The earnings call presented a balanced view with significant achievements like the completion of the Oakdale mill modernization and a dividend increase. However, these were countered by declines in net income, sales, and segment EBITDA, along with ongoing challenges in residential construction and a strike at the Billings facility.
Company Guidance
During Boise Cascade's Second Quarter 2025 Earnings Call, the company provided guidance and discussed various metrics that reflect their current financial performance and future outlook. The company's consolidated second quarter sales were $1.7 billion, marking a 3% decline from the same period in 2024. Net income for the quarter was reported at $62 million, or $1.64 per share, compared to $112.3 million, or $2.84 per share, in the previous year. The Wood Products segment reported sales of $447.2 million, down 9% from the prior year, and segment EBITDA of $37.3 million compared to $95.1 million last year. The Building Materials Distribution (BMD) segment had sales of $1.6 billion, a 2% decrease from last year, and reported segment EBITDA of $91.8 million. The company also highlighted capital expenditures of $132 million in the first half of 2025 and projected third quarter EBITDA for Wood Products to be between $20 million and $30 million, and for BMD between $70 million and $80 million. They also noted challenges such as affordability constraints in the housing market and competitive pressures affecting pricing, while expressing optimism about long-term demand drivers and the completion of their modernization project at the Oakdale mill.
Modernization Project Completion
The modernization project at the Oakdale mill is substantially complete, enhancing operational efficiency and reliability.
Gross Margin Improvement
BMD's gross margin improved by 60 basis points year-over-year to 15.4%.
Dividend Increase
The Board of Directors approved a $0.22 per share quarterly dividend, representing a 5% increase.
LVL Volume Growth
LVL volumes increased 8% year-over-year and 18% sequentially.
Capital Expenditure and Expansion
Capital expenditure of $132 million with investments in Wood Products and BMD, including modernization projects and new distribution centers.
Boise Cascade (BCC) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
BCC Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 04, 2025
$82.71
$86.77
+4.91%
May 05, 2025
$92.25
$87.27
-5.40%
Feb 20, 2025
$115.97
$106.53
-8.14%
Nov 04, 2024
$133.48
$137.69
+3.15%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Boise Cascade (BCC) report earnings?
Boise Cascade (BCC) is schdueled to report earning on Nov 03, 2025, TBA (Confirmed).
What is Boise Cascade (BCC) earnings time?
Boise Cascade (BCC) earnings time is at Nov 03, 2025, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.