EarningsQ2 2026 Earnings Report
DE:BC0 Q2 2026 EPS Results
Actual EPS€1.45
Consensus EPS€1.10
Beat/MissBeat by +€0.35
One Year Ago EPS€1.46
DE:BC0 Q2 2026 Revenue Results
Actual Revenue€1.63B
Expected Revenue€1.58B
Beat/MissBeat by +€52.94M
YoY Revenue Growth+5.24%
Earnings Announcement Details
QuarterQ2 2026
Date08/03/2026
TimeAfter Close
Conference CallMonday, August 3, 2026
DE:BC0 Upcoming Earnings
Boise Cascade's next earnings date is estimated for November 2, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
DE:BC0 Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
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.Company Guidance
Consolidated Revenue Growth
Total consolidated sales increased 5% year-over-year to $1.8 billion in Q2 2026.
Net Income and EPS Improvement
Net income was $57.3 million and GAAP EPS was $1.63, both higher than the prior year quarter when excluding prior-year asset sale gains.
Wood Products Profitability Gain
Wood Products sales of $459.6 million were up 3% year-over-year and segment EBITDA rose to $52.4 million from $37.3 million a year ago, a ~40.5% increase driven by higher plywood prices/volumes and lower per-unit OSB costs.
Building Materials Distribution (BMD) Sales Increase
BMD sales were $1.7 billion, up 5% year-over-year driven by net sales volume increases of ~4% and price increases of ~1%; sequentially BMD sales were up 22% (seasonal improvement).
Plywood Price and Volume Strength
Plywood sales volume increased to 368 million ft (up ~3.4% YoY) and average plywood net sales price rose to $393 per thousand, a 15% increase year-over-year (and sequentially), aided by reduced imports.
Strong Cash Returns to Shareholders
Through H1 2026 Boise Cascade repurchased ~$108 million of stock (including ~$43M in Q2), has ~$130 million remaining buyback authorization, paid $18 million in H1 dividends, and the Board approved a 5% increase in the quarterly dividend to $0.23 per share.
Strategic Nationwide Distribution Agreement with James Hardie
Announced expansion to be the sole nationwide distributor for James Hardie's full exterior portfolio (Hardie Siding & Trim, AZEK Exteriors, TimberTech Decking/Railing), providing long-term addressable-market expansion, cross-sell opportunities and potential margin/efficiency benefits.
Order Momentum and Pricing Actions in EWP
EWP order file was ~3x year-ago levels through August and the company announced an EWP price increase expected to realize ~3% when fully implemented, supporting near-term pricing stability.
DE:BC0 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed