quarter EBITDA guidance and capital-project delays.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 126.24M | 2Q 2026 | +6.1% |
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GAAP → non-GAAP reconciliationGAAP EBITDA 126.24M
+0K Change in fair value of interest rate swaps
= Adjusted EBITDA 126.24M
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| BMD net sales volume | 4% | three months ended June 30, 2026 | — |
| Building Materials Distribution EBITDA non-GAAP | 85.62M | 2Q 2026 | — |
| Gross margin | 15.2% | Q2 2026 | — |
| Gross margin percentage | 15.2% | the three months ended June 30, 2026 filing | — |
| I-joist sales volume | 61,411 | Q2 2026 | — |
| I-joists (1,000 equivalent lineal feet) | $1,679 | the three months ended June 30, 2026 filing | — |
| I-joists (equivalent lineal feet) | 61M | the three months ended June 30, 2026 filing | — |
| Laminated veneer lumber (LVL) (cubic feet) | 5.3M | the three months ended June 30, 2026 filing | — |
| Lumber sales volume | 21,449 | Q2 2026 | — |
| LVL (cubic foot) | $24.1 | the three months ended June 30, 2026 filing | — |
| LVL sales volume | 5,321 | Q2 2026 | — |
| Multi-family housing starts | 119.1K | the three months ended June 30, 2026 filing | — |
| Plywood (1,000 sq. ft.) (3/8" basis) | $393 | the three months ended June 30, 2026 filing | — |
| Plywood (sq. ft.) (3/8" basis) | 368M | the three months ended June 30, 2026 filing | — |
| Plywood sales volume | 367,745 | Q2 2026 | — |
| Single-family housing starts | 252.7K | the three months ended June 30, 2026 filing | — |
| Total available liquidity | 699.9M | end of second quarter 2026 | — |
| Total Number of Shares Purchased | 1,404,815 | six months ended June 30, 2026 | — |
| Undrawn committed bank line availability | 395.1M | end of second quarter 2026 | — |
| Wood Products EBITDA non-GAAP | 52.37M | 2Q 2026 | — |
GAAP → non-GAAP reconciliationGAAP Segment income - Wood Products 25.65M
+26.72M Depreciation and amortization
= Segment EBITDA - Wood Products 52.37M
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BCC
this stock
BOISE CASCADE Co
|
$2.35B | -8.4% | +12.7% | — | 4.1% |
|
SSD
Simpson Manufacturing Co., Inc.
|
$8.03B | +22.6% | +4.5% | 21.4 | 4.0% |
|
WFG
West Fraser Timber Co., Ltd
|
$5.18B | +8.2% | — | — | 3.1% |
|
UFPI
Ufp Industries Inc
|
$4.34B | -12.7% | +21.6% | 19.3 | 4.2% |
|
JCTC
Jewett Cameron Trading Co Ltd
|
$10.21M | +28.9% | -12.4% | — | 0.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Boise Cascade Company reported third-quarter net income of $36.4 million, up 67% from $21.8 million; Wood Products swung to $16.1 million income from a $12.1 million loss. Fourth-quarter total EBITDA guidance is $32 - $54 million.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BCC | -4.1% | -11.5% | -1.0% | -14.5% | -8.4% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -6.7% | -10.3% | -1.5% | -14.3% | -19.1% |
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.
