Boise Cascade (NYSE:BCC) surprises with Q3 2026 sales

Boise Cascade (BCC) reported Q3 2026 sales of $1.8B, up 8% YoY, with net income and EPS higher. Wood Products EBITDA surged 194% to $42.7M, driven by plywood pricing. However, BMD segment EBITDA fell, and Q4 outlook is weak due to housing market headwinds and rising costs. The company repurchased $118M in shares and paid $26M in dividends. Capital expenditure guidance was reduced to $120-140M.

Boise Cascade (BCC) reported Q3 earnings, noting margin pressures from destocking and higher costs. Sales increased 16% YoY to $461.2M, with Wood Products EBITDA rising to $42.7M. The company is transitioning suppliers, expecting Q4 sales to be volatile. Q4 outlook includes seasonal headwinds and supplier transitions, with BMD EBITDA forecasted at $35M-$45M and Wood Products EBITDA at $10M-$20M. Capital spending reduced to $120M-$140M for 2026.

Boise Cascade (BCC) reported Q3 2026 sales of $1.7B, up 7% YoY, with Wood Products sales up 16%. EBITDA was $66.9M, down from $69.8M YoY. Gross margins increased $3.6M, driven by commodity products. Q4 EBITDA is projected between $35M-$45M for BMD and $10M-$20M for Wood Products. The company reduced its 2026 capital spending range to $120M-$140M and declared a $0.23 quarterly dividend.

Boise Cascade (BCC) forecasts Q4 EBITDA of $35M-$45M in Building Materials Distribution and $10M-$20M in Wood Products. CEO Jeff Strom reported Q3 sales rose 8% YoY to $1.8B, citing challenges like rising fuel prices and political uncertainty.

Boise Cascade (BCC) reported Q3 2026 revenue of $1.8B, up 8%, with net income of $36.4M. Wood Products EBITDA surged 194% YoY, while Building Materials Distribution faced margin pressure. Shares rose 2.1% post-results. Management expects Q4 EBITDA to decline due to seasonal factors and market headwinds.

Boise Cascade (BCC) reported Q3 earnings of $36.4M, or $1.04 per share, with revenue of $1.8B. Shares have risen 2% YTD and 6% over 12 months, closing at $75.