Boise Cascade (BCC) Q3 2026 Earnings Call Transcript

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) 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.

Boise Cascade (BCC) reported Q3 2026 revenue of $1.80B, beating estimates by 2.4% but missing EPS expectations by 7%. Adjusted EBITDA was $98.49M, a 1.5% miss. Q4 EBITDA guidance is $43M, below consensus. Operating and free cash flow margins improved year-on-year.