The earnings call highlighted several significant challenges, including reduced sales and profitability, impacts from planned outages, and a difficult housing market. However, there were positive notes regarding capital allocation and operational progress at key facilities. The sentiment reflects a challenging environment with some strategic progress.
Company Guidance
During Boise Cascade's First Quarter 2025 Earnings Call, several key metrics and guidance were provided. The company reported consolidated first quarter sales of $1.5 billion, down 7% from the same quarter in 2024. Net income stood at $40.3 million, or $1.06 per share, compared to $104.1 million, or $2.61 per share, in the previous year. Wood Products sales decreased by 11% year-over-year to $415.8 million, with segment EBITDA dropping to $40.2 million from $95.6 million. The Building Materials Distribution (BMD) segment saw a 7% decline in sales to $1.4 billion and a decrease in segment EBITDA to $62.8 million. The company highlighted challenges such as constrained demand, economic uncertainty, and a planned outage at the Oakdale facility, which impacted EBITDA by approximately $8 million and $7 million year-over-year and sequentially, respectively. Looking ahead, Boise Cascade expects EWP volumes to increase by mid- to high single digits sequentially, despite low single-digit sequential declines in EWP pricing due to competitive pressures. The company also anticipates a partial restart at Oakdale and a continued focus on strategic investments and capital returns to shareholders, supported by a strong balance sheet.
Capital Allocation and Shareholder Returns
Boise Cascade paid $10 million in regular dividends during the quarter and repurchased $71 million of common stock through the first 4 months of 2025, indicating a strong commitment to shareholder returns.
Operational Progress
The Oakdale plywood and veneer facility modernization is progressing on schedule, expected to be fully operational by the end of the second quarter, which should strengthen the EWP franchise.
Improved Sales Velocity in March
March daily sales exceeded $24 million, and April's daily sales pace was approximately 13% higher than the first quarter 2025 sales pace, indicating an improvement in sales activity.
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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
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BCC Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 05, 2025
$92.47
$87.48
-5.40%
Feb 20, 2025
$116.25
$106.79
-8.14%
Nov 04, 2024
$133.80
$138.02
+3.15%
Aug 05, 2024
$119.04
$124.25
+4.38%
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.
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FAQ
When does Boise Cascade (BCC) report earnings?
Boise Cascade (BCC) is schdueled to report earning on Aug 04, 2025, TBA Not Confirmed.
What is Boise Cascade (BCC) earnings time?
Boise Cascade (BCC) earnings time is at Aug 04, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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