Boise Cascade Co. (BCC)

In the past six months, Boise Cascade's stock has been influenced by several key events. Q2 2025 earnings missed revenue estimates, with sales declining year-over-year. Q3 2025 earnings revealed a significant decline in profitability, with net income falling year-over-year. The company's outlook for Q4 2025 anticipated further seasonal declines in both segments, with expected volume declines and continued pricing pressure for Wood Products. In December 2025, the CEO announced his retirement. Analyst ratings for BCC have seen some adjustments during this period, and the company also announced quarterly dividends and a share repurchase authorization.

Demand for Boise Cascade's products and services is inherently seasonal and closely tied to the construction industry. Warmer months see increased demand for outdoor construction materials, while colder seasons tend to drive demand for products related to heating, insulation, and maintenance. Demand is also influenced by budget cycles and government spending. Boise Cascade's own outlook for Q4 2025 explicitly anticipated seasonal declines in both its Wood Products and Building Materials Distribution segments. The company's performance is also sensitive to commodity product prices.

Boise Cascade Co. is an American manufacturer of wood products and a wholesale distributor of building materials. The company operates in two main divisions: Wood Products and Building Materials Distribution (BMD). The Wood Products segment manufactures engineered wood products (EWP) and other wood products. The Building Materials Distribution segment acts as a wholesale distributor for a broad array of building materials. Boise Cascade is recognized as one of the largest producers of engineered wood products and plywood in North America and a leading U.S. wholesale distributor of building products.

Boise Cascade's operations span across the United States and Canada. The company maintains its headquarters in Boise, Idaho, and operates more than 60 strategically located distribution and manufacturing facilities throughout these regions. Its Wood Products manufacturing facilities are situated in the Pacific Northwest and southeastern U.S., with an additional mill in St. Jacques, New Brunswick, Canada. The Building Materials Distribution division has branches nationwide and millwork door shops.

In the past year, Boise Cascade has maintained a positive brand reputation. The company was recognized by Newsweek as one of "America's Most Trustworthy Companies of 2025." No significant negative events impacting Boise Cascade's reputation have been identified within the past year.

Boise Cascade Company's ownership is predominantly institutional. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, and others. Institutional investors held a significant majority of the shares. Individual insider ownership is relatively small, with Thomas S. Souleles being noted as a significant individual shareholder.