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Boise Cascade (BCC)
NYSE:BCC
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Boise Cascade (BCC) Price & Analysis

396 Followers

BCC Stock Chart & Stats

$79.94
$0.38(0.49%)
At close: 4:00 PM EDT
$79.94
$0.38(0.49%)

Bulls Say, Bears Say

Bulls Say
Low LeverageDebt-to-equity of about 0.04 and materially lower debt leave Boise Cascade with substantial financial flexibility. That cushion can help it absorb construction cycles, sustain operations through weaker pricing, and fund strategic or shareholder initiatives without heavy balance-sheet strain.
Cash GenerationTTM operating cash flow of about $276 million and free cash flow of about $167 million show the business is converting activity into meaningful liquidity. Improved cash generation supports reinvestment, debt resilience and capital returns, although results remain cyclical.
Strategic Distribution ExpansionBecoming James Hardie’s exclusive full-line national distributor expands Boise Cascade’s exterior-products assortment and addressable market. The agreement can deepen dealer relationships and create cross-selling and logistics benefits, offering a structural growth avenue beyond existing product lines.
Bears Say
Compressed MarginsTTM gross margin near 10% and net margin around 1.6% are materially below the 7–10% net margins achieved in 2021–2023. This compressed earnings cushion makes profitability more sensitive to pricing, product mix and operating-cost changes over the next several quarters.
Construction Demand ExposureManagement cited lower U.S. housing starts, affordability and volatile mortgage rates, while EWP volumes are expected to fall mid-single digits sequentially. Because construction demand drives both manufacturing and distribution, softer activity can pressure volumes and plant utilization.
Supplier Transition RiskJames Hardie onboarding requires inventory wind-down, new-product loading and distribution exits over multiple quarters, with near-term pressure in decking, siding and trim. The transition may temporarily disrupt revenue and add execution costs before the agreement’s longer-term benefits emerge.

Boise Cascade News

BCC FAQ

What was Boise Cascade’s price range in the past 12 months?
Boise Cascade lowest stock price was $65.00 and its highest was $91.97 in the past 12 months.
    What is Boise Cascade’s market cap?
    Boise Cascade’s market cap is $2.62B.
      When is Boise Cascade’s upcoming earnings report date?
      Boise Cascade’s upcoming earnings report date is Nov 02, 2026 which is in 11 days.
        How were Boise Cascade’s earnings last quarter?
        Boise Cascade released its earnings results on Aug 03, 2026. The company reported $1.63 earnings per share for the quarter, beating the consensus estimate of $1.234 by $0.396.
          Is Boise Cascade overvalued?
          According to Wall Street analysts Boise Cascade’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Boise Cascade pay dividends?
            Boise Cascade pays a Quarterly dividend of $0.23 which represents an annual dividend yield of 1.17%. See more information on Boise Cascade dividends here
              What is Boise Cascade’s EPS estimate?
              Boise Cascade’s EPS estimate is 1.12.
                How many shares outstanding does Boise Cascade have?
                Boise Cascade has 34,891,350 shares outstanding.
                  What happened to Boise Cascade’s price movement after its last earnings report?
                  Boise Cascade reported an EPS of $1.63 in its last earnings report, beating expectations of $1.234. Following the earnings report the stock price went up 4.166%.
                    Which hedge fund is a major shareholder of Boise Cascade?
                    Currently, no hedge funds are holding shares in BCC
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Boise Cascade

                      Boise Cascade Company (BCC) is a prominent producer of timber goods and a distributor of construction supplies, operating across both the United States and Canada. Its operations are primarily structured into two distinct divisions: Wood Products and Building Materials Distribution. The Wood Products division is responsible for manufacturing various timber-based items, including laminated veneer lumber (LVL) and glued laminated beams, which are crucial for headers and support structures. It also produces I-joists, utilized in flooring and roofing systems for both residential and commercial projects, as well as other structural applications. Furthermore, this segment creates a range of plywood panels—structural, decorative, and industrial—along with ponderosa pine lumber products. These manufactured goods find application in diverse areas, such as new home construction, renovation and remodeling projects, light commercial building, and various industrial settings. The sales channels for these items include wholesale distributors, DIY retailers, independent lumberyards, and industrial processing companies. In contrast, the Building Materials Distribution division focuses on supplying a comprehensive array of construction materials. This inventory comprises oriented strand board (OSB), plywood, and traditional lumber, alongside a broad selection of general building supplies like siding, composite decking, doors, metal components, insulation, and roofing materials, in addition to specialized engineered wood products. This distribution arm supplies its offerings to building material dealers, home improvement retailers, and specialized distributors. Established in 2004, the firm maintains its corporate headquarters in Boise, Idaho.

                      Boise Cascade (BCC) Earnings & Revenues

                      BCC Company Deck

                      BCC Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call communicated a mixture of solid operational and financial results (consolidated sales +5%, meaningful Wood Products EBITDA improvement, plywood pricing/volume strength, strong capital returns and a strategically significant nationwide James Hardie distribution agreement) alongside meaningful near-term headwinds (BMD EBITDA/margin pressure, higher freight and selling costs, and transitional revenue/implementation risk from the supplier change). Management emphasized confidence in long-term benefits of the James Hardie partnership and the resilience of its integrated model but acknowledged multi-quarter execution risk and softer near-term end-market demand.View all BCC earnings summaries

                      BCC Net sales Breakdown

                      90.35%90.35%28.26%
                      90.35% Building Materials Distribution
                      28.26% Wood Products
                      tipranks

                      BCC Stock 12 Month Forecast

                      Average Price Target

                      $92.20
                      ▲(15.34% Upside)
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4,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":80.098,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":74.622,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n     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                      Ownership Overview

                      0.73%35.15%0.30%29.31%
                      0.30% Other Institutional Investors
                      29.31% Public Companies and
                      Individual Investors
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